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TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 401k Plan overview

Plan NameTUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B)
Plan identification number 007

TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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

TUFTS MEDICAL CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:TUFTS MEDICAL CENTER, INC.
Employer identification number (EIN):043400617
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072022-01-01
0072021-01-01
0072020-01-01
0072019-01-01
0072018-01-01
0072017-01-01DAN CARTON
0072016-01-01DAN CARTON
0072015-01-01DAN CARTON
0072014-01-01DAN CARTON
0072013-01-01DAN CARTON DAN CARTON2014-09-18
0072012-01-01DAN CARTON DAN CARTON2013-10-09
0072011-01-01DAN CARTON DAN CARTON2012-10-12
0072010-01-01DAN CARTON DAN CARTON2011-10-12
0072009-01-01DAN CARTON DAN CARTON2010-10-15

Plan Statistics for TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B)

401k plan membership statisitcs for TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B)

Measure Date Value
2022: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2022 401k membership
Total participants, beginning-of-year2022-01-017,812
Total number of active participants reported on line 7a of the Form 55002022-01-013,457
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014,533
Total of all active and inactive participants2022-01-017,990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0161
Total participants2022-01-018,051
Number of participants with account balances2022-01-017,849
2021: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2021 401k membership
Total participants, beginning-of-year2021-01-017,532
Total number of active participants reported on line 7a of the Form 55002021-01-014,249
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-013,562
Total of all active and inactive participants2021-01-017,812
Total participants2021-01-017,812
Number of participants with account balances2021-01-017,656
2020: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2020 401k membership
Total participants, beginning-of-year2020-01-017,241
Total number of active participants reported on line 7a of the Form 55002020-01-014,178
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-013,315
Total of all active and inactive participants2020-01-017,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0128
Total participants2020-01-017,532
Number of participants with account balances2020-01-017,309
2019: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2019 401k membership
Total participants, beginning-of-year2019-01-016,066
Total number of active participants reported on line 7a of the Form 55002019-01-014,030
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-013,173
Total of all active and inactive participants2019-01-017,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0125
Total participants2019-01-017,241
Number of participants with account balances2019-01-017,009
2018: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2018 401k membership
Total participants, beginning-of-year2018-01-015,721
Total number of active participants reported on line 7a of the Form 55002018-01-013,395
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,654
Total of all active and inactive participants2018-01-016,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-016,066
Number of participants with account balances2018-01-016,053
2017: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2017 401k membership
Total participants, beginning-of-year2017-01-015,371
Total number of active participants reported on line 7a of the Form 55002017-01-013,142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012,568
Total of all active and inactive participants2017-01-015,710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-015,721
Number of participants with account balances2017-01-015,721
2016: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2016 401k membership
Total participants, beginning-of-year2016-01-015,150
Total number of active participants reported on line 7a of the Form 55002016-01-012,924
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012,437
Total of all active and inactive participants2016-01-015,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-015,371
Number of participants with account balances2016-01-015,371
2015: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2015 401k membership
Total participants, beginning-of-year2015-01-014,986
Total number of active participants reported on line 7a of the Form 55002015-01-012,824
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,316
Total of all active and inactive participants2015-01-015,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-015,150
Number of participants with account balances2015-01-015,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2014 401k membership
Total participants, beginning-of-year2014-01-014,836
Total number of active participants reported on line 7a of the Form 55002014-01-012,717
Number of other retired or separated participants entitled to future benefits2014-01-012,259
Total of all active and inactive participants2014-01-014,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-014,986
Number of participants with account balances2014-01-014,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2013 401k membership
Total participants, beginning-of-year2013-01-014,704
Total number of active participants reported on line 7a of the Form 55002013-01-012,634
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,194
Total of all active and inactive participants2013-01-014,828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-014,836
Number of participants with account balances2013-01-014,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2012 401k membership
Total participants, beginning-of-year2012-01-014,804
Total number of active participants reported on line 7a of the Form 55002012-01-012,829
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,866
Total of all active and inactive participants2012-01-014,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-014,704
Number of participants with account balances2012-01-014,704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2011 401k membership
Total participants, beginning-of-year2011-01-014,576
Total number of active participants reported on line 7a of the Form 55002011-01-012,925
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,873
Total of all active and inactive participants2011-01-014,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-014,804
Number of participants with account balances2011-01-014,804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2010 401k membership
Total participants, beginning-of-year2010-01-014,552
Total number of active participants reported on line 7a of the Form 55002010-01-012,807
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,764
Total of all active and inactive participants2010-01-014,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-014,576
Number of participants with account balances2010-01-014,576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2009 401k membership
Total participants, beginning-of-year2009-01-016,608
Total number of active participants reported on line 7a of the Form 55002009-01-014,797
Number of retired or separated participants receiving benefits2009-01-0127
Number of other retired or separated participants entitled to future benefits2009-01-012,136
Total of all active and inactive participants2009-01-016,960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-016,967
Number of participants with account balances2009-01-014,522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B)

Measure Date Value
2022 : TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-92,006,079
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$48,429,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$47,899,893
Expenses. Certain deemed distributions of participant loans2022-12-31$137,229
Value of total corrective distributions2022-12-31$3,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$47,263,681
Value of total assets at end of year2022-12-31$629,832,186
Value of total assets at beginning of year2022-12-31$770,267,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$388,807
Total interest from all sources2022-12-31$1,769,031
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$21,676,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$21,676,169
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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
Contributions received from participants2022-12-31$34,486,273
Participant contributions at end of year2022-12-31$3,231,319
Participant contributions at beginning of year2022-12-31$3,070,801
Participant contributions at end of year2022-12-31$1,022,842
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,414,893
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,548,324
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,038,036
Administrative expenses (other) incurred2022-12-31$247,784
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$10,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-140,435,132
Value of net assets at end of year (total assets less liabilities)2022-12-31$629,832,186
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$770,267,318
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
Investment advisory and management fees2022-12-31$139,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$590,820,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$729,565,733
Value of interest in pooled separate accounts at end of year2022-12-31$1,694,376
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,526,915
Interest on participant loans2022-12-31$209,441
Interest earned on other investments2022-12-31$1,142,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$417,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$29,141,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$31,007,243
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-162,838,795
Net investment gain/loss from pooled separate accounts2022-12-31$123,835
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$9,739,372
Employer contributions (assets) at end of year2022-12-31$507,562
Employer contributions (assets) at beginning of year2022-12-31$537,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$47,898,977
Contract administrator fees2022-12-31$1,450
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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$152,003,224
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$43,365,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$42,769,379
Expenses. Certain deemed distributions of participant loans2021-12-31$23,430
Value of total corrective distributions2021-12-31$1,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$47,610,977
Value of total assets at end of year2021-12-31$770,267,318
Value of total assets at beginning of year2021-12-31$661,629,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$571,368
Total interest from all sources2021-12-31$1,226,235
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$25,826,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$25,826,555
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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
Contributions received from participants2021-12-31$32,480,276
Participant contributions at end of year2021-12-31$3,070,801
Participant contributions at beginning of year2021-12-31$2,909,579
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$876,540
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,548,324
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,222,041
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,752,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$495,102
Administrative expenses (other) incurred2021-12-31$449,099
Total non interest bearing cash at end of year2021-12-31$10,858
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$108,637,492
Value of net assets at end of year (total assets less liabilities)2021-12-31$770,267,318
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$661,629,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$120,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$729,565,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$619,948,634
Value of interest in pooled separate accounts at end of year2021-12-31$1,526,915
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,257,692
Interest on participant loans2021-12-31$151,685
Interest earned on other investments2021-12-31$1,069,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$31,007,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$33,953,044
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$26,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$76,470,621
Net investment gain/loss from pooled separate accounts2021-12-31$373,734
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$9,378,686
Employer contributions (assets) at end of year2021-12-31$537,444
Employer contributions (assets) at beginning of year2021-12-31$462,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$42,743,087
Contract administrator fees2021-12-31$1,525
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$149,516,768
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$44,905,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$44,147,553
Expenses. Certain deemed distributions of participant loans2020-12-31$36,121
Value of total corrective distributions2020-12-31$3,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$39,526,676
Value of total assets at end of year2020-12-31$661,629,826
Value of total assets at beginning of year2020-12-31$557,018,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$718,565
Total interest from all sources2020-12-31$1,467,723
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$17,480,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$17,480,581
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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
Contributions received from participants2020-12-31$29,214,721
Participant contributions at end of year2020-12-31$2,909,579
Participant contributions at beginning of year2020-12-31$3,146,606
Participant contributions at end of year2020-12-31$876,540
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,222,041
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,164,191
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,482,778
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$591,323
Administrative expenses (other) incurred2020-12-31$608,875
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$104,611,111
Value of net assets at end of year (total assets less liabilities)2020-12-31$661,629,826
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$557,018,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$108,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$619,948,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$514,986,585
Value of interest in pooled separate accounts at end of year2020-12-31$1,257,692
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,413,048
Interest on participant loans2020-12-31$172,596
Interest earned on other investments2020-12-31$1,203,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$91,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$33,953,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$36,308,285
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$386,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$90,462,653
Net investment gain/loss from pooled separate accounts2020-12-31$-12,188
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$7,829,177
Employer contributions (assets) at end of year2020-12-31$462,296
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$43,760,711
Contract administrator fees2020-12-31$1,600
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total 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$140,133,246
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$44,661,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$43,875,671
Expenses. Certain deemed distributions of participant loans2019-12-31$142,945
Expenses. Certain deemed distributions of participant loans2019-12-31$142,945
Value of total corrective distributions2019-12-31$3,536
Value of total corrective distributions2019-12-31$3,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$38,250,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$38,250,970
Value of total assets at end of year2019-12-31$557,018,715
Value of total assets at end of year2019-12-31$557,018,715
Value of total assets at beginning of year2019-12-31$461,547,020
Value of total assets at beginning of year2019-12-31$461,547,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$639,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$639,399
Total interest from all sources2019-12-31$1,150,442
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,025,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$12,025,128
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$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
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
Contributions received from participants2019-12-31$26,979,916
Participant contributions at end of year2019-12-31$3,146,606
Participant contributions at end of year2019-12-31$3,146,606
Participant contributions at beginning of year2019-12-31$3,317,713
Participant contributions at beginning of year2019-12-31$3,317,713
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,164,191
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,164,191
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$16,867,795
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$16,867,795
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,141,237
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$275,029
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$275,029
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$719,704
Administrative expenses (other) incurred2019-12-31$188,295
Administrative expenses (other) incurred2019-12-31$188,295
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$95,471,695
Value of net assets at end of year (total assets less liabilities)2019-12-31$557,018,715
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$461,547,020
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$461,547,020
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
Investment advisory and management fees2019-12-31$451,104
Investment advisory and management fees2019-12-31$451,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$514,986,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$514,986,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$414,693,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$414,693,215
Value of interest in pooled separate accounts at end of year2019-12-31$1,413,048
Value of interest in pooled separate accounts at end of year2019-12-31$1,413,048
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,499,483
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,499,483
Interest on participant loans2019-12-31$175,030
Interest earned on other investments2019-12-31$610,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$364,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$364,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$36,308,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$36,308,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$25,168,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$25,168,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$87,907,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$87,907,366
Net investment gain/loss from pooled separate accounts2019-12-31$79,636
Net investment gain/loss from pooled separate accounts2019-12-31$79,636
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$7,129,817
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,600,642
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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$9,040,791
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$38,197,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,027,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$33,411,871
Value of total assets at end of year2018-12-31$461,547,020
Value of total assets at beginning of year2018-12-31$490,703,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$170,319
Total interest from all sources2018-12-31$17,075,559
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$3,000,000
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
Contributions received from participants2018-12-31$25,201,584
Participant contributions at end of year2018-12-31$3,317,713
Participant contributions at beginning of year2018-12-31$3,148,008
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$16,867,795
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$18,357,030
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,985,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$170,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-29,156,772
Value of net assets at end of year (total assets less liabilities)2018-12-31$461,547,020
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$490,703,792
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$414,693,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$441,955,939
Value of interest in pooled separate accounts at end of year2018-12-31$1,499,483
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,432,014
Interest earned on other investments2018-12-31$17,075,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$25,168,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$25,810,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-41,446,639
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$6,224,739
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,027,244
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 name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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$107,120,902
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$23,020,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$22,763,302
Expenses. Certain deemed distributions of participant loans2017-12-31$150,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$29,521,337
Value of total assets at end of year2017-12-31$490,703,792
Value of total assets at beginning of year2017-12-31$406,603,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$106,592
Total interest from all sources2017-12-31$19,651,942
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$3,000,000
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
Contributions received from participants2017-12-31$22,255,518
Participant contributions at end of year2017-12-31$3,148,008
Participant contributions at beginning of year2017-12-31$3,391,894
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$4,537
Assets. Other investments not covered elsewhere at end of year2017-12-31$18,357,030
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$18,077,742
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,414,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$381,301
Administrative expenses (other) incurred2017-12-31$106,592
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$84,100,255
Value of net assets at end of year (total assets less liabilities)2017-12-31$490,703,792
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$406,603,537
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$441,955,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$356,988,654
Value of interest in pooled separate accounts at end of year2017-12-31$1,432,014
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,554,631
Interest on participant loans2017-12-31$200,042
Interest earned on other investments2017-12-31$19,451,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$25,810,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$26,470,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$57,566,322
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,850,878
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$115,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$22,763,302
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 name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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$49,656,189
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$25,515,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$25,437,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$25,695,161
Value of total assets at end of year2016-12-31$406,603,537
Value of total assets at beginning of year2016-12-31$382,462,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$77,414
Total interest from all sources2016-12-31$12,883,421
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$3,000,000
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
Contributions received from participants2016-12-31$20,525,922
Participant contributions at end of year2016-12-31$3,391,894
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$4,537
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$18,077,742
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$18,307,104
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,756,204
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,411,325
Other income not declared elsewhere2016-12-31$11,880
Administrative expenses (other) incurred2016-12-31$77,414
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$24,140,935
Value of net assets at end of year (total assets less liabilities)2016-12-31$406,603,537
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$382,462,602
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$356,988,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$331,188,035
Value of interest in pooled separate accounts at end of year2016-12-31$1,554,631
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,609,136
Interest on participant loans2016-12-31$191,628
Interest earned on other investments2016-12-31$12,691,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$26,470,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$27,947,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,065,727
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,413,035
Employer contributions (assets) at end of year2016-12-31$115,337
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$25,437,840
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 name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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$30,385,783
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$21,560,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$21,508,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$25,303,607
Value of total assets at end of year2015-12-31$382,462,602
Value of total assets at beginning of year2015-12-31$373,636,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$51,343
Total interest from all sources2015-12-31$13,705,607
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$3,000,000
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
Contributions received from participants2015-12-31$19,505,795
Assets. Other investments not covered elsewhere at end of year2015-12-31$18,307,104
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$18,967,756
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,433,367
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,411,325
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,122,420
Other income not declared elsewhere2015-12-31$113,735
Administrative expenses (other) incurred2015-12-31$51,343
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$8,825,679
Value of net assets at end of year (total assets less liabilities)2015-12-31$382,462,602
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$373,636,923
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$331,188,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$321,402,834
Value of interest in pooled separate accounts at end of year2015-12-31$1,609,136
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,591,881
Interest on participant loans2015-12-31$184,949
Interest earned on other investments2015-12-31$13,520,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$27,947,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$27,842,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,737,166
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$3,364,445
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$709,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$21,508,761
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 name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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$48,808,249
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$22,981,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,916,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$23,541,873
Value of total assets at end of year2014-12-31$373,636,923
Value of total assets at beginning of year2014-12-31$347,810,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$65,333
Total interest from all sources2014-12-31$15,327,409
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$3,000,000
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
Contributions received from participants2014-12-31$18,078,121
Assets. Other investments not covered elsewhere at end of year2014-12-31$18,967,756
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$19,545,284
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,268,559
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,122,420
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,202,496
Administrative expenses (other) incurred2014-12-31$65,333
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$25,826,481
Value of net assets at end of year (total assets less liabilities)2014-12-31$373,636,923
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$347,810,442
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$321,402,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$292,737,428
Value of interest in pooled separate accounts at end of year2014-12-31$1,591,881
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,636,608
Interest on participant loans2014-12-31$172,023
Interest earned on other investments2014-12-31$15,155,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$27,842,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$28,983,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,938,967
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,195,193
Employer contributions (assets) at end of year2014-12-31$709,067
Employer contributions (assets) at beginning of year2014-12-31$704,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,916,435
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 name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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$77,603,038
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$22,196,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$22,119,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$22,581,516
Value of total assets at end of year2013-12-31$347,810,442
Value of total assets at beginning of year2013-12-31$292,403,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$76,367
Total interest from all sources2013-12-31$13,118,978
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$3,000,000
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
Contributions received from participants2013-12-31$17,741,777
Assets. Other investments not covered elsewhere at end of year2013-12-31$19,545,284
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$19,236,781
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,671,117
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,202,496
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,488,927
Administrative expenses (other) incurred2013-12-31$76,367
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$55,407,010
Value of net assets at end of year (total assets less liabilities)2013-12-31$347,810,442
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$292,403,432
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$292,737,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$238,396,808
Value of interest in pooled separate accounts at end of year2013-12-31$2,636,608
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,358,682
Interest on participant loans2013-12-31$158,538
Interest earned on other investments2013-12-31$12,960,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$28,983,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$29,250,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$41,762,369
Net investment gain/loss from pooled separate accounts2013-12-31$140,175
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,168,622
Employer contributions (assets) at end of year2013-12-31$704,779
Employer contributions (assets) at beginning of year2013-12-31$671,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$22,119,661
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 appraiser2013-12-31Yes
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 name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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$1,270,456
Total income from all sources (including contributions)2012-12-31$54,944,127
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$27,670,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$27,623,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,297,916
Value of total assets at end of year2012-12-31$292,403,432
Value of total assets at beginning of year2012-12-31$266,400,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$47,640
Total interest from all sources2012-12-31$6,054,426
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$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$16,859,647
Assets. Other investments not covered elsewhere at end of year2012-12-31$19,236,781
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$20,173,856
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,428,667
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,488,927
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,783,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,270,456
Other income not declared elsewhere2012-12-31$922,640
Administrative expenses (other) incurred2012-12-31$47,640
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$27,273,275
Value of net assets at end of year (total assets less liabilities)2012-12-31$292,403,432
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$265,130,157
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$238,396,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$211,338,554
Value of interest in pooled separate accounts at end of year2012-12-31$2,358,682
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,156,268
Interest on participant loans2012-12-31$86,191
Interest earned on other investments2012-12-31$5,968,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$29,250,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$30,207,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$25,409,296
Net investment gain/loss from pooled separate accounts2012-12-31$259,849
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$3,009,602
Employer contributions (assets) at end of year2012-12-31$671,252
Employer contributions (assets) at beginning of year2012-12-31$741,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$27,623,212
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 appraiser2012-12-31Yes
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 name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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$1,270,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$528,992
Total income from all sources (including contributions)2011-12-31$16,131,655
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$14,825,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,798,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$20,177,879
Value of total assets at end of year2011-12-31$266,400,613
Value of total assets at beginning of year2011-12-31$264,353,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,986
Total interest from all sources2011-12-31$5,627,624
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$3,000,000
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
Contributions received from participants2011-12-31$16,277,321
Assets. Other investments not covered elsewhere at end of year2011-12-31$20,173,856
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$18,975,088
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,037,818
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,783,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,500,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,270,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$528,992
Other income not declared elsewhere2011-12-31$-51,162
Administrative expenses (other) incurred2011-12-31$26,986
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$1,306,072
Value of net assets at end of year (total assets less liabilities)2011-12-31$265,130,157
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$263,824,085
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$211,338,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$211,894,212
Value of interest in pooled separate accounts at end of year2011-12-31$2,156,268
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,188,018
Interest on participant loans2011-12-31$117,393
Interest earned on other investments2011-12-31$5,510,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$30,207,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$29,062,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-9,204,939
Net investment gain/loss from pooled separate accounts2011-12-31$-417,747
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$2,862,740
Employer contributions (assets) at end of year2011-12-31$741,300
Employer contributions (assets) at beginning of year2011-12-31$732,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,798,597
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 appraiser2011-12-31Yes
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 name2011-12-31GRANT THORNTON, LLP
Accountancy firm EIN2011-12-31366055558
2010 : TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$528,992
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$47,974,186
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$14,431,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,413,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$20,061,395
Value of total assets at end of year2010-12-31$264,353,077
Value of total assets at beginning of year2010-12-31$230,281,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,592
Total interest from all sources2010-12-31$3,901,404
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$3,000,000
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
Contributions received from participants2010-12-31$15,721,836
Participant contributions at beginning of year2010-12-31$1,508,787
Participant contributions at beginning of year2010-12-31$430,446
Assets. Other investments not covered elsewhere at end of year2010-12-31$18,975,088
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$17,805,347
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,575,584
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,500,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$528,992
Other income not declared elsewhere2010-12-31$905,076
Administrative expenses (other) incurred2010-12-31$17,592
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$33,542,753
Value of net assets at end of year (total assets less liabilities)2010-12-31$263,824,085
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$230,281,332
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$211,894,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$177,779,917
Value of interest in pooled separate accounts at end of year2010-12-31$2,188,018
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,927,788
Interest on participant loans2010-12-31$119,570
Interest earned on other investments2010-12-31$3,781,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$29,062,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$30,151,013
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$666,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$22,803,714
Net investment gain/loss from pooled separate accounts2010-12-31$302,597
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$2,763,975
Employer contributions (assets) at end of year2010-12-31$732,986
Employer contributions (assets) at beginning of year2010-12-31$678,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,747,339
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 appraiser2010-12-31Yes
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 name2010-12-31CCR, LLP
Accountancy firm EIN2010-12-31043069946
2009 : TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B)

2022: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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
2010: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55232
Policy instance 3
Insurance contract or identification numberGP55232
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?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194099+031
Policy instance 2
Insurance contract or identification number194099+031
Number of Individuals Covered200
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,935
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $6,935
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102944
Policy instance 1
Insurance contract or identification number102944
Number of Individuals Covered581
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102944
Policy instance 1
Insurance contract or identification number102944
Number of Individuals Covered603
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 number194099+031
Policy instance 2
Insurance contract or identification number194099+031
Number of Individuals Covered209
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,069
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $6,069
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55232
Policy instance 3
Insurance contract or identification numberGP55232
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?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55232
Policy instance 3
Insurance contract or identification numberGP55232
Number of Individuals Covered219
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102944
Policy instance 1
Insurance contract or identification number102944
Number of Individuals Covered617
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 number194099+031
Policy instance 2
Insurance contract or identification number194099+031
Number of Individuals Covered219
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,075
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $7,075
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55232
Policy instance 3
Insurance contract or identification numberGP55232
Number of Individuals Covered229
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 number194099+031
Policy instance 2
Insurance contract or identification number194099+031
Number of Individuals Covered229
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,112
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $8,112
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102944
Policy instance 1
Insurance contract or identification number102944
Number of Individuals Covered649
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 number194099+031
Policy instance 2
Insurance contract or identification number194099+031
Number of Individuals Covered249
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,807
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $8,807
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102944
Policy instance 1
Insurance contract or identification number102944
Number of Individuals Covered687
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55232
Policy instance 3
Insurance contract or identification numberGP55232
Number of Individuals Covered249
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194099+031
Policy instance 2
Insurance contract or identification number194099+031
Number of Individuals Covered261
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,830
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $8,830
Insurance broker organization code?4
Insurance broker nameKESTRA INVESTMENT SERVICES LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55232
Policy instance 3
Insurance contract or identification numberGP55232
Number of Individuals Covered261
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102944
Policy instance 1
Insurance contract or identification number102944
Number of Individuals Covered736
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102944
Policy instance 1
Insurance contract or identification number102944
Number of Individuals Covered803
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number194099+031
Policy instance 2
Insurance contract or identification number194099+031
Number of Individuals Covered288
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,190
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
Commission paid to Insurance BrokerUSD $9,190
Insurance broker organization code?4
Insurance broker nameNFP ADVISOR SERVICES LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55232
Policy instance 3
Insurance contract or identification numberGP55232
Number of Individuals Covered288
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610928/617014
Policy instance 4
Insurance contract or identification number610928/617014
Number of Individuals Covered0
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 $15,452
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15452
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55232
Policy instance 3
Insurance contract or identification numberGP55232
Number of Individuals Covered303
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number194099+031
Policy instance 2
Insurance contract or identification number194099+031
Number of Individuals Covered303
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,267
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
Commission paid to Insurance BrokerUSD $9,267
Insurance broker organization code?4
Insurance broker nameNFP ADVISOR SERVICES LLC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102944
Policy instance 1
Insurance contract or identification number102944
Number of Individuals Covered839
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610928/617014
Policy instance 4
Insurance contract or identification number610928/617014
Number of Individuals Covered0
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 $16,158
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees16158
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55232
Policy instance 3
Insurance contract or identification numberGP55232
Number of Individuals Covered187
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,941
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
Commission paid to Insurance BrokerUSD $4,941
Insurance broker organization code?4
Insurance broker nameNFP SECURITIES INC.
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102944
Policy instance 1
Insurance contract or identification number102944
Number of Individuals Covered880
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194099+031
Policy instance 2
Insurance contract or identification number194099+031
Number of Individuals Covered315
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,847
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
Commission paid to Insurance BrokerUSD $8,847
Insurance broker organization code?4
Insurance broker nameNFP SECURITIES INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610928/617014
Policy instance 4
Insurance contract or identification number610928/617014
Number of Individuals Covered0
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 $17,852
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees17852
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102944
Policy instance 1
Insurance contract or identification number102944
Number of Individuals Covered927
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 numberGP55232
Policy instance 3
Insurance contract or identification numberGP55232
Number of Individuals Covered203
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,776
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
Commission paid to Insurance BrokerUSD $2,762
Insurance broker organization code?4
Insurance broker nameNFP SECURITIES INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194099+031
Policy instance 2
Insurance contract or identification number194099+031
Number of Individuals Covered329
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,702
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
Commission paid to Insurance BrokerUSD $5,718
Insurance broker organization code?4
Insurance broker nameNFP SECURITIES INC.
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102944
Policy instance 3
Insurance contract or identification number102944
Number of Individuals Covered969
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 number194099+031
Policy instance 1
Insurance contract or identification number194099+031
Number of Individuals Covered354
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,187
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 numberGP55232
Policy instance 2
Insurance contract or identification numberGP55232
Number of Individuals Covered215
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,492
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 number102944
Policy instance 3
Insurance contract or identification number102944
Number of Individuals Covered1013
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55232
Policy instance 2
Insurance contract or identification numberGP55232
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?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194099+031
Policy instance 1
Insurance contract or identification number194099+031
Number of Individuals Covered378
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,213
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
Commission paid to Insurance BrokerUSD $10,213
Insurance broker organization code?4
Insurance broker nameCHARLES W CAMMACK ASSOCIATES INC.

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