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ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN
Plan identification number 002

ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST. LUKE'S HEALTH NETWORK, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. LUKE'S HEALTH NETWORK, INC.
Employer identification number (EIN):231352213
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SHARON CAVANAUGH
0022016-01-01SHARON CAVANAUGH
0022015-01-01THOMAS LICHTENWALNER
0022014-01-01THOMAS LICHTENWALNER
0022013-01-01THOMAS LICHTENWALNER
0022012-01-01THOMAS P. LICHTENWALNER THOMAS P. LICHTENWALNER2013-10-07
0022011-01-01THOMAS P LICHTENWALNER THOMAS P LICHTENWALNER2012-10-08

Plan Statistics for ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0120,669
Total number of active participants reported on line 7a of the Form 55002022-01-0118,193
Number of retired or separated participants receiving benefits2022-01-0128
Number of other retired or separated participants entitled to future benefits2022-01-015,205
Total of all active and inactive participants2022-01-0123,426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0136
Total participants2022-01-0123,462
Number of participants with account balances2022-01-0118,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01378
2021: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0118,807
Total number of active participants reported on line 7a of the Form 55002021-01-0116,811
Number of retired or separated participants receiving benefits2021-01-0118
Number of other retired or separated participants entitled to future benefits2021-01-013,816
Total of all active and inactive participants2021-01-0120,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0124
Total participants2021-01-0120,669
Number of participants with account balances2021-01-0116,209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01469
2020: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0114,314
Total number of active participants reported on line 7a of the Form 55002020-01-0115,725
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013,064
Total of all active and inactive participants2020-01-0118,789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0118
Total participants2020-01-0118,807
Number of participants with account balances2020-01-0114,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01401
2019: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116,146
Total number of active participants reported on line 7a of the Form 55002019-01-0112,214
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-012,065
Total of all active and inactive participants2019-01-0114,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0114
Total participants2019-01-0114,306
Number of participants with account balances2019-01-0113,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01423
2018: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113,022
Total number of active participants reported on line 7a of the Form 55002018-01-0114,998
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-011,126
Total of all active and inactive participants2018-01-0116,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-0116,142
Number of participants with account balances2018-01-019,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01294
2017: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,107
Total number of active participants reported on line 7a of the Form 55002017-01-0111,619
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-011,388
Total of all active and inactive participants2017-01-0113,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-0113,022
Number of participants with account balances2017-01-019,401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01241
2016: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110,464
Total number of active participants reported on line 7a of the Form 55002016-01-018,154
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01938
Total of all active and inactive participants2016-01-019,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-019,107
Number of participants with account balances2016-01-018,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01156
2015: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,968
Total number of active participants reported on line 7a of the Form 55002015-01-019,816
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01645
Total of all active and inactive participants2015-01-0110,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110,461
Number of participants with account balances2015-01-013,894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,510
Total number of active participants reported on line 7a of the Form 55002014-01-014,884
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0171
Total of all active and inactive participants2014-01-014,955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,955
Number of participants with account balances2014-01-012,523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,546
Total number of active participants reported on line 7a of the Form 55002013-01-013,469
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-013,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,499
Number of participants with account balances2013-01-011,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,126
Total number of active participants reported on line 7a of the Form 55002012-01-012,528
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-012,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,533
Number of participants with account balances2012-01-01965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0137
2011: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,272
Total number of active participants reported on line 7a of the Form 55002011-01-011,125
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-011,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,126
Number of participants with account balances2011-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0180

Financial Data on ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$9,000,896
Total of all expenses incurred2022-12-31$9,789,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,247,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$46,460,660
Value of total assets at end of year2022-12-31$261,834,919
Value of total assets at beginning of year2022-12-31$262,623,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$541,659
Total interest from all sources2022-12-31$57,084
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,561,131
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$4,561,131
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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
Administrative expenses (other) incurred2022-12-31$541,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-788,594
Value of net assets at end of year (total assets less liabilities)2022-12-31$261,834,919
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$262,623,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$212,053,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$219,528,261
Interest earned on other investments2022-12-31$57,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,325,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,907,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-42,077,979
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$46,460,660
Employer contributions (assets) at end of year2022-12-31$46,456,678
Employer contributions (assets) at beginning of year2022-12-31$41,187,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,247,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2022-12-31830414789
2021 : ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$64,844,077
Total of all expenses incurred2021-12-31$9,500,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,973,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$41,186,301
Value of total assets at end of year2021-12-31$262,623,513
Value of total assets at beginning of year2021-12-31$207,279,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$526,544
Total interest from all sources2021-12-31$39,296
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,860,238
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$3,860,238
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Administrative expenses (other) incurred2021-12-31$526,544
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$55,343,908
Value of net assets at end of year (total assets less liabilities)2021-12-31$262,623,513
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$207,279,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$219,528,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$168,199,999
Interest earned on other investments2021-12-31$39,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,907,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,986,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,758,242
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$41,186,301
Employer contributions (assets) at end of year2021-12-31$41,187,468
Employer contributions (assets) at beginning of year2021-12-31$37,093,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,973,625
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2021-12-31830414789
2020 : ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$57,562,236
Total of all expenses incurred2020-12-31$7,548,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,097,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$37,093,025
Value of total assets at end of year2020-12-31$207,279,605
Value of total assets at beginning of year2020-12-31$157,266,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$451,734
Total interest from all sources2020-12-31$37,457
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,910,056
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$2,910,056
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Administrative expenses (other) incurred2020-12-31$451,734
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$50,013,463
Value of net assets at end of year (total assets less liabilities)2020-12-31$207,279,605
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$157,266,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$168,199,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$122,925,761
Interest earned on other investments2020-12-31$37,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,986,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,210,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$17,521,698
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$37,093,025
Employer contributions (assets) at end of year2020-12-31$37,093,024
Employer contributions (assets) at beginning of year2020-12-31$33,129,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,097,039
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2020-12-31830414789
2019 : ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2019 401k financial data
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$52,729,251
Total of all expenses incurred2019-12-31$4,233,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,822,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$33,127,602
Value of total assets at end of year2019-12-31$157,266,142
Value of total assets at beginning of year2019-12-31$108,770,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$411,323
Total interest from all sources2019-12-31$24,983
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,774,938
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$2,774,938
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$411,323
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$48,495,725
Value of net assets at end of year (total assets less liabilities)2019-12-31$157,266,142
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$108,770,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$122,925,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$77,721,618
Interest earned on other investments2019-12-31$24,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,210,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$946,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,801,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$33,127,602
Employer contributions (assets) at end of year2019-12-31$33,129,751
Employer contributions (assets) at beginning of year2019-12-31$30,102,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,822,203
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2019-12-31830414789
2018 : ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2018 401k financial data
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$65,200
Total income from all sources (including contributions)2018-12-31$25,328,236
Total of all expenses incurred2018-12-31$3,564,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,232,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$30,094,411
Value of total assets at end of year2018-12-31$108,770,417
Value of total assets at beginning of year2018-12-31$87,071,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$331,802
Total interest from all sources2018-12-31$15,326
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,859,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,859,601
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Administrative expenses (other) incurred2018-12-31$331,802
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$65,200
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$21,763,997
Value of net assets at end of year (total assets less liabilities)2018-12-31$108,770,417
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$87,006,420
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$77,721,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$62,636,756
Interest earned on other investments2018-12-31$15,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$946,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$515,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,641,102
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$30,094,411
Employer contributions (assets) at end of year2018-12-31$30,102,158
Employer contributions (assets) at beginning of year2018-12-31$23,919,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,232,437
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2018-12-31830414789
2017 : ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$65,200
Total income from all sources (including contributions)2017-12-31$32,802,049
Total of all expenses incurred2017-12-31$1,880,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,610,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$23,925,007
Value of total assets at end of year2017-12-31$87,071,620
Value of total assets at beginning of year2017-12-31$56,085,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$270,108
Total interest from all sources2017-12-31$11,015
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,174,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,174,460
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Administrative expenses (other) incurred2017-12-31$270,108
Liabilities. Value of operating payables at end of year2017-12-31$65,200
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$30,921,130
Value of net assets at end of year (total assets less liabilities)2017-12-31$87,006,420
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,085,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$62,636,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$33,613,605
Interest earned on other investments2017-12-31$11,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$515,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$376,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,691,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$23,925,007
Employer contributions (assets) at end of year2017-12-31$23,919,811
Employer contributions (assets) at beginning of year2017-12-31$22,094,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,610,811
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2017-12-31830414789
2016 : ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$25,542,548
Total of all expenses incurred2016-12-31$1,382,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,066,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$22,101,955
Value of total assets at end of year2016-12-31$56,085,290
Value of total assets at beginning of year2016-12-31$31,924,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$315,471
Total interest from all sources2016-12-31$4,900
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$634,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$634,237
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$315,471
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$24,160,515
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,085,290
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,924,775
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$33,613,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,512,332
Interest earned on other investments2016-12-31$4,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$376,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$131,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,801,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$22,101,955
Employer contributions (assets) at end of year2016-12-31$22,094,932
Employer contributions (assets) at beginning of year2016-12-31$20,280,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,066,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2016-12-31830414789
2015 : ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$20,171,184
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$940,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$643,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$20,288,265
Value of total assets at end of year2015-12-31$31,924,775
Value of total assets at beginning of year2015-12-31$12,693,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$296,552
Total interest from all sources2015-12-31$15,769
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$249,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$249,611
Administrative expenses professional fees incurred2015-12-31$20,674
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$9,122
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$19,230,927
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,924,775
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,693,848
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$11,512,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,906,292
Interest earned on other investments2015-12-31$15,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$131,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$713,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-391,583
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$20,288,265
Employer contributions (assets) at end of year2015-12-31$20,280,741
Employer contributions (assets) at beginning of year2015-12-31$5,074,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$643,705
Contract administrator fees2015-12-31$275,878
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 name2015-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2015-12-31830414789
2014 : ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,386,039
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$407,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$256,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,960,022
Value of total assets at end of year2014-12-31$12,693,848
Value of total assets at beginning of year2014-12-31$7,715,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$150,926
Total interest from all sources2014-12-31$9,240
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$262,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$262,346
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$16,174
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,978,804
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,693,848
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,715,044
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$6,906,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,106,032
Interest earned on other investments2014-12-31$9,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$713,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$581,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$138,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,960,022
Employer contributions (assets) at end of year2014-12-31$5,074,334
Employer contributions (assets) at beginning of year2014-12-31$3,027,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$256,309
Contract administrator fees2014-12-31$150,926
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 name2014-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2014-12-31830414789
2013 : ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,596,012
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$147,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$142,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,014,246
Value of total assets at end of year2013-12-31$7,715,044
Value of total assets at beginning of year2013-12-31$4,266,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,906
Total interest from all sources2013-12-31$14,490
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$96,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$96,876
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$11
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$3,448,619
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,715,044
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,266,425
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$4,106,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,571,724
Interest earned on other investments2013-12-31$14,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$581,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$719,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$470,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,014,246
Employer contributions (assets) at end of year2013-12-31$3,027,877
Employer contributions (assets) at beginning of year2013-12-31$1,975,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$142,487
Contract administrator fees2013-12-31$4,906
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2013-12-31830414789
2012 : ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$755
Total income from all sources (including contributions)2012-12-31$2,128,670
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$24,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,968,434
Value of total assets at end of year2012-12-31$4,266,425
Value of total assets at beginning of year2012-12-31$2,163,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,789
Total interest from all sources2012-12-31$11,299
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$28,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$28,931
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,435
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$755
Total non interest bearing cash at end of year2012-12-31$11
Total non interest bearing cash at beginning of year2012-12-31$10
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$2,103,961
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,266,425
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,162,464
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$1,571,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$607,181
Interest earned on other investments2012-12-31$11,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$719,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$320,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$120,006
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$1,950,999
Employer contributions (assets) at end of year2012-12-31$1,975,189
Employer contributions (assets) at beginning of year2012-12-31$1,234,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$22,920
Contract administrator fees2012-12-31$1,789
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2012-12-31830414789
2011 : ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$207
Total income from all sources (including contributions)2011-12-31$1,224,576
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,234,228
Value of total assets at end of year2011-12-31$2,163,219
Value of total assets at beginning of year2011-12-31$938,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$696
Total interest from all sources2011-12-31$5,153
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$15,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$15,583
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$207
Total non interest bearing cash at end of year2011-12-31$10
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$1,223,880
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,162,464
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$938,584
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$607,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$141,249
Interest earned on other investments2011-12-31$5,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$49
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$320,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$58,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-30,388
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$1,234,228
Employer contributions (assets) at end of year2011-12-31$1,234,228
Employer contributions (assets) at beginning of year2011-12-31$738,526
Contract administrator fees2011-12-31$696
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2011-12-31830414789
2010 : ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 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$207
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$753,931
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$738,526
Value of total assets at end of year2010-12-31$938,791
Value of total assets at beginning of year2010-12-31$184,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$133
Total interest from all sources2010-12-31$1,192
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,161
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$207
Other income not declared elsewhere2010-12-31$136
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$753,798
Value of net assets at end of year (total assets less liabilities)2010-12-31$938,584
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$184,786
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$141,249
Interest earned on other investments2010-12-31$1,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$58,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,916
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$738,526
Employer contributions (assets) at end of year2010-12-31$738,526
Employer contributions (assets) at beginning of year2010-12-31$184,786
Contract administrator fees2010-12-31$133
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2010-12-31830414789

Form 5500 Responses for ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN

2022: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080577
Policy instance 1
Insurance contract or identification numberTA080577
Number of Individuals Covered18060
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080577
Policy instance 1
Insurance contract or identification numberTA080577
Number of Individuals Covered16209
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080577
Policy instance 1
Insurance contract or identification numberTA080577
Number of Individuals Covered14752
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080577
Policy instance 1
Insurance contract or identification numberTA080577
Number of Individuals Covered13021
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080577
Policy instance 1
Insurance contract or identification numberTA080577
Number of Individuals Covered9968
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080577
Policy instance 1
Insurance contract or identification numberTA080577
Number of Individuals Covered9401
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892941087
Policy instance 1
Insurance contract or identification number892941087
Number of Individuals Covered46
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?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 number892941087
Policy instance 1
Insurance contract or identification number892941087
Number of Individuals Covered1324
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?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 number892941087
Policy instance 1
Insurance contract or identification number892941087
Number of Individuals Covered1131
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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 number892941087
Policy instance 1
Insurance contract or identification number892941087
Number of Individuals Covered965
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892941087
Policy instance 1
Insurance contract or identification number892941087
Number of Individuals Covered520
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892941087
Policy instance 1
Insurance contract or identification number892941087
Number of Individuals Covered143
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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