?>
Logo

GEISINGER HEALTH PLAN 401K SAVINGS PLAN 401k Plan overview

Plan NameGEISINGER HEALTH PLAN 401K SAVINGS PLAN
Plan identification number 001

GEISINGER HEALTH PLAN 401K SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

GEISINGER HEALTH PLAN has sponsored the creation of one or more 401k plans.

Company Name:GEISINGER HEALTH PLAN
Employer identification number (EIN):232311553
NAIC Classification:524140

Additional information about GEISINGER HEALTH PLAN

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5752485

More information about GEISINGER HEALTH PLAN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEISINGER HEALTH PLAN 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MICAH D. BENNETT
0012023-01-01
0012023-01-01MICAH D. BENNETT
0012022-01-01
0012022-01-01MICAH D. BENNETT
0012021-01-01
0012021-01-01MICAH D. BENNETT
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WENDY M. MARSHALL
0012016-01-01WENDY M. MARSHALL
0012015-01-01WENDY M. MARSHALL
0012014-12-14WENDY M. MARSHALL

Plan Statistics for GEISINGER HEALTH PLAN 401K SAVINGS PLAN

401k plan membership statisitcs for GEISINGER HEALTH PLAN 401K SAVINGS PLAN

Measure Date Value
2023: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,327
Total number of active participants reported on line 7a of the Form 55002023-01-011,858
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-01322
Total of all active and inactive participants2023-01-012,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-015
Total participants2023-01-012,192
Number of participants with account balances2023-01-012,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0195
2022: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,154
Total number of active participants reported on line 7a of the Form 55002022-01-011,959
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01348
Total of all active and inactive participants2022-01-012,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-012,322
Number of participants with account balances2022-01-011,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0169
2021: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,079
Total number of active participants reported on line 7a of the Form 55002021-01-011,804
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01341
Total of all active and inactive participants2021-01-012,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-012,156
Number of participants with account balances2021-01-012,153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0152
2020: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,099
Total number of active participants reported on line 7a of the Form 55002020-01-011,825
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01249
Total of all active and inactive participants2020-01-012,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-012,083
Number of participants with account balances2020-01-012,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0175
2019: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,922
Total number of active participants reported on line 7a of the Form 55002019-01-011,882
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01208
Total of all active and inactive participants2019-01-012,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-012,099
Number of participants with account balances2019-01-012,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0150
2018: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,789
Total number of active participants reported on line 7a of the Form 55002018-01-011,748
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01168
Total of all active and inactive participants2018-01-011,919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,924
Number of participants with account balances2018-01-011,922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0153
2017: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,524
Total number of active participants reported on line 7a of the Form 55002017-01-011,642
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01141
Total of all active and inactive participants2017-01-011,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,789
Number of participants with account balances2017-01-011,786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0157
2016: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,386
Total number of active participants reported on line 7a of the Form 55002016-01-011,412
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01108
Total of all active and inactive participants2016-01-011,523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,525
Number of participants with account balances2016-01-011,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,355
Total number of active participants reported on line 7a of the Form 55002015-01-011,227
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01147
Total of all active and inactive participants2015-01-011,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,378
Number of participants with account balances2015-01-011,363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0152
2014: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-141,355
Total number of active participants reported on line 7a of the Form 55002014-12-141,355
Number of retired or separated participants receiving benefits2014-12-140
Number of other retired or separated participants entitled to future benefits2014-12-140
Total of all active and inactive participants2014-12-141,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-140
Total participants2014-12-141,355
Number of participants with account balances2014-12-141,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-142

Financial Data on GEISINGER HEALTH PLAN 401K SAVINGS PLAN

Measure Date Value
2023 : GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$6,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$20,251
Total income from all sources (including contributions)2023-12-31$39,595,823
Total of all expenses incurred2023-12-31$18,164,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$18,052,360
Expenses. Certain deemed distributions of participant loans2023-12-31$26,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$12,567,297
Value of total assets at end of year2023-12-31$174,942,334
Value of total assets at beginning of year2023-12-31$153,525,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$85,949
Total interest from all sources2023-12-31$135,547
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$950,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$950,590
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$7,130,213
Participant contributions at end of year2023-12-31$3,022,204
Participant contributions at beginning of year2023-12-31$2,733,187
Participant contributions at end of year2023-12-31$6,839
Participant contributions at beginning of year2023-12-31$4,187
Assets. Other investments not covered elsewhere at end of year2023-12-31$7,711,225
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$9,072,449
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$659,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$4,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$18,093
Other income not declared elsewhere2023-12-31$178,277
Administrative expenses (other) incurred2023-12-31$5,834
Liabilities. Value of operating payables at end of year2023-12-31$1,892
Liabilities. Value of operating payables at beginning of year2023-12-31$2,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$21,431,128
Value of net assets at end of year (total assets less liabilities)2023-12-31$174,936,059
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$153,504,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$43,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$29,722,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$26,274,670
Interest on participant loans2023-12-31$128,529
Value of interest in common/collective trusts at end of year2023-12-31$134,222,387
Value of interest in common/collective trusts at beginning of year2023-12-31$115,306,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$243,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$123,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$123,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$7,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,479,558
Net investment gain or loss from common/collective trusts2023-12-31$21,284,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$4,778,017
Employer contributions (assets) at end of year2023-12-31$13,725
Employer contributions (assets) at beginning of year2023-12-31$11,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$18,052,360
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$6,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$20,251
Total income from all sources (including contributions)2023-01-01$39,595,823
Total of all expenses incurred2023-01-01$18,164,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$18,052,360
Expenses. Certain deemed distributions of participant loans2023-01-01$26,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$12,567,297
Value of total assets at end of year2023-01-01$174,942,334
Value of total assets at beginning of year2023-01-01$153,525,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$85,949
Total interest from all sources2023-01-01$135,547
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$950,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$950,590
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$7,130,213
Participant contributions at end of year2023-01-01$3,022,204
Participant contributions at beginning of year2023-01-01$2,733,187
Participant contributions at end of year2023-01-01$6,839
Participant contributions at beginning of year2023-01-01$4,187
Assets. Other investments not covered elsewhere at end of year2023-01-01$7,711,225
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$9,072,449
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$659,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$4,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$18,093
Other income not declared elsewhere2023-01-01$178,277
Administrative expenses (other) incurred2023-01-01$5,834
Liabilities. Value of operating payables at end of year2023-01-01$1,892
Liabilities. Value of operating payables at beginning of year2023-01-01$2,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$21,431,128
Value of net assets at end of year (total assets less liabilities)2023-01-01$174,936,059
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$153,504,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$43,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$29,722,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$26,274,670
Interest on participant loans2023-01-01$128,529
Value of interest in common/collective trusts at end of year2023-01-01$134,222,387
Value of interest in common/collective trusts at beginning of year2023-01-01$115,306,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$243,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$7,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$4,479,558
Net investment gain or loss from common/collective trusts2023-01-01$21,284,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$4,778,017
Employer contributions (assets) at end of year2023-01-01$13,725
Employer contributions (assets) at beginning of year2023-01-01$11,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$18,052,360
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BAKER TILLY US, LLP
Accountancy firm EIN2023-01-01301413443
2022 : GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$20,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$37,727
Total income from all sources (including contributions)2022-12-31$-18,566,697
Total of all expenses incurred2022-12-31$14,001,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,876,190
Expenses. Certain deemed distributions of participant loans2022-12-31$45,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,618,924
Value of total assets at end of year2022-12-31$153,525,182
Value of total assets at beginning of year2022-12-31$186,110,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$79,412
Total interest from all sources2022-12-31$102,587
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$969,122
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$969,122
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,771,639
Participant contributions at end of year2022-12-31$2,733,187
Participant contributions at beginning of year2022-12-31$2,529,260
Participant contributions at end of year2022-12-31$4,187
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,072,449
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$9,245,352
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,219,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$18,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$35,530
Other income not declared elsewhere2022-12-31$166,726
Administrative expenses (other) incurred2022-12-31$52,885
Liabilities. Value of operating payables at end of year2022-12-31$2,158
Liabilities. Value of operating payables at beginning of year2022-12-31$2,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,568,101
Value of net assets at end of year (total assets less liabilities)2022-12-31$153,504,931
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$186,073,032
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$26,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,274,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,214,788
Interest on participant loans2022-12-31$100,244
Value of interest in common/collective trusts at end of year2022-12-31$115,306,173
Value of interest in common/collective trusts at beginning of year2022-12-31$140,935,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$123,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$185,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$185,545
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,797,695
Net investment gain or loss from common/collective trusts2022-12-31$-25,626,361
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$4,627,291
Employer contributions (assets) at end of year2022-12-31$11,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,876,190
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 name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$20,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$37,727
Total income from all sources (including contributions)2022-01-01$-18,566,697
Total of all expenses incurred2022-01-01$14,001,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$13,876,190
Expenses. Certain deemed distributions of participant loans2022-01-01$45,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$12,618,924
Value of total assets at end of year2022-01-01$153,525,182
Value of total assets at beginning of year2022-01-01$186,110,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$79,412
Total interest from all sources2022-01-01$102,587
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$969,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$969,122
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$10,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$6,771,639
Participant contributions at end of year2022-01-01$2,733,187
Participant contributions at beginning of year2022-01-01$2,529,260
Participant contributions at end of year2022-01-01$4,187
Assets. Other investments not covered elsewhere at end of year2022-01-01$9,072,449
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$9,245,352
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$1,219,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$18,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$35,530
Other income not declared elsewhere2022-01-01$166,726
Administrative expenses (other) incurred2022-01-01$52,885
Liabilities. Value of operating payables at end of year2022-01-01$2,158
Liabilities. Value of operating payables at beginning of year2022-01-01$2,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-32,568,101
Value of net assets at end of year (total assets less liabilities)2022-01-01$153,504,931
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$186,073,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$26,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$26,274,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$33,214,788
Interest on participant loans2022-01-01$100,244
Value of interest in common/collective trusts at end of year2022-01-01$115,306,173
Value of interest in common/collective trusts at beginning of year2022-01-01$140,935,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$123,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$2,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-6,797,695
Net investment gain or loss from common/collective trusts2022-01-01$-25,626,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$4,627,291
Employer contributions (assets) at end of year2022-01-01$11,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$13,876,190
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BAKER TILLY US, LLP
Accountancy firm EIN2022-01-01390859910
2021 : GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2021 401k financial data
Total transfer of assets from this plan2021-12-31$167,651
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$37,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,005
Total income from all sources (including contributions)2021-12-31$34,807,867
Total of all expenses incurred2021-12-31$17,102,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,987,681
Expenses. Certain deemed distributions of participant loans2021-12-31$40,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,405,143
Value of total assets at end of year2021-12-31$186,110,759
Value of total assets at beginning of year2021-12-31$168,543,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,664
Total interest from all sources2021-12-31$125,008
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,036,449
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$2,036,449
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,534,634
Participant contributions at end of year2021-12-31$2,529,260
Participant contributions at beginning of year2021-12-31$2,956,244
Assets. Other investments not covered elsewhere at end of year2021-12-31$9,245,352
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,940,409
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$344,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$8,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$35,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$5,652
Other income not declared elsewhere2021-12-31$151,587
Administrative expenses (other) incurred2021-12-31$49,438
Liabilities. Value of operating payables at end of year2021-12-31$2,197
Liabilities. Value of operating payables at beginning of year2021-12-31$2,353
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$17,705,031
Value of net assets at end of year (total assets less liabilities)2021-12-31$186,073,032
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$168,535,652
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$25,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,214,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,136,465
Interest on participant loans2021-12-31$124,994
Value of interest in common/collective trusts at end of year2021-12-31$140,935,814
Value of interest in common/collective trusts at beginning of year2021-12-31$123,412,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$185,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$89,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$89,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,534,407
Net investment gain or loss from common/collective trusts2021-12-31$16,555,273
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$4,526,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,987,681
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,512
Total income from all sources (including contributions)2020-12-31$34,879,638
Total of all expenses incurred2020-12-31$11,653,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,507,910
Expenses. Certain deemed distributions of participant loans2020-12-31$57,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,721,353
Value of total assets at end of year2020-12-31$168,543,657
Value of total assets at beginning of year2020-12-31$145,312,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$88,373
Total interest from all sources2020-12-31$137,212
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,105,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,105,698
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,192,067
Participant contributions at end of year2020-12-31$2,956,244
Participant contributions at beginning of year2020-12-31$3,345,509
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,940,409
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,637,873
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,041,208
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$8,574
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$5,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$608
Other income not declared elsewhere2020-12-31$202,576
Administrative expenses (other) incurred2020-12-31$62,873
Liabilities. Value of operating payables at end of year2020-12-31$2,353
Liabilities. Value of operating payables at beginning of year2020-12-31$1,904
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$23,225,873
Value of net assets at end of year (total assets less liabilities)2020-12-31$168,535,652
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$145,309,779
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$25,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,136,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,414,169
Interest on participant loans2020-12-31$136,482
Value of interest in common/collective trusts at end of year2020-12-31$123,412,415
Value of interest in common/collective trusts at beginning of year2020-12-31$104,788,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$89,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$125,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$125,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,207,054
Net investment gain or loss from common/collective trusts2020-12-31$18,505,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,488,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,507,910
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,337
Total income from all sources (including contributions)2019-12-31$37,631,790
Total of all expenses incurred2019-12-31$8,047,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,748,584
Expenses. Certain deemed distributions of participant loans2019-12-31$192,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,767,180
Value of total assets at end of year2019-12-31$145,312,291
Value of total assets at beginning of year2019-12-31$115,740,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$106,205
Total interest from all sources2019-12-31$152,814
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$951,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,007,744
Participant contributions at end of year2019-12-31$3,345,509
Participant contributions at beginning of year2019-12-31$3,413,499
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,637,873
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,237,324
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,123,632
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$104
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$13,453
Other income not declared elsewhere2019-12-31$190,044
Administrative expenses (other) incurred2019-12-31$83,814
Liabilities. Value of operating payables at end of year2019-12-31$1,904
Liabilities. Value of operating payables at beginning of year2019-12-31$1,884
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$29,584,298
Value of net assets at end of year (total assets less liabilities)2019-12-31$145,309,779
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$115,725,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$22,391
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,414,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,751,601
Interest on participant loans2019-12-31$149,628
Value of interest in common/collective trusts at end of year2019-12-31$104,788,772
Value of interest in common/collective trusts at beginning of year2019-12-31$81,225,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$125,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$101,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$101,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,250,398
Net investment gain or loss from common/collective trusts2019-12-31$19,320,109
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$4,635,804
Income. Dividends from common stock2019-12-31$951,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,748,584
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 name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,337
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$317,660
Total income from all sources (including contributions)2018-12-31$4,865,392
Total of all expenses incurred2018-12-31$6,437,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,255,542
Expenses. Certain deemed distributions of participant loans2018-12-31$82,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,012,180
Value of total assets at end of year2018-12-31$115,740,818
Value of total assets at beginning of year2018-12-31$117,615,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$99,561
Total interest from all sources2018-12-31$127,876
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$949,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,811,450
Participant contributions at end of year2018-12-31$3,413,499
Participant contributions at beginning of year2018-12-31$3,148,495
Participant contributions at beginning of year2018-12-31$191,387
Assets. Other investments not covered elsewhere at end of year2018-12-31$7,237,324
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,704,370
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$720,651
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$11,119
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$310,027
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$13,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$315,624
Other income not declared elsewhere2018-12-31$166,854
Administrative expenses (other) incurred2018-12-31$76,501
Liabilities. Value of operating payables at end of year2018-12-31$1,884
Liabilities. Value of operating payables at beginning of year2018-12-31$2,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,571,942
Value of net assets at end of year (total assets less liabilities)2018-12-31$115,725,481
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$117,297,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$23,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,751,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,340,164
Interest on participant loans2018-12-31$125,267
Value of interest in common/collective trusts at end of year2018-12-31$81,225,732
Value of interest in common/collective trusts at beginning of year2018-12-31$79,543,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$101,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$193,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$193,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,459,307
Net investment gain or loss from common/collective trusts2018-12-31$-4,931,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,480,079
Employer contributions (assets) at beginning of year2018-12-31$183,351
Income. Dividends from common stock2018-12-31$949,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,255,542
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$317,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,831
Total income from all sources (including contributions)2017-12-31$27,195,312
Total of all expenses incurred2017-12-31$8,661,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,501,812
Expenses. Certain deemed distributions of participant loans2017-12-31$65,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,904,466
Value of total assets at end of year2017-12-31$117,615,083
Value of total assets at beginning of year2017-12-31$98,769,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$93,750
Total interest from all sources2017-12-31$107,189
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$714,034
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$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,656,335
Participant contributions at end of year2017-12-31$3,148,495
Participant contributions at beginning of year2017-12-31$2,972,819
Participant contributions at end of year2017-12-31$191,387
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,704,370
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$8,261,443
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$637,329
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$310,027
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$315,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,486
Other income not declared elsewhere2017-12-31$154,237
Administrative expenses (other) incurred2017-12-31$68,318
Liabilities. Value of operating payables at end of year2017-12-31$2,036
Liabilities. Value of operating payables at beginning of year2017-12-31$2,345
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$18,534,240
Value of net assets at end of year (total assets less liabilities)2017-12-31$117,297,423
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$98,763,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$25,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,340,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,123,837
Interest on participant loans2017-12-31$106,236
Value of interest in common/collective trusts at end of year2017-12-31$79,543,397
Value of interest in common/collective trusts at beginning of year2017-12-31$63,337,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$193,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$67,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$67,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,362,309
Net investment gain or loss from common/collective trusts2017-12-31$11,953,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,610,802
Employer contributions (assets) at end of year2017-12-31$183,351
Income. Dividends from common stock2017-12-31$714,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,501,812
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,586
Total income from all sources (including contributions)2016-12-31$15,934,182
Total of all expenses incurred2016-12-31$5,477,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,374,698
Expenses. Certain deemed distributions of participant loans2016-12-31$21,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,958,476
Value of total assets at end of year2016-12-31$98,769,014
Value of total assets at beginning of year2016-12-31$88,318,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,338
Total interest from all sources2016-12-31$92,218
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$666,331
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$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,746,797
Participant contributions at end of year2016-12-31$2,972,819
Participant contributions at beginning of year2016-12-31$2,730,874
Assets. Other investments not covered elsewhere at end of year2016-12-31$8,261,443
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,959,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$280,987
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,189
Other income not declared elsewhere2016-12-31$156,207
Administrative expenses (other) incurred2016-12-31$120
Liabilities. Value of operating payables at end of year2016-12-31$2,345
Liabilities. Value of operating payables at beginning of year2016-12-31$2,397
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$10,456,399
Value of net assets at end of year (total assets less liabilities)2016-12-31$98,763,183
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$88,306,784
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
Investment advisory and management fees2016-12-31$24,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,123,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,377,202
Interest on participant loans2016-12-31$91,936
Value of interest in common/collective trusts at end of year2016-12-31$63,337,414
Value of interest in common/collective trusts at beginning of year2016-12-31$53,181,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$67,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$65,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$65,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,208,361
Net investment gain or loss from common/collective trusts2016-12-31$4,852,589
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$3,930,692
Income. Dividends from common stock2016-12-31$666,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,374,698
Contract administrator fees2016-12-31$56,393
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 name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$8,217,027
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,586
Total income from all sources (including contributions)2015-12-31$8,162,996
Total of all expenses incurred2015-12-31$5,815,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,741,659
Expenses. Certain deemed distributions of participant loans2015-12-31$-10,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,328,322
Value of total assets at end of year2015-12-31$88,318,370
Value of total assets at beginning of year2015-12-31$77,742,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$84,219
Total interest from all sources2015-12-31$92,995
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$782,268
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$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,316,301
Participant contributions at end of year2015-12-31$2,730,874
Participant contributions at beginning of year2015-12-31$2,626,916
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,959,000
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,689,574
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$204,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,189
Other income not declared elsewhere2015-12-31$156,789
Administrative expenses (other) incurred2015-12-31$55,535
Liabilities. Value of operating payables at end of year2015-12-31$2,397
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$2,347,118
Value of net assets at end of year (total assets less liabilities)2015-12-31$88,306,784
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$77,742,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$28,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,377,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,445,293
Interest on participant loans2015-12-31$92,335
Value of interest in common/collective trusts at end of year2015-12-31$53,181,590
Value of interest in common/collective trusts at beginning of year2015-12-31$45,980,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$65,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-479,402
Net investment gain or loss from common/collective trusts2015-12-31$-717,976
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$3,807,216
Income. Dividends from common stock2015-12-31$782,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,741,659
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 name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$77,742,639
Total income from all sources (including contributions)2014-12-31$0
Value of total assets at end of year2014-12-31$77,742,639
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$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$2,626,916
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,689,574
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 assets at end of year (total assets less liabilities)2014-12-31$77,742,639
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$21,445,293
Value of interest in common/collective trusts at end of year2014-12-31$45,980,856
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
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

Form 5500 Responses for GEISINGER HEALTH PLAN 401K SAVINGS PLAN

2023: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GEISINGER HEALTH PLAN 401K SAVINGS PLAN 2014 form 5500 responses
2014-12-14Type of plan entitySingle employer plan
2014-12-14First time form 5500 has been submittedYes
2014-12-14This return/report is a short plan year return/report (less than 12 months)Yes
2014-12-14Plan funding arrangement – TrustYes
2014-12-14Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3