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Plan Name | SUMMA HEALTH SYSTEM RETIREMENT INCOME PLAN AND TRUST |
Plan identification number | 010 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | SUMMA AKRON CITY AND ST. THOMAS HOSPITALS |
Employer identification number (EIN): | 340714755 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about SUMMA AKRON CITY AND ST. THOMAS HOSPITALS
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1926-06-15 |
Company Identification Number: | 121908 |
Legal Registered Office Address: |
525 EAST MARKET STREET P.O. BOX 2090 AKRON United States of America (USA) 443092090 |
More information about SUMMA AKRON CITY AND ST. THOMAS HOSPITALS
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
010 | 2012-01-01 | NINO CIRALDO | |||
010 | 2011-01-01 | NINO CIRALDO |
Measure | Date | Value |
---|---|---|
2012: SUMMA HEALTH SYSTEM RETIREMENT INCOME PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 9,455 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4,272 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1,890 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2,994 |
Total of all active and inactive participants | 2012-01-01 | 9,156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 102 |
Total participants | 2012-01-01 | 9,258 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 35 |
2011: SUMMA HEALTH SYSTEM RETIREMENT INCOME PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 9,738 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4,667 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,917 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2,781 |
Total of all active and inactive participants | 2011-01-01 | 9,365 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 90 |
Total participants | 2011-01-01 | 9,455 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 92 |
Measure | Date | Value |
---|---|---|
2012 : SUMMA HEALTH SYSTEM RETIREMENT INCOME PLAN AND TRUST 2012 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $1,955,164 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $13,867,502 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $15,822,666 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $64,696 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $238,179 |
Total income from all sources (including contributions) | 2012-12-31 | $29,934,052 |
Total of all expenses incurred | 2012-12-31 | $7,365,930 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $7,106,627 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $10,024,370 |
Value of total assets at end of year | 2012-12-31 | $177,960,215 |
Value of total assets at beginning of year | 2012-12-31 | $155,565,576 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $259,303 |
Total interest from all sources | 2012-12-31 | $1,290,610 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,796,406 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $2,766,373 |
Assets. Real estate other than employer real property at end of year | 2012-12-31 | $8,611,294 |
Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $6,801,374 |
Administrative expenses professional fees incurred | 2012-12-31 | $284,453 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $24,370 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $9,978,820 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $10,362,198 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $398,144 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $418,233 |
Administrative expenses (other) incurred | 2012-12-31 | $-25,150 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $64,696 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $238,179 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $22,568,122 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $177,895,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $155,327,397 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $9,464,747 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $7,725,064 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $58,177,479 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $49,272,270 |
Interest earned on other investments | 2012-12-31 | $366,324 |
Income. Interest from US Government securities | 2012-12-31 | $210,453 |
Income. Interest from corporate debt instruments | 2012-12-31 | $710,269 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $50,422,530 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $44,347,356 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $7,749,080 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $5,530,475 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $5,530,475 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $3,564 |
Asset value of US Government securities at end of year | 2012-12-31 | $5,717,727 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $7,534,526 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $10,000,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $10,000,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $10,000,000 |
Income. Dividends from common stock | 2012-12-31 | $30,033 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $7,106,627 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $14,849,143 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $11,429,781 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $2,591,251 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $2,144,299 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SS&G, INC. |
Accountancy firm EIN | 2012-12-31 | 341945695 |
2011 : SUMMA HEALTH SYSTEM RETIREMENT INCOME PLAN AND TRUST 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $267,441 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-779,134 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-511,693 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $238,179 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $12,893,986 |
Total of all expenses incurred | 2011-12-31 | $7,133,675 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,818,892 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $10,027,843 |
Value of total assets at end of year | 2011-12-31 | $155,565,576 |
Value of total assets at beginning of year | 2011-12-31 | $149,567,086 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $314,783 |
Total interest from all sources | 2011-12-31 | $734,774 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,643,062 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $2,625,056 |
Assets. Real estate other than employer real property at end of year | 2011-12-31 | $6,801,374 |
Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $18,268,667 |
Administrative expenses professional fees incurred | 2011-12-31 | $277,282 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $27,843 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $10,362,198 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $10,803,049 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $418,233 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $68,799 |
Administrative expenses (other) incurred | 2011-12-31 | $37,501 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $238,179 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $5,760,311 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $155,327,397 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $149,567,086 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $7,725,064 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $2,939,636 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $49,272,270 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $49,240,123 |
Interest earned on other investments | 2011-12-31 | $402,413 |
Income. Interest from US Government securities | 2011-12-31 | $158,108 |
Income. Interest from corporate debt instruments | 2011-12-31 | $170,643 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $44,347,356 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $51,842,158 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $5,530,475 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $3,851,824 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $3,851,824 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $3,610 |
Asset value of US Government securities at end of year | 2011-12-31 | $7,534,526 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $10,000,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $10,000,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $10,000,000 |
Income. Dividends from common stock | 2011-12-31 | $18,006 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,818,892 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $11,429,781 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $2,144,299 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $2,552,830 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SS&G, INC. |
Accountancy firm EIN | 2011-12-31 | 341945695 |
2010 : SUMMA HEALTH SYSTEM RETIREMENT INCOME PLAN AND TRUST 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $3,041,121 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $10,088,181 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $13,129,302 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $246,612 |
Total income from all sources (including contributions) | 2010-12-31 | $25,776,095 |
Total of all expenses incurred | 2010-12-31 | $6,948,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,712,365 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $10,029,513 |
Value of total assets at end of year | 2010-12-31 | $149,567,086 |
Value of total assets at beginning of year | 2010-12-31 | $130,986,434 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $236,466 |
Total interest from all sources | 2010-12-31 | $1,330,404 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,286,876 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $18,268,667 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $17,573,108 |
Administrative expenses professional fees incurred | 2010-12-31 | $236,466 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $29,513 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $10,803,049 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $11,160,105 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $68,799 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $157,725 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $246,612 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $18,827,264 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $149,567,086 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $130,739,822 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $2,939,636 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $1,184,657 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $49,240,123 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $48,274,976 |
Interest earned on other investments | 2010-12-31 | $513,012 |
Income. Interest from US Government securities | 2010-12-31 | $113,703 |
Income. Interest from corporate debt instruments | 2010-12-31 | $703,038 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $51,842,158 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $39,410,908 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $3,851,824 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $5,778,678 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $5,778,678 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $651 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $10,000,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $10,000,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $5,000,000 |
Income. Dividends from common stock | 2010-12-31 | $1,286,876 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,712,365 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $2,552,830 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $2,446,277 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SS&G FINANCIAL SERVICES, INC. |
Accountancy firm EIN | 2010-12-31 | 341945695 |
2012: SUMMA HEALTH SYSTEM RETIREMENT INCOME PLAN AND TRUST 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SUMMA HEALTH SYSTEM RETIREMENT INCOME PLAN AND TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |