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UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 401k Plan overview

Plan NameUNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN
Plan identification number 005

UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE UNION HOSPITAL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:THE UNION HOSPITAL ASSOCIATION
Employer identification number (EIN):340714771
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052019-01-01
0052018-01-01
0052017-01-01GENE THORN
0052016-01-01GENE THORN
0052015-01-01GENE THORN
0052014-01-01GENE THORN
0052013-01-01GENE THORN
0052012-01-01GENE THORN
0052010-01-01EUGENE A. THORN
0052009-01-01EUGENE A. THORN
0052009-01-01EUGENE A. THORN
0052009-01-01EUGENE A. THORN

Plan Statistics for UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN

401k plan membership statisitcs for UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN

Measure Date Value
2022: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,232
Total number of active participants reported on line 7a of the Form 55002022-01-01943
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-01135
Total of all active and inactive participants2022-01-011,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,091
Number of participants with account balances2022-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,249
Total number of active participants reported on line 7a of the Form 55002021-01-011,079
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01141
Total of all active and inactive participants2021-01-011,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,232
Number of participants with account balances2021-01-01686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01977
Total number of active participants reported on line 7a of the Form 55002020-01-011,089
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01156
Total of all active and inactive participants2020-01-011,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,249
Number of participants with account balances2020-01-01769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01983
Total number of active participants reported on line 7a of the Form 55002019-01-01765
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01197
Total of all active and inactive participants2019-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01977
Number of participants with account balances2019-01-01907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,239
Total number of active participants reported on line 7a of the Form 55002018-01-01775
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-01196
Total of all active and inactive participants2018-01-01982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01983
Number of participants with account balances2018-01-01983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,036
Total number of active participants reported on line 7a of the Form 55002017-01-011,072
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-01155
Total of all active and inactive participants2017-01-011,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,239
Number of participants with account balances2017-01-01950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,009
Total number of active participants reported on line 7a of the Form 55002016-01-01882
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01146
Total of all active and inactive participants2016-01-011,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,036
Number of participants with account balances2016-01-01934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,016
Total number of active participants reported on line 7a of the Form 55002015-01-01861
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-01136
Total of all active and inactive participants2015-01-011,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,008
Number of participants with account balances2015-01-01929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01940
Total number of active participants reported on line 7a of the Form 55002014-01-01868
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-01133
Total of all active and inactive participants2014-01-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,016
Number of participants with account balances2014-01-01882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01925
Total number of active participants reported on line 7a of the Form 55002013-01-01802
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01122
Total of all active and inactive participants2013-01-01934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01936
Number of participants with account balances2013-01-01858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01822
Total number of active participants reported on line 7a of the Form 55002012-01-01802
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01113
Total of all active and inactive participants2012-01-01923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01925
Number of participants with account balances2012-01-01837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2010: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01673
Total number of active participants reported on line 7a of the Form 55002010-01-01641
Number of retired or separated participants receiving benefits2010-01-0126
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-01691
Total participants2010-01-01691
Number of participants with account balances2010-01-01651
2009: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01668
Total number of active participants reported on line 7a of the Form 55002009-01-01629
Number of retired or separated participants receiving benefits2009-01-0120
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01673
Total participants2009-01-01673
Number of participants with account balances2009-01-01659
Number of employers contributing to the scheme2009-01-0110

Financial Data on UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN

Measure Date Value
2022 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,095,378
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,020,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,978,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$32,725,046
Value of total assets at beginning of year2022-12-31$42,840,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,770
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
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
Other income not declared elsewhere2022-12-31$4,476
Administrative expenses (other) incurred2022-12-31$26,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,115,833
Value of net assets at end of year (total assets less liabilities)2022-12-31$32,725,046
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$42,840,879
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$542
Value of interest in master investment trust accounts at end of year2022-12-31$32,725,046
Value of interest in master investment trust accounts at beginning of year2022-12-31$42,840,879
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,978,685
Contract administrator fees2022-12-31$14,789
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,346,376
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,303,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,284,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$42,840,879
Value of total assets at beginning of year2021-12-31$41,798,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,168
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$7,059
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$1,042,770
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,840,879
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,798,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$42,840,879
Value of interest in master investment trust accounts at beginning of year2021-12-31$41,798,109
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,284,438
Contract administrator fees2021-12-31$19,168
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,365,643
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,349,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,288,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$41,798,109
Value of total assets at beginning of year2020-12-31$42,782,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,486
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$198,537
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$198,537
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$50,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-984,013
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,798,109
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,782,122
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$5,953
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,597,578
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,066,396
Value of interest in master investment trust accounts at end of year2020-12-31$41,798,109
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$118,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-1,485,570
Net investment gain/loss from pooled separate accounts2020-12-31$44,753
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,288,170
Contract administrator fees2020-12-31$5,095
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$7,735,815
Total income from all sources (including contributions)2019-12-31$7,735,815
Total of all expenses incurred2019-12-31$3,711,614
Total of all expenses incurred2019-12-31$3,711,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,480,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,480,069
Value of total assets at end of year2019-12-31$42,782,122
Value of total assets at end of year2019-12-31$42,782,122
Value of total assets at beginning of year2019-12-31$38,757,921
Value of total assets at beginning of year2019-12-31$38,757,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$231,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$231,545
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$567,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$567,085
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$567,085
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$219,400
Administrative expenses (other) incurred2019-12-31$219,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,024,201
Value of net income/loss2019-12-31$4,024,201
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,782,122
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,782,122
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,757,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$12,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,597,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,597,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,981,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,981,929
Value of interest in pooled separate accounts at end of year2019-12-31$6,066,396
Value of interest in pooled separate accounts at end of year2019-12-31$6,066,396
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,689,008
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,689,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$118,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$118,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$86,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$86,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,038,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,038,821
Net investment gain/loss from pooled separate accounts2019-12-31$129,909
Net investment gain/loss from pooled separate accounts2019-12-31$129,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,480,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,480,069
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUE & CO., LLC
Accountancy firm name2019-12-31BLUE & CO., LLC
Accountancy firm EIN2019-12-31351178661
Accountancy firm EIN2019-12-31351178661
2018 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$566,353
Total of all expenses incurred2018-12-31$2,485,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,353,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,513,456
Value of total assets at end of year2018-12-31$38,757,921
Value of total assets at beginning of year2018-12-31$40,676,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$131,527
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$557,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$557,210
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$-2,187
Minimum employer required contribution for this plan year2018-12-31$2,498,451
Amount contributed by the employer to the plan for this plan year2018-12-31$2,500,638
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$106,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,918,809
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,757,921
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,676,730
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$24,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,981,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,130,025
Value of interest in pooled separate accounts at end of year2018-12-31$7,689,008
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,488,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$86,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$58,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,609,841
Net investment gain/loss from pooled separate accounts2018-12-31$105,528
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$2,513,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,353,635
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLUE & CO. LLC
Accountancy firm EIN2018-12-31351178661
2017 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,622,289
Total of all expenses incurred2017-12-31$2,408,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,285,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,503,671
Value of total assets at end of year2017-12-31$40,676,730
Value of total assets at beginning of year2017-12-31$35,462,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$122,806
Total interest from all sources2017-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$446,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$446,297
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$99,130
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$5,214,212
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,676,730
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,462,518
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$23,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,130,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,713,017
Value of interest in pooled separate accounts at end of year2017-12-31$7,488,026
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,714,938
Interest earned on other investments2017-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$58,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$34,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,582,118
Net investment gain/loss from pooled separate accounts2017-12-31$90,194
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$2,503,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,285,271
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLUE & CO., LLC
Accountancy firm EIN2017-12-31351178661
2016 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,099,330
Total of all expenses incurred2016-12-31$2,264,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,174,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,542,192
Value of total assets at end of year2016-12-31$35,462,518
Value of total assets at beginning of year2016-12-31$32,627,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$90,273
Total interest from all sources2016-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$373,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$373,318
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$2,542,192
Amount contributed by the employer to the plan for this plan year2016-12-31$2,542,192
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$67,007
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$2,835,007
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,462,518
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,627,511
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$23,266
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,713,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,308,705
Value of interest in pooled separate accounts at end of year2016-12-31$7,714,938
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,304,230
Interest earned on other investments2016-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$34,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,105,554
Net investment gain/loss from pooled separate accounts2016-12-31$78,257
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$2,542,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,174,050
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31BLUE & CO., LLC
Accountancy firm EIN2016-12-31351178661
2015 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,463,230
Total of all expenses incurred2015-12-31$2,318,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,227,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,488,272
Value of total assets at end of year2015-12-31$32,627,511
Value of total assets at beginning of year2015-12-31$32,483,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$91,675
Total interest from all sources2015-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$345,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$345,375
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,488,272
Amount contributed by the employer to the plan for this plan year2015-12-31$2,488,272
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$69,160
Total non interest bearing cash at beginning of year2015-12-31$1
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$144,349
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,627,511
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,483,162
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$22,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,308,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,679,481
Value of interest in pooled separate accounts at end of year2015-12-31$8,304,230
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,803,679
Interest earned on other investments2015-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-454,756
Net investment gain/loss from pooled separate accounts2015-12-31$84,335
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$2,488,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,227,206
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31BLUE & CO., LLC
Accountancy firm EIN2015-12-31351178661
2014 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$4,362,508
Total of all expenses incurred2014-12-31$1,791,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,619,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,238,733
Value of total assets at end of year2014-12-31$32,483,162
Value of total assets at beginning of year2014-12-31$29,912,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$172,248
Total interest from all sources2014-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$370,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$370,414
Administrative expenses professional fees incurred2014-12-31$16,803
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,238,733
Amount contributed by the employer to the plan for this plan year2014-12-31$2,238,733
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$135,564
Total non interest bearing cash at end of year2014-12-31$1
Total non interest bearing cash at beginning of year2014-12-31$24,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,570,854
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,483,162
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,912,308
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
Investment advisory and management fees2014-12-31$19,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,679,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,541,090
Value of interest in pooled separate accounts at end of year2014-12-31$8,803,679
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,346,549
Interest earned on other investments2014-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,661,655
Net investment gain/loss from pooled separate accounts2014-12-31$91,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,238,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,619,406
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,387,880
Total of all expenses incurred2013-12-31$1,061,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$945,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,062,309
Value of total assets at end of year2013-12-31$29,912,308
Value of total assets at beginning of year2013-12-31$24,585,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$115,990
Total interest from all sources2013-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$267,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$267,560
Administrative expenses professional fees incurred2013-12-31$9,693
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,062,309
Amount contributed by the employer to the plan for this plan year2013-12-31$2,062,309
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$88,706
Total non interest bearing cash at end of year2013-12-31$24,653
Total non interest bearing cash at beginning of year2013-12-31$44,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,326,361
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,912,308
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,585,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$17,591
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,541,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,414,884
Value of interest in pooled separate accounts at end of year2013-12-31$9,346,549
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,126,516
Interest earned on other investments2013-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,951,898
Net investment gain/loss from pooled separate accounts2013-12-31$106,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,062,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$945,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,008,087
Total of all expenses incurred2012-12-31$1,171,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,149,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,006,947
Value of total assets at end of year2012-12-31$24,585,947
Value of total assets at beginning of year2012-12-31$21,749,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,176
Total interest from all sources2012-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$246,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$246,547
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$2,006,947
Amount contributed by the employer to the plan for this plan year2012-12-31$2,006,947
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$1,500
Total non interest bearing cash at end of year2012-12-31$44,533
Total non interest bearing cash at beginning of year2012-12-31$26,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,836,202
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,585,947
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,749,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$20,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,414,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,418,961
Value of interest in pooled separate accounts at end of year2012-12-31$9,126,516
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,204,798
Interest earned on other investments2012-12-31$14
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$72,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$72,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,641,476
Net investment gain/loss from pooled separate accounts2012-12-31$113,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,006,947
Employer contributions (assets) at beginning of year2012-12-31$27,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,149,709
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$107,667
Total unrealized appreciation/depreciation of assets2011-12-31$107,667
Total transfer of assets to this plan2011-12-31$7,145,850
Total transfer of assets from this plan2011-12-31$18,675,043
Total income from all sources (including contributions)2011-12-31$2,691,034
Total of all expenses incurred2011-12-31$1,764,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,697,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,208,515
Value of total assets at end of year2011-12-31$21,749,745
Value of total assets at beginning of year2011-12-31$32,352,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$67,131
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$374,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$374,852
Administrative expenses professional fees incurred2011-12-31$67,131
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$412,007
Total non interest bearing cash at end of year2011-12-31$26,354
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$926,413
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,749,745
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,352,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,418,961
Value of interest in pooled separate accounts at end of year2011-12-31$9,204,798
Value of interest in pooled separate accounts at beginning of year2011-12-31$19,802,939
Value of interest in common/collective trusts at beginning of year2011-12-31$12,549,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$72,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,796,508
Employer contributions (assets) at end of year2011-12-31$27,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,697,490
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,522,681
Total unrealized appreciation/depreciation of assets2010-12-31$2,522,681
Total income from all sources (including contributions)2010-12-31$6,208,297
Total of all expenses incurred2010-12-31$2,320,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,276,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,114,366
Value of total assets at end of year2010-12-31$32,352,525
Value of total assets at beginning of year2010-12-31$28,465,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$44,493
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$571,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$571,250
Administrative expenses professional fees incurred2010-12-31$44,493
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,665,850
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$18,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,887,361
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,352,525
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,465,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$19,802,939
Value of interest in pooled separate accounts at beginning of year2010-12-31$15,905,099
Value of interest in common/collective trusts at end of year2010-12-31$12,549,586
Value of interest in common/collective trusts at beginning of year2010-12-31$12,560,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,429,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,276,443
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN

2022: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2010: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080448
Policy instance 1
Insurance contract or identification numberTT080448
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080448
Policy instance 1
Insurance contract or identification numberTT080448
Number of Individuals Covered907
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080448
Policy instance 1
Insurance contract or identification numberTT080448
Number of Individuals Covered983
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080448
Policy instance 1
Insurance contract or identification numberTT080448
Number of Individuals Covered950
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080448
Policy instance 1
Insurance contract or identification numberTT080448
Number of Individuals Covered929
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080448
Policy instance 1
Insurance contract or identification numberTT080448
Number of Individuals Covered882
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080448
Policy instance 1
Insurance contract or identification numberTT080448
Number of Individuals Covered858
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080448
Policy instance 1
Insurance contract or identification numberTT080448
Number of Individuals Covered837
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ227
Policy instance 1
Insurance contract or identification numberVFZ227
Number of Individuals Covered643
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ228
Policy instance 2
Insurance contract or identification numberVFZ228
Number of Individuals Covered651
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

Potentially related plans

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