?>
Logo

VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 401k Plan overview

Plan NameVANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN
Plan identification number 001

VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

VANDERBILT UNIVERSITY MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:VANDERBILT UNIVERSITY MEDICAL CENTER
Employer identification number (EIN):352528741
NAIC Classification:611000

Additional information about VANDERBILT UNIVERSITY MEDICAL CENTER

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-03-19
Company Identification Number: 0802966527
Legal Registered Office Address: 3319 W END AVE STE 700 ATTN: ABBY PALMER

NASHVILLE
United States of America (USA)
37203

More information about VANDERBILT UNIVERSITY MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01CECELIA MOORE2021-08-05
0012019-01-01CECELIA MOORE2020-11-10
0012019-01-01CECELIA MOORE2020-10-15
0012018-01-01CECELIA MOORE2019-10-15
0012017-01-01
0012016-04-29

Plan Statistics for VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN

401k plan membership statisitcs for VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2022: VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0160,135
Total number of active participants reported on line 7a of the Form 55002022-01-0130,220
Number of retired or separated participants receiving benefits2022-01-0111,439
Number of other retired or separated participants entitled to future benefits2022-01-0126,170
Total of all active and inactive participants2022-01-0167,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01252
Total participants2022-01-0168,081
Number of participants with account balances2022-01-0137,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0136,265
Total number of active participants reported on line 7a of the Form 55002021-01-0128,507
Number of retired or separated participants receiving benefits2021-01-0110,353
Number of other retired or separated participants entitled to future benefits2021-01-0121,080
Total of all active and inactive participants2021-01-0159,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01205
Total participants2021-01-0160,145
Number of participants with account balances2021-01-0135,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0133,007
Total number of active participants reported on line 7a of the Form 55002020-01-0129,778
Number of retired or separated participants receiving benefits2020-01-0128
Number of other retired or separated participants entitled to future benefits2020-01-016,459
Total of all active and inactive participants2020-01-0136,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0138
Total participants2020-01-0136,303
Number of participants with account balances2020-01-0131,768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0137,002
Total number of active participants reported on line 7a of the Form 55002019-01-0127,573
Number of retired or separated participants receiving benefits2019-01-0131
Number of other retired or separated participants entitled to future benefits2019-01-015,380
Total of all active and inactive participants2019-01-0132,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0124
Total participants2019-01-0133,008
Number of participants with account balances2019-01-0129,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0120,452
Total number of active participants reported on line 7a of the Form 55002018-01-0121,207
Number of retired or separated participants receiving benefits2018-01-01122
Number of other retired or separated participants entitled to future benefits2018-01-0115,673
Total of all active and inactive participants2018-01-0137,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0137,002
Number of participants with account balances2018-01-0124,730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0119,513
Total number of active participants reported on line 7a of the Form 55002017-01-0120,452
Number of retired or separated participants receiving benefits2017-01-0187
Number of other retired or separated participants entitled to future benefits2017-01-0110,913
Total of all active and inactive participants2017-01-0131,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0149
Total participants2017-01-0131,501
Number of participants with account balances2017-01-0122,571
2016: VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-290
Total number of active participants reported on line 7a of the Form 55002016-04-2919,513
Number of retired or separated participants receiving benefits2016-04-2941
Number of other retired or separated participants entitled to future benefits2016-04-296,101
Total of all active and inactive participants2016-04-2925,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-2923
Total participants2016-04-2925,678
Number of participants with account balances2016-04-2920,286

Financial Data on VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2022 : VANDERBILT UNIVERSITY MEDICAL CENTER 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$0
Total income from all sources (including contributions)2022-12-31$-275,689,243
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$191,994,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$189,217,737
Expenses. Certain deemed distributions of participant loans2022-12-31$258,429
Value of total corrective distributions2022-12-31$71,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$327,319,747
Value of total assets at end of year2022-12-31$3,400,218,103
Value of total assets at beginning of year2022-12-31$3,867,901,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,446,935
Total interest from all sources2022-12-31$7,354,942
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$114,779,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$114,779,211
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$92,048,538
Participant contributions at end of year2022-12-31$6,208,313
Participant contributions at beginning of year2022-12-31$6,075,463
Assets. Other investments not covered elsewhere at end of year2022-12-31$368,838,850
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$459,854,896
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$20,728,113
Administrative expenses (other) incurred2022-12-31$1,578,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-467,683,539
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,400,218,103
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,867,901,642
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$868,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,785,922,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,179,837,330
Value of interest in pooled separate accounts at end of year2022-12-31$10,108,985
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,875,196
Interest on participant loans2022-12-31$284,008
Interest earned on other investments2022-12-31$6,092,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$38,864,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$30,131,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$30,131,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$978,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$190,274,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$181,127,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-743,453,798
Net investment gain/loss from pooled separate accounts2022-12-31$18,310,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$214,543,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$189,217,737
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,448,360
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$770,057,404
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$218,789,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$216,261,457
Expenses. Certain deemed distributions of participant loans2021-12-31$196,921
Value of total corrective distributions2021-12-31$49,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$306,919,559
Value of total assets at end of year2021-12-31$3,867,901,642
Value of total assets at beginning of year2021-12-31$3,315,185,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,281,747
Total interest from all sources2021-12-31$5,697,590
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$124,337,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$124,337,451
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$187,322,840
Participant contributions at end of year2021-12-31$6,075,463
Participant contributions at beginning of year2021-12-31$5,057,746
Assets. Other investments not covered elsewhere at end of year2021-12-31$459,854,896
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$418,834,544
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$38,093,379
Administrative expenses (other) incurred2021-12-31$1,504,983
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$551,267,437
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,867,901,642
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,315,185,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$776,764
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,179,837,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,659,624,196
Value of interest in pooled separate accounts at end of year2021-12-31$10,875,196
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,362,175
Interest on participant loans2021-12-31$275,825
Interest earned on other investments2021-12-31$5,348,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$30,131,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$42,584,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$42,584,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$73,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$181,127,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$178,722,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$317,078,657
Net investment gain/loss from pooled separate accounts2021-12-31$16,024,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$81,503,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$216,261,457
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$671,619
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$693,996,594
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$176,568,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$174,304,057
Expenses. Certain deemed distributions of participant loans2020-12-31$147,310
Value of total corrective distributions2020-12-31$39,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$251,742,308
Value of total assets at end of year2020-12-31$3,315,185,845
Value of total assets at beginning of year2020-12-31$2,797,086,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,077,764
Total interest from all sources2020-12-31$6,790,597
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$73,406,721
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$73,406,721
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$161,644,198
Participant contributions at end of year2020-12-31$5,057,746
Participant contributions at beginning of year2020-12-31$4,964,522
Assets. Other investments not covered elsewhere at end of year2020-12-31$418,834,544
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$364,209,140
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,355,274
Administrative expenses (other) incurred2020-12-31$1,510,059
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$517,428,205
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,315,185,845
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,797,086,021
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$567,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,659,624,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,217,695,148
Value of interest in pooled separate accounts at end of year2020-12-31$10,362,175
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,251,095
Interest on participant loans2020-12-31$273,727
Interest earned on other investments2020-12-31$6,017,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$42,584,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$29,466,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$29,466,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$499,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$178,722,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$169,499,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$349,547,546
Net investment gain/loss from pooled separate accounts2020-12-31$12,509,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$72,742,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$174,304,057
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$3,333,041
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$724,957,355
Total income from all sources (including contributions)2019-12-31$724,957,355
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$151,060,146
Total of all expenses incurred2019-12-31$151,060,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$148,984,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$148,984,781
Expenses. Certain deemed distributions of participant loans2019-12-31$243,611
Expenses. Certain deemed distributions of participant loans2019-12-31$243,611
Value of total corrective distributions2019-12-31$20,596
Value of total corrective distributions2019-12-31$20,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$234,576,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$234,576,724
Value of total assets at end of year2019-12-31$2,797,086,021
Value of total assets at end of year2019-12-31$2,797,086,021
Value of total assets at beginning of year2019-12-31$2,219,855,771
Value of total assets at beginning of year2019-12-31$2,219,855,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,811,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,811,158
Total interest from all sources2019-12-31$7,036,670
Total interest from all sources2019-12-31$7,036,670
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$66,944,831
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$66,944,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$66,944,831
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$66,944,831
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$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$142,952,098
Contributions received from participants2019-12-31$142,952,098
Participant contributions at end of year2019-12-31$4,964,522
Participant contributions at end of year2019-12-31$4,964,522
Participant contributions at beginning of year2019-12-31$4,576,270
Participant contributions at beginning of year2019-12-31$4,576,270
Assets. Other investments not covered elsewhere at end of year2019-12-31$364,209,140
Assets. Other investments not covered elsewhere at end of year2019-12-31$364,209,140
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$301,916,141
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$301,916,141
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,311,389
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,311,389
Other income not declared elsewhere2019-12-31$398,325,074
Other income not declared elsewhere2019-12-31$398,325,074
Administrative expenses (other) incurred2019-12-31$1,370,474
Administrative expenses (other) incurred2019-12-31$1,370,474
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$573,897,209
Value of net income/loss2019-12-31$573,897,209
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,797,086,021
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,797,086,021
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,219,855,771
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,219,855,771
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$440,684
Investment advisory and management fees2019-12-31$440,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,217,695,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,217,695,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,705,603,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,705,603,071
Value of interest in pooled separate accounts at end of year2019-12-31$11,251,095
Value of interest in pooled separate accounts at end of year2019-12-31$11,251,095
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,743,772
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,743,772
Interest on participant loans2019-12-31$249,367
Interest on participant loans2019-12-31$249,367
Interest earned on other investments2019-12-31$5,785,473
Interest earned on other investments2019-12-31$5,785,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$29,466,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$29,466,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$25,300,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$25,300,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$25,300,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$25,300,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,001,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,001,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$169,499,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$169,499,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$170,716,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$170,716,388
Net investment gain/loss from pooled separate accounts2019-12-31$18,074,056
Net investment gain/loss from pooled separate accounts2019-12-31$18,074,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$66,313,237
Contributions received in cash from employer2019-12-31$66,313,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$148,984,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$148,984,781
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 name2019-12-31ERNST & YOUNG LLP
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$94,429,119
Total of all expenses incurred2018-12-31$136,726,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$135,066,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$213,005,214
Value of total assets at end of year2018-12-31$2,219,855,771
Value of total assets at beginning of year2018-12-31$2,262,152,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,660,068
Total interest from all sources2018-12-31$6,500,145
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$72,209,785
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$72,209,785
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$131,042,876
Participant contributions at end of year2018-12-31$4,576,270
Participant contributions at beginning of year2018-12-31$3,477,077
Assets. Other investments not covered elsewhere at end of year2018-12-31$301,916,141
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$316,190,901
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,547,537
Other income not declared elsewhere2018-12-31$51,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-42,296,986
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,219,855,771
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,262,152,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,705,603,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,654,242,949
Value of interest in pooled separate accounts at end of year2018-12-31$11,743,772
Value of interest in pooled separate accounts at beginning of year2018-12-31$102,491,419
Interest on participant loans2018-12-31$223,036
Interest earned on other investments2018-12-31$6,021,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$25,300,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$19,574,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$19,574,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$256,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$170,716,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$166,175,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-191,112,991
Net investment gain/loss from pooled separate accounts2018-12-31$-6,224,248
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$62,414,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$135,066,037
Contract administrator fees2018-12-31$1,660,068
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 name2018-12-31LBMC, PC
Accountancy firm EIN2018-12-31621199757
2017 : VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$7,279,744
Total transfer of assets from this plan2017-12-31$7,484,185
Total income from all sources (including contributions)2017-12-31$512,866,618
Total of all expenses incurred2017-12-31$84,467,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$83,038,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$194,329,958
Value of total assets at end of year2017-12-31$2,262,152,757
Value of total assets at beginning of year2017-12-31$1,833,958,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,429,133
Total interest from all sources2017-12-31$6,026,693
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$46,925,885
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$46,925,885
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$118,382,768
Assets. Other investments not covered elsewhere at end of year2017-12-31$316,190,901
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$262,112,301
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,284,159
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,477,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,687,360
Other income not declared elsewhere2017-12-31$375,622
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$428,398,985
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,262,152,757
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,833,958,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,654,242,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,289,265,762
Value of interest in pooled separate accounts at end of year2017-12-31$102,491,419
Value of interest in pooled separate accounts at beginning of year2017-12-31$96,148,419
Interest on participant loans2017-12-31$145,639
Interest earned on other investments2017-12-31$5,792,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$19,574,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$18,944,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$18,944,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$88,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$166,175,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$164,799,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$250,114,899
Net investment gain/loss from pooled separate accounts2017-12-31$15,093,561
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$58,663,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$83,038,500
Contract administrator fees2017-12-31$1,429,133
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 name2017-12-31LBMC, PC
Accountancy firm EIN2017-12-31621199757
2016 : VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$1,687,575,139
Total transfer of assets from this plan2016-12-31$6,966,625
Total income from all sources (including contributions)2016-12-31$193,839,350
Total of all expenses incurred2016-12-31$40,489,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$39,826,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$101,352,733
Value of total assets at end of year2016-12-31$1,833,958,213
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$663,561
Total interest from all sources2016-12-31$4,330,516
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$29,588,791
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$29,588,791
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$63,896,296
Assets. Other investments not covered elsewhere at end of year2016-12-31$262,112,301
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,389,402
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,687,360
Other income not declared elsewhere2016-12-31$231,761
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$153,349,699
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,833,958,213
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,289,265,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$96,148,419
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$60,127
Interest earned on other investments2016-12-31$4,257,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$18,944,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$12,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$164,799,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$49,990,992
Net investment gain/loss from pooled separate accounts2016-12-31$8,344,557
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$32,067,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$39,826,090
Contract administrator fees2016-12-31$663,561
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 name2016-12-31LBMC, PC
Accountancy firm EIN2016-12-31621199757

Form 5500 Responses for VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN

2022: VANDERBILT UNIVERSITY MEDICAL CENTER 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: VANDERBILT UNIVERSITY MEDICAL CENTER 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: VANDERBILT UNIVERSITY MEDICAL CENTER 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: VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VANDERBILT UNIVERSITY MEDICAL CENTER 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: VANDERBILT UNIVERSITY MEDICAL CENTER 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: VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN 2016 form 5500 responses
2016-04-29Type of plan entitySingle employer plan
2016-04-29First time form 5500 has been submittedYes
2016-04-29This return/report is a short plan year return/report (less than 12 months)Yes
2016-04-29Plan funding arrangement – InsuranceYes
2016-04-29Plan funding arrangement – TrustYes
2016-04-29Plan benefit arrangement – InsuranceYes
2016-04-29Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463419/806545
Policy instance 3
Insurance contract or identification number463419/806545
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $102,981
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees102981
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71719
Policy instance 2
Insurance contract or identification number71719
Number of Individuals Covered989
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,346
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,364
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407061
Policy instance 1
Insurance contract or identification number407061
Number of Individuals Covered955
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number439719/806545
Policy instance 3
Insurance contract or identification number439719/806545
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $50,054
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees50054
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71719
Policy instance 2
Insurance contract or identification number71719
Number of Individuals Covered1039
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $11,462
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,373
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407061
Policy instance 1
Insurance contract or identification number407061
Number of Individuals Covered982
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number439719/806545
Policy instance 3
Insurance contract or identification number439719/806545
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $39,132
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees39132
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71719
Policy instance 2
Insurance contract or identification number71719
Number of Individuals Covered1098
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,908
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,042
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407061
Policy instance 1
Insurance contract or identification number407061
Number of Individuals Covered1010
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number439719/806545
Policy instance 3
Insurance contract or identification number439719/806545
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $33,581
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees33581
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71719
Policy instance 2
Insurance contract or identification number71719
Number of Individuals Covered1154
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $24,984
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,839
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407061
Policy instance 1
Insurance contract or identification number407061
Number of Individuals Covered1038
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71719
Policy instance 2
Insurance contract or identification number71719
Number of Individuals Covered1232
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $27,738
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,883
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407061
Policy instance 1
Insurance contract or identification number407061
Number of Individuals Covered1067
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71719
Policy instance 2
Insurance contract or identification number71719
Number of Individuals Covered1306
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $30,045
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,622
Insurance broker organization code?3
Insurance broker nameUNASSIGNED
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407061
Policy instance 1
Insurance contract or identification number407061
Number of Individuals Covered1097
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

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

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

See full terms and conditions

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