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WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 401k Plan overview

Plan NameWEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN
Plan identification number 001

WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RESURRECTION UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:RESURRECTION UNIVERSITY
Employer identification number (EIN):362182170
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012011-01-01DENISE BROWN
0012009-01-01PAUL SKIEM
0012009-01-01PAUL SKIEM

Plan Statistics for WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN

401k plan membership statisitcs for WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN

Measure Date Value
2022: WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01158
Total number of active participants reported on line 7a of the Form 55002022-01-01127
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0173
Total of all active and inactive participants2022-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01207
Number of participants with account balances2022-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01151
Total number of active participants reported on line 7a of the Form 55002021-01-01110
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01158
Number of participants with account balances2021-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01261
Total number of active participants reported on line 7a of the Form 55002020-01-01130
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01151
Number of participants with account balances2020-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01256
Total number of active participants reported on line 7a of the Form 55002019-01-01239
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01256
Total participants2019-01-01256
Number of participants with account balances2019-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2011: WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,893
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-01537
Number of other retired or separated participants entitled to future benefits2011-01-011,313
Total of all active and inactive participants2011-01-011,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0136
Total participants2011-01-011,886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,918
Total number of active participants reported on line 7a of the Form 55002009-01-01506
Number of retired or separated participants receiving benefits2009-01-01448
Number of other retired or separated participants entitled to future benefits2009-01-01934
Total of all active and inactive participants2009-01-011,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0124
Total participants2009-01-011,912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN

Measure Date Value
2022 : WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$696,604
Total of all expenses incurred2022-12-31$337,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$328,449
Expenses. Certain deemed distributions of participant loans2022-12-31$9,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,568,828
Value of total assets at end of year2022-12-31$6,073,757
Value of total assets at beginning of year2022-12-31$5,715,111
Total interest from all sources2022-12-31$392
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,866
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$18,866
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$722,433
Participant contributions at end of year2022-12-31$46,971
Participant contributions at beginning of year2022-12-31$58,872
Participant contributions at end of year2022-12-31$419
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$383,710
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$358,646
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,073,757
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,715,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,040,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,746,116
Interest on participant loans2022-12-31$392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$985,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$910,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-891,482
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$462,685
Employer contributions (assets) at end of year2022-12-31$799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$328,449
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 name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,940,325
Total of all expenses incurred2021-12-31$472,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$472,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,436,946
Value of total assets at end of year2021-12-31$5,715,111
Value of total assets at beginning of year2021-12-31$4,247,290
Total interest from all sources2021-12-31$20,047
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$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$842,208
Participant contributions at end of year2021-12-31$58,872
Participant contributions at beginning of year2021-12-31$35,751
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$85,938
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$1,467,821
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,715,111
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,247,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,746,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,391,807
Interest on participant loans2021-12-31$1,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$18,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$910,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$819,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$483,332
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$508,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$472,504
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 name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,423,557
Total of all expenses incurred2020-12-31$156,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$156,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,950,273
Value of total assets at end of year2020-12-31$4,247,290
Value of total assets at beginning of year2020-12-31$1,980,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$231
Total interest from all sources2020-12-31$84
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$16,170
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$16,170
Administrative expenses professional fees incurred2020-12-31$231
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$913,205
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$477,421
Assets. Loans (other than to participants) at end of year2020-12-31$35,751
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$2,267,211
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,247,290
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,980,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,391,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,391,275
Interest on participant loans2020-12-31$84
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$819,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$588,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$457,030
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$559,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$156,115
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 name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,003,110
Total income from all sources (including contributions)2019-12-31$2,003,110
Total of all expenses incurred2019-12-31$23,031
Total of all expenses incurred2019-12-31$23,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,921,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,921,851
Value of total assets at end of year2019-12-31$1,980,079
Value of total assets at end of year2019-12-31$1,980,079
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$630,022
Contributions received from participants2019-12-31$630,022
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$743,388
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$743,388
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$1,980,079
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,980,079
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,980,079
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,391,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,391,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$588,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$588,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$81,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$81,259
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$548,441
Contributions received in cash from employer2019-12-31$548,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,031
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROW LLP
Accountancy firm name2019-12-31CROW LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2011 : WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,516,834
Total unrealized appreciation/depreciation of assets2011-12-31$-1,516,834
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,970,787
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,058,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,750,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,980,756
Value of total assets at end of year2011-12-31$60,269,555
Value of total assets at beginning of year2011-12-31$57,356,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$307,675
Total interest from all sources2011-12-31$966,495
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$567,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$307,675
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$6,319,739
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$7,235,373
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$270,619
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$231,062
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$2,912,645
Value of net assets at end of year (total assets less liabilities)2011-12-31$60,269,555
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$57,356,910
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$190,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$198,775
Interest earned on other investments2011-12-31$24,719
Income. Interest from US Government securities2011-12-31$463,513
Income. Interest from corporate debt instruments2011-12-31$477,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,418,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,402,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,402,819
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$401
Asset value of US Government securities at end of year2011-12-31$11,657,090
Asset value of US Government securities at beginning of year2011-12-31$8,420,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-27,345
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$5,980,756
Employer contributions (assets) at end of year2011-12-31$4,418,877
Employer contributions (assets) at beginning of year2011-12-31$4,579,183
Income. Dividends from preferred stock2011-12-31$6,542
Income. Dividends from common stock2011-12-31$561,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,750,467
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$12,669,321
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$11,011,810
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$23,324,409
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$24,277,010
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 name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565201
2010 : WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,692,968
Total unrealized appreciation/depreciation of assets2010-12-31$4,692,968
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$10,932,119
Total loss/gain on sale of assets2010-12-31$-367,463
Total of all expenses incurred2010-12-31$2,569,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,566,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,075,419
Value of total assets at end of year2010-12-31$57,356,910
Value of total assets at beginning of year2010-12-31$48,994,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,986
Total interest from all sources2010-12-31$1,024,617
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$506,578
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$659
Administrative expenses professional fees incurred2010-12-31$2,986
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$7,235,373
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$6,806,712
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$231,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$247,510
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$8,362,311
Value of net assets at end of year (total assets less liabilities)2010-12-31$57,356,910
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$48,994,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$198,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$304,040
Interest earned on other investments2010-12-31$17,156
Income. Interest from US Government securities2010-12-31$497,124
Income. Interest from corporate debt instruments2010-12-31$511,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,402,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,288,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,288,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-767
Asset value of US Government securities at end of year2010-12-31$8,420,878
Asset value of US Government securities at beginning of year2010-12-31$11,187,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,075,419
Employer contributions (assets) at end of year2010-12-31$4,579,183
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$1,093
Income. Dividends from common stock2010-12-31$504,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,566,822
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$11,011,810
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$8,942,678
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$24,277,010
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$20,217,744
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
Aggregate proceeds on sale of assets2010-12-31$38,119,260
Aggregate carrying amount (costs) on sale of assets2010-12-31$38,486,723
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565201
2009 : WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN

2022: WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WEST SUBURBAN HEALTH CARE RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number72446
Policy instance 1
Insurance contract or identification number72446
Number of Individuals Covered187
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $19,417
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 $9,200
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number72446
Policy instance 1
Insurance contract or identification number72446
Number of Individuals Covered159
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $15,583
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?No
Commission paid to Insurance BrokerUSD $7,663
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number72446
Policy instance 1
Insurance contract or identification number72446
Number of Individuals Covered151
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $24,177
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 $11,926
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number72446
Policy instance 1
Insurance contract or identification number72446
Number of Individuals Covered141
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $101,552
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?No
Commission paid to Insurance BrokerUSD $38,905
Insurance broker organization code?3

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