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AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN
Plan identification number 001

AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

AMERICAN COLLEGE OF SURGEONS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN COLLEGE OF SURGEONS
Employer identification number (EIN):362192800
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN COLLEGE OF SURGEONS

Jurisdiction of Incorporation: District of Columbia Corporations Division
Incorporation Date:
Company Identification Number: 891908

More information about AMERICAN COLLEGE OF SURGEONS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01
0012018-01-01
0012017-01-01DAN MCGEE DAN MCGEE2018-10-11
0012016-01-01DAN MCGEE DAN MCGEE2017-10-16
0012015-01-01DAN MCGEE DAN MCGEE2016-10-11
0012014-01-01DAN MCGEE DAN MCGEE2015-10-08
0012014-01-01DAN MCGEE DAN MCGEE2015-12-22
0012013-01-01DAN MCGEE DAN MCGEE2014-12-10
0012012-01-01DAN MCGEE DAN MCGEE2013-10-14
0012011-01-01DAN MCGEE
0012010-01-01DAN MCGEE
0012009-01-01DAN MCGEE

Plan Statistics for AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN

Measure Date Value
2022: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3186,753,801
Acturial value of plan assets2022-12-3183,576,890
Funding target for retired participants and beneficiaries receiving payment2022-12-3118,448,367
Number of terminated vested participants2022-12-3176
Fundng target for terminated vested participants2022-12-315,736,677
Active participant vested funding target2022-12-3141,901,677
Number of active participants2022-12-31370
Total funding liabilities for active participants2022-12-3143,784,997
Total participant count2022-12-31506
Total funding target for all participants2022-12-3167,970,041
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-318,610,098
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-319,097,430
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-316,000,000
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-315,569,885
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-315,729,703
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-315,569,885
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01517
Total number of active participants reported on line 7a of the Form 55002022-01-01359
Number of retired or separated participants receiving benefits2022-01-0158
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01510
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3174,597,800
Acturial value of plan assets2021-12-3170,325,944
Funding target for retired participants and beneficiaries receiving payment2021-12-3117,795,778
Number of terminated vested participants2021-12-3169
Fundng target for terminated vested participants2021-12-314,978,291
Active participant vested funding target2021-12-3136,020,416
Number of active participants2021-12-31379
Total funding liabilities for active participants2021-12-3137,838,377
Total participant count2021-12-31509
Total funding target for all participants2021-12-3160,612,446
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-317,849,007
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-318,277,563
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-319,300,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-318,610,098
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-315,089,091
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-318,610,098
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01513
Total number of active participants reported on line 7a of the Form 55002021-01-01371
Number of retired or separated participants receiving benefits2021-01-0158
Number of other retired or separated participants entitled to future benefits2021-01-0176
Total of all active and inactive participants2021-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01507
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0129
2020: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3158,651,626
Acturial value of plan assets2020-12-3157,084,405
Funding target for retired participants and beneficiaries receiving payment2020-12-3115,238,187
Number of terminated vested participants2020-12-3162
Fundng target for terminated vested participants2020-12-314,942,496
Active participant vested funding target2020-12-3134,979,537
Number of active participants2020-12-31356
Total funding liabilities for active participants2020-12-3136,895,243
Total participant count2020-12-31474
Total funding target for all participants2020-12-3157,075,926
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,365,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,440,666
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3113,870,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3112,815,320
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-314,974,792
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-314,966,313
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-314,966,313
Contributions allocatedtoward minimum required contributions for current year2020-12-3112,815,320
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01479
Total number of active participants reported on line 7a of the Form 55002020-01-01378
Number of retired or separated participants receiving benefits2020-01-0158
Number of other retired or separated participants entitled to future benefits2020-01-0168
Total of all active and inactive participants2020-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01508
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2018: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3148,056,963
Acturial value of plan assets2018-12-3146,075,818
Funding target for retired participants and beneficiaries receiving payment2018-12-3114,007,754
Number of terminated vested participants2018-12-3150
Fundng target for terminated vested participants2018-12-313,467,879
Active participant vested funding target2018-12-3125,908,338
Number of active participants2018-12-31331
Total funding liabilities for active participants2018-12-3128,600,185
Total participant count2018-12-31440
Total funding target for all participants2018-12-3146,075,818
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-312,570,719
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,720,849
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-317,815,056
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-317,202,645
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-314,033,961
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-314,033,961
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-314,033,961
Contributions allocatedtoward minimum required contributions for current year2018-12-317,202,645
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01440
Total number of active participants reported on line 7a of the Form 55002018-01-01356
Number of retired or separated participants receiving benefits2018-01-0158
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01470
2017: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3139,824,707
Acturial value of plan assets2017-12-3141,347,552
Funding target for retired participants and beneficiaries receiving payment2017-12-3112,331,989
Number of terminated vested participants2017-12-3146
Fundng target for terminated vested participants2017-12-312,141,169
Active participant vested funding target2017-12-3122,542,110
Number of active participants2017-12-31317
Total funding liabilities for active participants2017-12-3124,716,291
Total participant count2017-12-31420
Total funding target for all participants2017-12-3139,189,449
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-313,207,705
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313,400,809
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-314,246,839
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-313,902,361
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-313,489,745
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,331,642
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,331,642
Contributions allocatedtoward minimum required contributions for current year2017-12-313,902,361
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01420
Total number of active participants reported on line 7a of the Form 55002017-01-01331
Number of retired or separated participants receiving benefits2017-01-0158
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0137
2016: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3137,075,322
Acturial value of plan assets2016-12-3139,376,018
Funding target for retired participants and beneficiaries receiving payment2016-12-3112,417,496
Number of terminated vested participants2016-12-3138
Fundng target for terminated vested participants2016-12-311,578,013
Active participant vested funding target2016-12-3118,596,507
Number of active participants2016-12-31303
Total funding liabilities for active participants2016-12-3120,693,827
Total participant count2016-12-31398
Total funding target for all participants2016-12-3134,689,336
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-312,741,066
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,911,560
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-313,500,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-313,207,705
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-313,139,226
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-313,207,705
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01398
Total number of active participants reported on line 7a of the Form 55002016-01-01317
Number of retired or separated participants receiving benefits2016-01-0154
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01369
Total number of active participants reported on line 7a of the Form 55002015-01-01303
Number of retired or separated participants receiving benefits2015-01-0154
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01398
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01348
Total number of active participants reported on line 7a of the Form 55002014-01-01280
Number of retired or separated participants receiving benefits2014-01-0152
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01372
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01318
Total number of active participants reported on line 7a of the Form 55002013-01-01261
Number of retired or separated participants receiving benefits2013-01-0151
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01298
Total number of active participants reported on line 7a of the Form 55002012-01-01237
Number of retired or separated participants receiving benefits2012-01-0147
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01291
Total number of active participants reported on line 7a of the Form 55002011-01-01219
Number of retired or separated participants receiving benefits2011-01-0148
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01285
Total number of active participants reported on line 7a of the Form 55002010-01-01216
Number of retired or separated participants receiving benefits2010-01-0144
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01277
Total number of active participants reported on line 7a of the Form 55002009-01-01210
Number of retired or separated participants receiving benefits2009-01-0141
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN

Measure Date Value
2022 : AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-5,595,846
Total unrealized appreciation/depreciation of assets2022-12-31$-5,595,846
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$0
Total income from all sources (including contributions)2022-12-31$-9,071,957
Total loss/gain on sale of assets2022-12-31$49,882
Total of all expenses incurred2022-12-31$6,803,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,111,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,000,000
Value of total assets at end of year2022-12-31$71,085,068
Value of total assets at beginning of year2022-12-31$86,960,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$692,237
Total interest from all sources2022-12-31$2,826
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$627,532
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$411,272
Administrative expenses professional fees incurred2022-12-31$27,142
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$-26
Administrative expenses (other) incurred2022-12-31$347,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,875,490
Value of net assets at end of year (total assets less liabilities)2022-12-31$71,085,068
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$86,960,558
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$216,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,398,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,846,472
Value of interest in pooled separate accounts at end of year2022-12-31$349,689
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,614,837
Value of interest in common/collective trusts at end of year2022-12-31$35,079,211
Value of interest in common/collective trusts at beginning of year2022-12-31$42,214,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,039,042
Net investment gain/loss from pooled separate accounts2022-12-31$11,538
Net investment gain or loss from common/collective trusts2022-12-31$-6,128,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$6,000,000
Employer contributions (assets) at end of year2022-12-31$6,000,000
Employer contributions (assets) at beginning of year2022-12-31$9,300,000
Income. Dividends from common stock2022-12-31$216,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,111,296
Contract administrator fees2022-12-31$100,350
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$14,258,060
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$13,984,650
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
Aggregate proceeds on sale of assets2022-12-31$1,591,456
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,541,574
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,991,727
Total unrealized appreciation/depreciation of assets2021-12-31$1,991,727
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$16,528,258
Total loss/gain on sale of assets2021-12-31$1,347,842
Total of all expenses incurred2021-12-31$4,520,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,874,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,300,000
Value of total assets at end of year2021-12-31$86,960,558
Value of total assets at beginning of year2021-12-31$74,952,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$645,835
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$619,316
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$445,671
Administrative expenses professional fees incurred2021-12-31$26,565
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Other income not declared elsewhere2021-12-31$8,181
Administrative expenses (other) incurred2021-12-31$339,344
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$12,007,795
Value of net assets at end of year (total assets less liabilities)2021-12-31$86,960,558
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$74,952,763
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$100,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,846,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,011,924
Value of interest in pooled separate accounts at end of year2021-12-31$1,614,837
Value of interest in pooled separate accounts at beginning of year2021-12-31$177,839
Value of interest in common/collective trusts at end of year2021-12-31$42,214,599
Value of interest in common/collective trusts at beginning of year2021-12-31$26,440,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$877,273
Net investment gain/loss from pooled separate accounts2021-12-31$-1,330
Net investment gain or loss from common/collective trusts2021-12-31$2,385,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$9,300,000
Employer contributions (assets) at end of year2021-12-31$9,300,000
Employer contributions (assets) at beginning of year2021-12-31$13,870,000
Income. Dividends from common stock2021-12-31$173,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,874,628
Contract administrator fees2021-12-31$179,532
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$13,984,650
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$13,452,059
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
Aggregate proceeds on sale of assets2021-12-31$7,389,266
Aggregate carrying amount (costs) on sale of assets2021-12-31$6,041,424
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,497,325
Total unrealized appreciation/depreciation of assets2020-12-31$1,497,325
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$20,843,558
Total loss/gain on sale of assets2020-12-31$106,480
Total of all expenses incurred2020-12-31$4,494,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,893,787
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,870,000
Value of total assets at end of year2020-12-31$74,952,763
Value of total assets at beginning of year2020-12-31$58,603,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$600,928
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$513,580
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$323,442
Administrative expenses professional fees incurred2020-12-31$25,771
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$-614
Administrative expenses (other) incurred2020-12-31$305,288
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$16,348,843
Value of net assets at end of year (total assets less liabilities)2020-12-31$74,952,763
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$58,603,920
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$76,093
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,011,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,081,110
Value of interest in pooled separate accounts at end of year2020-12-31$177,839
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,669,327
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$26,440,941
Value of interest in common/collective trusts at beginning of year2020-12-31$22,390,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,807,372
Net investment gain/loss from pooled separate accounts2020-12-31$7,101
Net investment gain or loss from common/collective trusts2020-12-31$2,042,314
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$13,870,000
Employer contributions (assets) at end of year2020-12-31$13,870,000
Employer contributions (assets) at beginning of year2020-12-31$6,520,000
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$190,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,893,787
Contract administrator fees2020-12-31$193,776
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$13,452,059
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$10,943,448
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$3,956,457
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,849,977
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2018 : AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-953,743
Total unrealized appreciation/depreciation of assets2018-12-31$-953,743
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$56,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$282,286
Total income from all sources (including contributions)2018-12-31$3,767,993
Total loss/gain on sale of assets2018-12-31$-40,530
Total of all expenses incurred2018-12-31$4,539,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,984,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,815,056
Value of total assets at end of year2018-12-31$47,193,217
Value of total assets at beginning of year2018-12-31$48,189,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$554,756
Total interest from all sources2018-12-31$201,352
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$330,568
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$94,693
Administrative expenses professional fees incurred2018-12-31$81,696
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$27,577
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$27,950
Administrative expenses (other) incurred2018-12-31$260,292
Liabilities. Value of operating payables at end of year2018-12-31$56,887
Liabilities. Value of operating payables at beginning of year2018-12-31$282,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-771,341
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,136,330
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$47,907,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$212,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,707,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,448,788
Value of interest in pooled separate accounts at end of year2018-12-31$966,836
Value of interest in pooled separate accounts at beginning of year2018-12-31$764,010
Interest earned on other investments2018-12-31$16,049
Income. Interest from US Government securities2018-12-31$172,535
Value of interest in common/collective trusts at end of year2018-12-31$16,080,450
Value of interest in common/collective trusts at beginning of year2018-12-31$18,142,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$12,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$224,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$221,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-971,329
Net investment gain/loss from pooled separate accounts2018-12-31$-11,448
Net investment gain or loss from common/collective trusts2018-12-31$-2,601,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$7,815,056
Employer contributions (assets) at end of year2018-12-31$7,815,056
Employer contributions (assets) at beginning of year2018-12-31$4,246,839
Income. Dividends from common stock2018-12-31$235,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,984,578
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$12,371,699
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$14,338,191
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
Aggregate proceeds on sale of assets2018-12-31$8,468,665
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,509,195
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$52,186
Total unrealized appreciation/depreciation of assets2017-12-31$52,186
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$282,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,328
Total income from all sources (including contributions)2017-12-31$10,468,147
Total loss/gain on sale of assets2017-12-31$1,419,615
Total of all expenses incurred2017-12-31$2,195,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,745,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,246,839
Value of total assets at end of year2017-12-31$48,189,957
Value of total assets at beginning of year2017-12-31$39,646,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$450,160
Total interest from all sources2017-12-31$86,243
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$201,662
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$92,000
Administrative expenses professional fees incurred2017-12-31$30,300
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$27,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,689
Administrative expenses (other) incurred2017-12-31$260,292
Liabilities. Value of operating payables at end of year2017-12-31$282,286
Liabilities. Value of operating payables at beginning of year2017-12-31$11,328
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$8,272,479
Value of net assets at end of year (total assets less liabilities)2017-12-31$47,907,671
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,635,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$159,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,448,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,735,284
Value of interest in pooled separate accounts at end of year2017-12-31$764,010
Value of interest in pooled separate accounts at beginning of year2017-12-31$588,638
Interest earned on other investments2017-12-31$13,708
Income. Interest from US Government securities2017-12-31$72,535
Value of interest in common/collective trusts at end of year2017-12-31$18,142,395
Value of interest in common/collective trusts at beginning of year2017-12-31$26,857,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$221,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$219,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$884,859
Net investment gain/loss from pooled separate accounts2017-12-31$45,980
Net investment gain or loss from common/collective trusts2017-12-31$3,530,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,246,839
Employer contributions (assets) at end of year2017-12-31$4,246,839
Employer contributions (assets) at beginning of year2017-12-31$3,500,000
Income. Dividends from common stock2017-12-31$109,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,745,508
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$14,338,191
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$5,738,148
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
Aggregate proceeds on sale of assets2017-12-31$27,038,839
Aggregate carrying amount (costs) on sale of assets2017-12-31$25,619,224
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$175,239
Total unrealized appreciation/depreciation of assets2016-12-31$175,239
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,774
Total income from all sources (including contributions)2016-12-31$4,913,408
Total loss/gain on sale of assets2016-12-31$46,046
Total of all expenses incurred2016-12-31$2,288,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,951,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,500,000
Value of total assets at end of year2016-12-31$39,646,520
Value of total assets at beginning of year2016-12-31$37,027,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$336,492
Total interest from all sources2016-12-31$67,756
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$120,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$99,526
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,689
Administrative expenses (other) incurred2016-12-31$111,979
Liabilities. Value of operating payables at end of year2016-12-31$11,328
Liabilities. Value of operating payables at beginning of year2016-12-31$17,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,625,072
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,635,192
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,010,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$124,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,735,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,443,081
Value of interest in pooled separate accounts at end of year2016-12-31$588,638
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,841,902
Interest earned on other investments2016-12-31$6,474
Income. Interest from US Government securities2016-12-31$61,282
Value of interest in common/collective trusts at end of year2016-12-31$26,857,172
Value of interest in common/collective trusts at beginning of year2016-12-31$23,383,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$595,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$595,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$219,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$217,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$258,199
Net investment gain/loss from pooled separate accounts2016-12-31$57,373
Net investment gain or loss from common/collective trusts2016-12-31$688,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,500,000
Employer contributions (assets) at end of year2016-12-31$3,500,000
Employer contributions (assets) at beginning of year2016-12-31$3,000,000
Income. Dividends from common stock2016-12-31$120,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,951,844
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$5,738,148
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$5,546,113
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
Aggregate proceeds on sale of assets2016-12-31$4,938,916
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,892,870
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-910,290
Total unrealized appreciation/depreciation of assets2015-12-31$-910,290
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,254
Total income from all sources (including contributions)2015-12-31$2,623,813
Total loss/gain on sale of assets2015-12-31$786,793
Total of all expenses incurred2015-12-31$2,380,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,146,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,000,000
Value of total assets at end of year2015-12-31$37,027,894
Value of total assets at beginning of year2015-12-31$36,786,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$234,103
Total interest from all sources2015-12-31$61,921
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$110,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$95,902
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$16,788
Liabilities. Value of operating payables at end of year2015-12-31$17,774
Liabilities. Value of operating payables at beginning of year2015-12-31$19,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$243,176
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,010,120
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,766,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$121,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,443,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,830,334
Value of interest in pooled separate accounts at end of year2015-12-31$1,841,902
Value of interest in pooled separate accounts at beginning of year2015-12-31$536,400
Interest earned on other investments2015-12-31$6,470
Income. Interest from US Government securities2015-12-31$55,451
Value of interest in common/collective trusts at end of year2015-12-31$23,383,613
Value of interest in common/collective trusts at beginning of year2015-12-31$23,429,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$595,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$347,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$347,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$217,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$219,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-421,951
Net investment gain/loss from pooled separate accounts2015-12-31$-1,366
Net investment gain or loss from common/collective trusts2015-12-31$-1,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,000,000
Employer contributions (assets) at end of year2015-12-31$3,000,000
Employer contributions (assets) at beginning of year2015-12-31$3,389,530
Income. Dividends from common stock2015-12-31$110,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,146,534
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$5,546,113
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$6,033,786
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$4,859,680
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,072,887
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,416
Total income from all sources (including contributions)2014-12-31$5,044,038
Total loss/gain on sale of assets2014-12-31$791,455
Total of all expenses incurred2014-12-31$2,720,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,473,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,678,033
Value of total assets at end of year2014-12-31$36,786,198
Value of total assets at beginning of year2014-12-31$34,456,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$247,144
Total interest from all sources2014-12-31$66,767
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$180,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$104,850
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$16,905
Liabilities. Value of operating payables at end of year2014-12-31$19,254
Liabilities. Value of operating payables at beginning of year2014-12-31$13,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,323,433
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,766,944
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,443,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$125,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,830,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,901,440
Value of interest in pooled separate accounts at end of year2014-12-31$536,400
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,475,276
Interest earned on other investments2014-12-31$6,536
Income. Interest from US Government securities2014-12-31$60,231
Value of interest in common/collective trusts at end of year2014-12-31$23,429,328
Value of interest in common/collective trusts at beginning of year2014-12-31$21,480,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$347,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$208,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$208,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$219,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$222,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-111,281
Net investment gain/loss from pooled separate accounts2014-12-31$107,207
Net investment gain or loss from common/collective trusts2014-12-31$1,331,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,678,033
Employer contributions (assets) at end of year2014-12-31$3,389,530
Employer contributions (assets) at beginning of year2014-12-31$1,781,439
Income. Dividends from common stock2014-12-31$180,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,473,461
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$6,033,786
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$5,387,838
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,191,680
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,400,225
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY
Accountancy firm EIN2014-12-31420714325
2013 : AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$781,871
Total unrealized appreciation/depreciation of assets2013-12-31$781,871
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,418
Total income from all sources (including contributions)2013-12-31$7,788,299
Total loss/gain on sale of assets2013-12-31$431,206
Total of all expenses incurred2013-12-31$1,942,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,751,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,627,394
Value of total assets at end of year2013-12-31$34,456,927
Value of total assets at beginning of year2013-12-31$28,627,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$190,933
Total interest from all sources2013-12-31$49,733
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$111,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$76,461
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$36,000
Liabilities. Value of operating payables at end of year2013-12-31$13,416
Liabilities. Value of operating payables at beginning of year2013-12-31$29,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,845,912
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,443,511
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,597,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$63,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,901,440
Value of interest in pooled separate accounts at end of year2013-12-31$2,475,276
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,985,713
Interest earned on other investments2013-12-31$6,600
Income. Interest from US Government securities2013-12-31$43,133
Value of interest in common/collective trusts at end of year2013-12-31$21,480,216
Value of interest in common/collective trusts at beginning of year2013-12-31$19,078,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$208,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$48,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$48,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$222,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$224,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-236,704
Net investment gain/loss from pooled separate accounts2013-12-31$-65,978
Net investment gain or loss from common/collective trusts2013-12-31$3,089,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,627,394
Employer contributions (assets) at end of year2013-12-31$1,781,439
Employer contributions (assets) at beginning of year2013-12-31$1,074,023
Income. Dividends from common stock2013-12-31$111,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,751,454
Contract administrator fees2013-12-31$15,262
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$5,387,838
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$4,216,045
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,032,569
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,601,363
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY
Accountancy firm EIN2013-12-31420714325
2012 : AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$329,415
Total unrealized appreciation/depreciation of assets2012-12-31$329,415
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$29,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,089
Total income from all sources (including contributions)2012-12-31$5,645,197
Total loss/gain on sale of assets2012-12-31$133,456
Total of all expenses incurred2012-12-31$1,633,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,481,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,940,423
Value of total assets at end of year2012-12-31$28,627,017
Value of total assets at beginning of year2012-12-31$24,600,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$152,782
Total interest from all sources2012-12-31$7,482
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$98,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$85,067
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$26,065
Liabilities. Value of operating payables at end of year2012-12-31$29,418
Liabilities. Value of operating payables at beginning of year2012-12-31$14,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,011,402
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,597,599
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,586,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$32,404
Value of interest in pooled separate accounts at end of year2012-12-31$3,985,713
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,156,351
Interest earned on other investments2012-12-31$6,663
Income. Interest from US Government securities2012-12-31$819
Value of interest in common/collective trusts at end of year2012-12-31$19,078,186
Value of interest in common/collective trusts at beginning of year2012-12-31$16,766,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$48,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$122,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$122,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$224,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$226,123
Net investment gain/loss from pooled separate accounts2012-12-31$224,286
Net investment gain or loss from common/collective trusts2012-12-31$1,911,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,940,423
Employer contributions (assets) at end of year2012-12-31$1,074,023
Employer contributions (assets) at beginning of year2012-12-31$1,970,269
Income. Dividends from common stock2012-12-31$98,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,481,013
Contract administrator fees2012-12-31$9,246
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,216,045
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,358,812
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$2,060,088
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,926,632
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY
Accountancy firm EIN2012-12-31420714325
2011 : AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-284,257
Total unrealized appreciation/depreciation of assets2011-12-31$-284,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,089
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,216
Total income from all sources (including contributions)2011-12-31$3,711,582
Total loss/gain on sale of assets2011-12-31$260,025
Total of all expenses incurred2011-12-31$2,290,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,119,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,294,331
Value of total assets at end of year2011-12-31$24,600,286
Value of total assets at beginning of year2011-12-31$23,184,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$171,386
Total interest from all sources2011-12-31$8,396
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$92,513
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$96,891
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
Administrative expenses (other) incurred2011-12-31$10,080
Liabilities. Value of operating payables at end of year2011-12-31$14,089
Liabilities. Value of operating payables at beginning of year2011-12-31$19,216
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$1,420,876
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,586,197
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,165,321
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
Investment advisory and management fees2011-12-31$58,688
Value of interest in pooled separate accounts at end of year2011-12-31$2,156,351
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,326,010
Interest earned on other investments2011-12-31$6,725
Income. Interest from US Government securities2011-12-31$1,671
Value of interest in common/collective trusts at end of year2011-12-31$16,766,573
Value of interest in common/collective trusts at beginning of year2011-12-31$16,593,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$122,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$72,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$72,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$226,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$228,090
Net investment gain/loss from pooled separate accounts2011-12-31$158,507
Net investment gain or loss from common/collective trusts2011-12-31$182,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$3,294,331
Employer contributions (assets) at end of year2011-12-31$1,970,269
Employer contributions (assets) at beginning of year2011-12-31$1,610,000
Income. Dividends from common stock2011-12-31$92,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,119,320
Contract administrator fees2011-12-31$5,727
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,358,812
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,354,913
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
Aggregate proceeds on sale of assets2011-12-31$2,311,273
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,051,248
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 name2011-12-31MCGLADREY
Accountancy firm EIN2011-12-31420714325
2010 : AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$196,314
Total unrealized appreciation/depreciation of assets2010-12-31$196,314
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$19,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,245
Total income from all sources (including contributions)2010-12-31$4,911,559
Total loss/gain on sale of assets2010-12-31$248,487
Total of all expenses incurred2010-12-31$1,331,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,159,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,354,777
Value of total assets at end of year2010-12-31$23,184,537
Value of total assets at beginning of year2010-12-31$19,595,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$171,922
Total interest from all sources2010-12-31$9,330
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$66,744
Administrative expenses professional fees incurred2010-12-31$93,183
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
Administrative expenses (other) incurred2010-12-31$15,087
Liabilities. Value of operating payables at end of year2010-12-31$19,216
Liabilities. Value of operating payables at beginning of year2010-12-31$10,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,580,417
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,165,321
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,584,904
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
Investment advisory and management fees2010-12-31$59,680
Value of interest in pooled separate accounts at end of year2010-12-31$1,326,010
Value of interest in pooled separate accounts at beginning of year2010-12-31$570,894
Interest earned on other investments2010-12-31$7,785
Income. Interest from US Government securities2010-12-31$1,545
Value of interest in common/collective trusts at end of year2010-12-31$16,593,016
Value of interest in common/collective trusts at beginning of year2010-12-31$14,208,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$72,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$58,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$58,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$228,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$230,429
Net investment gain/loss from pooled separate accounts2010-12-31$92,016
Net investment gain or loss from common/collective trusts2010-12-31$1,943,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$2,354,777
Employer contributions (assets) at end of year2010-12-31$1,610,000
Employer contributions (assets) at beginning of year2010-12-31$1,760,000
Income. Dividends from common stock2010-12-31$66,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,159,220
Contract administrator fees2010-12-31$3,972
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,354,913
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,766,996
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$1,769,288
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,520,801
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 name2010-12-31MCGLADREY & PULLEN
Accountancy firm EIN2010-12-31420714325
2009 : AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT 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$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$-872,104
Minimum employer required contribution for this plan year2009-12-31$2,387,896
Amount contributed by the employer to the plan for this plan year2009-12-31$3,260,000

Form 5500 Responses for AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN

2022: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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
2018: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number817906
Policy instance 1
Insurance contract or identification number817906
Number of Individuals Covered510
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number817906
Policy instance 1
Insurance contract or identification number817906
Number of Individuals Covered507
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number817906
Policy instance 1
Insurance contract or identification number817906
Number of Individuals Covered508
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN NATIONAL LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-391; GA-8095
Policy instance 1
Insurance contract or identification numberGA-391; GA-8095
Number of Individuals Covered59
Total amount of commissions paid to insurance brokerUSD $0
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 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
LINCOLN NATIONAL LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-391; GA-8095
Policy instance 1
Insurance contract or identification numberGA-391; GA-8095
Number of Individuals Covered57
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 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-391; GA-8095
Policy instance 1
Insurance contract or identification numberGA-391; GA-8095
Number of Individuals Covered55
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-391, GA-8095
Policy instance 1
Insurance contract or identification numberGA-391, GA-8095
Number of Individuals Covered55
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-391, GA-8095
Policy instance 1
Insurance contract or identification numberGA-391, GA-8095
Number of Individuals Covered54
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-391, GA-8095
Policy instance 1
Insurance contract or identification numberGA-391, GA-8095
Number of Individuals Covered51
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-391, GA-8095
Policy instance 1
Insurance contract or identification numberGA-391, GA-8095
Number of Individuals Covered53
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-391, GA-8095
Policy instance 1
Insurance contract or identification numberGA-391, GA-8095
Number of Individuals Covered47
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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