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AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 401k Plan overview

Plan NameAMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA
Plan identification number 010

AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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 LONG TERM SAVINGS PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102022-01-01
0102021-01-01
0102020-01-01
0102019-01-01
0102018-01-01
0102017-01-01DAN MCGEE DAN MCGEE2018-07-25
0102016-01-01DAN MCGEE
0102015-01-01DAN MCGEE
0102015-01-01DAN MCGEE
0102014-01-01DAN MCGEE
0102014-01-01DAN MCGEE
0102013-01-01DAN MCGEE
0102012-01-01DAN MCGEE
0102011-01-01DAN MCGEE
0102009-01-01DAN MCGEE

Plan Statistics for AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA

401k plan membership statisitcs for AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA

Measure Date Value
2022: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2022 401k membership
Total participants, beginning-of-year2022-01-01527
Total number of active participants reported on line 7a of the Form 55002022-01-01448
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01118
Total of all active and inactive participants2022-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01567
Number of participants with account balances2022-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2021 401k membership
Total participants, beginning-of-year2021-01-01504
Total number of active participants reported on line 7a of the Form 55002021-01-01424
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01105
Total of all active and inactive participants2021-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01529
Number of participants with account balances2021-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2020 401k membership
Total participants, beginning-of-year2020-01-01498
Total number of active participants reported on line 7a of the Form 55002020-01-01425
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01504
Number of participants with account balances2020-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2019 401k membership
Total participants, beginning-of-year2019-01-01475
Total number of active participants reported on line 7a of the Form 55002019-01-01425
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01497
Number of participants with account balances2019-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2018 401k membership
Total participants, beginning-of-year2018-01-01470
Total number of active participants reported on line 7a of the Form 55002018-01-01412
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01475
Number of participants with account balances2018-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2017 401k membership
Total participants, beginning-of-year2017-01-01466
Total number of active participants reported on line 7a of the Form 55002017-01-01405
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01472
Number of participants with account balances2017-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2016 401k membership
Total participants, beginning-of-year2016-01-01443
Total number of active participants reported on line 7a of the Form 55002016-01-01381
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0185
Total of all active and inactive participants2016-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01466
Number of participants with account balances2016-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2015 401k membership
Total participants, beginning-of-year2015-01-01401
Total number of active participants reported on line 7a of the Form 55002015-01-01375
Number of other retired or separated participants entitled to future benefits2015-01-0166
Total of all active and inactive participants2015-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01441
Number of participants with account balances2015-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2014 401k membership
Total participants, beginning-of-year2014-01-01377
Total number of active participants reported on line 7a of the Form 55002014-01-01345
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01401
Number of participants with account balances2014-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2013 401k membership
Total participants, beginning-of-year2013-01-01330
Total number of active participants reported on line 7a of the Form 55002013-01-01333
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01377
Number of participants with account balances2013-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2012 401k membership
Total participants, beginning-of-year2012-01-01297
Total number of active participants reported on line 7a of the Form 55002012-01-01303
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01325
Number of participants with account balances2012-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2011 401k membership
Total participants, beginning-of-year2011-01-01308
Total number of active participants reported on line 7a of the Form 55002011-01-01273
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0192
Total of all active and inactive participants2011-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01365
Number of participants with account balances2011-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2009 401k membership
Total participants, beginning-of-year2009-01-01311
Total number of active participants reported on line 7a of the Form 55002009-01-01184
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-01102
Total of all active and inactive participants2009-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01297
Number of participants with account balances2009-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA

Measure Date Value
2022 : AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,592,988
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,838,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,743,212
Expenses. Certain deemed distributions of participant loans2022-12-31$7,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,572,871
Value of total assets at end of year2022-12-31$55,900,327
Value of total assets at beginning of year2022-12-31$63,331,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$87,892
Total interest from all sources2022-12-31$183,593
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,057,032
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$1,057,032
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
Contributions received from participants2022-12-31$3,892,753
Participant contributions at end of year2022-12-31$598,036
Participant contributions at beginning of year2022-12-31$610,607
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,502,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,431,180
Value of net assets at end of year (total assets less liabilities)2022-12-31$55,900,327
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$63,331,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$48,601,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$57,239,537
Interest on participant loans2022-12-31$30,171
Interest earned on other investments2022-12-31$150,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$245,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$220,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$220,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,455,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,261,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,406,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,177,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,743,212
Contract administrator fees2022-12-31$87,892
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,821,523
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,983,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,892,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,352,962
Value of total assets at end of year2021-12-31$63,331,507
Value of total assets at beginning of year2021-12-31$54,493,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$91,263
Total interest from all sources2021-12-31$168,901
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,388,137
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$1,388,137
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
Contributions received from participants2021-12-31$3,681,080
Participant contributions at end of year2021-12-31$610,607
Participant contributions at beginning of year2021-12-31$585,040
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$577,381
Other income not declared elsewhere2021-12-31$7
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$8,838,131
Value of net assets at end of year (total assets less liabilities)2021-12-31$63,331,507
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$54,493,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$57,239,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$48,452,970
Interest on participant loans2021-12-31$30,043
Interest earned on other investments2021-12-31$138,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$220,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$222,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$222,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,261,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,232,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,911,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,094,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,892,129
Contract administrator fees2021-12-31$91,263
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 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$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$12,259,817
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,023,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,952,074
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$1,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,075,671
Value of total assets at end of year2020-12-31$54,493,376
Value of total assets at beginning of year2020-12-31$44,256,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,163
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$170,749
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$899,822
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$899,822
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$3,346,477
Participant contributions at end of year2020-12-31$585,040
Participant contributions at beginning of year2020-12-31$469,793
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$717,687
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$0
Administrative expenses (other) incurred2020-12-31$930
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash 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$10,236,660
Value of net assets at end of year (total assets less liabilities)2020-12-31$54,493,376
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$44,256,716
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$48,452,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$38,605,582
Interest on participant loans2020-12-31$27,120
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$142,362
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$222,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$481,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$481,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,232,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,700,167
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$6,113,575
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,011,507
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,952,074
Contract administrator fees2020-12-31$68,233
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$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
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
2019 : AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,462,330
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,491,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,431,304
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,121,071
Value of total assets at end of year2019-12-31$44,256,716
Value of total assets at beginning of year2019-12-31$35,285,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,870
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$155,611
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$864,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$864,079
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$3,087,619
Participant contributions at end of year2019-12-31$469,793
Participant contributions at beginning of year2019-12-31$208,166
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,070,535
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,000
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$8,971,156
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,256,716
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,285,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
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 year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,605,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,219,424
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,978,978
Interest on participant loans2019-12-31$18,085
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$129,139
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$481,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$300,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$300,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,700,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,578,720
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,321,569
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$962,917
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,431,304
Contract administrator fees2019-12-31$58,870
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,348,114
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,274,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,223,504
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,130,151
Value of total assets at end of year2018-12-31$35,285,560
Value of total assets at beginning of year2018-12-31$35,211,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,544
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$149,128
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$854,947
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$854,947
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$2,737,911
Participant contributions at end of year2018-12-31$208,166
Participant contributions at beginning of year2018-12-31$189,957
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$100,098
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$516,804
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$2
Administrative expenses (other) incurred2018-12-31$1,130
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$74,066
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,285,560
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,211,494
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
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 year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,219,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,239,730
Value of interest in pooled separate accounts at end of year2018-12-31$1,978,978
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,520,377
Interest on participant loans2018-12-31$9,226
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$134,565
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$300,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$419,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$419,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,578,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,711,577
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,626,104
Net investment gain/loss from pooled separate accounts2018-12-31$-160,010
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$875,436
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$30,274
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,223,504
Contract administrator fees2018-12-31$49,414
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 LONG TERM SAVINGS PLA 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,344,145
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,937,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,908,369
Expenses. Certain deemed distributions of participant loans2017-12-31$-12,777
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,632,955
Value of total assets at end of year2017-12-31$35,211,494
Value of total assets at beginning of year2017-12-31$28,805,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,231
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$152,270
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$804,571
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$804,571
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$2,395,226
Participant contributions at end of year2017-12-31$189,957
Participant contributions at beginning of year2017-12-31$171,790
Participant contributions at end of year2017-12-31$100,098
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,467,777
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$6,406,322
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,211,494
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,805,172
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
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 year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,239,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,574,663
Value of interest in pooled separate accounts at end of year2017-12-31$2,520,377
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,872,116
Interest on participant loans2017-12-31$8,984
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$140,978
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$419,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$428,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$428,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,711,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,758,436
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,367,657
Net investment gain/loss from pooled separate accounts2017-12-31$386,692
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$769,952
Employer contributions (assets) at end of year2017-12-31$30,274
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,908,369
Contract administrator fees2017-12-31$42,231
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 LONG TERM SAVINGS PLA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,641,682
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,231,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,215,378
Expenses. Certain deemed distributions of participant loans2016-12-31$7,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,827,430
Value of total assets at end of year2016-12-31$28,805,172
Value of total assets at beginning of year2016-12-31$25,394,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,508
Total interest from all sources2016-12-31$146,482
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$868,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$868,557
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,040,089
Participant contributions at end of year2016-12-31$171,790
Participant contributions at beginning of year2016-12-31$109,239
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$180,695
Administrative expenses (other) incurred2016-12-31$1,327
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$3,410,397
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,805,172
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,394,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,574,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,684,371
Value of interest in pooled separate accounts at end of year2016-12-31$2,872,116
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,735,690
Interest on participant loans2016-12-31$5,592
Interest earned on other investments2016-12-31$140,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$428,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$464,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$464,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,758,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,400,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$799,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$606,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,215,378
Contract administrator fees2016-12-31$7,181
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RMS US, LLP
Accountancy firm EIN2016-12-31420714325
2015 : AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,693,236
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,393,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,380,021
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,615,091
Value of total assets at end of year2015-12-31$25,394,775
Value of total assets at beginning of year2015-12-31$24,095,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,843
Total interest from all sources2015-12-31$4,935
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,125,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,125,140
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,731,107
Participant contributions at end of year2015-12-31$109,239
Participant contributions at beginning of year2015-12-31$144,525
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$354,508
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$1,299,372
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,394,775
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,095,403
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,684,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,673,783
Value of interest in pooled separate accounts at end of year2015-12-31$2,735,690
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,157,527
Interest on participant loans2015-12-31$4,935
Interest earned on other investments2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$464,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$513,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$513,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,400,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,606,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,051,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$529,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,380,021
Contract administrator fees2015-12-31$13,843
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$16,323
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,077,031
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,577,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,560,890
Expenses. Certain deemed distributions of participant loans2014-12-31$4,556
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,737,522
Value of total assets at end of year2014-12-31$24,095,403
Value of total assets at beginning of year2014-12-31$22,611,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,587
Total interest from all sources2014-12-31$28,098
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$827,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$827,259
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,475,749
Participant contributions at end of year2014-12-31$144,525
Participant contributions at beginning of year2014-12-31$159,146
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$810,368
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$1,499,998
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,095,403
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,611,728
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,673,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,199,866
Value of interest in pooled separate accounts at end of year2014-12-31$3,157,527
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,205,140
Interest on participant loans2014-12-31$6,287
Interest earned on other investments2014-12-31$21,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$513,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$523,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$523,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$50
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,606,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,524,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$358,925
Net investment gain/loss from pooled separate accounts2014-12-31$125,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$451,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,560,890
Contract administrator fees2014-12-31$11,587
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,069,125
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,964,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,943,452
Expenses. Certain deemed distributions of participant loans2013-12-31$10,033
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,077,634
Value of total assets at end of year2013-12-31$22,611,728
Value of total assets at beginning of year2013-12-31$19,507,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,404
Total interest from all sources2013-12-31$155,462
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$556,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$556,366
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,440,839
Participant contributions at end of year2013-12-31$159,146
Participant contributions at beginning of year2013-12-31$305,048
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$194,545
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,104,236
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,611,728
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,507,492
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,199,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,159,566
Value of interest in pooled separate accounts at end of year2013-12-31$3,205,140
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,765,964
Interest on participant loans2013-12-31$6,114
Interest earned on other investments2013-12-31$149,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$523,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$535,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$535,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,524,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,740,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,279,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$442,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,943,452
Contract administrator fees2013-12-31$11,404
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,879,453
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,389,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,377,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,112,822
Value of total assets at end of year2012-12-31$19,507,492
Value of total assets at beginning of year2012-12-31$17,017,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,121
Total interest from all sources2012-12-31$166,843
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$295,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$295,957
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,342,277
Participant contributions at end of year2012-12-31$305,048
Participant contributions at beginning of year2012-12-31$262,994
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$379,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,490,247
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,507,492
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,017,245
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,159,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,997,161
Value of interest in pooled separate accounts at end of year2012-12-31$2,765,964
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,683,703
Interest on participant loans2012-12-31$5,271
Interest earned on other investments2012-12-31$161,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$535,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$540,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$540,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,740,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,532,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,303,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$391,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,377,085
Contract administrator fees2012-12-31$12,121
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGALDREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,871,168
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,707,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Value of total corrective distributions2011-12-31$5,702,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,883,519
Value of total assets at end of year2011-12-31$17,017,245
Value of total assets at beginning of year2011-12-31$16,853,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,540
Total interest from all sources2011-12-31$157,559
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$234,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$234,191
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$1,214,812
Participant contributions at end of year2011-12-31$262,994
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,288,258
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$163,652
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,017,245
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,853,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,997,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,484,180
Value of interest in pooled separate accounts at end of year2011-12-31$2,683,703
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,372,294
Interest on participant loans2011-12-31$1,802
Interest earned on other investments2011-12-31$155,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$540,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$503,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$503,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,532,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,493,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-404,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$380,449
Contract administrator fees2011-12-31$4,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Qualified
Accountancy firm name2011-12-31MCGALDREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,146,946
Total of all expenses incurred2010-12-31$811,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$807,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,522,684
Value of total assets at end of year2010-12-31$16,853,593
Value of total assets at beginning of year2010-12-31$14,518,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,962
Total interest from all sources2010-12-31$292
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$131,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$131,747
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$-298,359
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$298,359
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,108,164
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$23,426
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$116,161
Other income not declared elsewhere2010-12-31$159,287
Administrative expenses (other) incurred2010-12-31$3,962
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$2,335,564
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,853,593
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,518,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,484,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,167,300
Value of interest in pooled separate accounts at end of year2010-12-31$4,372,294
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,451,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$503,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$575,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$575,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,493,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,292,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$806,929
Net investment gain/loss from pooled separate accounts2010-12-31$526,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$298,359
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$7,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$807,420
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$-329,906
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$329,906

Form 5500 Responses for AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA

2022: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 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 LONG TERM SAVINGS PLA 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 LONG TERM SAVINGS PLA 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
2019: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 LONG TERM SAVINGS PLA 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 LONG TERM SAVINGS PLA 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 LONG TERM SAVINGS PLA 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 LONG TERM SAVINGS PLA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 LONG TERM SAVINGS PLA 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 LONG TERM SAVINGS PLA 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 LONG TERM SAVINGS PLA 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
2009: AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLA 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14157
Policy instance 2
Insurance contract or identification numberCR14157
Number of Individuals Covered68
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,595
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,595
Amount paid for insurance broker fees0
Insurance broker organization code?4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered567
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14157
Policy instance 2
Insurance contract or identification numberCR14157
Number of Individuals Covered68
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $11,875
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,875
Amount paid for insurance broker fees0
Insurance broker organization code?4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered529
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered504
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14157
Policy instance 2
Insurance contract or identification numberCR14157
Number of Individuals Covered73
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,266
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,266
Amount paid for insurance broker fees0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14157
Policy instance 2
Insurance contract or identification numberCR14157
Number of Individuals Covered74
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,147
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,147
Amount paid for insurance broker fees0
Insurance broker organization code?4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered497
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69997
Policy instance 3
Insurance contract or identification number69997
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-02-09
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
Contracts With Unallocated Funds Deposit Administration1
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 numberCR14157
Policy instance 2
Insurance contract or identification numberCR14157
Number of Individuals Covered85
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,598
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,598
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered472
Insurance policy start date2017-02-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69997
Policy instance 2
Insurance contract or identification number69997
Number of Individuals Covered359
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14157
Policy instance 1
Insurance contract or identification numberCR14157
Number of Individuals Covered106
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,549
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,549
Insurance broker organization code?4
Insurance broker nameTHE LINCOLN NATIONAL LIFE INS CO
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14157
Policy instance 2
Insurance contract or identification numberCR14157
Number of Individuals Covered114
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,600
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,600
Insurance broker organization code?4
Insurance broker nameTHE LINCOLN NATIONAL LIFE INS CO
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69997
Policy instance 1
Insurance contract or identification number69997
Number of Individuals Covered290
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69997
Policy instance 1
Insurance contract or identification number69997
Number of Individuals Covered252
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14157
Policy instance 2
Insurance contract or identification numberCR14157
Number of Individuals Covered123
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,129
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,129
Insurance broker organization code?4
Insurance broker nameTHE LINCOLN NATIONAL LIFE INS CO
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14157
Policy instance 2
Insurance contract or identification numberCR14157
Number of Individuals Covered128
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,932
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,932
Insurance broker organization code?4
Insurance broker nameTHE LINCOLN NATIONAL LIFE INS CO
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69997
Policy instance 1
Insurance contract or identification number69997
Number of Individuals Covered237
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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69997
Policy instance 1
Insurance contract or identification number69997
Number of Individuals Covered219
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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14157
Policy instance 2
Insurance contract or identification numberCR14157
Number of Individuals Covered136
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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14157
Policy instance 1
Insurance contract or identification numberCR14157
Number of Individuals Covered160
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $27,129
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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