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SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameSAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN
Plan identification number 002

SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SAUK PRAIRIE HEALTHCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAUK PRAIRIE HEALTHCARE, INC.
Employer identification number (EIN):390872080
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROBBI BOS
0022016-01-01ROBBI BOS
0022015-01-01ROBBI BOS
0022014-01-01ROBBI BOS
0022013-01-01ROBBI BOS
0022012-01-01ROBERTA BOS ROBERTA BOS2013-09-06
0022011-01-01ROBBI ECCHER
0022010-01-01ROBBI ECCHER
0022009-01-01ROBERTA ECCHER

Plan Statistics for SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01815
Total number of active participants reported on line 7a of the Form 55002022-01-01650
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-01184
Total of all active and inactive participants2022-01-01855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01855
Number of participants with account balances2022-01-01758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01807
Total number of active participants reported on line 7a of the Form 55002021-01-01621
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-01178
Total of all active and inactive participants2021-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01815
Number of participants with account balances2021-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01795
Total number of active participants reported on line 7a of the Form 55002020-01-01629
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-01155
Total of all active and inactive participants2020-01-01807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01807
Number of participants with account balances2020-01-01699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01775
Total number of active participants reported on line 7a of the Form 55002019-01-01641
Number of retired or separated participants receiving benefits2019-01-0121
Number of other retired or separated participants entitled to future benefits2019-01-01131
Total of all active and inactive participants2019-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01793
Number of participants with account balances2019-01-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01755
Total number of active participants reported on line 7a of the Form 55002018-01-01623
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-01115
Total of all active and inactive participants2018-01-01750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01751
Number of participants with account balances2018-01-01676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01735
Total number of active participants reported on line 7a of the Form 55002017-01-01613
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-01127
Total of all active and inactive participants2017-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01755
Number of participants with account balances2017-01-01651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01723
Total number of active participants reported on line 7a of the Form 55002016-01-01594
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-01133
Total of all active and inactive participants2016-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01735
Number of participants with account balances2016-01-01640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01726
Total number of active participants reported on line 7a of the Form 55002015-01-01565
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-01153
Total of all active and inactive participants2015-01-01723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01723
Number of participants with account balances2015-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01648
Total number of active participants reported on line 7a of the Form 55002014-01-01563
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01156
Total of all active and inactive participants2014-01-01725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01726
Number of participants with account balances2014-01-01638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01640
Total number of active participants reported on line 7a of the Form 55002013-01-01510
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01132
Total of all active and inactive participants2013-01-01648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01648
Number of participants with account balances2013-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01632
Total number of active participants reported on line 7a of the Form 55002012-01-01498
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01138
Total of all active and inactive participants2012-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01640
Number of participants with account balances2012-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01617
Total number of active participants reported on line 7a of the Form 55002011-01-01498
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01132
Total of all active and inactive participants2011-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01632
Number of participants with account balances2011-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01614
Total number of active participants reported on line 7a of the Form 55002010-01-01497
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01118
Total of all active and inactive participants2010-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01617
Number of participants with account balances2010-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01604
Total number of active participants reported on line 7a of the Form 55002009-01-01477
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01135
Total of all active and inactive participants2009-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01614
Number of participants with account balances2009-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,023,234
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,969,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,764,583
Expenses. Certain deemed distributions of participant loans2022-12-31$8,812
Value of total corrective distributions2022-12-31$351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,311,460
Value of total assets at end of year2022-12-31$92,756,742
Value of total assets at beginning of year2022-12-31$107,749,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$195,714
Total interest from all sources2022-12-31$220,071
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,669,779
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$3,669,779
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$3,708,512
Participant contributions at end of year2022-12-31$347,375
Participant contributions at beginning of year2022-12-31$434,970
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,783,307
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,029,183
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$579,811
Other income not declared elsewhere2022-12-31$-191,455
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$-14,992,694
Value of net assets at end of year (total assets less liabilities)2022-12-31$92,756,742
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$107,749,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$61,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$79,509,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$95,517,499
Interest on participant loans2022-12-31$17,370
Interest earned on other investments2022-12-31$202,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,117,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,767,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,033,089
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$2,023,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,764,583
Contract administrator fees2022-12-31$133,870
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$19,221,878
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,823,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,677,808
Expenses. Certain deemed distributions of participant loans2021-12-31$7,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,167,599
Value of total assets at end of year2021-12-31$107,749,436
Value of total assets at beginning of year2021-12-31$90,351,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$138,468
Total interest from all sources2021-12-31$197,809
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,357,963
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$5,357,963
Administrative expenses professional fees incurred2021-12-31$174
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$3,445,141
Participant contributions at end of year2021-12-31$434,970
Participant contributions at beginning of year2021-12-31$445,279
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,029,183
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,684,201
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$814,021
Other income not declared elsewhere2021-12-31$242,620
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$17,398,036
Value of net assets at end of year (total assets less liabilities)2021-12-31$107,749,436
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$90,351,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$62,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$95,517,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$78,999,248
Interest on participant loans2021-12-31$23,045
Interest earned on other investments2021-12-31$174,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,767,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,222,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,255,887
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$1,908,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,677,808
Contract administrator fees2021-12-31$76,245
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$16,126,191
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,612,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,512,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,726,496
Value of total assets at end of year2020-12-31$90,351,400
Value of total assets at beginning of year2020-12-31$79,837,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$99,638
Total interest from all sources2020-12-31$240,416
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,887,692
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$2,887,692
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,236,925
Participant contributions at end of year2020-12-31$445,279
Participant contributions at beginning of year2020-12-31$460,646
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,684,201
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,369,380
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$663,599
Other income not declared elsewhere2020-12-31$177,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,514,123
Value of net assets at end of year (total assets less liabilities)2020-12-31$90,351,400
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$79,837,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$78,999,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$68,929,249
Interest on participant loans2020-12-31$22,004
Interest earned on other investments2020-12-31$218,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,222,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,078,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,094,196
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$1,825,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,512,430
Contract administrator fees2020-12-31$91,763
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,867,234
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,137,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,011,886
Expenses. Certain deemed distributions of participant loans2019-12-31$11,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,095,506
Value of total assets at end of year2019-12-31$79,837,277
Value of total assets at beginning of year2019-12-31$64,107,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$113,760
Total interest from all sources2019-12-31$289,918
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,799,670
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$2,799,670
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$3,001,352
Participant contributions at end of year2019-12-31$460,646
Participant contributions at beginning of year2019-12-31$467,199
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,369,380
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,008,478
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,312,134
Other income not declared elsewhere2019-12-31$233,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$15,730,156
Value of net assets at end of year (total assets less liabilities)2019-12-31$79,837,277
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$64,107,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$63,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$68,929,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,812,591
Interest on participant loans2019-12-31$23,998
Interest earned on other investments2019-12-31$265,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,078,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,818,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,448,983
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$1,782,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,011,886
Contract administrator fees2019-12-31$50,441
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
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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
Total income from all sources (including contributions)2018-12-31$3,123,282
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,513,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,411,540
Expenses. Certain deemed distributions of participant loans2018-12-31$1,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,492,102
Value of total assets at end of year2018-12-31$64,107,121
Value of total assets at beginning of year2018-12-31$64,497,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$100,732
Total interest from all sources2018-12-31$431,881
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,842,845
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$2,842,845
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,772,484
Participant contributions at end of year2018-12-31$467,199
Participant contributions at beginning of year2018-12-31$418,980
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,008,478
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$786,465
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,035,494
Other income not declared elsewhere2018-12-31$40,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-390,056
Value of net assets at end of year (total assets less liabilities)2018-12-31$64,107,121
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$64,497,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$99,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$48,812,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$49,747,084
Interest on participant loans2018-12-31$21,133
Interest earned on other investments2018-12-31$410,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,818,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,544,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,683,672
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$1,684,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,411,540
Contract administrator fees2018-12-31$1,575
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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
Total income from all sources (including contributions)2017-12-31$12,344,262
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,460,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,308,349
Expenses. Certain deemed distributions of participant loans2017-12-31$25,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,877,821
Value of total assets at end of year2017-12-31$64,497,177
Value of total assets at beginning of year2017-12-31$56,613,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$126,975
Total interest from all sources2017-12-31$420,433
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,910,340
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$1,910,340
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,659,870
Participant contributions at end of year2017-12-31$418,980
Participant contributions at beginning of year2017-12-31$412,429
Assets. Other investments not covered elsewhere at end of year2017-12-31$786,465
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$571,335
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$594,876
Other income not declared elsewhere2017-12-31$200,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,883,669
Value of net assets at end of year (total assets less liabilities)2017-12-31$64,497,177
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,613,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$125,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$49,747,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,209,692
Interest on participant loans2017-12-31$16,828
Interest earned on other investments2017-12-31$403,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,544,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,420,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,935,581
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$1,623,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,308,349
Contract administrator fees2017-12-31$1,656
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 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$7,860,897
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,423,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,397,754
Expenses. Certain deemed distributions of participant loans2016-12-31$5,072
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,223,657
Value of total assets at end of year2016-12-31$56,613,508
Value of total assets at beginning of year2016-12-31$51,176,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,730
Total interest from all sources2016-12-31$391,977
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,399,006
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$1,399,006
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,467,544
Participant contributions at end of year2016-12-31$412,429
Participant contributions at beginning of year2016-12-31$394,759
Assets. Other investments not covered elsewhere at end of year2016-12-31$571,335
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$461,241
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$255,194
Other income not declared elsewhere2016-12-31$65,680
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,437,341
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,613,508
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$51,176,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$18,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$42,209,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,489,869
Interest on participant loans2016-12-31$15,253
Interest earned on other investments2016-12-31$376,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,420,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,830,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,780,577
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$1,500,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,397,754
Contract administrator fees2016-12-31$2,356
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 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$4,588,292
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,083,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,034,052
Expenses. Certain deemed distributions of participant loans2015-12-31$47,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,173,583
Value of total assets at end of year2015-12-31$51,176,167
Value of total assets at beginning of year2015-12-31$48,671,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,929
Total interest from all sources2015-12-31$407,758
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,999,374
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$1,999,374
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,378,509
Participant contributions at end of year2015-12-31$394,759
Participant contributions at beginning of year2015-12-31$412,130
Assets. Other investments not covered elsewhere at end of year2015-12-31$461,241
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$296,240
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$337,888
Other income not declared elsewhere2015-12-31$3,314
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$2,504,475
Value of net assets at end of year (total assets less liabilities)2015-12-31$51,176,167
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$48,671,692
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$38,489,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,537,692
Interest on participant loans2015-12-31$15,910
Interest earned on other investments2015-12-31$391,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,830,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,425,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,995,737
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$1,457,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,034,052
Contract administrator fees2015-12-31$1,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$7,321,448
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,696,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,627,336
Expenses. Certain deemed distributions of participant loans2014-12-31$67,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,517,011
Value of total assets at end of year2014-12-31$48,671,692
Value of total assets at beginning of year2014-12-31$43,046,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,988
Total interest from all sources2014-12-31$355,406
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,547,361
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$2,547,361
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,296,512
Participant contributions at end of year2014-12-31$412,130
Participant contributions at beginning of year2014-12-31$378,584
Assets. Other investments not covered elsewhere at end of year2014-12-31$296,240
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$127,605
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$864,545
Other income not declared elsewhere2014-12-31$574
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$5,625,060
Value of net assets at end of year (total assets less liabilities)2014-12-31$48,671,692
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,046,632
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$35,537,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,239,671
Interest on participant loans2014-12-31$15,162
Interest earned on other investments2014-12-31$340,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,425,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,300,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-98,904
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$1,355,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,627,336
Contract administrator fees2014-12-31$1,988
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 name2014-12-31WIPFLI ULLRICH BERTERLSON LLP
Accountancy firm EIN2014-12-31390758449
2013 : SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 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$11,661,155
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,393,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,392,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,158,377
Value of total assets at end of year2013-12-31$43,046,632
Value of total assets at beginning of year2013-12-31$32,779,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,894
Total interest from all sources2013-12-31$11,843
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,656,363
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$1,656,363
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,054,617
Participant contributions at end of year2013-12-31$378,584
Participant contributions at beginning of year2013-12-31$319,669
Assets. Other investments not covered elsewhere at end of year2013-12-31$127,605
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$55,374
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,852,240
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$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$10,267,208
Value of net assets at end of year (total assets less liabilities)2013-12-31$43,046,632
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,779,424
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$32,239,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,028,172
Interest on participant loans2013-12-31$11,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,300,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,372,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,834,572
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$1,251,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,392,053
Contract administrator fees2013-12-31$1,894
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI ULLRICH BERTERLSON LLP
Accountancy firm EIN2013-12-31390758449
2012 : SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 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$126,666
Total income from all sources (including contributions)2012-12-31$6,636,101
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,542,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,523,608
Expenses. Certain deemed distributions of participant loans2012-12-31$15,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,258,601
Value of total assets at end of year2012-12-31$32,779,424
Value of total assets at beginning of year2012-12-31$27,812,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,747
Total interest from all sources2012-12-31$236,496
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$748,826
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$748,826
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,825,538
Participant contributions at end of year2012-12-31$319,669
Participant contributions at beginning of year2012-12-31$335,212
Assets. Other investments not covered elsewhere at end of year2012-12-31$55,374
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$53,536
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$324,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$25,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$126,666
Other income not declared elsewhere2012-12-31$1,838
Total non interest bearing cash at beginning of year2012-12-31$857
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$5,093,463
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,779,424
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,685,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,028,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,551,552
Interest on participant loans2012-12-31$13,032
Interest earned on other investments2012-12-31$223,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$106,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$106,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,372,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,739,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,390,340
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$1,109,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,523,608
Contract administrator fees2012-12-31$2,719
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 name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 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$126,666
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$2,926,203
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,380,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,377,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,014,501
Value of total assets at end of year2011-12-31$27,812,627
Value of total assets at beginning of year2011-12-31$26,140,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,600
Total interest from all sources2011-12-31$185,768
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$401,212
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$401,212
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$1,709,713
Participant contributions at end of year2011-12-31$335,212
Participant contributions at beginning of year2011-12-31$316,636
Assets. Other investments not covered elsewhere at end of year2011-12-31$53,536
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$68,763
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$280,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$25,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$126,666
Other income not declared elsewhere2011-12-31$-15,228
Administrative expenses (other) incurred2011-12-31$2,600
Total non interest bearing cash at end of year2011-12-31$857
Total non interest bearing cash at beginning of year2011-12-31$806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,545,694
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,685,961
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,140,267
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$20,551,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,009,825
Interest on participant loans2011-12-31$11,363
Interest earned on other investments2011-12-31$174,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$106,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$90,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$90,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,739,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,653,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-660,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,024,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,377,909
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI
Accountancy firm EIN2011-12-31390758449
2010 : SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,519,920
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,094,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,092,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,644,335
Value of total assets at end of year2010-12-31$26,140,267
Value of total assets at beginning of year2010-12-31$21,715,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,544
Total interest from all sources2010-12-31$147,014
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$418,232
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$418,232
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,625,973
Participant contributions at end of year2010-12-31$316,636
Participant contributions at beginning of year2010-12-31$204,823
Assets. Other investments not covered elsewhere at end of year2010-12-31$68,763
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$61,583
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$86,597
Other income not declared elsewhere2010-12-31$7,218
Total non interest bearing cash at end of year2010-12-31$806
Total non interest bearing cash at beginning of year2010-12-31$752
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$4,425,127
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,140,267
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,715,140
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$21,009,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,168,985
Interest on participant loans2010-12-31$6,735
Interest earned on other investments2010-12-31$140,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$90,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$86,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$86,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,653,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,192,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,303,121
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$931,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,092,249
Contract administrator fees2010-12-31$2,544
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 name2010-12-31WIPFLI ULLRICH BERTERLSON LLP
Accountancy firm EIN2010-12-31390758449
2009 : SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN

2022: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 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: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAUK PRAIRIE MEMORIAL HOSPITAL AND CLINICS TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895824-007
Policy instance 2
Insurance contract or identification number895824-007
Number of Individuals Covered309
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25757
Policy instance 1
Insurance contract or identification numberCR25757
Number of Individuals Covered22
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,006
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,006
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25757
Policy instance 1
Insurance contract or identification numberCR25757
Number of Individuals Covered24
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $872
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $872
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895824-007
Policy instance 2
Insurance contract or identification number895824-007
Number of Individuals Covered310
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895824-007
Policy instance 2
Insurance contract or identification number895824-007
Number of Individuals Covered243
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25757
Policy instance 1
Insurance contract or identification numberCR25757
Number of Individuals Covered25
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,190
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,190
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895824-007
Policy instance 2
Insurance contract or identification number895824-007
Number of Individuals Covered250
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25757
Policy instance 1
Insurance contract or identification numberCR25757
Number of Individuals Covered26
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,191
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,191
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25757
Policy instance 1
Insurance contract or identification numberCR25757
Number of Individuals Covered30
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,520
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,520
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55533
Policy instance 2
Insurance contract or identification numberGP55533
Number of Individuals Covered497
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberG[55533
Policy instance 2
Insurance contract or identification numberG[55533
Number of Individuals Covered419
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $26,585
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,585
Insurance broker organization code?4
Insurance broker nameVSR FINANCIAL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25757
Policy instance 1
Insurance contract or identification numberCR25757
Number of Individuals Covered37
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,797
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,797
Insurance broker organization code?4
Insurance broker nameVSR FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberG[55533
Policy instance 2
Insurance contract or identification numberG[55533
Number of Individuals Covered574
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25757
Policy instance 1
Insurance contract or identification numberCR25757
Number of Individuals Covered40
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,219
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,219
Insurance broker organization code?4
Insurance broker nameVSR FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberG[55533
Policy instance 2
Insurance contract or identification numberG[55533
Number of Individuals Covered571
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25757
Policy instance 1
Insurance contract or identification numberCR25757
Number of Individuals Covered44
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,006
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,006
Insurance broker organization code?4
Insurance broker nameVSR FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25757
Policy instance 1
Insurance contract or identification numberCR25757
Number of Individuals Covered48
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,406
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,406
Insurance broker organization code?4
Insurance broker nameVSR FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55533
Policy instance 2
Insurance contract or identification numberGP55533
Number of Individuals Covered479
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,972
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,972
Insurance broker organization code?4
Insurance broker nameVSR FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55533
Policy instance 2
Insurance contract or identification numberGP55533
Number of Individuals Covered449
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,235
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25757
Policy instance 1
Insurance contract or identification numberCR25757
Number of Individuals Covered52
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,332
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55533
Policy instance 3
Insurance contract or identification numberGP55533
Number of Individuals Covered381
Insurance policy start date2010-10-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,580
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,580
Insurance broker organization code?4
Insurance broker nameVSR FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55280
Policy instance 2
Insurance contract or identification numberGP55280
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $7,648
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $711
Insurance broker organization code?4
Insurance broker nameVSR FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25757
Policy instance 1
Insurance contract or identification numberCR25757
Number of Individuals Covered55
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,619
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $215
Insurance broker organization code?4
Insurance broker nameVSR FINANCIAL SERVICES, INC.

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