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GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameGUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN
Plan identification number 002

GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.
Employer identification number (EIN):391606449
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT 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
0022018-01-01LINDA SULLIVAN
0022017-01-01LINDA SULLIVAN
0022016-01-01LINDA SULLIVAN
0022015-01-01LINDA SULLIVAN
0022014-01-01LINDA SULLIVAN
0022013-01-01LINDA SULLIVAN
0022012-01-01LINDA SULLIVAN
0022011-01-01LINDA SULLIVAN
0022009-01-01LINDA SULLIVAN

Plan Statistics for GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,899
Total number of active participants reported on line 7a of the Form 55002022-01-017,313
Number of retired or separated participants receiving benefits2022-01-01343
Number of other retired or separated participants entitled to future benefits2022-01-011,863
Total of all active and inactive participants2022-01-019,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-019,526
Number of participants with account balances2022-01-019,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01608
2021: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018,711
Total number of active participants reported on line 7a of the Form 55002021-01-017,026
Number of retired or separated participants receiving benefits2021-01-01295
Number of other retired or separated participants entitled to future benefits2021-01-011,854
Total of all active and inactive participants2021-01-019,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-019,184
Number of participants with account balances2021-01-018,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01626
2020: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,724
Total number of active participants reported on line 7a of the Form 55002020-01-017,088
Number of retired or separated participants receiving benefits2020-01-01293
Number of other retired or separated participants entitled to future benefits2020-01-011,558
Total of all active and inactive participants2020-01-018,939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-018,946
Number of participants with account balances2020-01-018,711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01384
2019: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018,548
Total number of active participants reported on line 7a of the Form 55002019-01-017,026
Number of retired or separated participants receiving benefits2019-01-01268
Number of other retired or separated participants entitled to future benefits2019-01-011,425
Total of all active and inactive participants2019-01-018,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-018,724
Number of participants with account balances2019-01-018,507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01424
2018: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018,311
Total number of active participants reported on line 7a of the Form 55002018-01-016,925
Number of retired or separated participants receiving benefits2018-01-01265
Number of other retired or separated participants entitled to future benefits2018-01-011,353
Total of all active and inactive participants2018-01-018,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-018,548
Number of participants with account balances2018-01-018,352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01408
2017: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,848
Total number of active participants reported on line 7a of the Form 55002017-01-016,794
Number of retired or separated participants receiving benefits2017-01-01267
Number of other retired or separated participants entitled to future benefits2017-01-011,243
Total of all active and inactive participants2017-01-018,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-018,311
Number of participants with account balances2017-01-017,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01377
2016: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,512
Total number of active participants reported on line 7a of the Form 55002016-01-016,321
Number of retired or separated participants receiving benefits2016-01-01257
Number of other retired or separated participants entitled to future benefits2016-01-011,268
Total of all active and inactive participants2016-01-017,846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-017,848
Number of participants with account balances2016-01-017,593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01373
2015: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,363
Total number of active participants reported on line 7a of the Form 55002015-01-016,174
Number of retired or separated participants receiving benefits2015-01-01243
Number of other retired or separated participants entitled to future benefits2015-01-011,090
Total of all active and inactive participants2015-01-017,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-017,512
Number of participants with account balances2015-01-017,365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01364
2014: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,218
Total number of active participants reported on line 7a of the Form 55002014-01-016,119
Number of retired or separated participants receiving benefits2014-01-01232
Number of other retired or separated participants entitled to future benefits2014-01-011,008
Total of all active and inactive participants2014-01-017,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-017,363
Number of participants with account balances2014-01-017,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01225
2013: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,186
Total number of active participants reported on line 7a of the Form 55002013-01-016,074
Number of retired or separated participants receiving benefits2013-01-01178
Number of other retired or separated participants entitled to future benefits2013-01-01957
Total of all active and inactive participants2013-01-017,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-017,218
Number of participants with account balances2013-01-016,930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01229
2012: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,914
Total number of active participants reported on line 7a of the Form 55002012-01-016,221
Number of retired or separated participants receiving benefits2012-01-01221
Number of other retired or separated participants entitled to future benefits2012-01-01737
Total of all active and inactive participants2012-01-017,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-017,186
Number of participants with account balances2012-01-016,666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01183
2011: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,842
Total number of active participants reported on line 7a of the Form 55002011-01-016,223
Number of retired or separated participants receiving benefits2011-01-01156
Number of other retired or separated participants entitled to future benefits2011-01-01526
Total of all active and inactive participants2011-01-016,905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-016,914
Number of participants with account balances2011-01-016,586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01114
2009: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,741
Total number of active participants reported on line 7a of the Form 55002009-01-016,184
Number of retired or separated participants receiving benefits2009-01-01106
Number of other retired or separated participants entitled to future benefits2009-01-01588
Total of all active and inactive participants2009-01-016,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-016,887
Number of participants with account balances2009-01-016,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0158

Financial Data on GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022 : GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-57,082,003
Total unrealized appreciation/depreciation of assets2022-12-31$-57,082,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$643,850
Total income from all sources (including contributions)2022-12-31$-300,088,725
Total loss/gain on sale of assets2022-12-31$-37,323,234
Total of all expenses incurred2022-12-31$179,462,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$176,914,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$97,671,710
Value of total assets at end of year2022-12-31$2,159,979,493
Value of total assets at beginning of year2022-12-31$2,638,887,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,548,571
Total interest from all sources2022-12-31$11,395,933
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$42,788,422
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$36,377,629
Administrative expenses professional fees incurred2022-12-31$37,957
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$42,208,905
Assets. Other investments not covered elsewhere at end of year2022-12-31$12,945,758
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$13,848,933
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,823,328
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$342,479
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$568,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$643,850
Total non interest bearing cash at end of year2022-12-31$960,147
Total non interest bearing cash at beginning of year2022-12-31$1,853,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-479,551,718
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,159,335,643
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,638,887,361
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$2,510,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,540,873,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,938,952,518
Interest earned on other investments2022-12-31$9,269,560
Income. Interest from US Government securities2022-12-31$1,232,883
Income. Interest from corporate debt instruments2022-12-31$893,490
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$228,327,239
Asset value of US Government securities at beginning of year2022-12-31$227,486,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-357,539,553
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$51,639,477
Employer contributions (assets) at end of year2022-12-31$31,537,584
Employer contributions (assets) at beginning of year2022-12-31$50,368,038
Income. Dividends from common stock2022-12-31$6,410,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$176,914,422
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$16,826,924
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$22,681,633
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$328,166,306
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$383,128,812
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$649,507,811
Aggregate carrying amount (costs) on sale of assets2022-12-31$686,831,045
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2022-12-31390912608
2021 : GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$79,777,649
Total unrealized appreciation/depreciation of assets2021-12-31$79,777,649
Total income from all sources (including contributions)2021-12-31$483,341,289
Total loss/gain on sale of assets2021-12-31$61,703,668
Total of all expenses incurred2021-12-31$175,060,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$172,861,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$111,389,008
Value of total assets at end of year2021-12-31$2,638,887,361
Value of total assets at beginning of year2021-12-31$2,330,606,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,198,872
Total interest from all sources2021-12-31$12,169,166
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$49,801,948
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$42,421,685
Administrative expenses professional fees incurred2021-12-31$21,648
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$37,978,876
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$786,660
Assets. Other investments not covered elsewhere at end of year2021-12-31$13,848,933
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,820,414
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$568,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,997,570
Total non interest bearing cash at end of year2021-12-31$1,853,150
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$308,280,446
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,638,887,361
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,330,606,915
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$2,177,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,938,952,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,678,332,699
Interest earned on other investments2021-12-31$4,234,276
Income. Interest from US Government securities2021-12-31$6,198,428
Income. Interest from corporate debt instruments2021-12-31$1,735,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$879
Asset value of US Government securities at end of year2021-12-31$227,486,240
Asset value of US Government securities at beginning of year2021-12-31$268,102,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$168,499,850
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$68,589,718
Employer contributions (assets) at end of year2021-12-31$50,368,038
Employer contributions (assets) at beginning of year2021-12-31$47,859,059
Income. Dividends from common stock2021-12-31$7,380,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$172,861,971
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$22,681,633
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$44,152,897
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$383,128,812
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$289,375,854
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$63,891,710
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,188,042
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2021-12-31390912608
2020 : GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$7,531,682
Total unrealized appreciation/depreciation of assets2020-12-31$7,531,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,950,866
Total income from all sources (including contributions)2020-12-31$395,462,839
Total loss/gain on sale of assets2020-12-31$11,113,873
Total of all expenses incurred2020-12-31$136,690,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$134,398,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$101,290,818
Value of total assets at end of year2020-12-31$2,330,606,915
Value of total assets at beginning of year2020-12-31$2,073,785,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,291,753
Total interest from all sources2020-12-31$13,201,660
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$30,957,305
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$25,341,263
Administrative expenses professional fees incurred2020-12-31$20,858
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$34,757,215
Participant contributions at end of year2020-12-31$786,660
Participant contributions at beginning of year2020-12-31$663,383
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,121,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,997,570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,208,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,950,866
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$2,249
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$258,772,170
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,330,606,915
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,071,834,745
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$2,270,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,678,332,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,448,951,706
Income. Interest from US Government securities2020-12-31$10,694,519
Income. Interest from corporate debt instruments2020-12-31$2,507,141
Asset value of US Government securities at end of year2020-12-31$268,102,176
Asset value of US Government securities at beginning of year2020-12-31$260,854,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$231,367,501
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$64,412,564
Employer contributions (assets) at end of year2020-12-31$47,859,059
Employer contributions (assets) at beginning of year2020-12-31$48,084,381
Income. Dividends from common stock2020-12-31$5,616,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$134,398,916
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$44,152,897
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$47,829,539
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$289,375,854
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$265,191,289
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$453,069,693
Aggregate carrying amount (costs) on sale of assets2020-12-31$441,955,820
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2020-12-31390912608
2019 : GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$37,467,086
Total unrealized appreciation/depreciation of assets2019-12-31$37,467,086
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,950,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$69,416
Total income from all sources (including contributions)2019-12-31$473,067,769
Total loss/gain on sale of assets2019-12-31$28,897,383
Total of all expenses incurred2019-12-31$143,983,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$140,918,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$103,611,398
Value of total assets at end of year2019-12-31$2,073,785,611
Value of total assets at beginning of year2019-12-31$1,742,819,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,064,484
Total interest from all sources2019-12-31$13,877,650
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$32,840,671
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$27,149,552
Administrative expenses professional fees incurred2019-12-31$40,073
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$34,315,106
Participant contributions at end of year2019-12-31$663,383
Participant contributions at beginning of year2019-12-31$644,516
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,684,054
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,208,169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,805,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,950,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$69,416
Total non interest bearing cash at end of year2019-12-31$2,249
Total non interest bearing cash at beginning of year2019-12-31$334,612
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$329,084,670
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,071,834,745
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,742,750,075
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$3,024,411
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,448,951,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,117,231,006
Income. Interest from US Government securities2019-12-31$11,540,610
Income. Interest from corporate debt instruments2019-12-31$2,337,040
Asset value of US Government securities at end of year2019-12-31$260,854,895
Asset value of US Government securities at beginning of year2019-12-31$257,926,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$256,373,581
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$64,612,238
Employer contributions (assets) at end of year2019-12-31$48,084,381
Employer contributions (assets) at beginning of year2019-12-31$42,370,308
Income. Dividends from common stock2019-12-31$5,691,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$140,918,615
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$47,829,539
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$42,353,068
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$265,191,289
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$280,153,314
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$549,930,697
Aggregate carrying amount (costs) on sale of assets2019-12-31$521,033,314
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2019-12-31390912608
2018 : GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-63,968,062
Total unrealized appreciation/depreciation of assets2018-12-31$-63,968,062
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$69,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,647
Total income from all sources (including contributions)2018-12-31$9,558,245
Total loss/gain on sale of assets2018-12-31$24,799,681
Total of all expenses incurred2018-12-31$115,112,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$112,145,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$93,163,568
Value of total assets at end of year2018-12-31$1,742,819,491
Value of total assets at beginning of year2018-12-31$1,848,313,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,966,545
Total interest from all sources2018-12-31$12,992,566
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$29,122,570
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$24,083,229
Administrative expenses professional fees incurred2018-12-31$27,810
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$32,241,555
Participant contributions at end of year2018-12-31$644,516
Participant contributions at beginning of year2018-12-31$584,521
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,949,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,805,806
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,524,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$69,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$9,647
Total non interest bearing cash at end of year2018-12-31$334,612
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-105,554,263
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,742,750,075
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,848,304,338
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$2,938,735
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,117,231,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,249,614,839
Income. Interest from US Government securities2018-12-31$10,544,378
Income. Interest from corporate debt instruments2018-12-31$2,448,188
Asset value of US Government securities at end of year2018-12-31$257,926,861
Asset value of US Government securities at beginning of year2018-12-31$227,327,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-86,552,078
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$57,972,264
Employer contributions (assets) at end of year2018-12-31$42,370,308
Employer contributions (assets) at beginning of year2018-12-31$43,934,482
Income. Dividends from common stock2018-12-31$5,039,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$112,145,963
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$42,353,068
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$50,011,938
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$280,153,314
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$275,315,983
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$468,131,061
Aggregate carrying amount (costs) on sale of assets2018-12-31$443,331,380
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 name2018-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2018-12-31390912608
2017 : GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$29,828,818
Total unrealized appreciation/depreciation of assets2017-12-31$29,828,818
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,647
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,816,695
Total income from all sources (including contributions)2017-12-31$324,987,805
Total loss/gain on sale of assets2017-12-31$8,440,319
Total of all expenses incurred2017-12-31$93,978,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$91,289,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$92,068,346
Value of total assets at end of year2017-12-31$1,848,313,985
Value of total assets at beginning of year2017-12-31$1,619,111,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,688,801
Total interest from all sources2017-12-31$12,285,259
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$26,927,687
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$22,472,331
Administrative expenses professional fees incurred2017-12-31$26,044
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$30,062,693
Participant contributions at end of year2017-12-31$584,521
Participant contributions at beginning of year2017-12-31$575,043
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,648,151
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,524,671
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,590,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$9,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,816,695
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$125,932
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$231,009,777
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,848,304,338
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,617,294,561
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$2,662,757
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,249,614,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,071,001,003
Income. Interest from US Government securities2017-12-31$10,193,003
Income. Interest from corporate debt instruments2017-12-31$2,092,256
Asset value of US Government securities at end of year2017-12-31$227,327,551
Asset value of US Government securities at beginning of year2017-12-31$237,351,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$155,437,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$58,357,502
Employer contributions (assets) at end of year2017-12-31$43,934,482
Employer contributions (assets) at beginning of year2017-12-31$44,722,126
Income. Dividends from common stock2017-12-31$4,455,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$91,289,227
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$50,011,938
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$39,027,360
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$275,315,983
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$224,717,278
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$416,919,236
Aggregate carrying amount (costs) on sale of assets2017-12-31$408,478,917
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 name2017-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2017-12-31390912608
2016 : GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,165,328
Total unrealized appreciation/depreciation of assets2016-12-31$4,165,328
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,816,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,206,303
Total income from all sources (including contributions)2016-12-31$216,058,171
Total loss/gain on sale of assets2016-12-31$7,905,281
Total of all expenses incurred2016-12-31$84,993,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$82,210,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$88,423,109
Value of total assets at end of year2016-12-31$1,619,111,256
Value of total assets at beginning of year2016-12-31$1,487,435,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,782,471
Total interest from all sources2016-12-31$12,284,847
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,189,435
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$21,179,464
Administrative expenses professional fees incurred2016-12-31$19,782
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$28,156,409
Participant contributions at end of year2016-12-31$575,043
Participant contributions at beginning of year2016-12-31$613,777
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,029,143
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,590,864
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,538,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,816,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,206,303
Total non interest bearing cash at end of year2016-12-31$125,932
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$131,065,079
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,617,294,561
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,486,229,482
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$2,762,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,071,001,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$893,852,603
Income. Interest from US Government securities2016-12-31$10,642,788
Income. Interest from corporate debt instruments2016-12-31$1,642,059
Asset value of US Government securities at end of year2016-12-31$237,351,650
Asset value of US Government securities at beginning of year2016-12-31$236,816,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$77,090,171
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$58,237,557
Employer contributions (assets) at end of year2016-12-31$44,722,126
Employer contributions (assets) at beginning of year2016-12-31$42,044,230
Income. Dividends from common stock2016-12-31$5,009,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$82,210,621
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$39,027,360
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$25,576,708
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$224,717,278
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$286,993,804
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$543,447,096
Aggregate carrying amount (costs) on sale of assets2016-12-31$535,541,815
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2016-12-31390912608
2015 : GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-32,863,092
Total unrealized appreciation/depreciation of assets2015-12-31$-32,863,092
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,206,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,150,125
Total income from all sources (including contributions)2015-12-31$79,434,811
Total loss/gain on sale of assets2015-12-31$17,716,628
Total of all expenses incurred2015-12-31$84,116,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$80,724,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$83,650,845
Value of total assets at end of year2015-12-31$1,487,435,785
Value of total assets at beginning of year2015-12-31$1,493,061,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,392,247
Total interest from all sources2015-12-31$11,859,266
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$23,960,076
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$18,527,479
Administrative expenses professional fees incurred2015-12-31$29,467
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$27,134,562
Participant contributions at end of year2015-12-31$613,777
Participant contributions at beginning of year2015-12-31$908,034
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,549,934
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,538,101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,541,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,206,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,150,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,681,812
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,486,229,482
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,490,911,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,362,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$867,824,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$827,328,188
Income. Interest from US Government securities2015-12-31$10,187,988
Income. Interest from corporate debt instruments2015-12-31$1,664,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$26,027,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$21,654,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$21,654,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6,621
Asset value of US Government securities at end of year2015-12-31$236,816,562
Asset value of US Government securities at beginning of year2015-12-31$224,844,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-24,888,912
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$54,966,349
Employer contributions (assets) at end of year2015-12-31$42,044,230
Employer contributions (assets) at beginning of year2015-12-31$41,572,084
Income. Dividends from common stock2015-12-31$5,432,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$80,724,376
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$25,576,708
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$31,156,277
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$286,993,804
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$344,056,310
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$572,053,896
Aggregate carrying amount (costs) on sale of assets2015-12-31$554,337,268
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2015-12-31390912608
2014 : GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-3,077,033
Total unrealized appreciation/depreciation of assets2014-12-31$-3,077,033
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,150,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,440,229
Total income from all sources (including contributions)2014-12-31$188,891,994
Total loss/gain on sale of assets2014-12-31$24,574,666
Total of all expenses incurred2014-12-31$81,242,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$77,889,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$80,878,788
Value of total assets at end of year2014-12-31$1,493,061,419
Value of total assets at beginning of year2014-12-31$1,384,702,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,353,685
Total interest from all sources2014-12-31$11,400,757
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$23,513,713
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$16,823,396
Administrative expenses professional fees incurred2014-12-31$66,539
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$30,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$25,890,750
Participant contributions at end of year2014-12-31$908,034
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,148,421
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,541,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,298,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,150,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,440,229
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$107,649,104
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,490,911,294
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,383,262,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,287,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$827,328,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$770,400,330
Income. Interest from US Government securities2014-12-31$9,743,848
Income. Interest from corporate debt instruments2014-12-31$1,654,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$21,654,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$20,394,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$20,394,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,089
Asset value of US Government securities at end of year2014-12-31$224,844,726
Asset value of US Government securities at beginning of year2014-12-31$211,625,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$51,601,103
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$53,839,617
Employer contributions (assets) at end of year2014-12-31$41,572,084
Employer contributions (assets) at beginning of year2014-12-31$35,630,908
Income. Dividends from common stock2014-12-31$6,690,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$77,889,205
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$31,156,277
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$28,595,787
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$344,056,310
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$316,757,217
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$450,627,363
Aggregate carrying amount (costs) on sale of assets2014-12-31$426,052,697
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 name2014-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2014-12-31390912608
2013 : GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$54,010,781
Total unrealized appreciation/depreciation of assets2013-12-31$54,010,781
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,440,229
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$829,682
Total income from all sources (including contributions)2013-12-31$299,286,289
Total loss/gain on sale of assets2013-12-31$16,817,862
Total of all expenses incurred2013-12-31$83,114,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$80,085,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$72,277,373
Value of total assets at end of year2013-12-31$1,384,702,419
Value of total assets at beginning of year2013-12-31$1,167,920,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,029,346
Total interest from all sources2013-12-31$10,986,015
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$18,857,836
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$13,961,404
Administrative expenses professional fees incurred2013-12-31$477,761
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$30,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$24,597,714
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$849,574
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,298,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,235,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,440,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$829,682
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$216,171,668
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,383,262,190
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,167,090,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,551,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$770,400,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$640,482,895
Income. Interest from US Government securities2013-12-31$9,846,283
Income. Interest from corporate debt instruments2013-12-31$1,128,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$20,394,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$31,350,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$31,350,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11,474
Asset value of US Government securities at end of year2013-12-31$211,625,563
Asset value of US Government securities at beginning of year2013-12-31$201,369,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$126,336,422
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$46,830,085
Employer contributions (assets) at end of year2013-12-31$35,630,908
Employer contributions (assets) at beginning of year2013-12-31$37,557,389
Income. Dividends from common stock2013-12-31$4,896,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$80,085,275
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$28,595,787
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$23,969,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$316,757,217
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$231,954,032
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$417,664,326
Aggregate carrying amount (costs) on sale of assets2013-12-31$400,846,464
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 name2013-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2013-12-31390912608
2012 : GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$13,023,350
Total unrealized appreciation/depreciation of assets2012-12-31$13,023,350
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$829,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,948,414
Total income from all sources (including contributions)2012-12-31$192,791,835
Total loss/gain on sale of assets2012-12-31$23,752,361
Total of all expenses incurred2012-12-31$68,914,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$65,561,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$73,058,962
Value of total assets at end of year2012-12-31$1,167,920,204
Value of total assets at beginning of year2012-12-31$1,045,161,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,352,438
Total interest from all sources2012-12-31$11,943,558
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$19,029,517
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$13,178,162
Administrative expenses professional fees incurred2012-12-31$410,824
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$30,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$23,587,157
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$615,757
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,235,931
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,628,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$829,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,948,414
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$123,877,447
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,167,090,522
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,043,213,075
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$2,941,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$640,482,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$399,852,219
Income. Interest from US Government securities2012-12-31$10,217,820
Income. Interest from corporate debt instruments2012-12-31$1,689,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$31,350,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$25,205,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$25,205,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$36,100
Asset value of US Government securities at end of year2012-12-31$201,369,845
Asset value of US Government securities at beginning of year2012-12-31$194,202,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$51,984,087
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$48,856,048
Employer contributions (assets) at end of year2012-12-31$37,557,389
Employer contributions (assets) at beginning of year2012-12-31$48,243,224
Income. Dividends from common stock2012-12-31$5,851,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$65,561,950
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$23,969,448
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$43,182,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$231,954,032
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$332,847,953
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$706,629,735
Aggregate carrying amount (costs) on sale of assets2012-12-31$682,877,374
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2012-12-31390912608
2011 : GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-38,507,105
Total unrealized appreciation/depreciation of assets2011-12-31$-38,507,105
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,948,414
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$451,751
Total income from all sources (including contributions)2011-12-31$68,450,541
Total loss/gain on sale of assets2011-12-31$11,490,535
Total of all expenses incurred2011-12-31$53,156,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$49,306,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$70,361,580
Value of total assets at end of year2011-12-31$1,045,161,489
Value of total assets at beginning of year2011-12-31$1,028,370,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,849,782
Total interest from all sources2011-12-31$12,866,069
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$15,636,177
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$8,971,268
Administrative expenses professional fees incurred2011-12-31$398,645
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$21,753,087
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$356,120
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,628,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,544,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,948,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$451,751
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$15,294,483
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,043,213,075
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,027,918,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,451,137
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$399,852,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$377,197,490
Income. Interest from US Government securities2011-12-31$11,262,020
Income. Interest from corporate debt instruments2011-12-31$1,576,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$25,205,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$18,538,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$18,538,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$27,371
Asset value of US Government securities at end of year2011-12-31$194,202,774
Asset value of US Government securities at beginning of year2011-12-31$188,186,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,396,715
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$48,252,373
Employer contributions (assets) at end of year2011-12-31$48,243,224
Employer contributions (assets) at beginning of year2011-12-31$46,324,633
Income. Dividends from common stock2011-12-31$6,664,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$49,306,276
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$43,182,045
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$41,761,078
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$332,847,953
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$354,817,375
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$646,962,190
Aggregate carrying amount (costs) on sale of assets2011-12-31$635,471,655
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 name2011-12-31HAWKINS, ASH, BAPTIE, AND CO. LLP
Accountancy firm EIN2011-12-31390912608
2010 : GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$28,939,569
Total unrealized appreciation/depreciation of assets2010-12-31$28,939,569
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$451,751
Total income from all sources (including contributions)2010-12-31$184,900,810
Total loss/gain on sale of assets2010-12-31$19,413,205
Total of all expenses incurred2010-12-31$44,093,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$40,479,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$67,964,190
Value of total assets at end of year2010-12-31$1,028,370,343
Value of total assets at beginning of year2010-12-31$887,111,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,614,470
Total interest from all sources2010-12-31$13,127,240
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$13,794,977
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$8,430,677
Administrative expenses professional fees incurred2010-12-31$471,645
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$21,103,823
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$535,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,544,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,924,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$451,751
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$140,807,272
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,027,918,592
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$887,111,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,142,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$377,197,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$289,846,592
Income. Interest from US Government securities2010-12-31$11,901,015
Income. Interest from corporate debt instruments2010-12-31$1,139,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$18,538,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$22,321,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$22,321,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$86,825
Asset value of US Government securities at end of year2010-12-31$188,186,928
Asset value of US Government securities at beginning of year2010-12-31$194,527,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$41,661,629
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$46,324,633
Employer contributions (assets) at end of year2010-12-31$46,324,633
Employer contributions (assets) at beginning of year2010-12-31$45,355,470
Income. Dividends from common stock2010-12-31$5,364,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$40,479,068
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$41,761,078
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$29,924,732
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$354,817,375
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$303,210,969
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$654,774,080
Aggregate carrying amount (costs) on sale of assets2010-12-31$635,360,875
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 name2010-12-31HAWKINS, ASH, BAPTIE, AND CO. LLP
Accountancy firm EIN2010-12-31390912608
2009 : GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$45,355,470
Amount contributed by the employer to the plan for this plan year2009-12-31$45,355,470

Form 5500 Responses for GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN

2022: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GUNDERSEN LUTHERAN EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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