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GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameGREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN
Plan identification number 002

GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GREAT RIVER HEALTH SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREAT RIVER HEALTH SYSTEMS, INC.
Employer identification number (EIN):421193185
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about GREAT RIVER HEALTH SYSTEMS, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1983-02-03
Company Identification Number: 066521
Legal Registered Office Address: 1221 S GEAR AVE

WEST BURLINGTON
United States of America (USA)
52655

More information about GREAT RIVER HEALTH SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT RIVER HEALTH SYSTEM, INC. 401(K) 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
0022018-01-01
0022017-01-01JAMES KAMMERER
0022016-01-01JAMES KAMMERER JAMES KAMMERER2017-10-16
0022015-01-01JAMES KAMMERER JAMES KAMMERER2016-10-13
0022014-01-01JAMES KAMMERER
0022013-01-01CHRISTINE DESJARDINS
0022012-01-01CHRISTINE DES JARDINS CHRISTINE DES JARDINS2013-10-15
0022011-01-01CHRISTINE DES JARDINS
0022009-01-01RON HALLIGAN

Plan Statistics for GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,703
Total number of active participants reported on line 7a of the Form 55002022-01-011,919
Number of retired or separated participants receiving benefits2022-01-0123
Number of other retired or separated participants entitled to future benefits2022-01-01528
Total of all active and inactive participants2022-01-012,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-012,472
Number of participants with account balances2022-01-012,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,021
Total number of active participants reported on line 7a of the Form 55002021-01-012,164
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-01516
Total of all active and inactive participants2021-01-012,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-012,703
Number of participants with account balances2021-01-012,405
2020: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,819
Total number of active participants reported on line 7a of the Form 55002020-01-012,634
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01379
Total of all active and inactive participants2020-01-013,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-013,021
Number of participants with account balances2020-01-012,387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,604
Total number of active participants reported on line 7a of the Form 55002019-01-012,608
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01203
Total of all active and inactive participants2019-01-012,816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-012,819
Number of participants with account balances2019-01-012,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,181
Total number of active participants reported on line 7a of the Form 55002018-01-012,391
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01207
Total of all active and inactive participants2018-01-012,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-012,604
Number of participants with account balances2018-01-012,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,105
Total number of active participants reported on line 7a of the Form 55002017-01-011,969
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01193
Total of all active and inactive participants2017-01-012,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-012,168
Number of participants with account balances2017-01-011,964
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01653
Total number of active participants reported on line 7a of the Form 55002016-01-011,969
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01129
Total of all active and inactive participants2016-01-012,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-012,105
Number of participants with account balances2016-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01608
Total number of active participants reported on line 7a of the Form 55002015-01-01547
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01653
Number of participants with account balances2015-01-01625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01540
Total number of active participants reported on line 7a of the Form 55002014-01-01505
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0193
Total of all active and inactive participants2014-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01606
Number of participants with account balances2014-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01509
Total number of active participants reported on line 7a of the Form 55002013-01-01448
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0190
Total of all active and inactive participants2013-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01540
Number of participants with account balances2013-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01476
Total number of active participants reported on line 7a of the Form 55002012-01-01421
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0187
Total of all active and inactive participants2012-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01509
Number of participants with account balances2012-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01421
Total number of active participants reported on line 7a of the Form 55002011-01-01397
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0169
Total of all active and inactive participants2011-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01469
Number of participants with account balances2011-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01328
Total number of active participants reported on line 7a of the Form 55002009-01-01356
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01366
Number of participants with account balances2009-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-51,522
Total unrealized appreciation/depreciation of assets2022-12-31$-51,522
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,592,186
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,366,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,093,719
Expenses. Certain deemed distributions of participant loans2022-12-31$25,426
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,650,945
Value of total assets at end of year2022-12-31$130,442,816
Value of total assets at beginning of year2022-12-31$153,389,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$247,306
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$181,594
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,738,276
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$6,738,276
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,200,000
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$9,132,398
Participant contributions at end of year2022-12-31$555,910
Participant contributions at beginning of year2022-12-31$618,429
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,269,354
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$794,790
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$8
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$21
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$11,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$243,373
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$1,924
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-22,958,637
Value of net assets at end of year (total assets less liabilities)2022-12-31$130,431,218
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$153,389,855
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$3,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$116,877,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$139,988,540
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$21,482
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$141,710
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$6,328,144
Value of interest in common/collective trusts at beginning of year2022-12-31$3,810,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,115,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$18,402
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,547,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,702,925
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-34,214,692
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$103,213
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$4,723,757
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,093,719
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$16,214
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-28,628
Total unrealized appreciation/depreciation of assets2021-12-31$-28,628
Total transfer of assets to this plan2021-12-31$42,664,239
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$32,146,873
Total loss/gain on sale of assets2021-12-31$-6,116
Total of all expenses incurred2021-12-31$13,952,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,671,036
Expenses. Certain deemed distributions of participant loans2021-12-31$90,147
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,893,261
Value of total assets at end of year2021-12-31$153,389,858
Value of total assets at beginning of year2021-12-31$92,530,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$190,888
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$229,024
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,923,430
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$7,923,430
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,200,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,385,882
Participant contributions at end of year2021-12-31$618,429
Participant contributions at beginning of year2021-12-31$303,809
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,429,316
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$933,335
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$24
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$35,328
Administrative expenses (other) incurred2021-12-31$190,888
Liabilities. Value of operating payables at end of year2021-12-31$3
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$1,599
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$18,194,802
Value of net assets at end of year (total assets less liabilities)2021-12-31$153,389,855
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$92,530,814
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$139,769,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$78,364,122
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$17,207
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$211,777
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$3,810,586
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,418,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$40
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,702,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,433,567
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,053,903
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$46,671
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$4,574,044
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,671,036
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$67,736
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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$131,760
Aggregate carrying amount (costs) on sale of assets2021-12-31$137,876
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$22,694,876
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,041,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,923,260
Expenses. Certain deemed distributions of participant loans2020-12-31$8,220
Value of total corrective distributions2020-12-31$12
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,889,485
Value of total assets at end of year2020-12-31$92,530,814
Value of total assets at beginning of year2020-12-31$82,877,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$109,856
Total interest from all sources2020-12-31$347,602
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,722,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,722,587
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,200,000
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$5,842,314
Participant contributions at end of year2020-12-31$303,809
Participant contributions at beginning of year2020-12-31$385,499
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,429,316
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,216,686
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$125,620
Other income not declared elsewhere2020-12-31$213,002
Administrative expenses (other) incurred2020-12-31$109,856
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$9,653,528
Value of net assets at end of year (total assets less liabilities)2020-12-31$92,530,814
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$82,877,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$78,364,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$68,764,289
Interest on participant loans2020-12-31$12,962
Interest earned on other investments2020-12-31$334,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,433,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,510,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,522,200
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$3,921,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,923,260
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$24,415,093
Total income from all sources (including contributions)2019-12-31$24,415,093
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,486,161
Total of all expenses incurred2019-12-31$4,486,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,343,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,343,674
Expenses. Certain deemed distributions of participant loans2019-12-31$8,921
Expenses. Certain deemed distributions of participant loans2019-12-31$8,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,424,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,424,715
Value of total assets at end of year2019-12-31$82,877,286
Value of total assets at end of year2019-12-31$82,877,286
Value of total assets at beginning of year2019-12-31$62,948,354
Value of total assets at beginning of year2019-12-31$62,948,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$133,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$133,566
Total interest from all sources2019-12-31$386,387
Total interest from all sources2019-12-31$386,387
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,848,880
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,848,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,848,880
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,848,880
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,200,000
Value of fidelity bond cover2019-12-31$1,200,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,959,616
Contributions received from participants2019-12-31$5,959,616
Participant contributions at end of year2019-12-31$385,499
Participant contributions at end of year2019-12-31$385,499
Participant contributions at beginning of year2019-12-31$358,089
Participant contributions at beginning of year2019-12-31$358,089
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,216,686
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,216,686
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,004,469
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,004,469
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$382,442
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$382,442
Other income not declared elsewhere2019-12-31$149,729
Other income not declared elsewhere2019-12-31$149,729
Administrative expenses (other) incurred2019-12-31$133,566
Administrative expenses (other) incurred2019-12-31$133,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,928,932
Value of net income/loss2019-12-31$19,928,932
Value of net assets at end of year (total assets less liabilities)2019-12-31$82,877,286
Value of net assets at end of year (total assets less liabilities)2019-12-31$82,877,286
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$62,948,354
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$62,948,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$68,764,289
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$68,764,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,983,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,983,530
Interest on participant loans2019-12-31$15,515
Interest on participant loans2019-12-31$15,515
Interest earned on other investments2019-12-31$370,872
Interest earned on other investments2019-12-31$370,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,510,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,510,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,602,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,602,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,605,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,605,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,082,657
Contributions received in cash from employer2019-12-31$4,082,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,343,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,343,674
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$7,397,416
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,120,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,989,559
Expenses. Certain deemed distributions of participant loans2018-12-31$11,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,264,792
Value of total assets at end of year2018-12-31$62,948,354
Value of total assets at beginning of year2018-12-31$59,671,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$119,580
Total interest from all sources2018-12-31$365,879
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,103,319
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$3,103,319
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,200,000
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$5,789,313
Participant contributions at end of year2018-12-31$358,089
Participant contributions at beginning of year2018-12-31$330,508
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,004,469
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,215,717
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$561,406
Other income not declared elsewhere2018-12-31$-111,129
Administrative expenses (other) incurred2018-12-31$119,580
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$3,277,205
Value of net assets at end of year (total assets less liabilities)2018-12-31$62,948,354
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$59,671,149
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$48,983,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$47,254,410
Interest on participant loans2018-12-31$13,137
Interest earned on other investments2018-12-31$352,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,602,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,870,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,225,445
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$3,914,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,989,559
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,373,145
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,087,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,978,227
Expenses. Certain deemed distributions of participant loans2017-12-31$2,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,447,007
Value of total assets at end of year2017-12-31$59,671,149
Value of total assets at beginning of year2017-12-31$43,385,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$106,309
Total interest from all sources2017-12-31$296,823
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,842,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,842,591
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,200,000
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$5,397,253
Participant contributions at end of year2017-12-31$330,508
Participant contributions at beginning of year2017-12-31$343,195
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,215,717
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$817,431
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,307,715
Other income not declared elsewhere2017-12-31$124,016
Administrative expenses (other) incurred2017-12-31$106,309
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$16,285,869
Value of net assets at end of year (total assets less liabilities)2017-12-31$59,671,149
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,385,280
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$47,254,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,132,922
Interest on participant loans2017-12-31$12,371
Interest earned on other investments2017-12-31$284,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,870,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,091,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,662,708
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$3,742,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,978,227
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,468,176
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,517,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,441,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,393,068
Value of total assets at end of year2016-12-31$43,385,280
Value of total assets at beginning of year2016-12-31$37,435,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$76,618
Total interest from all sources2016-12-31$238,927
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,832,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,832,232
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,650,130
Participant contributions at end of year2016-12-31$343,195
Participant contributions at beginning of year2016-12-31$343,220
Assets. Other investments not covered elsewhere at end of year2016-12-31$817,431
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$669,614
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$302,652
Other income not declared elsewhere2016-12-31$147,817
Administrative expenses (other) incurred2016-12-31$76,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,950,220
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,385,280
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,435,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,132,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,609,061
Interest on participant loans2016-12-31$14,148
Interest earned on other investments2016-12-31$224,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,091,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,813,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$856,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,440,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,441,338
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,200,420
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,830,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,762,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,983,679
Value of total assets at end of year2015-12-31$37,435,060
Value of total assets at beginning of year2015-12-31$36,065,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$68,124
Total interest from all sources2015-12-31$202,643
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,924,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,924,417
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,200,000
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$2,488,648
Participant contributions at end of year2015-12-31$343,220
Participant contributions at beginning of year2015-12-31$206,665
Assets. Other investments not covered elsewhere at end of year2015-12-31$669,614
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$692,397
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$141,564
Other income not declared elsewhere2015-12-31$-22,059
Administrative expenses (other) incurred2015-12-31$68,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,369,830
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,435,060
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,065,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,609,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,910,694
Interest on participant loans2015-12-31$12,052
Interest earned on other investments2015-12-31$190,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,813,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,255,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,888,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,353,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,762,466
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,159,103
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,184,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,119,911
Expenses. Certain deemed distributions of participant loans2014-12-31$3,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,841,444
Value of total assets at end of year2014-12-31$36,065,230
Value of total assets at beginning of year2014-12-31$32,090,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$61,019
Total interest from all sources2014-12-31$197,208
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,193,761
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$1,193,761
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,200,000
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$2,369,527
Participant contributions at end of year2014-12-31$206,665
Participant contributions at beginning of year2014-12-31$190,967
Assets. Other investments not covered elsewhere at end of year2014-12-31$692,397
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$684,590
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$242,707
Other income not declared elsewhere2014-12-31$8,068
Administrative expenses (other) incurred2014-12-31$61,019
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$3,974,981
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,065,230
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,090,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,910,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,872,199
Interest on participant loans2014-12-31$9,334
Interest earned on other investments2014-12-31$187,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,255,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,342,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$918,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,229,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,119,911
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,532,940
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,029,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$990,674
Expenses. Certain deemed distributions of participant loans2013-12-31$2,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,617,942
Value of total assets at end of year2013-12-31$32,090,249
Value of total assets at beginning of year2013-12-31$24,586,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,991
Total interest from all sources2013-12-31$188,246
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$631,045
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$631,045
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,200,000
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$2,208,772
Participant contributions at end of year2013-12-31$190,967
Participant contributions at beginning of year2013-12-31$350,787
Assets. Other investments not covered elsewhere at end of year2013-12-31$684,590
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$697,476
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$221,608
Other income not declared elsewhere2013-12-31$-5,714
Administrative expenses (other) incurred2013-12-31$35,991
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$7,503,667
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,090,249
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,586,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$24,872,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,936,388
Interest on participant loans2013-12-31$13,537
Interest earned on other investments2013-12-31$174,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,342,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,601,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,101,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,187,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$990,674
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,982,326
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$481,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$464,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,523,042
Value of total assets at end of year2012-12-31$24,586,582
Value of total assets at beginning of year2012-12-31$19,085,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,140
Total interest from all sources2012-12-31$171,708
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$374,444
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$374,444
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,200,000
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$2,018,215
Participant contributions at end of year2012-12-31$350,787
Participant contributions at beginning of year2012-12-31$385,123
Assets. Other investments not covered elsewhere at end of year2012-12-31$697,476
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$534,584
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$411,065
Other income not declared elsewhere2012-12-31$73,459
Administrative expenses (other) incurred2012-12-31$17,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,500,914
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,586,582
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,085,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,936,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,651,162
Interest on participant loans2012-12-31$22,050
Interest earned on other investments2012-12-31$149,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,601,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,514,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,839,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,093,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$464,272
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,712,147
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,467,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,453,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,081,798
Value of total assets at end of year2011-12-31$19,085,668
Value of total assets at beginning of year2011-12-31$17,840,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,480
Total interest from all sources2011-12-31$145,513
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$239,474
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$239,474
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,200,000
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$1,821,092
Participant contributions at end of year2011-12-31$385,123
Participant contributions at beginning of year2011-12-31$292,660
Assets. Other investments not covered elsewhere at end of year2011-12-31$534,584
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$897,792
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$320,101
Other income not declared elsewhere2011-12-31$-26,476
Administrative expenses (other) incurred2011-12-31$13,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,244,719
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,085,668
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,840,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,651,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,971,285
Interest on participant loans2011-12-31$23,592
Interest earned on other investments2011-12-31$121,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,514,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,679,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-728,162
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$940,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,453,948
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,464,808
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,129,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,126,197
Expenses. Certain deemed distributions of participant loans2010-12-31$1,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,466,430
Value of total assets at end of year2010-12-31$17,840,949
Value of total assets at beginning of year2010-12-31$14,505,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,581
Total interest from all sources2010-12-31$114,952
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$167,718
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$167,718
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,200,000
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$1,418,375
Participant contributions at end of year2010-12-31$292,660
Participant contributions at beginning of year2010-12-31$254,536
Assets. Other investments not covered elsewhere at end of year2010-12-31$897,792
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$717,384
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$272,790
Other income not declared elsewhere2010-12-31$88,630
Administrative expenses (other) incurred2010-12-31$1,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,335,802
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,840,949
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,505,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,971,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,814,825
Interest on participant loans2010-12-31$14,134
Interest earned on other investments2010-12-31$100,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,679,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,718,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,627,078
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$775,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,126,197
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN, LLP
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN

2022: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GREAT RIVER HEALTH SYSTEM, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ185
Policy instance 1
Insurance contract or identification numberVFZ185
Number of Individuals Covered268
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ185
Policy instance 1
Insurance contract or identification numberVFZ185
Number of Individuals Covered294
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $771
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $771
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ185
Policy instance 1
Insurance contract or identification numberVFZ185
Number of Individuals Covered3021
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $28,901
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,901
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ185
Policy instance 1
Insurance contract or identification numberVFZ185
Number of Individuals Covered2819
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $31,981
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,981
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ185
Policy instance 1
Insurance contract or identification numberVFZ185
Number of Individuals Covered2604
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $31,515
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,616
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ185
Policy instance 1
Insurance contract or identification numberVFZ185
Number of Individuals Covered2168
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $23,766
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,766
Insurance broker organization code?3
Insurance broker nameINVEST FIN CORP INS AGENCY INC OF I
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ185
Policy instance 1
Insurance contract or identification numberVFZ185
Number of Individuals Covered653
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,753
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,753
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION INSURA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ185
Policy instance 1
Insurance contract or identification numberVFZ185
Number of Individuals Covered606
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,060
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,060
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION INSURA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ185
Policy instance 1
Insurance contract or identification numberVFZ185
Number of Individuals Covered540
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,614
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,614
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ185
Policy instance 1
Insurance contract or identification numberVFZ185
Number of Individuals Covered509
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,227
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,227
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ185
Policy instance 1
Insurance contract or identification numberVFZ185
Number of Individuals Covered469
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,570
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ185
Policy instance 1
Insurance contract or identification numberVFZ185
Number of Individuals Covered417
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,838
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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