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ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 401k Plan overview

Plan NameANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN
Plan identification number 002

ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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(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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC.
Employer identification number (EIN):521169362
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01NANCY LUTTRELL NANCY LUTTRELL2018-10-15
0022016-01-01NANCY LUTTRELL NANCY LUTTRELL2017-10-09
0022015-01-01NANCY LUTTRELL NANCY LUTTRELL2016-10-14
0022014-01-01NANCY LUTTRELL NANCY LUTTRELL2015-10-15
0022013-01-01NANCY LUTTRELL NANCY LUTTRELL2014-10-10
0022012-01-01NANCY LUTTRELL, VP - HR NANCY LUTTRELL, VP - HR2013-10-15
0022011-01-01NANCY LUTTRELL, VP - HR NANCY LUTTRELL, VP - HR2012-10-12
0022010-01-01NANCY LUTTRELL, VP - HR NANCY LUTTRELL, VP - HR2011-10-14
0022009-01-01NANCY LUTTRELL, VP - HR NANCY LUTTRELL, VP - HR2011-08-22
0022009-01-01NANCY LUTTRELL, VP - HR NANCY LUTTRELL, VP - HR2010-10-12

Plan Statistics for ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN

401k plan membership statisitcs for ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN

Measure Date Value
2021: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,976
Total number of active participants reported on line 7a of the Form 55002021-01-015,720
Number of retired or separated participants receiving benefits2021-01-011,875
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-017,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-017,595
Number of participants with account balances2021-01-015,806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01921
2020: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,976
Total number of active participants reported on line 7a of the Form 55002020-01-014,313
Number of retired or separated participants receiving benefits2020-01-011,533
Total of all active and inactive participants2020-01-015,846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015,846
Number of participants with account balances2020-01-015,045
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01640
2019: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,685
Total number of active participants reported on line 7a of the Form 55002019-01-013,557
Number of retired or separated participants receiving benefits2019-01-011,513
Total of all active and inactive participants2019-01-015,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015,070
Number of participants with account balances2019-01-015,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01322
2018: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,346
Total number of active participants reported on line 7a of the Form 55002018-01-013,315
Number of retired or separated participants receiving benefits2018-01-011,173
Total of all active and inactive participants2018-01-014,488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,488
Number of participants with account balances2018-01-014,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01303
2017: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,855
Total number of active participants reported on line 7a of the Form 55002017-01-013,790
Number of other retired or separated participants entitled to future benefits2017-01-011,040
Total of all active and inactive participants2017-01-014,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014,830
Number of participants with account balances2017-01-014,569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01483
2016: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,234
Total number of active participants reported on line 7a of the Form 55002016-01-013,684
Number of other retired or separated participants entitled to future benefits2016-01-01920
Total of all active and inactive participants2016-01-014,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,604
Number of participants with account balances2016-01-013,626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01374
2015: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,139
Total number of active participants reported on line 7a of the Form 55002015-01-013,565
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01707
Total of all active and inactive participants2015-01-014,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,272
Number of participants with account balances2015-01-013,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01337
2014: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,606
Total number of active participants reported on line 7a of the Form 55002014-01-012,978
Number of other retired or separated participants entitled to future benefits2014-01-01618
Total of all active and inactive participants2014-01-013,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,596
Number of participants with account balances2014-01-012,473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01222
2013: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,751
Total number of active participants reported on line 7a of the Form 55002013-01-012,975
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01622
Total of all active and inactive participants2013-01-013,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,597
Number of participants with account balances2013-01-012,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01238
2012: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,567
Total number of active participants reported on line 7a of the Form 55002012-01-012,972
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01737
Total of all active and inactive participants2012-01-013,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,709
Number of participants with account balances2012-01-012,535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01216
2011: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,227
Total number of active participants reported on line 7a of the Form 55002011-01-012,742
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01711
Total of all active and inactive participants2011-01-013,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,453
Number of participants with account balances2011-01-012,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01193
2010: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,136
Total number of active participants reported on line 7a of the Form 55002010-01-012,523
Number of other retired or separated participants entitled to future benefits2010-01-01661
Total of all active and inactive participants2010-01-013,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,184
Number of participants with account balances2010-01-012,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01186
2009: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,095
Total number of active participants reported on line 7a of the Form 55002009-01-012,259
Number of other retired or separated participants entitled to future benefits2009-01-01661
Total of all active and inactive participants2009-01-012,920
Total participants2009-01-012,920
Number of participants with account balances2009-01-012,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01229

Financial Data on ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN

Measure Date Value
2021 : ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,237,022
Total loss/gain on sale of assets2021-12-31$1,258,353
Total of all expenses incurred2021-12-31$6,592,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,361,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,139,224
Value of total assets at end of year2021-12-31$88,056,376
Value of total assets at beginning of year2021-12-31$79,411,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$230,832
Total interest from all sources2021-12-31$133,413
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,584,068
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$8,584,068
Administrative expenses professional fees incurred2021-12-31$230,832
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$83,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,644,410
Value of net assets at end of year (total assets less liabilities)2021-12-31$88,056,376
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$79,411,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$81,634,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$71,669,422
Interest earned on other investments2021-12-31$133,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,334,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,690,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,121,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,055,902
Employer contributions (assets) at end of year2021-12-31$86,841
Employer contributions (assets) at beginning of year2021-12-31$52,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,361,780
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$20,126,580
Aggregate carrying amount (costs) on sale of assets2021-12-31$18,868,227
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2021-12-31521743645
2020 : ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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$15,045,215
Total loss/gain on sale of assets2020-12-31$22,764
Total of all expenses incurred2020-12-31$5,270,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,084,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,737,204
Value of total assets at end of year2020-12-31$79,411,966
Value of total assets at beginning of year2020-12-31$69,637,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$185,555
Total interest from all sources2020-12-31$149,913
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,073,867
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$4,073,867
Administrative expenses professional fees incurred2020-12-31$185,555
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$50,946
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$9,774,685
Value of net assets at end of year (total assets less liabilities)2020-12-31$79,411,966
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$69,637,281
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$71,669,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$63,454,359
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$315
Interest earned on other investments2020-12-31$149,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,690,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,075,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,061,511
Net investment gain/loss from pooled separate accounts2020-12-31$-44
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$4,686,258
Employer contributions (assets) at end of year2020-12-31$52,320
Employer contributions (assets) at beginning of year2020-12-31$106,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,084,975
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$21,984,004
Aggregate carrying amount (costs) on sale of assets2020-12-31$21,961,240
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2020-12-31521743645
2019 : ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$20,103,651
Total loss/gain on sale of assets2019-12-31$1,032,794
Total of all expenses incurred2019-12-31$3,656,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,486,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,386,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,386,488
Value of total assets at end of year2019-12-31$69,637,281
Value of total assets at end of year2019-12-31$69,637,281
Value of total assets at beginning of year2019-12-31$53,190,292
Value of total assets at beginning of year2019-12-31$53,190,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$169,864
Total interest from all sources2019-12-31$150,847
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,682,086
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$4,682,086
Administrative expenses professional fees incurred2019-12-31$169,864
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,594
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,594
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$16,446,989
Value of net assets at end of year (total assets less liabilities)2019-12-31$69,637,281
Value of net assets at end of year (total assets less liabilities)2019-12-31$69,637,281
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,190,292
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,190,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$63,454,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$63,454,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$47,050,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$47,050,640
Value of interest in pooled separate accounts at end of year2019-12-31$315
Value of interest in pooled separate accounts at end of year2019-12-31$315
Value of interest in pooled separate accounts at beginning of year2019-12-31$260
Value of interest in pooled separate accounts at beginning of year2019-12-31$260
Interest earned on other investments2019-12-31$150,847
Interest earned on other investments2019-12-31$150,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,075,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,075,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,034,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,034,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,851,381
Net investment gain/loss from pooled separate accounts2019-12-31$55
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,355,894
Employer contributions (assets) at end of year2019-12-31$106,969
Employer contributions (assets) at end of year2019-12-31$106,969
Employer contributions (assets) at beginning of year2019-12-31$104,701
Employer contributions (assets) at beginning of year2019-12-31$104,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,486,798
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$11,761,477
Aggregate carrying amount (costs) on sale of assets2019-12-31$10,728,683
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2019-12-31521743645
2018 : ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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$4,176,849
Total loss/gain on sale of assets2018-12-31$-103,705
Total of all expenses incurred2018-12-31$3,711,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,522,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,473,712
Value of total assets at end of year2018-12-31$53,190,292
Value of total assets at beginning of year2018-12-31$52,725,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$189,364
Total interest from all sources2018-12-31$164,857
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,969,551
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$3,969,551
Administrative expenses professional fees incurred2018-12-31$189,364
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,911
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$464,923
Value of net assets at end of year (total assets less liabilities)2018-12-31$53,190,292
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$52,725,369
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$47,050,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$46,090,460
Value of interest in pooled separate accounts at end of year2018-12-31$260
Value of interest in pooled separate accounts at beginning of year2018-12-31$294
Interest earned on other investments2018-12-31$164,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,034,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,538,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,327,533
Net investment gain/loss from pooled separate accounts2018-12-31$-33
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$7,451,801
Employer contributions (assets) at end of year2018-12-31$104,701
Employer contributions (assets) at beginning of year2018-12-31$96,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,522,562
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$10,630,169
Aggregate carrying amount (costs) on sale of assets2018-12-31$10,733,874
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 name2018-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2018-12-31521743645
2017 : ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,561,419
Total loss/gain on sale of assets2017-12-31$1,640,041
Total of all expenses incurred2017-12-31$3,439,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,268,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,621,678
Value of total assets at end of year2017-12-31$52,725,369
Value of total assets at beginning of year2017-12-31$43,603,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$170,847
Total interest from all sources2017-12-31$170,396
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,240,430
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$2,240,430
Administrative expenses professional fees incurred2017-12-31$170,847
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$55
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$9,121,796
Value of net assets at end of year (total assets less liabilities)2017-12-31$52,725,369
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,603,573
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$46,090,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,220,266
Value of interest in pooled separate accounts at end of year2017-12-31$294
Value of interest in pooled separate accounts at beginning of year2017-12-31$254
Interest earned on other investments2017-12-31$170,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,538,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,344,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,888,834
Net investment gain/loss from pooled separate accounts2017-12-31$40
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$5,607,324
Employer contributions (assets) at end of year2017-12-31$96,035
Employer contributions (assets) at beginning of year2017-12-31$38,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,268,776
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$20,815,438
Aggregate carrying amount (costs) on sale of assets2017-12-31$19,175,397
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 name2017-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2017-12-31521743645
2016 : ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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$7,577,117
Total loss/gain on sale of assets2016-12-31$146,665
Total of all expenses incurred2016-12-31$1,981,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,838,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,191,129
Value of total assets at end of year2016-12-31$43,603,573
Value of total assets at beginning of year2016-12-31$38,007,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$142,736
Total interest from all sources2016-12-31$176,880
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,297,332
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$1,297,332
Administrative expenses professional fees incurred2016-12-31$142,736
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,159
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$55
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$5,595,659
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,603,573
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,007,914
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$37,220,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,000,380
Value of interest in pooled separate accounts at end of year2016-12-31$254
Value of interest in pooled separate accounts at beginning of year2016-12-31$232
Interest earned on other investments2016-12-31$176,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,344,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,963,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,765,089
Net investment gain/loss from pooled separate accounts2016-12-31$22
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$4,189,970
Employer contributions (assets) at end of year2016-12-31$38,137
Employer contributions (assets) at beginning of year2016-12-31$43,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,838,722
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$15,897,009
Aggregate carrying amount (costs) on sale of assets2016-12-31$15,750,344
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 name2016-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2016-12-31521743645
2015 : ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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$3,812,363
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,809,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,732,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,670,004
Value of total assets at end of year2015-12-31$38,007,914
Value of total assets at beginning of year2015-12-31$36,005,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$77,341
Total interest from all sources2015-12-31$167,838
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,597,669
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$1,597,669
Administrative expenses professional fees incurred2015-12-31$77,341
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$48,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,002,460
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,007,914
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,005,454
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$32,000,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,314,510
Value of interest in pooled separate accounts at end of year2015-12-31$232
Value of interest in pooled separate accounts at beginning of year2015-12-31$245
Interest earned on other investments2015-12-31$167,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,963,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,564,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,623,148
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$3,621,846
Employer contributions (assets) at end of year2015-12-31$43,326
Employer contributions (assets) at beginning of year2015-12-31$125,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,732,562
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 name2015-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2015-12-31521743645
2014 : ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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$5,374,390
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,353,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,310,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,166,503
Value of total assets at end of year2014-12-31$36,005,454
Value of total assets at beginning of year2014-12-31$31,984,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,624
Total interest from all sources2014-12-31$171,086
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,341,904
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$1,341,904
Administrative expenses professional fees incurred2014-12-31$42,624
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$633
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$4,021,168
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,005,454
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,984,286
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$30,314,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,662,706
Value of interest in pooled separate accounts at end of year2014-12-31$245
Value of interest in pooled separate accounts at beginning of year2014-12-31$227
Interest earned on other investments2014-12-31$171,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,564,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,321,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$694,897
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$3,165,870
Employer contributions (assets) at end of year2014-12-31$125,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,310,598
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 name2014-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2014-12-31521743645
2013 : ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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$8,062,778
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,366,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,339,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,917,560
Value of total assets at end of year2013-12-31$31,984,286
Value of total assets at beginning of year2013-12-31$25,288,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,462
Total interest from all sources2013-12-31$155,856
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$818,922
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$818,922
Administrative expenses professional fees incurred2013-12-31$27,462
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$203,025
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$6,695,901
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,984,286
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,288,385
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$26,662,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$227
Value of interest in pooled separate accounts at beginning of year2013-12-31$21,260,817
Interest earned on other investments2013-12-31$155,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,321,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,027,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,630,787
Net investment gain/loss from pooled separate accounts2013-12-31$1,539,653
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$2,714,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,339,415
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 name2013-12-31STOUT,CAUSEY & HORNING, P.A.
Accountancy firm EIN2013-12-31521743645
2012 : ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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$5,164,438
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,332,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,309,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,685,305
Value of total assets at end of year2012-12-31$25,288,385
Value of total assets at beginning of year2012-12-31$21,456,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,788
Total interest from all sources2012-12-31$137,113
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$53,387
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$3,831,968
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,288,385
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,456,417
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 pooled separate accounts at end of year2012-12-31$21,260,817
Value of interest in pooled separate accounts at beginning of year2012-12-31$17,531,013
Interest earned on other investments2012-12-31$137,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,027,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,925,404
Net investment gain/loss from pooled separate accounts2012-12-31$2,342,020
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$2,631,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,309,682
Contract administrator fees2012-12-31$22,788
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 name2012-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2012-12-31521743645
2011 : ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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$2,433,261
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$985,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$969,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,441,664
Value of total assets at end of year2011-12-31$21,456,417
Value of total assets at beginning of year2011-12-31$20,009,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,375
Total interest from all sources2011-12-31$126,368
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$16,375
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
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$1,447,313
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,456,417
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,009,104
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 pooled separate accounts at end of year2011-12-31$17,531,013
Value of interest in pooled separate accounts at beginning of year2011-12-31$16,407,264
Interest earned on other investments2011-12-31$126,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,925,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,601,840
Net investment gain/loss from pooled separate accounts2011-12-31$-134,771
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$2,441,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$969,573
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 name2011-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2011-12-31521743645
2010 : ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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$3,237,276
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$818,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$806,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,168,563
Value of total assets at end of year2010-12-31$20,009,104
Value of total assets at beginning of year2010-12-31$17,590,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,009
Total interest from all sources2010-12-31$118,592
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$12,009
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,418,501
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,009,104
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,590,603
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 pooled separate accounts at end of year2010-12-31$16,407,264
Value of interest in pooled separate accounts at beginning of year2010-12-31$14,294,637
Interest earned on other investments2010-12-31$118,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,601,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,282,286
Net investment gain/loss from pooled separate accounts2010-12-31$1,950,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,166,073
Employer contributions (assets) at beginning of year2010-12-31$13,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$806,766
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 name2010-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2010-12-31521743645

Form 5500 Responses for ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN

2021: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT 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: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ANNE ARUNDEL MEDICAL CENTER EMPLOYEES' THRIFT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86204-02
Policy instance 1
Insurance contract or identification number86204-02
Number of Individuals Covered1081
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86204-02
Policy instance 1
Insurance contract or identification number86204-02
Number of Individuals Covered769
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86204-02
Policy instance 1
Insurance contract or identification number86204-02
Number of Individuals Covered1198
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86204-02
Policy instance 1
Insurance contract or identification number86204-02
Number of Individuals Covered874
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86204-02
Policy instance 1
Insurance contract or identification number86204-02
Number of Individuals Covered1308
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86204-02
Policy instance 1
Insurance contract or identification number86204-02
Number of Individuals Covered1381
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86204-02
Policy instance 1
Insurance contract or identification number86204-02
Number of Individuals Covered1111
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86204-02
Policy instance 1
Insurance contract or identification number86204-02
Number of Individuals Covered843
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86204-02
Policy instance 1
Insurance contract or identification number86204-02
Number of Individuals Covered864
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86204-02
Policy instance 1
Insurance contract or identification number86204-02
Number of Individuals Covered2638
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86204-02
Policy instance 1
Insurance contract or identification number86204-02
Number of Individuals Covered2428
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86204-02
Policy instance 1
Insurance contract or identification number86204-02
Number of Individuals Covered2314
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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

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