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ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 401k Plan overview

Plan NameORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A
Plan identification number 002

ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORLANDO HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORLANDO HEALTH, INC.
Employer identification number (EIN):591726273
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ORLANDO HEALTH, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1977-03-01
Company Identification Number: 738247
Legal Registered Office Address: 1414 KUHL AVE

ORLANDO

32806

More information about ORLANDO HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN MILLER
0022016-01-01JOHN MILLER
0022015-01-01NANCY DINON
0022014-01-01NANCY DINON
0022013-01-01NANCY DINON
0022012-01-01NANCY DINON
0022011-01-01NANCY DINON
0022010-01-01NANCY DINON PAUL GOLDSTEIN2011-08-29
0022009-01-01NANCY DINON PAUL GOLDSTEIN2010-10-11

Plan Statistics for ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A

401k plan membership statisitcs for ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A

Measure Date Value
2022: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2022 401k membership
Total participants, beginning-of-year2022-01-0129,194
Total number of active participants reported on line 7a of the Form 55002022-01-0126,077
Number of retired or separated participants receiving benefits2022-01-0174
Number of other retired or separated participants entitled to future benefits2022-01-015,043
Total of all active and inactive participants2022-01-0131,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0144
Total participants2022-01-0131,238
Number of participants with account balances2022-01-0112,929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0164
2021: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2021 401k membership
Total participants, beginning-of-year2021-01-0127,617
Total number of active participants reported on line 7a of the Form 55002021-01-0123,825
Number of retired or separated participants receiving benefits2021-01-0168
Number of other retired or separated participants entitled to future benefits2021-01-015,261
Total of all active and inactive participants2021-01-0129,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0140
Total participants2021-01-0129,194
Number of participants with account balances2021-01-0114,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01127
2020: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2020 401k membership
Total participants, beginning-of-year2020-01-0120,089
Total number of active participants reported on line 7a of the Form 55002020-01-0122,670
Number of retired or separated participants receiving benefits2020-01-0160
Number of other retired or separated participants entitled to future benefits2020-01-014,848
Total of all active and inactive participants2020-01-0127,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0139
Total participants2020-01-0127,617
Number of participants with account balances2020-01-0115,125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0170
2019: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2019 401k membership
Total participants, beginning-of-year2019-01-0117,589
Total number of active participants reported on line 7a of the Form 55002019-01-0116,015
Number of retired or separated participants receiving benefits2019-01-0161
Number of other retired or separated participants entitled to future benefits2019-01-013,985
Total of all active and inactive participants2019-01-0120,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0128
Total participants2019-01-0120,089
Number of participants with account balances2019-01-0114,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0192
2018: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2018 401k membership
Total participants, beginning-of-year2018-01-0116,539
Total number of active participants reported on line 7a of the Form 55002018-01-0113,809
Number of retired or separated participants receiving benefits2018-01-0154
Number of other retired or separated participants entitled to future benefits2018-01-013,703
Total of all active and inactive participants2018-01-0117,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0123
Total participants2018-01-0117,589
Number of participants with account balances2018-01-0115,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01343
2017: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2017 401k membership
Total participants, beginning-of-year2017-01-0115,772
Total number of active participants reported on line 7a of the Form 55002017-01-0113,097
Number of retired or separated participants receiving benefits2017-01-0144
Number of other retired or separated participants entitled to future benefits2017-01-013,378
Total of all active and inactive participants2017-01-0116,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0120
Total participants2017-01-0116,539
Number of participants with account balances2017-01-0116,284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01543
2016: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2016 401k membership
Total participants, beginning-of-year2016-01-0114,811
Total number of active participants reported on line 7a of the Form 55002016-01-0112,509
Number of retired or separated participants receiving benefits2016-01-0145
Number of other retired or separated participants entitled to future benefits2016-01-013,200
Total of all active and inactive participants2016-01-0115,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0118
Total participants2016-01-0115,772
Number of participants with account balances2016-01-0115,685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01500
2015: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2015 401k membership
Total participants, beginning-of-year2015-01-0118,617
Total number of active participants reported on line 7a of the Form 55002015-01-0111,814
Number of retired or separated participants receiving benefits2015-01-0141
Number of other retired or separated participants entitled to future benefits2015-01-012,946
Total of all active and inactive participants2015-01-0114,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-0114,811
Number of participants with account balances2015-01-0114,644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01366
2014: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2014 401k membership
Total participants, beginning-of-year2014-01-0118,021
Total number of active participants reported on line 7a of the Form 55002014-01-0111,561
Number of retired or separated participants receiving benefits2014-01-01124
Number of other retired or separated participants entitled to future benefits2014-01-016,932
Total of all active and inactive participants2014-01-0118,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118,617
Number of participants with account balances2014-01-0114,915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2013 401k membership
Total participants, beginning-of-year2013-01-0114,768
Total number of active participants reported on line 7a of the Form 55002013-01-0112,588
Number of retired or separated participants receiving benefits2013-01-01143
Number of other retired or separated participants entitled to future benefits2013-01-015,281
Total of all active and inactive participants2013-01-0118,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-0118,021
Number of participants with account balances2013-01-0115,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2012 401k membership
Total participants, beginning-of-year2012-01-0114,097
Total number of active participants reported on line 7a of the Form 55002012-01-0112,480
Number of retired or separated participants receiving benefits2012-01-01124
Number of other retired or separated participants entitled to future benefits2012-01-012,164
Total of all active and inactive participants2012-01-0114,768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0114,768
Number of participants with account balances2012-01-0114,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01588
2011: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2011 401k membership
Total participants, beginning-of-year2011-01-0113,322
Total number of active participants reported on line 7a of the Form 55002011-01-0111,405
Number of retired or separated participants receiving benefits2011-01-0180
Number of other retired or separated participants entitled to future benefits2011-01-011,885
Total of all active and inactive participants2011-01-0113,370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113,370
Number of participants with account balances2011-01-0113,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01683
2010: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2010 401k membership
Total participants, beginning-of-year2010-01-0113,262
Total number of active participants reported on line 7a of the Form 55002010-01-0111,206
Number of retired or separated participants receiving benefits2010-01-0167
Number of other retired or separated participants entitled to future benefits2010-01-011,328
Total of all active and inactive participants2010-01-0112,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0112,601
Number of participants with account balances2010-01-0112,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01629
2009: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2009 401k membership
Total participants, beginning-of-year2009-01-0112,591
Total number of active participants reported on line 7a of the Form 55002009-01-0110,877
Number of retired or separated participants receiving benefits2009-01-0154
Number of other retired or separated participants entitled to future benefits2009-01-011,422
Total of all active and inactive participants2009-01-0112,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112,353
Number of participants with account balances2009-01-0112,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01737

Financial Data on ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A

Measure Date Value
2022 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,969
Total income from all sources (including contributions)2022-12-31$-88,417,508
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$34,034,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$33,545,720
Expenses. Certain deemed distributions of participant loans2022-12-31$29,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$418,369,277
Value of total assets at beginning of year2022-12-31$540,813,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$459,713
Total interest from all sources2022-12-31$834,671
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,126,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$7,126,916
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$1,735,435
Participant contributions at beginning of year2022-12-31$1,930,879
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$24,672
Other income not declared elsewhere2022-12-31$-96,379,095
Administrative expenses (other) incurred2022-12-31$459,713
Liabilities. Value of operating payables at end of year2022-12-31$15,922
Liabilities. Value of operating payables at beginning of year2022-12-31$7,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-122,452,479
Value of net assets at end of year (total assets less liabilities)2022-12-31$418,353,355
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$540,805,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$368,202,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$488,774,622
Interest on participant loans2022-12-31$86,513
Interest earned on other investments2022-12-31$739,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$654,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$512,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$512,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$8,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$47,776,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$49,571,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$33,545,720
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2022-12-31346565596
2021 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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$7,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$49
Total income from all sources (including contributions)2021-12-31$69,197,017
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$30,082,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$29,523,737
Expenses. Certain deemed distributions of participant loans2021-12-31$9,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$540,813,803
Value of total assets at beginning of year2021-12-31$501,691,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$548,817
Total interest from all sources2021-12-31$995,329
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$21,953,971
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$21,953,971
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$1,930,879
Participant contributions at beginning of year2021-12-31$2,149,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$24,672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$77,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$548,817
Liabilities. Value of operating payables at end of year2021-12-31$7,969
Liabilities. Value of operating payables at beginning of year2021-12-31$49
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$39,114,788
Value of net assets at end of year (total assets less liabilities)2021-12-31$540,805,834
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$501,691,046
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$488,774,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$448,518,815
Interest on participant loans2021-12-31$104,080
Interest earned on other investments2021-12-31$887,122
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$6,858,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$512,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$518,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$518,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$49,571,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$43,569,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$46,247,717
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$29,523,737
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$155,739,979
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$49
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,863
Total income from all sources (including contributions)2020-12-31$54,783,515
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$44,309,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$43,550,052
Expenses. Certain deemed distributions of participant loans2020-12-31$36,725
Value of total corrective distributions2020-12-31$10,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$501,691,095
Value of total assets at beginning of year2020-12-31$335,479,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$712,348
Total interest from all sources2020-12-31$1,166,407
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,510,107
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$10,510,107
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$2,149,671
Participant contributions at beginning of year2020-12-31$35,509
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$77,156
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$69
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,863
Administrative expenses (other) incurred2020-12-31$712,348
Liabilities. Value of operating payables at end of year2020-12-31$49
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,473,828
Value of net assets at end of year (total assets less liabilities)2020-12-31$501,691,046
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$335,477,239
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$448,518,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$292,918,260
Interest on participant loans2020-12-31$88,415
Interest earned on other investments2020-12-31$1,074,193
Value of interest in common/collective trusts at end of year2020-12-31$6,858,071
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$518,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$309,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$309,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$43,569,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$42,216,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$43,107,001
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$43,550,052
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2020-12-31346565596
2019 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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$1,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$46
Total income from all sources (including contributions)2019-12-31$63,842,728
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$21,549,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,962,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,987,340
Value of total assets at end of year2019-12-31$335,479,102
Value of total assets at beginning of year2019-12-31$293,183,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$586,480
Total interest from all sources2019-12-31$989,894
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,803,928
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$11,803,928
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$35,509
Participant contributions at beginning of year2019-12-31$19,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$69
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$46
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$42,293,348
Value of net assets at end of year (total assets less liabilities)2019-12-31$335,477,239
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$293,183,891
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$292,918,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$250,077,038
Interest on participant loans2019-12-31$1,986
Interest earned on other investments2019-12-31$983,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$309,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$278,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$278,619
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$42,216,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$42,796,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$49,061,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,987,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,962,900
Contract administrator fees2019-12-31$586,480
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2019-12-31346565596
2018 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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$46
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$761
Expenses. Interest paid2018-12-31$-1,891
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$-1,891
Total income from all sources (including contributions)2018-12-31$-14,139,154
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$20,289,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,771,688
Expenses. Certain deemed distributions of participant loans2018-12-31$-3,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,250,323
Value of total assets at end of year2018-12-31$293,183,937
Value of total assets at beginning of year2018-12-31$327,613,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$522,611
Total interest from all sources2018-12-31$1,278,871
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,631,855
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$12,631,855
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$19,648
Participant contributions at beginning of year2018-12-31$31,160
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$11,923
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$713
Liabilities. Value of operating payables at end of year2018-12-31$46
Liabilities. Value of operating payables at beginning of year2018-12-31$48
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-34,428,487
Value of net assets at end of year (total assets less liabilities)2018-12-31$293,183,891
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$327,612,378
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$250,077,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$283,016,295
Interest on participant loans2018-12-31$959
Interest earned on other investments2018-12-31$984,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$278,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$191,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$191,708
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$293,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$42,796,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$44,373,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-30,300,203
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$2,250,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,771,688
Contract administrator fees2018-12-31$522,611
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOORE STEPHENS LOVELACE,P.A.
Accountancy firm EIN2018-12-31593070669
2017 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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$761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,987
Total income from all sources (including contributions)2017-12-31$70,543,975
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$17,267,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,747,015
Expenses. Certain deemed distributions of participant loans2017-12-31$-5,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$25,024,702
Value of total assets at end of year2017-12-31$327,613,139
Value of total assets at beginning of year2017-12-31$274,337,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$525,330
Total interest from all sources2017-12-31$960,406
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,865,890
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$10,865,890
Administrative expenses professional fees incurred2017-12-31$6,969
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$31,160
Participant contributions at beginning of year2017-12-31$49,573
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$528
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$15
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,987
Liabilities. Value of operating payables at end of year2017-12-31$48
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$53,276,771
Value of net assets at end of year (total assets less liabilities)2017-12-31$327,612,378
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$274,335,607
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$283,016,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$230,987,556
Interest on participant loans2017-12-31$1,722
Interest earned on other investments2017-12-31$959,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$191,708
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$44,373,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$43,300,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$33,692,977
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$25,024,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,747,015
Contract administrator fees2017-12-31$518,361
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOORE STEPHENS LOVELACE,P.A.
Accountancy firm EIN2017-12-31593070669
2016 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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$1,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$36,011
Total income from all sources (including contributions)2016-12-31$40,800,430
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,188,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,674,116
Expenses. Certain deemed distributions of participant loans2016-12-31$-7,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$23,639,018
Value of total assets at end of year2016-12-31$274,337,594
Value of total assets at beginning of year2016-12-31$252,759,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$521,717
Total interest from all sources2016-12-31$997,043
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,046,382
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$9,046,382
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$49,573
Participant contributions at beginning of year2016-12-31$47,504
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$15
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$36,011
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$21,611,659
Value of net assets at end of year (total assets less liabilities)2016-12-31$274,335,607
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$252,723,948
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$230,987,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$207,271,275
Interest on participant loans2016-12-31$2,024
Interest earned on other investments2016-12-31$995,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$43,300,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$45,437,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,117,987
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$23,636,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,674,116
Contract administrator fees2016-12-31$521,717
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOORE STEPHENS LOVELACE,P.A.
Accountancy firm EIN2016-12-31593070669
2015 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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$36,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4
Total income from all sources (including contributions)2015-12-31$20,206,983
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$21,268,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$20,792,233
Expenses. Certain deemed distributions of participant loans2015-12-31$-4,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$21,390,147
Value of total assets at end of year2015-12-31$252,759,959
Value of total assets at beginning of year2015-12-31$253,785,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$480,560
Total interest from all sources2015-12-31$1,011,392
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,835,924
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$13,835,924
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$47,504
Participant contributions at beginning of year2015-12-31$26,435
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,035
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$36,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4
Administrative expenses (other) incurred2015-12-31$480,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,061,377
Value of net assets at end of year (total assets less liabilities)2015-12-31$252,723,948
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$253,785,325
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$207,271,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$208,986,991
Interest on participant loans2015-12-31$1,562
Interest earned on other investments2015-12-31$1,010,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$45,437,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$44,771,903
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-16,030,480
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$21,390,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$20,792,233
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 name2015-12-31MOORE STEPHENS LOVELACE,P.A.
Accountancy firm EIN2015-12-31593070669
2014 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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$4
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$255,071
Total income from all sources (including contributions)2014-12-31$34,376,532
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$24,412,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$23,935,873
Expenses. Certain deemed distributions of participant loans2014-12-31$-12,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$20,510,970
Value of total assets at end of year2014-12-31$253,785,329
Value of total assets at beginning of year2014-12-31$244,076,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$489,558
Total interest from all sources2014-12-31$946,556
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$12,172,119
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$12,172,119
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$26,435
Participant contributions at beginning of year2014-12-31$45,350
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$54,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$255,071
Administrative expenses (other) incurred2014-12-31$489,558
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$9,963,962
Value of net assets at end of year (total assets less liabilities)2014-12-31$253,785,325
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$243,821,363
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$208,986,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$199,505,194
Interest on participant loans2014-12-31$1,587
Interest earned on other investments2014-12-31$944,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$93
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$44,771,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$44,525,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$746,887
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$20,456,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$23,935,873
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 name2014-12-31MOORE STEPHENS LOVELACE,P.A.
Accountancy firm EIN2014-12-31593070669
2013 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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$255,071
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$58,622,268
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$20,699,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,074,668
Expenses. Certain deemed distributions of participant loans2013-12-31$68,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,675,897
Value of total assets at end of year2013-12-31$244,076,434
Value of total assets at beginning of year2013-12-31$205,898,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$556,099
Total interest from all sources2013-12-31$1,078,335
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,253,946
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$6,253,946
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$393
Participant contributions at end of year2013-12-31$45,350
Participant contributions at beginning of year2013-12-31$156,469
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$26,810
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$255,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$168,049
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$37,922,880
Value of net assets at end of year (total assets less liabilities)2013-12-31$243,821,363
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$205,898,483
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$199,505,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$159,626,747
Interest on participant loans2013-12-31$3,241
Interest earned on other investments2013-12-31$700,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$374,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$44,525,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$46,115,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$30,614,090
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$20,648,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,074,668
Contract administrator fees2013-12-31$388,050
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 name2013-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2013-12-31593070669
2012 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
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
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$41,758,325
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$13,423,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,576,529
Expenses. Certain deemed distributions of participant loans2012-12-31$4,355
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,199,128
Value of total assets at end of year2012-12-31$205,898,483
Value of total assets at beginning of year2012-12-31$177,563,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$842,286
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$1,340,072
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,394,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,394,661
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
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
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$156,469
Participant contributions at beginning of year2012-12-31$206,956
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,529
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$72,602
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$28,335,155
Value of net assets at end of year (total assets less liabilities)2012-12-31$205,898,483
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$177,563,328
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$159,626,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$133,484,057
Interest on participant loans2012-12-31$6,045
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$1,334,027
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$46,115,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$43,872,315
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,751,862
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$20,189,599
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,576,529
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$842,286
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31MOORE, STEPHENS AND LOVELACE
Accountancy firm EIN2012-12-31593070669
2011 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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$17,006,367
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,776,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,988,566
Expenses. Certain deemed distributions of participant loans2011-12-31$3,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,522,347
Value of total assets at end of year2011-12-31$177,563,328
Value of total assets at beginning of year2011-12-31$172,333,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$784,466
Total interest from all sources2011-12-31$1,483,907
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,756,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,756,243
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
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
Participant contributions at end of year2011-12-31$206,956
Participant contributions at beginning of year2011-12-31$223,084
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$84,354
Other income not declared elsewhere2011-12-31$109,981
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$5,229,619
Value of net assets at end of year (total assets less liabilities)2011-12-31$177,563,328
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$172,333,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$133,484,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$131,493,421
Interest on participant loans2011-12-31$7,632
Interest earned on other investments2011-12-31$1,476,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$43,872,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$40,617,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,866,111
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$18,437,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,988,566
Contract administrator fees2011-12-31$784,466
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOORE, STEPHENS AND LOVELACE
Accountancy firm EIN2011-12-31593070669
2010 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$35,512,005
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,674,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,906,192
Expenses. Certain deemed distributions of participant loans2010-12-31$-1,248
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,979,095
Value of total assets at end of year2010-12-31$172,333,709
Value of total assets at beginning of year2010-12-31$145,495,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$769,208
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$235,368
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,982,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,982,992
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
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
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$223,084
Participant contributions at beginning of year2010-12-31$160,621
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$84,172
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$1,288,058
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$26,837,853
Value of net assets at end of year (total assets less liabilities)2010-12-31$172,333,709
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$145,495,856
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$131,493,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$107,733,849
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$7,758
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$227,610
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$40,617,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$37,601,386
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,026,492
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$16,894,923
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,906,192
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$769,208
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2010-12-31593070669
2009 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A

2022: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 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: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32784
Policy instance 2
Insurance contract or identification numberGAC 32784
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09029
Policy instance 1
Insurance contract or identification number09029
Number of Individuals Covered734
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $772
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $364
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32784
Policy instance 2
Insurance contract or identification numberGAC 32784
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09029
Policy instance 1
Insurance contract or identification number09029
Number of Individuals Covered776
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $914
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $393
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32784
Policy instance 2
Insurance contract or identification numberGAC 32784
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09029
Policy instance 1
Insurance contract or identification number09029
Number of Individuals Covered813
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,142
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $341
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09029
Policy instance 1
Insurance contract or identification number09029
Number of Individuals Covered869
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $959
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $354
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32784
Policy instance 2
Insurance contract or identification numberGAC 32784
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09029
Policy instance 1
Insurance contract or identification number09029
Number of Individuals Covered928
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,345
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $673
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32784
Policy instance 2
Insurance contract or identification numberGAC 32784
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32784
Policy instance 2
Insurance contract or identification numberGAC 32784
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09029
Policy instance 1
Insurance contract or identification number09029
Number of Individuals Covered996
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,506
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $768
Insurance broker organization code?3
Insurance broker nameUNASSIGNED
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32784
Policy instance 2
Insurance contract or identification numberGAC 32784
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09029
Policy instance 1
Insurance contract or identification number09029
Number of Individuals Covered1103
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,818
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $780
Insurance broker organization code?3
Insurance broker namePRYTHERCH III, HERBERT
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32784
Policy instance 2
Insurance contract or identification numberGAC 32784
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09029
Policy instance 1
Insurance contract or identification number09029
Number of Individuals Covered1193
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,502
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,870
Insurance broker organization code?3
Insurance broker nameMCDONALD, WILLIAM D
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09029
Policy instance 1
Insurance contract or identification number09029
Number of Individuals Covered1318
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,373
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,788
Insurance broker organization code?3
Insurance broker nameBOYER JR., EUGENE F
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 32784
Policy instance 2
Insurance contract or identification numberGAC 32784
Number of Individuals Covered18012
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09029
Policy instance 2
Insurance contract or identification number09029
Number of Individuals Covered1421
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,528
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,895
Insurance broker organization code?3
Insurance broker nameANDREW C CRAFT
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009543-01
Policy instance 1
Insurance contract or identification number1009543-01
Number of Individuals Covered14598
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $41,781
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,781
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009543-01
Policy instance 1
Insurance contract or identification number1009543-01
Number of Individuals Covered13370
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $42,949
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09029
Policy instance 2
Insurance contract or identification number09029
Number of Individuals Covered1488
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,204
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009543-01
Policy instance 1
Insurance contract or identification number1009543-01
Number of Individuals Covered12601
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $17,752
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,109
Insurance broker organization code?3
Insurance broker nameMCLEOD JOHN M
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09029
Policy instance 2
Insurance contract or identification number09029
Number of Individuals Covered1566
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,377
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,355
Insurance broker organization code?3
Insurance broker nameTONYA M TYREE-HAMM

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