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ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 401k Plan overview

Plan NameORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B
Plan identification number 003

ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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 403B

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JOHN MILLER
0032016-01-01JOHN MILLER
0032015-01-01NANCY DINON
0032014-01-01NANCY DINON
0032013-01-01NANCY DINON
0032012-01-01NANCY DINON
0032011-01-01NANCY DINON
0032010-01-01NANCY DINON PAUL A. GOLDSTEIN2011-09-20
0032009-01-01NANCY DINON PAUL GOLDSTEIN2010-10-11

Plan Statistics for ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B

401k plan membership statisitcs for ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B

Measure Date Value
2022: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 2022 401k membership
Total participants, beginning-of-year2022-01-0135,046
Total number of active participants reported on line 7a of the Form 55002022-01-0126,087
Number of retired or separated participants receiving benefits2022-01-01114
Number of other retired or separated participants entitled to future benefits2022-01-0113,339
Total of all active and inactive participants2022-01-0139,540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0161
Total participants2022-01-0139,601
Number of participants with account balances2022-01-0138,489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013,527
2021: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 2021 401k membership
Total participants, beginning-of-year2021-01-0130,359
Total number of active participants reported on line 7a of the Form 55002021-01-0123,753
Number of retired or separated participants receiving benefits2021-01-0194
Number of other retired or separated participants entitled to future benefits2021-01-0111,154
Total of all active and inactive participants2021-01-0135,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0145
Total participants2021-01-0135,046
Number of participants with account balances2021-01-0134,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012,864
2020: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 2020 401k membership
Total participants, beginning-of-year2020-01-0126,218
Total number of active participants reported on line 7a of the Form 55002020-01-0122,821
Number of retired or separated participants receiving benefits2020-01-0174
Number of other retired or separated participants entitled to future benefits2020-01-017,433
Total of all active and inactive participants2020-01-0130,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0131
Total participants2020-01-0130,359
Number of participants with account balances2020-01-0129,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012,098
2019: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 2019 401k membership
Total participants, beginning-of-year2019-01-0122,406
Total number of active participants reported on line 7a of the Form 55002019-01-0121,407
Number of retired or separated participants receiving benefits2019-01-0174
Number of other retired or separated participants entitled to future benefits2019-01-014,716
Total of all active and inactive participants2019-01-0126,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0121
Total participants2019-01-0126,218
Number of participants with account balances2019-01-0122,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01577
2018: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 2018 401k membership
Total participants, beginning-of-year2018-01-0120,665
Total number of active participants reported on line 7a of the Form 55002018-01-0118,725
Number of retired or separated participants receiving benefits2018-01-0174
Number of other retired or separated participants entitled to future benefits2018-01-013,590
Total of all active and inactive participants2018-01-0122,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-0122,406
Number of participants with account balances2018-01-0119,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01319
2017: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 2017 401k membership
Total participants, beginning-of-year2017-01-0117,706
Total number of active participants reported on line 7a of the Form 55002017-01-0117,495
Number of retired or separated participants receiving benefits2017-01-0154
Number of other retired or separated participants entitled to future benefits2017-01-013,102
Total of all active and inactive participants2017-01-0120,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-0120,665
Number of participants with account balances2017-01-0114,363
2016: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 2016 401k membership
Total participants, beginning-of-year2016-01-0117,141
Total number of active participants reported on line 7a of the Form 55002016-01-0115,025
Number of retired or separated participants receiving benefits2016-01-0144
Number of other retired or separated participants entitled to future benefits2016-01-012,624
Total of all active and inactive participants2016-01-0117,693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0113
Total participants2016-01-0117,706
Number of participants with account balances2016-01-0112,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 2015 401k membership
Total participants, beginning-of-year2015-01-0117,416
Total number of active participants reported on line 7a of the Form 55002015-01-0114,678
Number of retired or separated participants receiving benefits2015-01-0142
Number of other retired or separated participants entitled to future benefits2015-01-012,412
Total of all active and inactive participants2015-01-0117,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-0117,141
Number of participants with account balances2015-01-0111,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 2014 401k membership
Total participants, beginning-of-year2014-01-0117,377
Total number of active participants reported on line 7a of the Form 55002014-01-0113,989
Number of retired or separated participants receiving benefits2014-01-01102
Number of other retired or separated participants entitled to future benefits2014-01-013,315
Total of all active and inactive participants2014-01-0117,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-0117,416
Number of participants with account balances2014-01-0111,245
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 403B 2013 401k membership
Total participants, beginning-of-year2013-01-0116,953
Total number of active participants reported on line 7a of the Form 55002013-01-0114,277
Number of retired or separated participants receiving benefits2013-01-01118
Number of other retired or separated participants entitled to future benefits2013-01-012,976
Total of all active and inactive participants2013-01-0117,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-0117,377
Number of participants with account balances2013-01-0111,431
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 403B 2012 401k membership
Total participants, beginning-of-year2012-01-0116,463
Total number of active participants reported on line 7a of the Form 55002012-01-0114,734
Number of retired or separated participants receiving benefits2012-01-01143
Number of other retired or separated participants entitled to future benefits2012-01-012,076
Total of all active and inactive participants2012-01-0116,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0116,953
Number of participants with account balances2012-01-0111,739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 2011 401k membership
Total participants, beginning-of-year2011-01-0115,677
Total number of active participants reported on line 7a of the Form 55002011-01-0114,425
Number of retired or separated participants receiving benefits2011-01-01103
Number of other retired or separated participants entitled to future benefits2011-01-011,917
Total of all active and inactive participants2011-01-0116,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0116,445
Number of participants with account balances2011-01-0111,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 2010 401k membership
Total participants, beginning-of-year2010-01-0115,292
Total number of active participants reported on line 7a of the Form 55002010-01-0113,881
Number of retired or separated participants receiving benefits2010-01-0175
Number of other retired or separated participants entitled to future benefits2010-01-011,721
Total of all active and inactive participants2010-01-0115,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0115,677
Number of participants with account balances2010-01-0110,522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 2009 401k membership
Total participants, beginning-of-year2009-01-0115,492
Total number of active participants reported on line 7a of the Form 55002009-01-0113,333
Number of retired or separated participants receiving benefits2009-01-0177
Number of other retired or separated participants entitled to future benefits2009-01-011,589
Total of all active and inactive participants2009-01-0114,999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114,999
Number of participants with account balances2009-01-0110,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B

Measure Date Value
2022 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 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$15,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,409
Total income from all sources (including contributions)2022-12-31$-18,241,828
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$86,332,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$85,096,480
Expenses. Certain deemed distributions of participant loans2022-12-31$158,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$202,598,806
Value of total assets at end of year2022-12-31$1,220,931,829
Value of total assets at beginning of year2022-12-31$1,325,508,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,077,238
Total interest from all sources2022-12-31$2,742,253
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$49,507,796
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$49,507,796
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$119,364,632
Participant contributions at end of year2022-12-31$20,663,117
Participant contributions at beginning of year2022-12-31$18,570,578
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,520,165
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$51,981
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$207,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$15,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$18,409
Administrative expenses (other) incurred2022-12-31$1,077,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-104,574,328
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,220,916,158
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,325,490,486
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$1,067,700,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,178,652,276
Interest on participant loans2022-12-31$913,265
Interest earned on other investments2022-12-31$1,808,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$456,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$418,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$418,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$20,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$128,860,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$124,160,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-273,090,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$67,714,009
Employer contributions (assets) at end of year2022-12-31$3,200,000
Employer contributions (assets) at beginning of year2022-12-31$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$85,096,480
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 403B 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$18,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$283,543
Total income from all sources (including contributions)2021-12-31$339,001,405
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$76,886,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$75,783,261
Expenses. Certain deemed distributions of participant loans2021-12-31$170,001
Value of total corrective distributions2021-12-31$37,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$186,466,748
Value of total assets at end of year2021-12-31$1,325,508,895
Value of total assets at beginning of year2021-12-31$1,063,659,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$896,004
Total interest from all sources2021-12-31$2,953,041
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$51,900,507
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$51,900,507
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$104,067,737
Participant contributions at end of year2021-12-31$18,570,578
Participant contributions at beginning of year2021-12-31$17,319,755
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$19,820,377
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$207,606
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$316,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$18,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$283,543
Administrative expenses (other) incurred2021-12-31$896,004
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$262,114,898
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,325,490,486
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,063,375,588
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$1,178,652,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$926,967,776
Interest on participant loans2021-12-31$907,759
Interest earned on other investments2021-12-31$2,043,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$418,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$672,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$672,235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$124,160,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$118,382,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$97,681,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$62,578,634
Employer contributions (assets) at end of year2021-12-31$3,500,000
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$75,783,261
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 403B 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$283,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,787
Total income from all sources (including contributions)2020-12-31$294,998,912
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$102,663,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$101,622,839
Expenses. Certain deemed distributions of participant loans2020-12-31$156,793
Value of total corrective distributions2020-12-31$13,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$153,377,669
Value of total assets at end of year2020-12-31$1,063,659,131
Value of total assets at beginning of year2020-12-31$871,047,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$870,097
Total interest from all sources2020-12-31$3,732,458
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$26,225,190
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$26,225,190
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$81,928,478
Participant contributions at end of year2020-12-31$17,319,755
Participant contributions at beginning of year2020-12-31$19,345,380
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,965,347
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$316,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$46,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$283,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$7,787
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$192,335,633
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,063,375,588
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$871,039,955
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$926,967,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$745,555,589
Interest on participant loans2020-12-31$1,011,577
Interest earned on other investments2020-12-31$2,694,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$672,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$485,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$485,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$26,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$118,382,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$105,615,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$111,663,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$51,483,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$101,622,839
Contract administrator fees2020-12-31$870,097
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 403B 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$7,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$34,377
Total income from all sources (including contributions)2019-12-31$250,003,156
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$55,964,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$55,135,652
Expenses. Certain deemed distributions of participant loans2019-12-31$141,838
Value of total corrective distributions2019-12-31$1,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$105,589,844
Value of total assets at end of year2019-12-31$871,047,742
Value of total assets at beginning of year2019-12-31$677,036,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$686,066
Total interest from all sources2019-12-31$3,454,609
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$28,614,225
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$28,614,225
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$63,823,785
Participant contributions at end of year2019-12-31$19,345,380
Participant contributions at beginning of year2019-12-31$18,188,256
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,316,343
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$46,099
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$294,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$7,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$34,377
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$194,038,190
Value of net assets at end of year (total assets less liabilities)2019-12-31$871,039,955
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$677,001,765
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$745,555,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$556,804,969
Interest on participant loans2019-12-31$999,199
Interest earned on other investments2019-12-31$2,445,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$485,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$423,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$423,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$105,615,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$100,867,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$112,344,478
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$30,449,716
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$456,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$55,135,652
Contract administrator fees2019-12-31$686,066
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 403B 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$423,667
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$34,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,565
Total income from all sources (including contributions)2018-12-31$54,298,906
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$47,754,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$47,023,654
Expenses. Certain deemed distributions of participant loans2018-12-31$338,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$90,998,133
Value of total assets at end of year2018-12-31$677,036,142
Value of total assets at beginning of year2018-12-31$670,038,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$392,037
Total interest from all sources2018-12-31$3,129,319
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$26,877,849
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$26,877,849
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$54,481,882
Participant contributions at end of year2018-12-31$18,188,256
Participant contributions at beginning of year2018-12-31$17,239,900
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$117,064
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,437,273
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$294,856
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$13,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$34,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,565
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$6,544,468
Value of net assets at end of year (total assets less liabilities)2018-12-31$677,001,765
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$670,033,630
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$556,804,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$551,998,091
Interest on participant loans2018-12-31$833,803
Interest earned on other investments2018-12-31$2,274,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$423,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$284,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$284,924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$21,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$100,867,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$100,305,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-66,706,395
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$27,078,978
Employer contributions (assets) at end of year2018-12-31$456,777
Employer contributions (assets) at beginning of year2018-12-31$79,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$47,023,654
Contract administrator fees2018-12-31$392,037
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 403B 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$54,400,889
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,911
Total income from all sources (including contributions)2017-12-31$133,286,062
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$36,125,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$35,798,975
Expenses. Certain deemed distributions of participant loans2017-12-31$18,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$51,050,917
Value of total assets at end of year2017-12-31$670,038,195
Value of total assets at beginning of year2017-12-31$518,486,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$307,545
Total interest from all sources2017-12-31$2,451,362
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$20,860,928
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$20,860,928
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$45,662,124
Participant contributions at end of year2017-12-31$17,239,900
Participant contributions at beginning of year2017-12-31$13,719,604
Participant contributions at end of year2017-12-31$117,064
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,014,801
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$13,075
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$14,911
Other income not declared elsewhere2017-12-31$29,841
Administrative expenses (other) incurred2017-12-31$307,545
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$97,161,015
Value of net assets at end of year (total assets less liabilities)2017-12-31$670,033,630
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$518,471,726
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$551,998,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$420,120,873
Interest on participant loans2017-12-31$624,679
Interest earned on other investments2017-12-31$1,825,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$284,924
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$1,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$100,305,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$84,645,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$58,893,014
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$373,992
Employer contributions (assets) at end of year2017-12-31$79,967
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$35,798,975
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 403B 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$14,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,432
Total income from all sources (including contributions)2016-12-31$80,463,784
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$40,062,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$39,689,877
Expenses. Certain deemed distributions of participant loans2016-12-31$50,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$48,028,397
Value of total assets at end of year2016-12-31$518,486,637
Value of total assets at beginning of year2016-12-31$478,079,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$322,046
Total interest from all sources2016-12-31$2,449,305
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$16,007,853
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$16,007,853
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
Contributions received from participants2016-12-31$5,455,653
Participant contributions at end of year2016-12-31$13,719,604
Participant contributions at beginning of year2016-12-31$13,708,610
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1,365
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$14,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,432
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$40,401,363
Value of net assets at end of year (total assets less liabilities)2016-12-31$518,471,726
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$478,070,363
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$420,120,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$378,904,219
Interest on participant loans2016-12-31$583,798
Interest earned on other investments2016-12-31$1,865,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$84,645,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$85,460,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,978,229
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$42,572,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$39,688,512
Contract administrator fees2016-12-31$322,046
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 403B 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$9,432
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$28,083
Total income from all sources (including contributions)2015-12-31$39,485,111
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$48,444,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$48,101,522
Expenses. Certain deemed distributions of participant loans2015-12-31$31,656
Value of total corrective distributions2015-12-31$1,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$41,400,886
Value of total assets at end of year2015-12-31$478,079,795
Value of total assets at beginning of year2015-12-31$487,057,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$310,062
Total interest from all sources2015-12-31$2,422,797
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$25,160,599
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$25,160,599
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
Contributions received from participants2015-12-31$38,573,944
Participant contributions at end of year2015-12-31$13,708,610
Participant contributions at beginning of year2015-12-31$13,141,123
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,822,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$100,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$28,061
Administrative expenses (other) incurred2015-12-31$310,062
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$22
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,959,536
Value of net assets at end of year (total assets less liabilities)2015-12-31$478,070,363
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$487,029,899
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$378,904,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$389,169,285
Interest on participant loans2015-12-31$544,636
Interest earned on other investments2015-12-31$1,877,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$85,460,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$84,647,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-29,499,171
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$4,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$48,101,522
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 403B 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$28,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$104,549
Total income from all sources (including contributions)2014-12-31$64,667,043
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$47,334,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$46,993,733
Expenses. Certain deemed distributions of participant loans2014-12-31$24,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$37,604,650
Value of total assets at end of year2014-12-31$487,057,982
Value of total assets at beginning of year2014-12-31$469,801,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$315,656
Total interest from all sources2014-12-31$2,267,063
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$23,190,589
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$23,190,589
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
Contributions received from participants2014-12-31$36,108,926
Participant contributions at end of year2014-12-31$13,141,123
Participant contributions at beginning of year2014-12-31$12,873,239
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,495,724
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$100,308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$28,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$104,549
Administrative expenses (other) incurred2014-12-31$315,656
Liabilities. Value of operating payables at end of year2014-12-31$22
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$17,332,798
Value of net assets at end of year (total assets less liabilities)2014-12-31$487,029,899
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$469,697,101
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$389,169,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$373,335,362
Interest on participant loans2014-12-31$523,406
Interest earned on other investments2014-12-31$1,742,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$84,647,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$83,593,049
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$46,993,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,604,741
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
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 403B 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$104,549
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$109,268,576
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$46,303,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$45,353,136
Expenses. Certain deemed distributions of participant loans2013-12-31$541,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$38,292,160
Value of total assets at end of year2013-12-31$469,801,650
Value of total assets at beginning of year2013-12-31$406,731,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$408,476
Total interest from all sources2013-12-31$2,442,799
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,766,028
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$11,766,028
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$36,249,459
Participant contributions at end of year2013-12-31$12,873,239
Participant contributions at beginning of year2013-12-31$14,325,075
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,042,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$104,549
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$124,897
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$62,965,337
Value of net assets at end of year (total assets less liabilities)2013-12-31$469,697,101
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$406,731,764
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$373,335,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$306,030,941
Interest on participant loans2013-12-31$411,274
Interest earned on other investments2013-12-31$1,296,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$734,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$83,593,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$86,375,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$56,767,589
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$45,353,136
Contract administrator fees2013-12-31$283,579
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 403B 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$80,663,179
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$26,872,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$25,161,206
Expenses. Certain deemed distributions of participant loans2012-12-31$1,025,755
Value of total corrective distributions2012-12-31$667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$39,319,245
Value of total assets at end of year2012-12-31$406,731,764
Value of total assets at beginning of year2012-12-31$352,940,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$684,438
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$3,028,802
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,876,422
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$10,876,422
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$36,950,420
Participant contributions at end of year2012-12-31$14,325,075
Participant contributions at beginning of year2012-12-31$15,386,725
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$2,368,825
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$105,841
Administrative expenses (other) incurred2012-12-31$556
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$6,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$53,791,113
Value of net assets at end of year (total assets less liabilities)2012-12-31$406,731,764
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$352,940,651
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$306,030,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$256,801,320
Interest on participant loans2012-12-31$569,361
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$2,459,441
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
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$86,375,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$80,745,780
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$27,332,869
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
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$25,161,206
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$683,882
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 LOVELACE, P.A.
Accountancy firm EIN2012-12-31593070669
2011 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 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$35,500,977
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$27,282,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$25,758,868
Expenses. Certain deemed distributions of participant loans2011-12-31$860,232
Value of total corrective distributions2011-12-31$17,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$37,796,886
Value of total assets at end of year2011-12-31$352,940,651
Value of total assets at beginning of year2011-12-31$344,721,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$645,475
Total interest from all sources2011-12-31$3,252,435
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,727,670
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$9,727,670
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
Contributions received from participants2011-12-31$34,207,701
Participant contributions at end of year2011-12-31$15,386,725
Participant contributions at beginning of year2011-12-31$14,788,657
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,589,185
Total non interest bearing cash at end of year2011-12-31$6,826
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$8,218,817
Value of net assets at end of year (total assets less liabilities)2011-12-31$352,940,651
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$344,721,834
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$256,801,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$256,305,752
Interest on participant loans2011-12-31$618,910
Interest earned on other investments2011-12-31$2,633,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$80,745,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$73,627,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-15,276,014
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$25,758,868
Contract administrator fees2011-12-31$645,475
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 & LOVELACE
Accountancy firm EIN2011-12-31593070669
2010 : ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 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$381,545
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$69,033,303
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$17,452,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,005,079
Expenses. Certain deemed distributions of participant loans2010-12-31$830,968
Value of total corrective distributions2010-12-31$1,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$32,957,046
Value of total assets at end of year2010-12-31$344,721,834
Value of total assets at beginning of year2010-12-31$292,759,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$615,764
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$953,996
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,024,398
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$4,024,398
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$31,538,183
Participant contributions at end of year2010-12-31$14,788,657
Participant contributions at beginning of year2010-12-31$13,065,978
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$1,418,863
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$2,363,014
Administrative expenses (other) incurred2010-12-31$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$51,580,395
Value of net assets at end of year (total assets less liabilities)2010-12-31$344,721,834
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$292,759,894
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$256,305,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$213,277,279
Interest on participant loans2010-12-31$664,922
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$289,074
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$73,627,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$66,416,637
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$28,734,849
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$0
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$16,005,079
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$615,764
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 403B 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 403B

2022: ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 403B 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 403B 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 403B 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 403B 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 403B 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 403B 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 403B 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 403B 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 403B 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 403B 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 403B 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 403B 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 403B 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 403B 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 number3275-071
Policy instance 2
Insurance contract or identification number3275-071
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 Covered661
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,219
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 $578
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number3275-071
Policy instance 2
Insurance contract or identification number3275-071
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 Covered700
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,492
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 $628
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number3275-071
Policy instance 2
Insurance contract or identification number3275-071
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 Covered738
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,830
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 $648
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 Covered787
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,729
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 $3,001
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number3275-071
Policy instance 2
Insurance contract or identification number3275-071
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 Covered846
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,490
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 $1,355
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009543-02
Policy instance 2
Insurance contract or identification number1009543-02
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 number1009543-02
Policy instance 2
Insurance contract or identification number1009543-02
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 Covered907
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,245
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 $1,516
Insurance broker organization code?3
Insurance broker nameFAVOR, COURTNEY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009543-02
Policy instance 2
Insurance contract or identification number1009543-02
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 Covered1029
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,808
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 $1,531
Insurance broker organization code?3
Insurance broker nameCRAFT, ANDREW C
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009543-02
Policy instance 2
Insurance contract or identification number1009543-02
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 Covered1120
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,715
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 $3,547
Insurance broker organization code?3
Insurance broker nameCAIRA, MICAHEL C
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009543-02
Policy instance 1
Insurance contract or identification number1009543-02
Number of Individuals Covered17377
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 Covered1241
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,875
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 $2,944
Insurance broker organization code?3
Insurance broker nameFITTS, KATHLEEN 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 Covered1355
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,354
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 $3,470
Insurance broker organization code?3
Insurance broker nameDE VENY, CHRISTOPHER S
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009543-02
Policy instance 1
Insurance contract or identification number1009543-02
Number of Individuals Covered11739
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $81,343
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 $81,343
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 number1009543-02
Policy instance 1
Insurance contract or identification number1009543-02
Number of Individuals Covered11207
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $85,448
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 Covered1416
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,747
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 number1009543-02
Policy instance 1
Insurance contract or identification number1009543-02
Number of Individuals Covered10522
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $32,766
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 $11,255
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 Covered1509
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,023
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 $3,944
Insurance broker organization code?3
Insurance broker nameWILLIAM PEEBLES

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