?>
Logo

CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameCROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

PROSPECT CROZER, LLC has sponsored the creation of one or more 401k plans.

Company Name:PROSPECT CROZER, LLC
Employer identification number (EIN):611778286
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVE ALEMAN STEVE ALEMAN2018-10-15
0012016-01-01 ELIZABETH MACCARTNEY2018-10-01
0012015-01-01ELIZABETH MACCARTNEY ELIZABETH MACCARTNEY2018-09-20

Plan Statistics for CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31328,672,184
Acturial value of plan assets2022-12-31328,940,101
Funding target for retired participants and beneficiaries receiving payment2022-12-31160,858,659
Number of terminated vested participants2022-12-311,966
Fundng target for terminated vested participants2022-12-3196,994,685
Active participant vested funding target2022-12-31126,156,671
Number of active participants2022-12-311,827
Total funding liabilities for active participants2022-12-31126,210,593
Total participant count2022-12-314,711
Total funding target for all participants2022-12-31384,063,937
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3119,640,576
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-315,563,529
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3114,077,047
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3113,622,358
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-314,000,000
Net shortfall amortization installment of oustanding balance2022-12-3168,746,194
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3111,006,771
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-3111,006,772
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31377,813,377
Acturial value of plan assets2021-12-31340,032,040
Funding target for retired participants and beneficiaries receiving payment2021-12-31152,372,496
Number of terminated vested participants2021-12-312,021
Fundng target for terminated vested participants2021-12-3199,334,698
Active participant vested funding target2021-12-31135,885,753
Number of active participants2021-12-311,991
Total funding liabilities for active participants2021-12-31135,967,091
Total participant count2021-12-314,844
Total funding target for all participants2021-12-31387,674,285
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-319,828,927
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-319,828,927
Present value of excess contributions2021-12-317,818,940
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-318,272,439
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-318,272,439
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3119,640,576
Total employer contributions2021-12-315,150,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-315,040,552
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-314,000,000
Net shortfall amortization installment of oustanding balance2021-12-3167,282,821
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3110,604,081
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-315,563,529
Additional cash requirement2021-12-315,040,552
Contributions allocatedtoward minimum required contributions for current year2021-12-315,040,552
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-014,817
Total number of active participants reported on line 7a of the Form 55002021-01-011,826
Number of retired or separated participants receiving benefits2021-01-01876
Number of other retired or separated participants entitled to future benefits2021-01-011,744
Total of all active and inactive participants2021-01-014,446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01236
Total participants2021-01-014,682
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31329,063,301
Acturial value of plan assets2020-12-31311,036,107
Funding target for retired participants and beneficiaries receiving payment2020-12-31137,272,622
Number of terminated vested participants2020-12-311,929
Fundng target for terminated vested participants2020-12-3188,667,476
Active participant vested funding target2020-12-31153,569,339
Number of active participants2020-12-312,256
Total funding liabilities for active participants2020-12-31153,691,165
Total participant count2020-12-314,861
Total funding target for all participants2020-12-31379,631,263
Funding target disregarding prescribed at-risk assumptions2020-12-31376,508,975
Funding target reflecting at-risk assumptions but disregarding transition rule for plant that have been at-risk status for fewer than five consecutive years and disregarding loading factor2020-12-31392,120,416
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-318,196,237
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-318,196,237
Present value of excess contributions2020-12-315,357,479
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-315,659,105
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-319,828,927
Total employer contributions2020-12-3119,105,446
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3119,081,916
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-313,900,000
Net shortfall amortization installment of oustanding balance2020-12-3178,424,083
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3111,262,976
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3111,262,976
Contributions allocatedtoward minimum required contributions for current year2020-12-3119,081,916
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-014,846
Total number of active participants reported on line 7a of the Form 55002020-01-011,990
Number of retired or separated participants receiving benefits2020-01-01788
Number of other retired or separated participants entitled to future benefits2020-01-011,805
Total of all active and inactive participants2020-01-014,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01231
Total participants2020-01-014,814
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31265,254,012
Acturial value of plan assets2019-12-31272,361,169
Funding target for retired participants and beneficiaries receiving payment2019-12-31130,175,592
Number of terminated vested participants2019-12-311,805
Fundng target for terminated vested participants2019-12-3185,407,161
Active participant vested funding target2019-12-31165,559,365
Number of active participants2019-12-312,508
Total funding liabilities for active participants2019-12-31166,570,980
Total participant count2019-12-314,887
Total funding target for all participants2019-12-31382,153,733
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3126,425,609
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3117,893,195
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-318,532,414
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-318,196,237
Total employer contributions2019-12-3132,148,654
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3130,746,316
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-313,800,000
Net shortfall amortization installment of oustanding balance2019-12-31117,988,801
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3130,746,316
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3130,746,316
Contributions allocatedtoward minimum required contributions for current year2019-12-3130,746,316
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-014,866
Total number of active participants reported on line 7a of the Form 55002019-01-012,255
Number of retired or separated participants receiving benefits2019-01-01643
Number of other retired or separated participants entitled to future benefits2019-01-011,711
Total of all active and inactive participants2019-01-014,609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01219
Total participants2019-01-014,828
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31304,464,769
Acturial value of plan assets2018-12-31298,193,176
Funding target for retired participants and beneficiaries receiving payment2018-12-31116,213,975
Number of terminated vested participants2018-12-311,836
Fundng target for terminated vested participants2018-12-3171,637,529
Active participant vested funding target2018-12-31175,479,511
Number of active participants2018-12-312,654
Total funding liabilities for active participants2018-12-31176,766,222
Total participant count2018-12-314,974
Total funding target for all participants2018-12-31364,617,726
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3151,365,035
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3114,438,313
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3136,926,722
Present value of excess contributions2018-12-3126,664,236
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3129,137,049
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3114,961,861
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3126,425,609
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-313,750,000
Net shortfall amortization installment of oustanding balance2018-12-3192,850,159
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3117,893,195
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3117,893,195
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014,960
Total number of active participants reported on line 7a of the Form 55002018-01-012,505
Number of retired or separated participants receiving benefits2018-01-01542
Number of other retired or separated participants entitled to future benefits2018-01-011,593
Total of all active and inactive participants2018-01-014,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01219
Total participants2018-01-014,859
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31365,064,185
Acturial value of plan assets2017-12-31397,354,842
Funding target for retired participants and beneficiaries receiving payment2017-12-31191,967,091
Number of terminated vested participants2017-12-311,795
Fundng target for terminated vested participants2017-12-3165,979,327
Active participant vested funding target2017-12-31173,875,633
Number of active participants2017-12-312,875
Total funding liabilities for active participants2017-12-31174,540,840
Total participant count2017-12-316,933
Total funding target for all participants2017-12-31432,487,258
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3187,115,068
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3192,376,818
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3152,080,092
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-31715,057
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3151,365,035
Total employer contributions2017-12-3131,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3128,892,031
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-314,780,000
Net shortfall amortization installment of oustanding balance2017-12-3186,497,451
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3116,666,108
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3114,438,313
Additional cash requirement2017-12-312,227,795
Contributions allocatedtoward minimum required contributions for current year2017-12-3128,892,031
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-015,167
Total number of active participants reported on line 7a of the Form 55002017-01-012,655
Number of retired or separated participants receiving benefits2017-01-01462
Number of other retired or separated participants entitled to future benefits2017-01-011,626
Total of all active and inactive participants2017-01-014,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01208
Total participants2017-01-014,951
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31356,588,376
Acturial value of plan assets2016-12-31373,848,370
Funding target for retired participants and beneficiaries receiving payment2016-12-31187,917,373
Number of terminated vested participants2016-12-313,287
Fundng target for terminated vested participants2016-12-3179,282,163
Active participant vested funding target2016-12-31183,591,414
Number of active participants2016-12-313,286
Total funding liabilities for active participants2016-12-31187,175,937
Total participant count2016-12-318,735
Total funding target for all participants2016-12-31454,375,473
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-314,111
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-314,367
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31106,173,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31103,152,854
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-316,035,860
Net shortfall amortization installment of oustanding balance2016-12-3180,527,103
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3116,037,786
Additional cash requirement2016-12-3116,037,786
Contributions allocatedtoward minimum required contributions for current year2016-12-31103,152,854
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-018,589
Total number of active participants reported on line 7a of the Form 55002016-01-012,875
Number of retired or separated participants receiving benefits2016-01-012,070
Number of other retired or separated participants entitled to future benefits2016-01-011,605
Total of all active and inactive participants2016-01-016,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01374
Total participants2016-01-016,924
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01107
2015: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,004
Total number of active participants reported on line 7a of the Form 55002015-01-013,286
Number of retired or separated participants receiving benefits2015-01-011,978
Number of other retired or separated participants entitled to future benefits2015-01-013,086
Total of all active and inactive participants2015-01-018,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01382
Total participants2015-01-018,732
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0165

Financial Data on CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2021 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$-6,557,457
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$42,578,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$38,590,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,150,000
Value of total assets at end of year2021-12-31$328,672,184
Value of total assets at beginning of year2021-12-31$377,808,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,988,444
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$12,800
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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
Other income not declared elsewhere2021-12-31$4,508,466
Administrative expenses (other) incurred2021-12-31$3,233,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-49,136,055
Value of net assets at end of year (total assets less liabilities)2021-12-31$328,672,184
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$377,808,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$8,035,381
Assets. partnership/joint venture interests at beginning of year2021-12-31$12,742,571
Value of interest in pooled separate accounts at end of year2021-12-31$320,636,803
Value of interest in pooled separate accounts at beginning of year2021-12-31$365,065,668
Net investment gain/loss from pooled separate accounts2021-12-31$-16,215,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$5,150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$38,590,154
Contract administrator fees2021-12-31$741,856
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 name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$71,718,397
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$23,002,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,119,704
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,105,446
Value of total assets at end of year2020-12-31$377,808,239
Value of total assets at beginning of year2020-12-31$329,092,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,882,944
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$7,841
Administrative expenses professional fees incurred2020-12-31$3,133,158
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$307,125
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$48,715,749
Value of net assets at end of year (total assets less liabilities)2020-12-31$377,808,239
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$329,092,490
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Assets. partnership/joint venture interests at end of year2020-12-31$12,742,571
Assets. partnership/joint venture interests at beginning of year2020-12-31$17,985,825
Investment advisory and management fees2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$365,065,668
Value of interest in pooled separate accounts at beginning of year2020-12-31$286,704,183
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$52,305,826
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$19,105,446
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$24,394,641
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,119,704
Contract administrator fees2020-12-31$749,786
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$85,013,504
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$25,553,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,640,960
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$32,148,654
Value of total assets at end of year2019-12-31$324,714,152
Value of total assets at beginning of year2019-12-31$265,254,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,912,404
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$1,378,793
Administrative expenses professional fees incurred2019-12-31$17,849
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$6,004,737
Administrative expenses (other) incurred2019-12-31$3,045,616
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$59,460,140
Value of net assets at end of year (total assets less liabilities)2019-12-31$324,714,152
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$265,254,012
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$19,281,212
Assets. partnership/joint venture interests at beginning of year2019-12-31$18,788,776
Investment advisory and management fees2019-12-31$113,440
Value of interest in pooled separate accounts at end of year2019-12-31$286,704,183
Value of interest in pooled separate accounts at beginning of year2019-12-31$245,086,443
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$46,860,113
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$32,148,654
Employer contributions (assets) at end of year2019-12-31$18,728,757
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,640,960
Contract administrator fees2019-12-31$735,499
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$969,505
Total unrealized appreciation/depreciation of assets2018-12-31$969,505
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-11,208,082
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$28,388,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$24,664,149
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$265,254,012
Value of total assets at beginning of year2018-12-31$304,850,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,724,733
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$0
Administrative expenses professional fees incurred2018-12-31$17,459
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,968,881
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-39,596,964
Value of net assets at end of year (total assets less liabilities)2018-12-31$265,254,012
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$304,850,976
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Assets. partnership/joint venture interests at end of year2018-12-31$20,167,569
Assets. partnership/joint venture interests at beginning of year2018-12-31$21,449,041
Investment advisory and management fees2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$245,086,443
Value of interest in pooled separate accounts at beginning of year2018-12-31$252,401,935
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-12,177,587
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$31,000,000
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$24,664,149
Contract administrator fees2018-12-31$738,393
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31830414789
2017 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$882,290
Total unrealized appreciation/depreciation of assets2017-12-31$882,290
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$71,524,737
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$134,445,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$129,595,490
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$31,000,000
Value of total assets at end of year2017-12-31$304,850,976
Value of total assets at beginning of year2017-12-31$367,771,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,850,135
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$1,236
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$0
Administrative expenses professional fees incurred2017-12-31$42,670
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,967,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$4,060,657
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$-62,920,888
Value of net assets at end of year (total assets less liabilities)2017-12-31$304,850,976
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$367,771,864
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Assets. partnership/joint venture interests at end of year2017-12-31$21,449,041
Assets. partnership/joint venture interests at beginning of year2017-12-31$24,167,399
Investment advisory and management fees2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$252,401,935
Value of interest in pooled separate accounts at beginning of year2017-12-31$339,515,145
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$1,236
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,121,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,121,331
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$99,864,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$39,641,211
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$31,000,000
Employer contributions (assets) at end of year2017-12-31$31,000,000
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$29,731,086
Contract administrator fees2017-12-31$746,808
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31830414789
2016 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$6,125,745
Total unrealized appreciation/depreciation of assets2016-12-31$6,125,745
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$119,152
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$98,118,121
Total loss/gain on sale of assets2016-12-31$-2,220,785
Total of all expenses incurred2016-12-31$87,504,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$80,997,063
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$106,173,000
Value of total assets at end of year2016-12-31$367,771,864
Value of total assets at beginning of year2016-12-31$357,276,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,506,947
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$575,203
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,605,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,605,421
Administrative expenses professional fees incurred2016-12-31$602,948
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,967,989
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$177,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$119,152
Other income not declared elsewhere2016-12-31$244,818
Administrative expenses (other) incurred2016-12-31$4,992,277
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$15
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$10,614,111
Value of net assets at end of year (total assets less liabilities)2016-12-31$367,771,864
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$357,157,753
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Assets. partnership/joint venture interests at end of year2016-12-31$24,167,399
Assets. partnership/joint venture interests at beginning of year2016-12-31$63,738,810
Investment advisory and management fees2016-12-31$182,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$123,536,803
Value of interest in pooled separate accounts at end of year2016-12-31$339,515,145
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,064,157
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$20,316
Income. Interest from US Government securities2016-12-31$174,050
Income. Interest from corporate debt instruments2016-12-31$256,748
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$97,931,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,121,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$31,105,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$31,105,657
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$124,089
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$7,742,750
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$7,392,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,112,294
Net investment gain/loss from pooled separate accounts2016-12-31$-30,149,750
Net investment gain or loss from common/collective trusts2016-12-31$9,652,175
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$106,173,000
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$2,642,000
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$80,997,063
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$12,945,509
Contract administrator fees2016-12-31$729,415
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$584,585,199
Aggregate carrying amount (costs) on sale of assets2016-12-31$586,805,984
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31830414789
2015 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,551,207
Total unrealized appreciation/depreciation of assets2015-12-31$1,551,207
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$119,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$327,864
Total income from all sources (including contributions)2015-12-31$19,710,083
Total loss/gain on sale of assets2015-12-31$-546,352
Total of all expenses incurred2015-12-31$49,287,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$44,035,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,152,014
Value of total assets at end of year2015-12-31$357,276,905
Value of total assets at beginning of year2015-12-31$387,063,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,252,099
Total interest from all sources2015-12-31$820,159
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,827,798
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$3,827,798
Administrative expenses professional fees incurred2015-12-31$382,724
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$177,448
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$609,569
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$119,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$327,864
Administrative expenses (other) incurred2015-12-31$4,680,770
Total non interest bearing cash at end of year2015-12-31$15
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-29,577,497
Value of net assets at end of year (total assets less liabilities)2015-12-31$357,157,753
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$386,735,250
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
Assets. partnership/joint venture interests at end of year2015-12-31$63,738,810
Assets. partnership/joint venture interests at beginning of year2015-12-31$59,643,445
Investment advisory and management fees2015-12-31$188,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$123,536,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$130,786,449
Value of interest in pooled separate accounts at end of year2015-12-31$10,064,157
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,800,264
Interest earned on other investments2015-12-31$27,231
Income. Interest from US Government securities2015-12-31$299,475
Income. Interest from corporate debt instruments2015-12-31$428,864
Value of interest in common/collective trusts at end of year2015-12-31$97,931,470
Value of interest in common/collective trusts at beginning of year2015-12-31$139,116,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$31,105,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,182,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,182,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$64,589
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$7,742,750
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$9,903,091
Asset value of US Government securities at end of year2015-12-31$7,392,286
Asset value of US Government securities at beginning of year2015-12-31$6,434,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,160,138
Net investment gain/loss from pooled separate accounts2015-12-31$1,339,812
Net investment gain or loss from common/collective trusts2015-12-31$2,555,924
Net gain/loss from 103.12 investment entities2015-12-31$169,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$18,152,014
Employer contributions (assets) at end of year2015-12-31$2,642,000
Employer contributions (assets) at beginning of year2015-12-31$3,727,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$44,035,481
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$12,945,509
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$18,858,203
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$169,785,677
Aggregate carrying amount (costs) on sale of assets2015-12-31$170,332,029
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2015-12-31830414789

Form 5500 Responses for CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN

2021: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528845
Policy instance 1
Insurance contract or identification number528845
Number of Individuals Covered4534
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $102,519
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $102,519
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528845
Policy instance 1
Insurance contract or identification number528845
Number of Individuals Covered4682
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $132,399
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $132,399
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528845
Policy instance 1
Insurance contract or identification number528845
Number of Individuals Covered4814
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $140,186
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $140,186
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528845
Policy instance 1
Insurance contract or identification number528845
Number of Individuals Covered4828
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $106,923
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $106,923
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528845
Policy instance 1
Insurance contract or identification number528845
Number of Individuals Covered4859
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $103,548
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $103,548
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528845
Policy instance 1
Insurance contract or identification number528845
Number of Individuals Covered4951
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $137,878
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $137,878
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameS B H U LIFE AGENCY INC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3