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EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 401k Plan overview

Plan NameEAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM
Plan identification number 001

EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EAST TENNESSEE CHILDREN'S HOSPITAL ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:EAST TENNESSEE CHILDREN'S HOSPITAL ASSOCIATION, INC.
Employer identification number (EIN):626002604
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CARYN HAWTHORNE
0012016-01-01CARYN HAWTHORNE
0012015-01-01LESA HAWKINS
0012014-01-01LESA HAWKINS
0012013-01-01LESA HAWKINS
0012012-01-01LESA HAWKINS
0012011-01-01LESA HAWKINS

Plan Statistics for EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM

401k plan membership statisitcs for EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM

Measure Date Value
2022: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-012,292
Total number of active participants reported on line 7a of the Form 55002022-01-011,963
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-01496
Total of all active and inactive participants2022-01-012,473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,473
Number of participants with account balances2022-01-012,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01284
2021: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-012,164
Total number of active participants reported on line 7a of the Form 55002021-01-011,991
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01339
Total of all active and inactive participants2021-01-012,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,341
Number of participants with account balances2021-01-012,084
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01124
2020: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-012,229
Total number of active participants reported on line 7a of the Form 55002020-01-011,782
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-01362
Total of all active and inactive participants2020-01-012,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,164
Number of participants with account balances2020-01-011,927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01209
2019: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-012,200
Total number of active participants reported on line 7a of the Form 55002019-01-011,819
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-01396
Total of all active and inactive participants2019-01-012,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,229
Number of participants with account balances2019-01-011,973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01145
2018: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-012,321
Total number of active participants reported on line 7a of the Form 55002018-01-011,825
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-01347
Total of all active and inactive participants2018-01-012,188
Total participants2018-01-012,188
Number of participants with account balances2018-01-011,894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01125
2017: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-011,956
Total number of active participants reported on line 7a of the Form 55002017-01-011,738
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01573
Total of all active and inactive participants2017-01-012,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-012,319
Number of participants with account balances2017-01-011,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-012,141
Total number of active participants reported on line 7a of the Form 55002016-01-011,898
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-011,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,956
Number of participants with account balances2016-01-011,951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-012,131
Total number of active participants reported on line 7a of the Form 55002015-01-011,923
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01211
Total of all active and inactive participants2015-01-012,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-012,141
Number of participants with account balances2015-01-011,996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-012,055
Total number of active participants reported on line 7a of the Form 55002014-01-011,937
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01191
Total of all active and inactive participants2014-01-012,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012,131
Number of participants with account balances2014-01-011,915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-011,930
Total number of active participants reported on line 7a of the Form 55002013-01-011,857
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01195
Total of all active and inactive participants2013-01-012,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,055
Number of participants with account balances2013-01-011,828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-011,850
Total number of active participants reported on line 7a of the Form 55002012-01-011,715
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01215
Total of all active and inactive participants2012-01-011,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,930
Number of participants with account balances2012-01-011,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-011,788
Total number of active participants reported on line 7a of the Form 55002011-01-011,637
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01211
Total of all active and inactive participants2011-01-011,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,850
Number of participants with account balances2011-01-011,606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM

Measure Date Value
2022 : EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,822,573
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,837,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,602,856
Expenses. Certain deemed distributions of participant loans2022-12-31$58,393
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,403,669
Value of total assets at end of year2022-12-31$80,113,741
Value of total assets at beginning of year2022-12-31$87,774,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$176,668
Total interest from all sources2022-12-31$169,537
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,258,943
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$2,258,943
Administrative expenses professional fees incurred2022-12-31$21,712
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$6,858,734
Participant contributions at end of year2022-12-31$770,011
Participant contributions at beginning of year2022-12-31$621,325
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,354,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,660,490
Value of net assets at end of year (total assets less liabilities)2022-12-31$80,113,741
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$87,774,231
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
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$67,426,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$79,494,285
Interest on participant loans2022-12-31$36,401
Interest earned on other investments2022-12-31$133,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,917,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,658,621
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,654,722
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,190,913
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,602,856
Contract administrator fees2022-12-31$154,956
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 name2022-12-31PYA, P.C.
Accountancy firm EIN2022-12-31621517792
2021 : EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$17,088,151
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,630,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,467,009
Expenses. Certain deemed distributions of participant loans2021-12-31$17,530
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,953,057
Value of total assets at end of year2021-12-31$87,774,231
Value of total assets at beginning of year2021-12-31$77,317,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$146,435
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$155,216
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,411,958
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$3,411,958
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$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$6,061,432
Participant contributions at end of year2021-12-31$621,325
Participant contributions at beginning of year2021-12-31$484,925
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$902,258
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$10,457,177
Value of net assets at end of year (total assets less liabilities)2021-12-31$87,774,231
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$77,317,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$79,494,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$69,388,528
Interest on participant loans2021-12-31$31,114
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$124,102
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,658,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,443,601
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,567,920
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,989,367
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,467,009
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$146,435
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PERCHING, YOAKLEY & ASSOCIATES
Accountancy firm EIN2021-12-31621517792
2020 : EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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 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$17,702,583
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,606,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,417,768
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,896,544
Value of total assets at end of year2020-12-31$77,317,054
Value of total assets at beginning of year2020-12-31$66,220,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$188,444
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$404,363
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,676,467
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$1,676,467
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$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
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 period2020-12-31Yes
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$5,497,813
Participant contributions at end of year2020-12-31$484,925
Participant contributions at beginning of year2020-12-31$698,028
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$437,206
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
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$-177,077
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash 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$11,096,371
Value of net assets at end of year (total assets less liabilities)2020-12-31$77,317,054
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$66,220,683
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$69,388,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$54,475,929
Interest on participant loans2020-12-31$235,565
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$168,798
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,443,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,046,726
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,902,286
Net investment gain/loss from pooled separate accounts2020-12-31$0
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 assets2020-12-31No
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
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,961,525
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
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$6,417,768
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$188,444
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation 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 end of year2020-12-31$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 name2020-12-31PYA, P.C.
Accountancy firm EIN2020-12-31621517792
2019 : EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,738,730
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,763,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,541,428
Expenses. Certain deemed distributions of participant loans2019-12-31$21,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,878,986
Value of total assets at end of year2019-12-31$66,220,683
Value of total assets at beginning of year2019-12-31$54,245,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$200,291
Total interest from all sources2019-12-31$244,567
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,544,470
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$1,544,470
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
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$5,158,579
Participant contributions at end of year2019-12-31$698,028
Participant contributions at beginning of year2019-12-31$609,314
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$895,055
Other income not declared elsewhere2019-12-31$57,329
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$11,975,107
Value of net assets at end of year (total assets less liabilities)2019-12-31$66,220,683
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,245,576
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$54,475,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$43,856,701
Interest on participant loans2019-12-31$34,139
Interest earned on other investments2019-12-31$210,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,046,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,779,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,013,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,825,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,541,428
Contract administrator fees2019-12-31$200,291
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 name2019-12-31PERSHING, YOAKLEY & ASSOCIATES
Accountancy firm EIN2019-12-31621517792
2018 : EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,800,413
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,353,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,077,980
Expenses. Certain deemed distributions of participant loans2018-12-31$63,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,109,894
Value of total assets at end of year2018-12-31$54,245,576
Value of total assets at beginning of year2018-12-31$53,798,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$212,206
Total interest from all sources2018-12-31$221,986
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,428,316
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$2,428,316
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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$4,800,225
Participant contributions at end of year2018-12-31$609,314
Participant contributions at beginning of year2018-12-31$602,037
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$588,117
Other income not declared elsewhere2018-12-31$102,387
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$446,694
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,245,576
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$53,798,882
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
Investment advisory and management fees2018-12-31$89,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$43,856,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$43,584,451
Interest on participant loans2018-12-31$28,430
Interest earned on other investments2018-12-31$193,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,779,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,612,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,062,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,721,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,077,980
Contract administrator fees2018-12-31$123,102
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 name2018-12-31PERSHING, YOAKLEY & ASSOCIATES
Accountancy firm EIN2018-12-31621517792
2017 : EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,387,908
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,220,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,973,659
Expenses. Certain deemed distributions of participant loans2017-12-31$50,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,425,160
Value of total assets at end of year2017-12-31$53,798,882
Value of total assets at beginning of year2017-12-31$46,631,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$196,424
Total interest from all sources2017-12-31$211,908
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,672,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,672,907
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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$4,324,962
Participant contributions at end of year2017-12-31$602,037
Participant contributions at beginning of year2017-12-31$674,077
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$349,118
Other income not declared elsewhere2017-12-31$91,563
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$7,167,063
Value of net assets at end of year (total assets less liabilities)2017-12-31$53,798,882
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,631,819
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
Investment advisory and management fees2017-12-31$52,809
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$43,584,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,028,011
Interest on participant loans2017-12-31$27,873
Interest earned on other investments2017-12-31$184,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,612,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,929,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,986,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$751,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,973,659
Contract administrator fees2017-12-31$143,615
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 name2017-12-31PERSHING, YOAKLEY & ASSOCIATES
Accountancy firm EIN2017-12-31621517792
2016 : EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,657,677
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,380,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,207,659
Expenses. Certain deemed distributions of participant loans2016-12-31$16,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,494,017
Value of total assets at end of year2016-12-31$46,631,819
Value of total assets at beginning of year2016-12-31$42,354,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$156,779
Total interest from all sources2016-12-31$279,109
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$911,850
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$911,850
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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$4,139,064
Participant contributions at end of year2016-12-31$674,077
Participant contributions at beginning of year2016-12-31$663,683
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$354,953
Other income not declared elsewhere2016-12-31$151,567
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$4,276,843
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,631,819
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,354,976
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
Investment advisory and management fees2016-12-31$100,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$37,028,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,372,922
Interest on participant loans2016-12-31$28,247
Interest earned on other investments2016-12-31$250,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,929,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,318,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,821,134
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,207,659
Contract administrator fees2016-12-31$55,911
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 name2016-12-31PERSHING, YOAKLEY & ASSOCIATES
Accountancy firm EIN2016-12-31621517792
2015 : EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,219,122
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,874,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,704,684
Expenses. Certain deemed distributions of participant loans2015-12-31$8,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,263,874
Value of total assets at end of year2015-12-31$42,354,976
Value of total assets at beginning of year2015-12-31$43,010,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$161,184
Total interest from all sources2015-12-31$338,617
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,106,779
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$2,106,779
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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$4,092,163
Participant contributions at end of year2015-12-31$663,683
Participant contributions at beginning of year2015-12-31$503,103
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$171,711
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$47,888
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-655,283
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,354,976
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,010,259
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
Investment advisory and management fees2015-12-31$31,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,372,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,861,371
Interest on participant loans2015-12-31$24,190
Interest earned on other investments2015-12-31$314,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,318,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,645,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,538,036
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,704,684
Contract administrator fees2015-12-31$130,166
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 name2015-12-31PERSHING, YOAKLEY & ASSOCIATES
Accountancy firm EIN2015-12-31621517792
2014 : EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,292,331
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,205,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,043,253
Expenses. Certain deemed distributions of participant loans2014-12-31$48,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,184,386
Value of total assets at end of year2014-12-31$43,010,259
Value of total assets at beginning of year2014-12-31$38,923,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$113,847
Total interest from all sources2014-12-31$318,914
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,236,527
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$2,236,527
Administrative expenses professional fees incurred2014-12-31$21
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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$3,909,617
Participant contributions at end of year2014-12-31$503,103
Participant contributions at beginning of year2014-12-31$407,381
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$274,769
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
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$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$1,781
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash 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$4,086,834
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,010,259
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,923,425
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$31,861,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,850,043
Interest on participant loans2014-12-31$17,536
Interest earned on other investments2014-12-31$301,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,645,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,666,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-449,277
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,043,253
Contract administrator fees2014-12-31$113,826
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 name2014-12-31PERSHING, YOAKLEY & ASSOCIATES
Accountancy firm EIN2014-12-31621517792
2013 : EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$50,000
Total income from all sources (including contributions)2013-12-31$9,228,392
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,360,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,165,841
Expenses. Certain deemed distributions of participant loans2013-12-31$35,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,114,607
Value of total assets at end of year2013-12-31$38,923,425
Value of total assets at beginning of year2013-12-31$33,105,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$158,686
Total interest from all sources2013-12-31$293,362
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,229,028
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$1,229,028
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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$3,771,741
Participant contributions at end of year2013-12-31$407,381
Participant contributions at beginning of year2013-12-31$373,340
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$342,866
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$50,000
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$50,029
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$5,868,172
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,923,425
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,055,253
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$28,850,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,066,380
Interest on participant loans2013-12-31$16,397
Interest earned on other investments2013-12-31$276,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,666,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,615,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,591,395
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$3,165,841
Contract administrator fees2013-12-31$158,686
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 name2013-12-31PERSHING, YOAKLEY & ASSOCIATES
Accountancy firm EIN2013-12-31621517792
2012 : EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$50,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$154,693
Total income from all sources (including contributions)2012-12-31$7,010,426
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,977,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,861,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,856,848
Value of total assets at end of year2012-12-31$33,105,253
Value of total assets at beginning of year2012-12-31$28,177,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$116,455
Total interest from all sources2012-12-31$269,992
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$381,459
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$381,459
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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$3,579,221
Participant contributions at end of year2012-12-31$373,340
Participant contributions at beginning of year2012-12-31$361,154
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$277,627
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$70,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$50,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$154,693
Total non interest bearing cash at end of year2012-12-31$50,029
Total non interest bearing cash at beginning of year2012-12-31$29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,032,497
Value of net assets at end of year (total assets less liabilities)2012-12-31$33,055,253
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,022,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,066,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,594,809
Interest on participant loans2012-12-31$13,245
Interest earned on other investments2012-12-31$256,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$163,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$163,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,615,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,986,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,502,127
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,861,474
Contract administrator fees2012-12-31$116,455
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PERSHING, YOAKLEY & ASSOCIATES
Accountancy firm EIN2012-12-31621517792
2011 : EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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$154,693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$144,246
Total income from all sources (including contributions)2011-12-31$3,344,914
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,779,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,655,489
Value of total corrective distributions2011-12-31$123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,416,967
Value of total assets at end of year2011-12-31$28,177,449
Value of total assets at beginning of year2011-12-31$26,601,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$123,393
Total interest from all sources2011-12-31$237,659
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$416,225
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$416,225
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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$3,330,327
Participant contributions at end of year2011-12-31$361,154
Participant contributions at beginning of year2011-12-31$320,094
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$86,640
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$70,973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$23,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$154,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$144,246
Total non interest bearing cash at end of year2011-12-31$29
Total non interest bearing cash at beginning of year2011-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,565,909
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,022,756
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,456,847
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$19,594,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,249,099
Interest on participant loans2011-12-31$14,507
Interest earned on other investments2011-12-31$223,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$163,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$157,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$157,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,986,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,851,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-725,937
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$1,655,489
Contract administrator fees2011-12-31$123,393
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 name2011-12-31PERSHING, YOAKLEY & ASSOCIATES
Accountancy firm EIN2011-12-31621517792

Form 5500 Responses for EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM

2022: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 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: EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number140021-01
Policy instance 1
Insurance contract or identification number140021-01
Number of Individuals Covered2040
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number140021-01
Policy instance 1
Insurance contract or identification number140021-01
Number of Individuals Covered1907
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?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894485+077
Policy instance 2
Insurance contract or identification number894485+077
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number140021-01
Policy instance 1
Insurance contract or identification number140021-01
Number of Individuals Covered1798
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?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894485+007
Policy instance 1
Insurance contract or identification number894485+007
Number of Individuals Covered1158
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?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894485+007
Policy instance 1
Insurance contract or identification number894485+007
Number of Individuals Covered1042
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?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55343
Policy instance 1
Insurance contract or identification numberGP55343
Number of Individuals Covered1905
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $46,843
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 $46,843
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55343
Policy instance 1
Insurance contract or identification numberGP55343
Number of Individuals Covered1838
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $42,531
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 $42,531
Insurance broker organization code?4
Insurance broker nameWELLS FARGO FINET
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55343
Policy instance 1
Insurance contract or identification numberGP55343
Number of Individuals Covered1758
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $42,308
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 $42,308
Insurance broker organization code?4
Insurance broker nameWOODBURY FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55343
Policy instance 1
Insurance contract or identification numberGP55343
Number of Individuals Covered1634
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $35,142
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 $35,142
Insurance broker organization code?4
Insurance broker nameWOODBURY FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55343
Policy instance 1
Insurance contract or identification numberGP55343
Number of Individuals Covered1530
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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