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PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 401k Plan overview

Plan NamePRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN
Plan identification number 002

PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 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 sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PRESBYTERIAN HEALTHCARE SERVICES has sponsored the creation of one or more 401k plans.

Company Name:PRESBYTERIAN HEALTHCARE SERVICES
Employer identification number (EIN):850105601
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about PRESBYTERIAN HEALTHCARE SERVICES

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1825291

More information about PRESBYTERIAN HEALTHCARE SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01DAVID GRISWOLD
0022017-01-01DAVID GRISWOLD
0022016-01-01DAVID GRISWOLD
0022015-01-01DAVID GRISWOLD
0022014-01-01KAREN JANWAY
0022013-01-01KAREN JANWAY
0022012-01-01KAREN JANWAY
0022011-01-01KAREN JANWAY
0022010-01-01KAREN JANWAY
0022009-01-01KAREN JANWAY

Plan Statistics for PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN

401k plan membership statisitcs for PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN

Measure Date Value
2022: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0117,647
Total number of active participants reported on line 7a of the Form 55002022-01-0111,387
Number of retired or separated participants receiving benefits2022-01-01111
Number of other retired or separated participants entitled to future benefits2022-01-016,708
Total of all active and inactive participants2022-01-0118,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-0118,209
Number of participants with account balances2022-01-0117,206
2021: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0117,108
Total number of active participants reported on line 7a of the Form 55002021-01-0111,300
Number of retired or separated participants receiving benefits2021-01-01108
Number of other retired or separated participants entitled to future benefits2021-01-016,238
Total of all active and inactive participants2021-01-0117,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0117,647
Number of participants with account balances2021-01-0116,463
2020: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116,323
Total number of active participants reported on line 7a of the Form 55002020-01-0111,963
Number of retired or separated participants receiving benefits2020-01-0186
Number of other retired or separated participants entitled to future benefits2020-01-015,058
Total of all active and inactive participants2020-01-0117,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0117,108
Number of participants with account balances2020-01-0115,781
2019: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0114,917
Total number of active participants reported on line 7a of the Form 55002019-01-0111,869
Number of retired or separated participants receiving benefits2019-01-01100
Number of other retired or separated participants entitled to future benefits2019-01-014,351
Total of all active and inactive participants2019-01-0116,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-0116,323
Number of participants with account balances2019-01-0114,995
2018: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113,418
Total number of active participants reported on line 7a of the Form 55002018-01-0111,046
Number of retired or separated participants receiving benefits2018-01-0195
Number of other retired or separated participants entitled to future benefits2018-01-013,775
Total of all active and inactive participants2018-01-0114,916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0114,917
Number of participants with account balances2018-01-0113,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,497
Total number of active participants reported on line 7a of the Form 55002017-01-0110,163
Number of retired or separated participants receiving benefits2017-01-0172
Number of other retired or separated participants entitled to future benefits2017-01-013,178
Total of all active and inactive participants2017-01-0113,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-0113,418
Number of participants with account balances2017-01-0111,555
2016: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112,651
Total number of active participants reported on line 7a of the Form 55002016-01-0110,894
Number of retired or separated participants receiving benefits2016-01-0162
Number of other retired or separated participants entitled to future benefits2016-01-012,540
Total of all active and inactive participants2016-01-0113,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0113,497
Number of participants with account balances2016-01-0110,602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110,528
Total number of active participants reported on line 7a of the Form 55002015-01-0110,217
Number of retired or separated participants receiving benefits2015-01-0158
Number of other retired or separated participants entitled to future benefits2015-01-012,373
Total of all active and inactive participants2015-01-0112,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-0112,651
Number of participants with account balances2015-01-019,367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110,945
Total number of active participants reported on line 7a of the Form 55002014-01-019,682
Number of retired or separated participants receiving benefits2014-01-01325
Number of other retired or separated participants entitled to future benefits2014-01-01521
Total of all active and inactive participants2014-01-0110,528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110,528
Number of participants with account balances2014-01-018,531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,199
Total number of active participants reported on line 7a of the Form 55002013-01-019,171
Number of retired or separated participants receiving benefits2013-01-01528
Number of other retired or separated participants entitled to future benefits2013-01-011,246
Total of all active and inactive participants2013-01-0110,945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110,945
Number of participants with account balances2013-01-018,961
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111,287
Total number of active participants reported on line 7a of the Form 55002012-01-019,126
Number of retired or separated participants receiving benefits2012-01-01101
Number of other retired or separated participants entitled to future benefits2012-01-011,841
Total of all active and inactive participants2012-01-0111,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111,068
Number of participants with account balances2012-01-018,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110,599
Total number of active participants reported on line 7a of the Form 55002011-01-018,831
Number of retired or separated participants receiving benefits2011-01-0183
Number of other retired or separated participants entitled to future benefits2011-01-012,186
Total of all active and inactive participants2011-01-0111,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111,100
Number of participants with account balances2011-01-018,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0110,315
Total number of active participants reported on line 7a of the Form 55002010-01-018,210
Number of retired or separated participants receiving benefits2010-01-0164
Number of other retired or separated participants entitled to future benefits2010-01-012,083
Total of all active and inactive participants2010-01-0110,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110,357
Number of participants with account balances2010-01-017,605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110,362
Total number of active participants reported on line 7a of the Form 55002009-01-018,352
Number of retired or separated participants receiving benefits2009-01-0139
Number of other retired or separated participants entitled to future benefits2009-01-011,924
Total of all active and inactive participants2009-01-0110,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110,315
Number of participants with account balances2009-01-017,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN

Measure Date Value
2022 : PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-83,374,081
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$67,355,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$67,149,641
Expenses. Certain deemed distributions of participant loans2022-12-31$39,342
Value of total corrective distributions2022-12-31$8,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$68,399,955
Value of total assets at end of year2022-12-31$729,250,284
Value of total assets at beginning of year2022-12-31$879,979,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$157,506
Total interest from all sources2022-12-31$1,676,924
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$27,114,613
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$27,114,613
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$60,331,643
Participant contributions at end of year2022-12-31$13,263,325
Participant contributions at beginning of year2022-12-31$13,290,894
Participant contributions at end of year2022-12-31$2,000,581
Participant contributions at beginning of year2022-12-31$2,012,862
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,068,312
Administrative expenses (other) incurred2022-12-31$157,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-150,729,285
Value of net assets at end of year (total assets less liabilities)2022-12-31$729,250,284
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$879,979,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$662,231,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$814,745,681
Interest on participant loans2022-12-31$471,916
Interest earned on other investments2022-12-31$858,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$23,181,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$20,801,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$20,801,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$346,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$28,573,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$29,129,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-180,565,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$67,149,641
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 name2022-12-31REDW LLC
Accountancy firm EIN2022-12-31850203431
2021 : PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$175,055,935
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$65,275,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$65,113,477
Expenses. Certain deemed distributions of participant loans2021-12-31$55,580
Value of total corrective distributions2021-12-31$8,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$65,985,293
Value of total assets at end of year2021-12-31$879,979,569
Value of total assets at beginning of year2021-12-31$770,199,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$98,257
Total interest from all sources2021-12-31$1,400,893
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$35,984,882
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$35,984,882
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$56,788,012
Participant contributions at end of year2021-12-31$13,290,894
Participant contributions at beginning of year2021-12-31$12,575,299
Participant contributions at end of year2021-12-31$2,012,862
Participant contributions at beginning of year2021-12-31$2,302,208
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,197,281
Administrative expenses (other) incurred2021-12-31$98,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$109,780,016
Value of net assets at end of year (total assets less liabilities)2021-12-31$879,979,569
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$770,199,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$814,745,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$702,048,791
Interest on participant loans2021-12-31$524,712
Interest earned on other investments2021-12-31$873,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$20,801,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$23,362,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$23,362,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$29,129,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$29,910,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$71,684,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$65,113,477
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31REDW LLC
Accountancy firm EIN2021-12-31850203431
2020 : PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$167,946,036
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$57,736,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$57,476,004
Expenses. Certain deemed distributions of participant loans2020-12-31$93,750
Value of total corrective distributions2020-12-31$1,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$63,479,249
Value of total assets at end of year2020-12-31$770,199,553
Value of total assets at beginning of year2020-12-31$659,989,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$165,448
Total interest from all sources2020-12-31$1,477,203
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$19,250,887
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$19,250,887
Administrative expenses professional fees incurred2020-12-31$39,332
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$56,628,308
Participant contributions at end of year2020-12-31$12,575,299
Participant contributions at beginning of year2020-12-31$11,242,180
Participant contributions at end of year2020-12-31$2,302,208
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,850,941
Administrative expenses (other) incurred2020-12-31$126,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$110,209,822
Value of net assets at end of year (total assets less liabilities)2020-12-31$770,199,553
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$659,989,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$702,048,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$604,219,722
Interest on participant loans2020-12-31$507,505
Interest earned on other investments2020-12-31$897,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$23,362,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$13,638,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$13,638,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$72,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$29,910,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$30,889,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$83,738,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$57,476,004
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31REDW LLC
Accountancy firm EIN2020-12-31850203431
2019 : PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$179,993,336
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$55,239,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$54,917,130
Expenses. Certain deemed distributions of participant loans2019-12-31$86,722
Value of total corrective distributions2019-12-31$8,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$64,478,752
Value of total assets at end of year2019-12-31$659,989,731
Value of total assets at beginning of year2019-12-31$535,235,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$226,502
Total interest from all sources2019-12-31$1,675,378
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$17,801,644
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$17,801,644
Administrative expenses professional fees incurred2019-12-31$31,561
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$50,439,217
Participant contributions at end of year2019-12-31$11,242,180
Participant contributions at beginning of year2019-12-31$9,990,238
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,039,535
Administrative expenses (other) incurred2019-12-31$194,941
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$124,754,143
Value of net assets at end of year (total assets less liabilities)2019-12-31$659,989,731
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$535,235,588
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$604,219,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$480,020,490
Interest on participant loans2019-12-31$466,013
Interest earned on other investments2019-12-31$937,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$13,638,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$13,073,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$13,073,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$271,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$30,889,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$32,151,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$96,037,562
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$54,917,130
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 name2019-12-31REDW LLC
Accountancy firm EIN2019-12-31850203431
2018 : PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$27,617,889
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$43,540,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$42,921,224
Expenses. Certain deemed distributions of participant loans2018-12-31$115,119
Value of total corrective distributions2018-12-31$1,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$55,658,117
Value of total assets at end of year2018-12-31$535,235,588
Value of total assets at beginning of year2018-12-31$551,158,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$502,461
Total interest from all sources2018-12-31$1,532,812
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$21,013,191
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$21,013,191
Administrative expenses professional fees incurred2018-12-31$44,394
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$44,450,448
Participant contributions at end of year2018-12-31$9,990,238
Participant contributions at beginning of year2018-12-31$9,192,122
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,207,669
Other income not declared elsewhere2018-12-31$-28,089
Administrative expenses (other) incurred2018-12-31$458,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,922,799
Value of net assets at end of year (total assets less liabilities)2018-12-31$535,235,588
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$551,158,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$480,020,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$498,328,735
Interest on participant loans2018-12-31$369,394
Interest earned on other investments2018-12-31$973,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$13,073,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$9,316,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$9,316,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$189,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$32,151,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$34,320,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-50,558,142
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$42,921,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31REDW LLC
Accountancy firm EIN2018-12-31850203431
2017 : PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$130,695,606
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$40,802,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$40,108,280
Expenses. Certain deemed distributions of participant loans2017-12-31$24,673
Value of total corrective distributions2017-12-31$11,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$48,490,160
Value of total assets at end of year2017-12-31$551,158,387
Value of total assets at beginning of year2017-12-31$461,265,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$657,846
Total interest from all sources2017-12-31$1,408,746
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,436,247
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$15,436,247
Administrative expenses professional fees incurred2017-12-31$26,992
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$41,589,362
Participant contributions at end of year2017-12-31$9,192,122
Participant contributions at beginning of year2017-12-31$8,375,571
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,900,798
Administrative expenses (other) incurred2017-12-31$630,854
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$89,893,118
Value of net assets at end of year (total assets less liabilities)2017-12-31$551,158,387
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$461,265,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$498,328,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$407,691,817
Interest on participant loans2017-12-31$297,088
Interest earned on other investments2017-12-31$1,036,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$9,316,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$9,320,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$9,320,295
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$75,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$34,320,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$35,877,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$65,360,453
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$40,108,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31REDW LLC
Accountancy firm EIN2017-12-31850203431
2016 : PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$80,452,738
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$32,333,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$32,118,159
Expenses. Certain deemed distributions of participant loans2016-12-31$19,965
Value of total corrective distributions2016-12-31$1,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$47,914,595
Value of total assets at end of year2016-12-31$461,265,269
Value of total assets at beginning of year2016-12-31$413,145,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$193,179
Total interest from all sources2016-12-31$1,399,920
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$12,544,412
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$12,544,412
Administrative expenses professional fees incurred2016-12-31$28,327
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$38,561,339
Participant contributions at end of year2016-12-31$8,375,571
Participant contributions at beginning of year2016-12-31$8,220,211
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,353,256
Administrative expenses (other) incurred2016-12-31$164,852
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$48,119,648
Value of net assets at end of year (total assets less liabilities)2016-12-31$461,265,269
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$413,145,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$407,691,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$359,788,496
Interest on participant loans2016-12-31$275,217
Interest earned on other investments2016-12-31$1,095,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,320,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,586,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,586,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$29,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$35,877,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$38,550,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$18,593,811
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$32,118,159
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31REDW LLC
Accountancy firm EIN2016-12-31850203431
2015 : PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$40,854,729
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,539,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$32,278,390
Expenses. Certain deemed distributions of participant loans2015-12-31$15,157
Value of total corrective distributions2015-12-31$8,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$40,784,342
Value of total assets at end of year2015-12-31$413,145,621
Value of total assets at beginning of year2015-12-31$404,829,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$237,512
Total interest from all sources2015-12-31$1,472,609
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,659,956
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$14,659,956
Administrative expenses professional fees incurred2015-12-31$35,187
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$34,373,318
Participant contributions at end of year2015-12-31$8,220,211
Participant contributions at beginning of year2015-12-31$7,916,755
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,411,024
Administrative expenses (other) incurred2015-12-31$202,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$8,315,622
Value of net assets at end of year (total assets less liabilities)2015-12-31$413,145,621
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$404,829,999
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$359,788,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$354,708,120
Interest on participant loans2015-12-31$284,443
Interest earned on other investments2015-12-31$1,184,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,586,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$38,550,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$42,205,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-16,062,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$32,278,390
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31REDW LLC
Accountancy firm EIN2015-12-31850203431
2014 : PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$64,437,212
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$32,650,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$32,464,411
Expenses. Certain deemed distributions of participant loans2014-12-31$29,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$37,394,367
Value of total assets at end of year2014-12-31$404,829,999
Value of total assets at beginning of year2014-12-31$373,043,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$156,773
Total interest from all sources2014-12-31$1,649,167
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$23,661,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$23,661,268
Administrative expenses professional fees incurred2014-12-31$28,160
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$32,441,807
Participant contributions at end of year2014-12-31$7,916,755
Participant contributions at beginning of year2014-12-31$8,832,707
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,952,560
Administrative expenses (other) incurred2014-12-31$128,613
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$31,786,768
Value of net assets at end of year (total assets less liabilities)2014-12-31$404,829,999
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$373,043,231
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$354,708,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$316,377,874
Interest on participant loans2014-12-31$325,181
Interest earned on other investments2014-12-31$1,323,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$42,205,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$47,832,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,732,410
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$32,464,411
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31ATKINSON & CO., LTD
Accountancy firm EIN2014-12-31850211867
2013 : PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$96,764,965
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$27,489,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$26,625,807
Expenses. Certain deemed distributions of participant loans2013-12-31$566,067
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$34,935,643
Value of total assets at end of year2013-12-31$373,043,231
Value of total assets at beginning of year2013-12-31$303,768,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$298,017
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$1,914,993
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,243,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$11,243,598
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$30,713,482
Participant contributions at end of year2013-12-31$8,832,707
Participant contributions at beginning of year2013-12-31$7,824,992
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,222,161
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
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$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
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$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$69,275,074
Value of net assets at end of year (total assets less liabilities)2013-12-31$373,043,231
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$303,768,157
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$316,377,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$242,513,770
Interest on participant loans2013-12-31$296,621
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$1,618,372
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$47,832,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$53,429,395
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$48,670,731
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,625,807
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$298,017
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31ATKINSON & CO., LTD
Accountancy firm EIN2013-12-31850211867
2012 : PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$65,252,674
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$17,218,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,457,104
Expenses. Certain deemed distributions of participant loans2012-12-31$523,453
Value of total corrective distributions2012-12-31$6,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,365,217
Value of total assets at end of year2012-12-31$303,768,157
Value of total assets at beginning of year2012-12-31$255,734,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$231,897
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$1,794,138
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,310,768
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$7,310,768
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$28,837,363
Participant contributions at end of year2012-12-31$7,824,992
Participant contributions at beginning of year2012-12-31$7,052,446
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,527,854
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$48,033,804
Value of net assets at end of year (total assets less liabilities)2012-12-31$303,768,157
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$255,734,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$242,513,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$199,510,089
Interest on participant loans2012-12-31$260,936
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$1,533,202
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$53,429,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$49,171,818
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,782,551
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,457,104
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$231,897
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ATKINSON &, CO., LTD
Accountancy firm EIN2012-12-31850211867
2011 : PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$27,851,840
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$15,755,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,209,597
Expenses. Certain deemed distributions of participant loans2011-12-31$353,425
Value of total corrective distributions2011-12-31$1,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$28,676,946
Value of total assets at end of year2011-12-31$255,734,353
Value of total assets at beginning of year2011-12-31$243,638,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$191,744
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$1,603,734
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,368,274
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$5,368,274
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$27,176,668
Participant contributions at end of year2011-12-31$7,052,446
Participant contributions at beginning of year2011-12-31$6,582,007
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,500,278
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$12,096,050
Value of net assets at end of year (total assets less liabilities)2011-12-31$255,734,353
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$243,638,303
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$199,510,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$194,619,341
Interest on participant loans2011-12-31$261,582
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$1,342,152
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$49,171,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$42,436,955
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,797,114
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,209,597
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$191,744
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31ATKINSON & CO., LTD
Accountancy firm EIN2011-12-31850211867
2010 : PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$52,887,566
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,676,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,223,723
Expenses. Certain deemed distributions of participant loans2010-12-31$286,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$28,272,152
Value of total assets at end of year2010-12-31$243,638,303
Value of total assets at beginning of year2010-12-31$201,427,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$166,465
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$1,540,402
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,783,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,783,486
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$5,182
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$25,647,629
Participant contributions at end of year2010-12-31$6,582,007
Participant contributions at beginning of year2010-12-31$5,135,769
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,624,523
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$42,211,277
Value of net assets at end of year (total assets less liabilities)2010-12-31$243,638,303
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$201,427,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$194,619,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$158,883,032
Interest on participant loans2010-12-31$255,128
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$1,285,274
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$42,436,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$37,408,225
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$19,291,526
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,223,723
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$161,283
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ATKINSON & CO., LTD
Accountancy firm EIN2010-12-31850211867
2009 : PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN

2022: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 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: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-02
Policy instance 1
Insurance contract or identification number1009521-02
Number of Individuals Covered1162
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-02
Policy instance 1
Insurance contract or identification number1009521-02
Number of Individuals Covered1196
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-02
Policy instance 1
Insurance contract or identification number1009521-02
Number of Individuals Covered1241
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-02
Policy instance 1
Insurance contract or identification number1009521-02
Number of Individuals Covered1290
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-02
Policy instance 1
Insurance contract or identification number1009521-02
Number of Individuals Covered1347
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-02
Policy instance 1
Insurance contract or identification number1009521-02
Number of Individuals Covered1440
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-02
Policy instance 1
Insurance contract or identification number1009521-02
Number of Individuals Covered1653
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-02
Policy instance 1
Insurance contract or identification number1009521-02
Number of Individuals Covered1803
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-02
Policy instance 1
Insurance contract or identification number1009521-02
Number of Individuals Covered2042
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $178,519
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 $178,519
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-02
Policy instance 1
Insurance contract or identification number1009521-02
Number of Individuals Covered2386
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $58,336
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 $58,336
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-02
Policy instance 1
Insurance contract or identification number1009521-02
Number of Individuals Covered8105
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $50,384
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-02
Policy instance 1
Insurance contract or identification number1009521-02
Number of Individuals Covered7605
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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