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JOHN MUIR HEALTH 403B PLAN 401k Plan overview

Plan NameJOHN MUIR HEALTH 403B PLAN
Plan identification number 002

JOHN MUIR HEALTH 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

JOHN MUIR HEALTH has sponsored the creation of one or more 401k plans.

Company Name:JOHN MUIR HEALTH
Employer identification number (EIN):941461843
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about JOHN MUIR HEALTH

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0351060

More information about JOHN MUIR HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN MUIR HEALTH 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022023-01-01LISA FOUST
0022022-01-01
0022022-01-01LISA FOUST
0022021-01-01
0022021-01-01CHRISTIAN PASS
0022020-01-01
0022019-01-01
0022019-01-01
0022019-01-01LISA FOUST
0022018-01-01
0022017-01-01CHRISTIAN PASS LISA FOUST2018-10-15
0022016-01-01CHRISTIAN PASS LISA FOUST2017-10-16
0022015-01-01CHRISTIAN PASS LISA FOUST2016-10-13
0022014-01-01CHRISTIAN PASS LISA FOUST2015-10-08
0022013-01-01MICHAEL MOODY LISA FOUST2014-10-13
0022012-01-01MICHAEL MOODY LISA FOUST2013-10-14
0022011-01-01MICHAEL MOODY MICHAEL MOODY2012-10-15
0022010-01-01ALICE VILLANUEVA
0022009-01-01ALICE VILLANUEVA

Plan Statistics for JOHN MUIR HEALTH 403B PLAN

401k plan membership statisitcs for JOHN MUIR HEALTH 403B PLAN

Measure Date Value
2023: JOHN MUIR HEALTH 403B PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-017,525
Total number of active participants reported on line 7a of the Form 55002023-01-015,098
Number of retired or separated participants receiving benefits2023-01-01463
Number of other retired or separated participants entitled to future benefits2023-01-011,996
Total of all active and inactive participants2023-01-017,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0138
Total participants2023-01-017,595
Number of participants with account balances2023-01-017,325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01108
2022: JOHN MUIR HEALTH 403B PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019,461
Total number of active participants reported on line 7a of the Form 55002022-01-014,867
Number of retired or separated participants receiving benefits2022-01-01334
Number of other retired or separated participants entitled to future benefits2022-01-012,284
Total of all active and inactive participants2022-01-017,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0140
Total participants2022-01-017,525
Number of participants with account balances2022-01-017,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01132
2021: JOHN MUIR HEALTH 403B PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018,945
Total number of active participants reported on line 7a of the Form 55002021-01-017,357
Number of retired or separated participants receiving benefits2021-01-01698
Number of other retired or separated participants entitled to future benefits2021-01-011,362
Total of all active and inactive participants2021-01-019,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0144
Total participants2021-01-019,461
Number of participants with account balances2021-01-014,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01104
2020: JOHN MUIR HEALTH 403B PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0114,512
Total number of active participants reported on line 7a of the Form 55002020-01-0116,236
Number of retired or separated participants receiving benefits2020-01-01833
Number of other retired or separated participants entitled to future benefits2020-01-011,267
Total of all active and inactive participants2020-01-0118,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0128
Total participants2020-01-0118,364
Number of participants with account balances2020-01-017,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0190
2019: JOHN MUIR HEALTH 403B PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0117,566
Total number of active participants reported on line 7a of the Form 55002019-01-0114,512
Number of retired or separated participants receiving benefits2019-01-01156
Number of other retired or separated participants entitled to future benefits2019-01-012,187
Total of all active and inactive participants2019-01-0116,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0117
Total participants2019-01-0116,872
Number of participants with account balances2019-01-018,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0182
2018: JOHN MUIR HEALTH 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0116,870
Total number of active participants reported on line 7a of the Form 55002018-01-0115,760
Number of retired or separated participants receiving benefits2018-01-01135
Number of other retired or separated participants entitled to future benefits2018-01-011,657
Total of all active and inactive participants2018-01-0117,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0114
Total participants2018-01-0117,566
Number of participants with account balances2018-01-018,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0149
2017: JOHN MUIR HEALTH 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,042
Total number of active participants reported on line 7a of the Form 55002017-01-0115,204
Number of retired or separated participants receiving benefits2017-01-01103
Number of other retired or separated participants entitled to future benefits2017-01-011,547
Total of all active and inactive participants2017-01-0116,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116
Total participants2017-01-0116,870
Number of participants with account balances2017-01-017,996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0141
2016: JOHN MUIR HEALTH 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111,612
Total number of active participants reported on line 7a of the Form 55002016-01-0111,574
Number of retired or separated participants receiving benefits2016-01-0191
Number of other retired or separated participants entitled to future benefits2016-01-011,362
Total of all active and inactive participants2016-01-0113,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0115
Total participants2016-01-0113,042
Number of participants with account balances2016-01-018,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0138
2015: JOHN MUIR HEALTH 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111,682
Total number of active participants reported on line 7a of the Form 55002015-01-0110,243
Number of retired or separated participants receiving benefits2015-01-0163
Number of other retired or separated participants entitled to future benefits2015-01-011,294
Total of all active and inactive participants2015-01-0111,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-0111,612
Number of participants with account balances2015-01-017,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: JOHN MUIR HEALTH 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110,742
Total number of active participants reported on line 7a of the Form 55002014-01-0110,374
Number of retired or separated participants receiving benefits2014-01-0157
Number of other retired or separated participants entitled to future benefits2014-01-011,241
Total of all active and inactive participants2014-01-0111,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-0111,682
Number of participants with account balances2014-01-017,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134
2013: JOHN MUIR HEALTH 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,188
Total number of active participants reported on line 7a of the Form 55002013-01-019,675
Number of retired or separated participants receiving benefits2013-01-0129
Number of other retired or separated participants entitled to future benefits2013-01-011,036
Total of all active and inactive participants2013-01-0110,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0110,742
Number of participants with account balances2013-01-017,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0183
2012: JOHN MUIR HEALTH 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112,667
Total number of active participants reported on line 7a of the Form 55002012-01-0110,404
Number of retired or separated participants receiving benefits2012-01-0119
Number of other retired or separated participants entitled to future benefits2012-01-01762
Total of all active and inactive participants2012-01-0111,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-0111,188
Number of participants with account balances2012-01-017,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0135
2011: JOHN MUIR HEALTH 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114,874
Total number of active participants reported on line 7a of the Form 55002011-01-0110,375
Number of other retired or separated participants entitled to future benefits2011-01-012,292
Total of all active and inactive participants2011-01-0112,667
Total participants2011-01-0112,667
Number of participants with account balances2011-01-017,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: JOHN MUIR HEALTH 403B PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,549
Total number of active participants reported on line 7a of the Form 55002010-01-0112,760
Number of retired or separated participants receiving benefits2010-01-0116
Number of other retired or separated participants entitled to future benefits2010-01-012,098
Total of all active and inactive participants2010-01-0114,874
Total participants2010-01-0114,874
Number of participants with account balances2010-01-017,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0129
2009: JOHN MUIR HEALTH 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113,058
Total number of active participants reported on line 7a of the Form 55002009-01-0113,058
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-011,687
Total of all active and inactive participants2009-01-0114,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0114,757
Number of participants with account balances2009-01-017,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0142

Financial Data on JOHN MUIR HEALTH 403B PLAN

Measure Date Value
2023 : JOHN MUIR HEALTH 403B PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$271,999,720
Total of all expenses incurred2023-12-31$85,391,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$84,088,842
Expenses. Certain deemed distributions of participant loans2023-12-31$398,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$87,612,118
Value of total assets at end of year2023-12-31$1,237,367,116
Value of total assets at beginning of year2023-12-31$1,050,759,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$904,457
Total interest from all sources2023-12-31$1,036,027
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$24,250,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$24,250,117
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$13,687,709
Participant contributions at end of year2023-12-31$18,371,279
Participant contributions at beginning of year2023-12-31$16,923,806
Assets. Other investments not covered elsewhere at end of year2023-12-31$30,090,519
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$26,732,013
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$8,416,537
Administrative expenses (other) incurred2023-12-31$177,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$186,608,024
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,237,367,116
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,050,759,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,110,761,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$920,226,494
Interest on participant loans2023-12-31$1,021,682
Interest earned on other investments2023-12-31$14,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$64,501,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$74,632,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$159,101,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$65,507,872
Employer contributions (assets) at end of year2023-12-31$13,642,248
Employer contributions (assets) at beginning of year2023-12-31$12,244,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$84,088,842
Contract administrator fees2023-12-31$367,360
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS LLP
Accountancy firm EIN2023-12-31910189318
Total income from all sources (including contributions)2023-01-01$271,999,720
Total of all expenses incurred2023-01-01$85,391,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$84,088,842
Expenses. Certain deemed distributions of participant loans2023-01-01$398,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$87,612,118
Value of total assets at end of year2023-01-01$1,237,367,116
Value of total assets at beginning of year2023-01-01$1,050,759,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$904,457
Total interest from all sources2023-01-01$1,036,027
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$24,250,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$24,250,117
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$13,687,709
Participant contributions at end of year2023-01-01$18,371,279
Participant contributions at beginning of year2023-01-01$16,923,806
Assets. Other investments not covered elsewhere at end of year2023-01-01$30,090,519
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$26,732,013
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$8,416,537
Administrative expenses (other) incurred2023-01-01$177,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$186,608,024
Value of net assets at end of year (total assets less liabilities)2023-01-01$1,237,367,116
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$1,050,759,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$1,110,761,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$920,226,494
Interest on participant loans2023-01-01$1,021,682
Interest earned on other investments2023-01-01$14,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$64,501,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$74,632,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$159,101,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$65,507,872
Employer contributions (assets) at end of year2023-01-01$13,642,248
Employer contributions (assets) at beginning of year2023-01-01$12,244,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$84,088,842
Contract administrator fees2023-01-01$367,360
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MOSS ADAMS LLP
Accountancy firm EIN2023-01-01910189318
2022 : JOHN MUIR HEALTH 403B PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-103,839,858
Total of all expenses incurred2022-12-31$72,727,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$71,381,770
Expenses. Certain deemed distributions of participant loans2022-12-31$351,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$78,026,166
Value of total assets at end of year2022-12-31$1,050,759,092
Value of total assets at beginning of year2022-12-31$1,227,326,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$994,348
Total interest from all sources2022-12-31$896,317
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$23,268,059
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$23,268,059
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$12,449,207
Participant contributions at end of year2022-12-31$16,923,806
Participant contributions at beginning of year2022-12-31$16,775,489
Assets. Other investments not covered elsewhere at end of year2022-12-31$26,732,013
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$28,592,951
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,434,250
Administrative expenses (other) incurred2022-12-31$994,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-176,567,449
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,050,759,092
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,227,326,541
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$920,226,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,095,463,405
Interest on participant loans2022-12-31$874,939
Interest earned on other investments2022-12-31$21,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$74,632,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$75,833,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-206,030,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$60,142,709
Employer contributions (assets) at end of year2022-12-31$12,244,778
Employer contributions (assets) at beginning of year2022-12-31$10,660,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$71,381,770
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
Total income from all sources (including contributions)2022-01-01$-103,839,858
Total of all expenses incurred2022-01-01$72,727,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$71,381,770
Expenses. Certain deemed distributions of participant loans2022-01-01$351,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$78,026,166
Value of total assets at end of year2022-01-01$1,050,759,092
Value of total assets at beginning of year2022-01-01$1,227,326,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$994,348
Total interest from all sources2022-01-01$896,317
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$23,268,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$23,268,059
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$12,449,207
Participant contributions at end of year2022-01-01$16,923,806
Participant contributions at beginning of year2022-01-01$16,775,489
Assets. Other investments not covered elsewhere at end of year2022-01-01$26,732,013
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$28,592,951
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$5,434,250
Administrative expenses (other) incurred2022-01-01$994,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-176,567,449
Value of net assets at end of year (total assets less liabilities)2022-01-01$1,050,759,092
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$1,227,326,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$920,226,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$1,095,463,405
Interest on participant loans2022-01-01$874,939
Interest earned on other investments2022-01-01$21,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$74,632,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$75,833,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-206,030,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$60,142,709
Employer contributions (assets) at end of year2022-01-01$12,244,778
Employer contributions (assets) at beginning of year2022-01-01$10,660,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$71,381,770
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MOSS ADAMS LLP
Accountancy firm EIN2022-01-01910189318
2021 : JOHN MUIR HEALTH 403B PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$243,675,343
Total of all expenses incurred2021-12-31$90,338,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$89,155,534
Expenses. Certain deemed distributions of participant loans2021-12-31$130,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$78,527,069
Value of total assets at end of year2021-12-31$1,227,326,541
Value of total assets at beginning of year2021-12-31$1,073,989,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,052,533
Total interest from all sources2021-12-31$1,012,141
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$21,648,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$21,648,145
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$55,712,784
Participant contributions at end of year2021-12-31$16,775,489
Participant contributions at beginning of year2021-12-31$17,493,371
Assets. Other investments not covered elsewhere at end of year2021-12-31$28,592,951
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$17,781,312
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,578,953
Administrative expenses (other) incurred2021-12-31$1,052,533
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$153,337,150
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,227,326,541
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,073,989,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,095,463,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$950,439,041
Interest on participant loans2021-12-31$985,122
Interest earned on other investments2021-12-31$27,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$75,833,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$78,347,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$142,487,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,235,332
Employer contributions (assets) at end of year2021-12-31$10,660,890
Employer contributions (assets) at beginning of year2021-12-31$9,927,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$89,155,534
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : JOHN MUIR HEALTH 403B PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$192,627,629
Total of all expenses incurred2020-12-31$78,847,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$77,936,699
Expenses. Certain deemed distributions of participant loans2020-12-31$80,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$67,596,316
Value of total assets at end of year2020-12-31$1,073,989,391
Value of total assets at beginning of year2020-12-31$960,209,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$830,557
Total interest from all sources2020-12-31$3,678,252
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,957,285
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$12,957,285
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$50,447,191
Participant contributions at end of year2020-12-31$17,493,371
Participant contributions at beginning of year2020-12-31$18,861,921
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$1,518,987
Assets. Other investments not covered elsewhere at end of year2020-12-31$17,781,312
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$15,629,435
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,035,794
Administrative expenses (other) incurred2020-12-31$830,557
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$113,780,360
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,073,989,391
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$960,209,031
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$950,439,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$834,850,515
Interest on participant loans2020-12-31$1,021,369
Interest earned on other investments2020-12-31$2,656,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$78,347,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$79,367,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$108,395,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,113,331
Employer contributions (assets) at end of year2020-12-31$9,927,734
Employer contributions (assets) at beginning of year2020-12-31$9,980,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$77,936,699
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 name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : JOHN MUIR HEALTH 403B PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$238,417,700
Total income from all sources (including contributions)2019-12-31$238,417,700
Total of all expenses incurred2019-12-31$82,371,836
Total of all expenses incurred2019-12-31$82,371,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$81,369,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$81,369,390
Expenses. Certain deemed distributions of participant loans2019-12-31$160,931
Expenses. Certain deemed distributions of participant loans2019-12-31$160,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$69,740,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$69,740,934
Value of total assets at end of year2019-12-31$960,209,031
Value of total assets at end of year2019-12-31$960,209,031
Value of total assets at beginning of year2019-12-31$804,163,167
Value of total assets at beginning of year2019-12-31$804,163,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$841,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$841,515
Total interest from all sources2019-12-31$3,690,216
Total interest from all sources2019-12-31$3,690,216
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$17,873,216
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$17,873,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$17,873,216
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$17,873,216
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$53,309,307
Contributions received from participants2019-12-31$53,309,307
Participant contributions at end of year2019-12-31$18,861,921
Participant contributions at end of year2019-12-31$18,861,921
Participant contributions at beginning of year2019-12-31$17,396,221
Participant contributions at beginning of year2019-12-31$17,396,221
Participant contributions at end of year2019-12-31$1,518,987
Participant contributions at end of year2019-12-31$1,518,987
Participant contributions at beginning of year2019-12-31$1,634,519
Participant contributions at beginning of year2019-12-31$1,634,519
Assets. Other investments not covered elsewhere at end of year2019-12-31$15,629,435
Assets. Other investments not covered elsewhere at end of year2019-12-31$15,629,435
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,291,949
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,291,949
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,384,331
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,384,331
Administrative expenses (other) incurred2019-12-31$841,515
Administrative expenses (other) incurred2019-12-31$841,515
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
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$156,045,864
Value of net income/loss2019-12-31$156,045,864
Value of net assets at end of year (total assets less liabilities)2019-12-31$960,209,031
Value of net assets at end of year (total assets less liabilities)2019-12-31$960,209,031
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$804,163,167
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$804,163,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$834,850,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$834,850,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$650,674,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$650,674,722
Interest on participant loans2019-12-31$998,173
Interest on participant loans2019-12-31$998,173
Interest earned on other investments2019-12-31$2,692,043
Interest earned on other investments2019-12-31$2,692,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$42,144,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$42,144,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$42,144,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$42,144,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,367,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,367,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$79,227,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$79,227,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$147,113,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$147,113,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,047,296
Contributions received in cash from employer2019-12-31$11,047,296
Employer contributions (assets) at end of year2019-12-31$9,980,282
Employer contributions (assets) at end of year2019-12-31$9,980,282
Employer contributions (assets) at beginning of year2019-12-31$10,793,768
Employer contributions (assets) at beginning of year2019-12-31$10,793,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$81,369,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$81,369,390
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
Total income from all sources (including contributions)2019-01-01$238,417,700
Total of all expenses incurred2019-01-01$82,371,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-01$81,369,390
Expenses. Certain deemed distributions of participant loans2019-01-01$160,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-01$69,740,934
Value of total assets at end of year2019-01-01$960,209,031
Value of total assets at beginning of year2019-01-01$804,163,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-01$841,515
Total interest from all sources2019-01-01$3,690,216
Total dividends received (eg from common stock, registered investment company shares)2019-01-01$17,873,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2019-01-01$17,873,216
Was this plan covered by a fidelity bond2019-01-01Yes
Value of fidelity bond cover2019-01-01$500,000
If this is an individual account plan, was there a blackout period2019-01-01No
Were there any nonexempt tranactions with any party-in-interest2019-01-01No
Contributions received from participants2019-01-01$53,309,307
Participant contributions at end of year2019-01-01$18,861,921
Participant contributions at beginning of year2019-01-01$17,396,221
Participant contributions at end of year2019-01-01$1,518,987
Participant contributions at beginning of year2019-01-01$1,634,519
Assets. Other investments not covered elsewhere at end of year2019-01-01$15,629,435
Assets. Other investments not covered elsewhere at beginning of year2019-01-01$2,291,949
Income. Received or receivable in cash from other sources (including rollovers)2019-01-01$5,384,331
Administrative expenses (other) incurred2019-01-01$841,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-01No
Value of net income/loss2019-01-01$156,045,864
Value of net assets at end of year (total assets less liabilities)2019-01-01$960,209,031
Value of net assets at beginning of year (total assets less liabilities)2019-01-01$804,163,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-01No
Were any leases to which the plan was party in default or uncollectible2019-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-01-01$834,850,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-01-01$650,674,722
Interest on participant loans2019-01-01$998,173
Interest earned on other investments2019-01-01$2,692,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-01-01$79,367,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-01-01$79,227,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-01-01$147,113,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-01No
Was there a failure to transmit to the plan any participant contributions2019-01-01No
Has the plan failed to provide any benefit when due under the plan2019-01-01No
Contributions received in cash from employer2019-01-01$11,047,296
Employer contributions (assets) at end of year2019-01-01$9,980,282
Employer contributions (assets) at beginning of year2019-01-01$10,793,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-01$81,369,390
Did the plan have assets held for investment2019-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-01No
Opinion of an independent qualified public accountant for this plan2019-01-011
Accountancy firm name2019-01-01MOSS ADAMS LLP
Accountancy firm EIN2019-01-01910189318
2018 : JOHN MUIR HEALTH 403B PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$25,763,198
Total of all expenses incurred2018-12-31$64,192,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$63,060,158
Expenses. Certain deemed distributions of participant loans2018-12-31$187,054
Value of total corrective distributions2018-12-31$41,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$66,291,392
Value of total assets at end of year2018-12-31$804,163,167
Value of total assets at beginning of year2018-12-31$842,592,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$904,553
Total interest from all sources2018-12-31$4,869,571
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$15,817,492
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$15,817,492
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$50,821,703
Participant contributions at end of year2018-12-31$17,396,221
Participant contributions at beginning of year2018-12-31$16,029,955
Participant contributions at end of year2018-12-31$1,634,519
Participant contributions at beginning of year2018-12-31$1,569,437
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,291,949
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,255,138
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,504,919
Administrative expenses (other) incurred2018-12-31$904,553
Total non interest bearing cash at beginning of year2018-12-31$2,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-38,429,701
Value of net assets at end of year (total assets less liabilities)2018-12-31$804,163,167
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$842,592,868
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$650,674,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$701,516,148
Interest on participant loans2018-12-31$842,423
Interest earned on other investments2018-12-31$2,730,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$42,144,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$39,110,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$39,110,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,296,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$79,227,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$81,743,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-61,215,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,964,770
Employer contributions (assets) at end of year2018-12-31$10,793,768
Employer contributions (assets) at beginning of year2018-12-31$366,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$63,060,158
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : JOHN MUIR HEALTH 403B PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$181,272,157
Total of all expenses incurred2017-12-31$55,252,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$53,871,369
Expenses. Certain deemed distributions of participant loans2017-12-31$538,965
Value of total corrective distributions2017-12-31$6,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$67,165,008
Value of total assets at end of year2017-12-31$842,592,868
Value of total assets at beginning of year2017-12-31$716,573,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$835,705
Total interest from all sources2017-12-31$4,315,833
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$13,287,854
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$13,287,854
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$49,350,266
Participant contributions at end of year2017-12-31$16,029,955
Participant contributions at beginning of year2017-12-31$14,652,220
Participant contributions at end of year2017-12-31$1,569,437
Participant contributions at beginning of year2017-12-31$1,541,838
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,255,138
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$14,739,689
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,348,143
Administrative expenses (other) incurred2017-12-31$835,705
Total non interest bearing cash at end of year2017-12-31$2,354
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$126,019,392
Value of net assets at end of year (total assets less liabilities)2017-12-31$842,592,868
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$716,573,476
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$701,516,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$597,185,884
Interest on participant loans2017-12-31$702,214
Interest earned on other investments2017-12-31$2,842,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$39,110,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$770,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$81,743,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$88,110,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$96,503,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,466,599
Employer contributions (assets) at end of year2017-12-31$366,321
Employer contributions (assets) at beginning of year2017-12-31$343,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$53,871,369
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : JOHN MUIR HEALTH 403B PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$113,895,766
Total of all expenses incurred2016-12-31$47,451,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$46,404,144
Expenses. Certain deemed distributions of participant loans2016-12-31$269,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$61,201,660
Value of total assets at end of year2016-12-31$716,573,476
Value of total assets at beginning of year2016-12-31$650,128,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$776,998
Total interest from all sources2016-12-31$5,416,732
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$12,092,056
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$12,092,056
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 period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$45,899,659
Participant contributions at end of year2016-12-31$14,652,220
Participant contributions at beginning of year2016-12-31$14,512,565
Participant contributions at end of year2016-12-31$1,541,838
Participant contributions at beginning of year2016-12-31$1,228,806
Assets. Other investments not covered elsewhere at end of year2016-12-31$14,739,689
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$13,232,965
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,598,680
Other income not declared elsewhere2016-12-31$100,848
Administrative expenses (other) incurred2016-12-31$776,998
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$66,444,642
Value of net assets at end of year (total assets less liabilities)2016-12-31$716,573,476
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$650,128,834
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$597,185,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$528,711,862
Interest on participant loans2016-12-31$619,690
Interest earned on other investments2016-12-31$4,797,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$88,110,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$92,151,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$35,084,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$9,703,321
Employer contributions (assets) at end of year2016-12-31$343,677
Employer contributions (assets) at beginning of year2016-12-31$291,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$46,404,144
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : JOHN MUIR HEALTH 403B PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$62,932,231
Total of all expenses incurred2015-12-31$51,664,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$50,380,937
Expenses. Certain deemed distributions of participant loans2015-12-31$491,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$61,475,872
Value of total assets at end of year2015-12-31$650,128,834
Value of total assets at beginning of year2015-12-31$638,861,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$792,454
Total interest from all sources2015-12-31$3,647,139
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,904,722
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$9,904,722
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 period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$44,574,574
Participant contributions at end of year2015-12-31$14,512,565
Participant contributions at beginning of year2015-12-31$13,252,183
Participant contributions at end of year2015-12-31$1,228,806
Assets. Other investments not covered elsewhere at end of year2015-12-31$13,232,965
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,251,555
Other income not declared elsewhere2015-12-31$165,700
Administrative expenses (other) incurred2015-12-31$792,454
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$11,267,778
Value of net assets at end of year (total assets less liabilities)2015-12-31$650,128,834
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$638,861,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$528,711,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$524,219,567
Interest on participant loans2015-12-31$578,362
Interest earned on other investments2015-12-31$3,068,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$92,151,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$101,389,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,261,202
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$9,649,743
Employer contributions (assets) at end of year2015-12-31$291,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$50,380,937
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : JOHN MUIR HEALTH 403B PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$103,823,857
Total of all expenses incurred2014-12-31$62,627,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$59,601,527
Expenses. Certain deemed distributions of participant loans2014-12-31$2,317,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$64,126,149
Value of total assets at end of year2014-12-31$638,861,056
Value of total assets at beginning of year2014-12-31$597,664,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$708,213
Total interest from all sources2014-12-31$3,849,528
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,889,706
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$9,889,706
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 period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$40,814,455
Participant contributions at end of year2014-12-31$13,252,183
Participant contributions at beginning of year2014-12-31$14,291,388
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,252,370
Other income not declared elsewhere2014-12-31$242,259
Administrative expenses (other) incurred2014-12-31$708,213
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$41,196,727
Value of net assets at end of year (total assets less liabilities)2014-12-31$638,861,056
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$597,664,329
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$524,219,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$488,183,188
Interest on participant loans2014-12-31$538,117
Interest earned on other investments2014-12-31$3,311,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$101,389,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$95,189,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$25,716,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$9,059,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$59,601,527
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : JOHN MUIR HEALTH 403B PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$158,908,783
Total of all expenses incurred2013-12-31$53,583,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$52,934,490
Expenses. Certain deemed distributions of participant loans2013-12-31$408,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$65,278,907
Value of total assets at end of year2013-12-31$597,664,329
Value of total assets at beginning of year2013-12-31$492,338,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$240,427
Total interest from all sources2013-12-31$3,898,685
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,152,546
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$8,152,546
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 period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$42,796,311
Participant contributions at end of year2013-12-31$14,291,388
Participant contributions at beginning of year2013-12-31$10,657,794
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,970,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$39,619,575
Other income not declared elsewhere2013-12-31$54,057
Administrative expenses (other) incurred2013-12-31$240,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$105,325,628
Value of net assets at end of year (total assets less liabilities)2013-12-31$597,664,329
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$492,338,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$488,183,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$330,319,048
Interest on participant loans2013-12-31$524,618
Interest earned on other investments2013-12-31$3,374,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$95,189,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$111,742,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$81,524,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,512,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$52,934,490
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : JOHN MUIR HEALTH 403B PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$150,485
Total income from all sources (including contributions)2012-12-31$106,964,312
Total of all expenses incurred2012-12-31$40,326,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$39,977,053
Expenses. Certain deemed distributions of participant loans2012-12-31$252,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$54,016,752
Value of total assets at end of year2012-12-31$492,338,701
Value of total assets at beginning of year2012-12-31$425,851,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$97,386
Total interest from all sources2012-12-31$2,624,423
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,535,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$10,535,750
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$39,629,839
Participant contributions at end of year2012-12-31$10,657,794
Participant contributions at beginning of year2012-12-31$6,966,051
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,215,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$39,619,575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$149,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$150,485
Administrative expenses (other) incurred2012-12-31$97,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$66,637,854
Value of net assets at end of year (total assets less liabilities)2012-12-31$492,338,701
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$425,700,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$330,319,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$331,106,747
Interest on participant loans2012-12-31$332,603
Interest earned on other investments2012-12-31$2,291,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$111,742,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$87,628,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$39,787,387
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
Contributions received in cash from employer2012-12-31$9,171,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$39,977,053
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : JOHN MUIR HEALTH 403B PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$150,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,040,585
Total income from all sources (including contributions)2011-12-31$45,267,283
Total of all expenses incurred2011-12-31$23,581,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,568,807
Expenses. Certain deemed distributions of participant loans2011-12-31$947,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$50,127,477
Value of total assets at end of year2011-12-31$425,851,332
Value of total assets at beginning of year2011-12-31$405,055,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$65,432
Total interest from all sources2011-12-31$1,600,533
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,165,925
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$7,165,925
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$37,728,868
Participant contributions at end of year2011-12-31$6,966,051
Participant contributions at beginning of year2011-12-31$5,326,180
Participant contributions at beginning of year2011-12-31$707,360
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,501,772
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$149,842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$127,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$150,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,040,585
Administrative expenses (other) incurred2011-12-31$65,432
Total non interest bearing cash at beginning of year2011-12-31$3,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$21,686,018
Value of net assets at end of year (total assets less liabilities)2011-12-31$425,700,847
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$404,014,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$331,106,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$305,780,105
Interest on participant loans2011-12-31$246,606
Interest earned on other investments2011-12-31$1,353,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$87,628,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$92,908,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-13,626,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,896,837
Employer contributions (assets) at beginning of year2011-12-31$202,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,568,807
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : JOHN MUIR HEALTH 403B PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,040,585
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,020,229
Total income from all sources (including contributions)2010-12-31$92,215,225
Total of all expenses incurred2010-12-31$24,975,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$21,910,053
Expenses. Certain deemed distributions of participant loans2010-12-31$3,024,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$50,935,856
Value of total assets at end of year2010-12-31$405,055,414
Value of total assets at beginning of year2010-12-31$337,795,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,400
Total interest from all sources2010-12-31$1,530,737
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,921,042
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$5,921,042
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$35,673,013
Participant contributions at end of year2010-12-31$5,326,180
Participant contributions at beginning of year2010-12-31$3,303,643
Participant contributions at end of year2010-12-31$707,360
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,900,603
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$8,570
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$127,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$148,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,040,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,020,229
Administrative expenses (other) incurred2010-12-31$40,400
Total non interest bearing cash at end of year2010-12-31$3,378
Total non interest bearing cash at beginning of year2010-12-31$3,378
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
Value of net income/loss2010-12-31$67,239,983
Value of net assets at end of year (total assets less liabilities)2010-12-31$404,014,829
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$336,774,846
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$305,780,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$294,045,432
Interest on participant loans2010-12-31$174,586
Interest earned on other investments2010-12-31$1,356,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$92,908,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$39,405,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$33,827,590
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
Contributions received in cash from employer2010-12-31$7,362,240
Employer contributions (assets) at end of year2010-12-31$202,091
Employer contributions (assets) at beginning of year2010-12-31$888,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$21,901,483
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
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
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 name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318

Form 5500 Responses for JOHN MUIR HEALTH 403B PLAN

2023: JOHN MUIR HEALTH 403B PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JOHN MUIR HEALTH 403B PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: JOHN MUIR HEALTH 403B PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: JOHN MUIR HEALTH 403B PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: JOHN MUIR HEALTH 403B PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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: JOHN MUIR HEALTH 403B PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: JOHN MUIR HEALTH 403B PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: JOHN MUIR HEALTH 403B PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: JOHN MUIR HEALTH 403B PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: JOHN MUIR HEALTH 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: JOHN MUIR HEALTH 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
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: JOHN MUIR HEALTH 403B PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: JOHN MUIR HEALTH 403B PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: JOHN MUIR HEALTH 403B PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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: JOHN MUIR HEALTH 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4541396-849-276
Policy instance 4
Insurance contract or identification number4541396-849-276
Number of Individuals Covered260
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $30,411
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR3726291103469
Policy instance 3
Insurance contract or identification numberCR3726291103469
Number of Individuals Covered645
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $57,889
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJMHS-001
Policy instance 2
Insurance contract or identification numberJMHS-001
Number of Individuals Covered3650
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $14,198
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 1
Insurance contract or identification number06500
Number of Individuals Covered51
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJMHS-001
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR3726291103469
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4541396-849-276
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4541396-849-276
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR3726291103469
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJMHS-001
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJMHS-001
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR3726291103469
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4541396-849-276
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4541396-849-276
Policy instance 4
Insurance contract or identification number4541396-849-276
Number of Individuals Covered318
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $33,279
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR3726291103469
Policy instance 3
Insurance contract or identification numberCR3726291103469
Number of Individuals Covered792
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $61,227
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJMHS-001
Policy instance 2
Insurance contract or identification numberJMHS-001
Number of Individuals Covered3663
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 1
Insurance contract or identification number06500
Number of Individuals Covered61
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJMHS-001
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR3726291103469
Policy instance 4
PRINCIPAL NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number69277
Policy instance 6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4541396-849-276
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR3726291103469
Policy instance 4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJMHS-001
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4541396-849-276
Policy instance 5
PRINCIPAL NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number69277
Policy instance 6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4541396-849-276
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR3726291103469
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJMHS-001
Policy instance 2
PRINCIPAL NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number69277
Policy instance 6
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJMHS-001
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 3
LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR3726291103469
Policy instance 4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 1
LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4541396-849-276
Policy instance 5
PRINCIPAL NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number69277
Policy instance 6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJMHS-001
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 3
LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR3726291103469
Policy instance 4
LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4541396-849-276
Policy instance 5
PRINCIPAL NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number69277
Policy instance 6
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890918
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890918
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06500
Policy instance 3

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