401k Plan data: JOHN MUIR HEALTH 403B PLAN plan

JOHN MUIR HEALTH 403B PLAN 401k Plan overview

Plan Name	JOHN MUIR HEALTH 403B PLAN
Plan identification number	002

JOHN MUIR HEALTH 403B PLAN Benefits

401k Plan Type	Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 CHRISTIAN PASS LISA FOUST 2018-10-15
002 2016-01-01 CHRISTIAN PASS LISA FOUST 2017-10-16
002 2015-01-01 CHRISTIAN PASS LISA FOUST 2016-10-13
002 2014-01-01 CHRISTIAN PASS LISA FOUST 2015-10-08
002 2013-01-01 MICHAEL MOODY LISA FOUST 2014-10-13
002 2012-01-01 MICHAEL MOODY LISA FOUST 2013-10-14
002 2011-01-01 MICHAEL MOODY MICHAEL MOODY 2012-10-15
002 2010-01-01 ALICE VILLANUEVA
002 2009-01-01 ALICE VILLANUEVA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	CHRISTIAN PASS	LISA FOUST	2018-10-15
002	2016-01-01	CHRISTIAN PASS	LISA FOUST	2017-10-16
002	2015-01-01	CHRISTIAN PASS	LISA FOUST	2016-10-13
002	2014-01-01	CHRISTIAN PASS	LISA FOUST	2015-10-08
002	2013-01-01	MICHAEL MOODY	LISA FOUST	2014-10-13
002	2012-01-01	MICHAEL MOODY	LISA FOUST	2013-10-14
002	2011-01-01	MICHAEL MOODY	MICHAEL MOODY	2012-10-15
002	2010-01-01	ALICE VILLANUEVA
002	2009-01-01	ALICE VILLANUEVA

Plan Statistics for JOHN MUIR HEALTH 403B PLAN

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

Measure Date Value
2022: JOHN MUIR HEALTH 403B PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9,461
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4,867
Number of retired or separated participants receiving benefits 2022-01-01 334
Number of other retired or separated participants entitled to future benefits 2022-01-01 2,284
Total of all active and inactive participants 2022-01-01 7,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 40
Total participants 2022-01-01 7,525
Number of participants with account balances 2022-01-01 7,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 132
2021: JOHN MUIR HEALTH 403B PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8,945
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7,357
Number of retired or separated participants receiving benefits 2021-01-01 698
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,362
Total of all active and inactive participants 2021-01-01 9,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 44
Total participants 2021-01-01 9,461
Number of participants with account balances 2021-01-01 4,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 104
2020: JOHN MUIR HEALTH 403B PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 14,512
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 16,236
Number of retired or separated participants receiving benefits 2020-01-01 833
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,267
Total of all active and inactive participants 2020-01-01 18,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 28
Total participants 2020-01-01 18,364
Number of participants with account balances 2020-01-01 7,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 90
2019: JOHN MUIR HEALTH 403B PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 17,566
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 14,512
Number of retired or separated participants receiving benefits 2019-01-01 156
Number of other retired or separated participants entitled to future benefits 2019-01-01 2,187
Total of all active and inactive participants 2019-01-01 16,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 17
Total participants 2019-01-01 16,872
Number of participants with account balances 2019-01-01 8,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 82
2018: JOHN MUIR HEALTH 403B PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 16,870
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15,760
Number of retired or separated participants receiving benefits 2018-01-01 135
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,657
Total of all active and inactive participants 2018-01-01 17,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 14
Total participants 2018-01-01 17,566
Number of participants with account balances 2018-01-01 8,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 49
2017: JOHN MUIR HEALTH 403B PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13,042
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15,204
Number of retired or separated participants receiving benefits 2017-01-01 103
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,547
Total of all active and inactive participants 2017-01-01 16,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 16
Total participants 2017-01-01 16,870
Number of participants with account balances 2017-01-01 7,996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 41
2016: JOHN MUIR HEALTH 403B PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11,612
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11,574
Number of retired or separated participants receiving benefits 2016-01-01 91
Number of other retired or separated participants entitled to future benefits 2016-01-01 1,362
Total of all active and inactive participants 2016-01-01 13,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 15
Total participants 2016-01-01 13,042
Number of participants with account balances 2016-01-01 8,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 38
2015: JOHN MUIR HEALTH 403B PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11,682
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10,243
Number of retired or separated participants receiving benefits 2015-01-01 63
Number of other retired or separated participants entitled to future benefits 2015-01-01 1,294
Total of all active and inactive participants 2015-01-01 11,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 12
Total participants 2015-01-01 11,612
Number of participants with account balances 2015-01-01 7,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 32
2014: JOHN MUIR HEALTH 403B PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10,742
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10,374
Number of retired or separated participants receiving benefits 2014-01-01 57
Number of other retired or separated participants entitled to future benefits 2014-01-01 1,241
Total of all active and inactive participants 2014-01-01 11,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 10
Total participants 2014-01-01 11,682
Number of participants with account balances 2014-01-01 7,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 34
2013: JOHN MUIR HEALTH 403B PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11,188
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9,675
Number of retired or separated participants receiving benefits 2013-01-01 29
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,036
Total of all active and inactive participants 2013-01-01 10,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 10,742
Number of participants with account balances 2013-01-01 7,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 83
2012: JOHN MUIR HEALTH 403B PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12,667
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10,404
Number of retired or separated participants receiving benefits 2012-01-01 19
Number of other retired or separated participants entitled to future benefits 2012-01-01 762
Total of all active and inactive participants 2012-01-01 11,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 11,188
Number of participants with account balances 2012-01-01 7,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 35
2011: JOHN MUIR HEALTH 403B PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14,874
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10,375
Number of other retired or separated participants entitled to future benefits 2011-01-01 2,292
Total of all active and inactive participants 2011-01-01 12,667
Total participants 2011-01-01 12,667
Number of participants with account balances 2011-01-01 7,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 17
2010: JOHN MUIR HEALTH 403B PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4,549
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 12,760
Number of retired or separated participants receiving benefits 2010-01-01 16
Number of other retired or separated participants entitled to future benefits 2010-01-01 2,098
Total of all active and inactive participants 2010-01-01 14,874
Total participants 2010-01-01 14,874
Number of participants with account balances 2010-01-01 7,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 29
2009: JOHN MUIR HEALTH 403B PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13,058
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13,058
Number of retired or separated participants receiving benefits 2009-01-01 10
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,687
Total of all active and inactive participants 2009-01-01 14,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 14,757
Number of participants with account balances 2009-01-01 7,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 42

Measure	Date	Value
2022: JOHN MUIR HEALTH 403B PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9,461
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4,867
Number of retired or separated participants receiving benefits	2022-01-01	334
Number of other retired or separated participants entitled to future benefits	2022-01-01	2,284
Total of all active and inactive participants	2022-01-01	7,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	40
Total participants	2022-01-01	7,525
Number of participants with account balances	2022-01-01	7,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	132
2021: JOHN MUIR HEALTH 403B PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8,945
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7,357
Number of retired or separated participants receiving benefits	2021-01-01	698
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,362
Total of all active and inactive participants	2021-01-01	9,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	44
Total participants	2021-01-01	9,461
Number of participants with account balances	2021-01-01	4,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	104
2020: JOHN MUIR HEALTH 403B PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	14,512
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	16,236
Number of retired or separated participants receiving benefits	2020-01-01	833
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,267
Total of all active and inactive participants	2020-01-01	18,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	28
Total participants	2020-01-01	18,364
Number of participants with account balances	2020-01-01	7,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	90
2019: JOHN MUIR HEALTH 403B PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	17,566
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	14,512
Number of retired or separated participants receiving benefits	2019-01-01	156
Number of other retired or separated participants entitled to future benefits	2019-01-01	2,187
Total of all active and inactive participants	2019-01-01	16,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	17
Total participants	2019-01-01	16,872
Number of participants with account balances	2019-01-01	8,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	82
2018: JOHN MUIR HEALTH 403B PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16,870
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15,760
Number of retired or separated participants receiving benefits	2018-01-01	135
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,657
Total of all active and inactive participants	2018-01-01	17,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	14
Total participants	2018-01-01	17,566
Number of participants with account balances	2018-01-01	8,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	49
2017: JOHN MUIR HEALTH 403B PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13,042
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15,204
Number of retired or separated participants receiving benefits	2017-01-01	103
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,547
Total of all active and inactive participants	2017-01-01	16,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	16
Total participants	2017-01-01	16,870
Number of participants with account balances	2017-01-01	7,996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	41
2016: JOHN MUIR HEALTH 403B PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11,612
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11,574
Number of retired or separated participants receiving benefits	2016-01-01	91
Number of other retired or separated participants entitled to future benefits	2016-01-01	1,362
Total of all active and inactive participants	2016-01-01	13,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	15
Total participants	2016-01-01	13,042
Number of participants with account balances	2016-01-01	8,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	38
2015: JOHN MUIR HEALTH 403B PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11,682
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10,243
Number of retired or separated participants receiving benefits	2015-01-01	63
Number of other retired or separated participants entitled to future benefits	2015-01-01	1,294
Total of all active and inactive participants	2015-01-01	11,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	12
Total participants	2015-01-01	11,612
Number of participants with account balances	2015-01-01	7,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	32
2014: JOHN MUIR HEALTH 403B PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10,742
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10,374
Number of retired or separated participants receiving benefits	2014-01-01	57
Number of other retired or separated participants entitled to future benefits	2014-01-01	1,241
Total of all active and inactive participants	2014-01-01	11,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	10
Total participants	2014-01-01	11,682
Number of participants with account balances	2014-01-01	7,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	34
2013: JOHN MUIR HEALTH 403B PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11,188
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9,675
Number of retired or separated participants receiving benefits	2013-01-01	29
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,036
Total of all active and inactive participants	2013-01-01	10,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	10,742
Number of participants with account balances	2013-01-01	7,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	83
2012: JOHN MUIR HEALTH 403B PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12,667
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10,404
Number of retired or separated participants receiving benefits	2012-01-01	19
Number of other retired or separated participants entitled to future benefits	2012-01-01	762
Total of all active and inactive participants	2012-01-01	11,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	11,188
Number of participants with account balances	2012-01-01	7,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	35
2011: JOHN MUIR HEALTH 403B PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14,874
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10,375
Number of other retired or separated participants entitled to future benefits	2011-01-01	2,292
Total of all active and inactive participants	2011-01-01	12,667
Total participants	2011-01-01	12,667
Number of participants with account balances	2011-01-01	7,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	17
2010: JOHN MUIR HEALTH 403B PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4,549
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	12,760
Number of retired or separated participants receiving benefits	2010-01-01	16
Number of other retired or separated participants entitled to future benefits	2010-01-01	2,098
Total of all active and inactive participants	2010-01-01	14,874
Total participants	2010-01-01	14,874
Number of participants with account balances	2010-01-01	7,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	29
2009: JOHN MUIR HEALTH 403B PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13,058
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13,058
Number of retired or separated participants receiving benefits	2009-01-01	10
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,687
Total of all active and inactive participants	2009-01-01	14,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	14,757
Number of participants with account balances	2009-01-01	7,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	42

Financial Data on JOHN MUIR HEALTH 403B PLAN

Measure	Date	Value
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 incurred	2022-12-31	$72,727,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$71,381,770
Expenses. Certain deemed distributions of participant loans	2022-12-31	$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 year	2022-12-31	$1,050,759,092
Value of total assets at beginning of year	2022-12-31	$1,227,326,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$994,348
Total interest from all sources	2022-12-31	$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 year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$23,268,059
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$12,449,207
Participant contributions at end of year	2022-12-31	$16,923,806
Participant contributions at beginning of year	2022-12-31	$16,775,489
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$26,732,013
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$28,592,951
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$5,434,250
Administrative expenses (other) incurred	2022-12-31	$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 appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-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)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$920,226,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,095,463,405
Interest on participant loans	2022-12-31	$874,939
Interest earned on other investments	2022-12-31	$21,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$74,632,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$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 assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$60,142,709
Employer contributions (assets) at end of year	2022-12-31	$12,244,778
Employer contributions (assets) at beginning of year	2022-12-31	$10,660,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$71,381,770
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2022-12-31	910189318
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 incurred	2021-12-31	$90,338,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$89,155,534
Expenses. Certain deemed distributions of participant loans	2021-12-31	$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 year	2021-12-31	$1,227,326,541
Value of total assets at beginning of year	2021-12-31	$1,073,989,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,052,533
Total interest from all sources	2021-12-31	$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 year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$21,648,145
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$55,712,784
Participant contributions at end of year	2021-12-31	$16,775,489
Participant contributions at beginning of year	2021-12-31	$17,493,371
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$28,592,951
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$17,781,312
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$11,578,953
Administrative expenses (other) incurred	2021-12-31	$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 appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$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)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,095,463,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$950,439,041
Interest on participant loans	2021-12-31	$985,122
Interest earned on other investments	2021-12-31	$27,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$75,833,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$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 assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$11,235,332
Employer contributions (assets) at end of year	2021-12-31	$10,660,890
Employer contributions (assets) at beginning of year	2021-12-31	$9,927,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$89,155,534
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2021-12-31	910189318
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 incurred	2020-12-31	$78,847,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$77,936,699
Expenses. Certain deemed distributions of participant loans	2020-12-31	$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 year	2020-12-31	$1,073,989,391
Value of total assets at beginning of year	2020-12-31	$960,209,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$830,557
Total interest from all sources	2020-12-31	$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 year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$12,957,285
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$50,447,191
Participant contributions at end of year	2020-12-31	$17,493,371
Participant contributions at beginning of year	2020-12-31	$18,861,921
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$1,518,987
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$17,781,312
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$15,629,435
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,035,794
Administrative expenses (other) incurred	2020-12-31	$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 appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$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)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$950,439,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$834,850,515
Interest on participant loans	2020-12-31	$1,021,369
Interest earned on other investments	2020-12-31	$2,656,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$78,347,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$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 assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$10,113,331
Employer contributions (assets) at end of year	2020-12-31	$9,927,734
Employer contributions (assets) at beginning of year	2020-12-31	$9,980,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$77,936,699
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2020-12-31	910189318
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 incurred	2019-12-31	$82,371,836
Total of all expenses incurred	2019-12-31	$82,371,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$81,369,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$81,369,390
Expenses. Certain deemed distributions of participant loans	2019-12-31	$160,931
Expenses. Certain deemed distributions of participant loans	2019-12-31	$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 year	2019-12-31	$960,209,031
Value of total assets at end of year	2019-12-31	$960,209,031
Value of total assets at beginning of year	2019-12-31	$804,163,167
Value of total assets at beginning of year	2019-12-31	$804,163,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$841,515
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$841,515
Total interest from all sources	2019-12-31	$3,690,216
Total interest from all sources	2019-12-31	$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 year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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 bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$53,309,307
Contributions received from participants	2019-12-31	$53,309,307
Participant contributions at end of year	2019-12-31	$18,861,921
Participant contributions at end of year	2019-12-31	$18,861,921
Participant contributions at beginning of year	2019-12-31	$17,396,221
Participant contributions at beginning of year	2019-12-31	$17,396,221
Participant contributions at end of year	2019-12-31	$1,518,987
Participant contributions at end of year	2019-12-31	$1,518,987
Participant contributions at beginning of year	2019-12-31	$1,634,519
Participant contributions at beginning of year	2019-12-31	$1,634,519
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$15,629,435
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$15,629,435
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$2,291,949
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$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) incurred	2019-12-31	$841,515
Administrative expenses (other) incurred	2019-12-31	$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 appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$156,045,864
Value of net income/loss	2019-12-31	$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)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$834,850,515
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$834,850,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$650,674,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$650,674,722
Interest on participant loans	2019-12-31	$998,173
Interest on participant loans	2019-12-31	$998,173
Interest earned on other investments	2019-12-31	$2,692,043
Interest earned on other investments	2019-12-31	$2,692,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$42,144,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$42,144,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$42,144,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$42,144,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$79,367,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$79,367,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$79,227,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$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 assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$11,047,296
Contributions received in cash from employer	2019-12-31	$11,047,296
Employer contributions (assets) at end of year	2019-12-31	$9,980,282
Employer contributions (assets) at end of year	2019-12-31	$9,980,282
Employer contributions (assets) at beginning of year	2019-12-31	$10,793,768
Employer contributions (assets) at beginning of year	2019-12-31	$10,793,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$81,369,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$81,369,390
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOSS ADAMS LLP
Accountancy firm name	2019-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2019-12-31	910189318
Accountancy firm EIN	2019-12-31	910189318
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 incurred	2018-12-31	$64,192,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$63,060,158
Expenses. Certain deemed distributions of participant loans	2018-12-31	$187,054
Value of total corrective distributions	2018-12-31	$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 year	2018-12-31	$804,163,167
Value of total assets at beginning of year	2018-12-31	$842,592,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$904,553
Total interest from all sources	2018-12-31	$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 year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$15,817,492
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$50,821,703
Participant contributions at end of year	2018-12-31	$17,396,221
Participant contributions at beginning of year	2018-12-31	$16,029,955
Participant contributions at end of year	2018-12-31	$1,634,519
Participant contributions at beginning of year	2018-12-31	$1,569,437
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$2,291,949
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$2,255,138
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$4,504,919
Administrative expenses (other) incurred	2018-12-31	$904,553
Total non interest bearing cash at beginning of year	2018-12-31	$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 appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-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)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$650,674,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$701,516,148
Interest on participant loans	2018-12-31	$842,423
Interest earned on other investments	2018-12-31	$2,730,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$42,144,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$39,110,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$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 year	2018-12-31	$79,227,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$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 assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$10,964,770
Employer contributions (assets) at end of year	2018-12-31	$10,793,768
Employer contributions (assets) at beginning of year	2018-12-31	$366,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$63,060,158
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2018-12-31	910189318
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 incurred	2017-12-31	$55,252,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$53,871,369
Expenses. Certain deemed distributions of participant loans	2017-12-31	$538,965
Value of total corrective distributions	2017-12-31	$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 year	2017-12-31	$842,592,868
Value of total assets at beginning of year	2017-12-31	$716,573,476
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$835,705
Total interest from all sources	2017-12-31	$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 year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$13,287,854
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$49,350,266
Participant contributions at end of year	2017-12-31	$16,029,955
Participant contributions at beginning of year	2017-12-31	$14,652,220
Participant contributions at end of year	2017-12-31	$1,569,437
Participant contributions at beginning of year	2017-12-31	$1,541,838
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$2,255,138
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$14,739,689
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$7,348,143
Administrative expenses (other) incurred	2017-12-31	$835,705
Total non interest bearing cash at end of year	2017-12-31	$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 appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$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)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$701,516,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$597,185,884
Interest on participant loans	2017-12-31	$702,214
Interest earned on other investments	2017-12-31	$2,842,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$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 year	2017-12-31	$81,743,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$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 assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$10,466,599
Employer contributions (assets) at end of year	2017-12-31	$366,321
Employer contributions (assets) at beginning of year	2017-12-31	$343,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$53,871,369
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2017-12-31	910189318
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 incurred	2016-12-31	$47,451,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$46,404,144
Expenses. Certain deemed distributions of participant loans	2016-12-31	$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 year	2016-12-31	$716,573,476
Value of total assets at beginning of year	2016-12-31	$650,128,834
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$776,998
Total interest from all sources	2016-12-31	$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 year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$12,092,056
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$45,899,659
Participant contributions at end of year	2016-12-31	$14,652,220
Participant contributions at beginning of year	2016-12-31	$14,512,565
Participant contributions at end of year	2016-12-31	$1,541,838
Participant contributions at beginning of year	2016-12-31	$1,228,806
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$14,739,689
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$13,232,965
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$5,598,680
Other income not declared elsewhere	2016-12-31	$100,848
Administrative expenses (other) incurred	2016-12-31	$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 appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$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)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$597,185,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$528,711,862
Interest on participant loans	2016-12-31	$619,690
Interest earned on other investments	2016-12-31	$4,797,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$88,110,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$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 assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$9,703,321
Employer contributions (assets) at end of year	2016-12-31	$343,677
Employer contributions (assets) at beginning of year	2016-12-31	$291,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$46,404,144
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2016-12-31	910189318
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 incurred	2015-12-31	$51,664,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$50,380,937
Expenses. Certain deemed distributions of participant loans	2015-12-31	$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 year	2015-12-31	$650,128,834
Value of total assets at beginning of year	2015-12-31	$638,861,056
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$792,454
Total interest from all sources	2015-12-31	$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 year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$9,904,722
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$44,574,574
Participant contributions at end of year	2015-12-31	$14,512,565
Participant contributions at beginning of year	2015-12-31	$13,252,183
Participant contributions at end of year	2015-12-31	$1,228,806
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$13,232,965
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$7,251,555
Other income not declared elsewhere	2015-12-31	$165,700
Administrative expenses (other) incurred	2015-12-31	$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 appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$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)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$528,711,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$524,219,567
Interest on participant loans	2015-12-31	$578,362
Interest earned on other investments	2015-12-31	$3,068,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$92,151,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$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 assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$9,649,743
Employer contributions (assets) at end of year	2015-12-31	$291,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$50,380,937
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2015-12-31	910189318
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 incurred	2014-12-31	$62,627,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$59,601,527
Expenses. Certain deemed distributions of participant loans	2014-12-31	$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 year	2014-12-31	$638,861,056
Value of total assets at beginning of year	2014-12-31	$597,664,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$708,213
Total interest from all sources	2014-12-31	$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 year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$9,889,706
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$40,814,455
Participant contributions at end of year	2014-12-31	$13,252,183
Participant contributions at beginning of year	2014-12-31	$14,291,388
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$14,252,370
Other income not declared elsewhere	2014-12-31	$242,259
Administrative expenses (other) incurred	2014-12-31	$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 appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$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)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$524,219,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$488,183,188
Interest on participant loans	2014-12-31	$538,117
Interest earned on other investments	2014-12-31	$3,311,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$101,389,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$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 assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$9,059,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$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 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318
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 incurred	2013-12-31	$53,583,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$52,934,490
Expenses. Certain deemed distributions of participant loans	2013-12-31	$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 year	2013-12-31	$597,664,329
Value of total assets at beginning of year	2013-12-31	$492,338,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$240,427
Total interest from all sources	2013-12-31	$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 year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$8,152,546
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$42,796,311
Participant contributions at end of year	2013-12-31	$14,291,388
Participant contributions at beginning of year	2013-12-31	$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 year	2013-12-31	$39,619,575
Other income not declared elsewhere	2013-12-31	$54,057
Administrative expenses (other) incurred	2013-12-31	$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 appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$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)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$488,183,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$330,319,048
Interest on participant loans	2013-12-31	$524,618
Interest earned on other investments	2013-12-31	$3,374,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$95,189,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$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 assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$9,512,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$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 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2013-12-31	910189318
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 incurred	2012-12-31	$40,326,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$39,977,053
Expenses. Certain deemed distributions of participant loans	2012-12-31	$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 year	2012-12-31	$492,338,701
Value of total assets at beginning of year	2012-12-31	$425,851,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$97,386
Total interest from all sources	2012-12-31	$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 year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$10,535,750
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$39,629,839
Participant contributions at end of year	2012-12-31	$10,657,794
Participant contributions at beginning of year	2012-12-31	$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 year	2012-12-31	$39,619,575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$149,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$150,485
Administrative expenses (other) incurred	2012-12-31	$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 appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$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)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$330,319,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$331,106,747
Interest on participant loans	2012-12-31	$332,603
Interest earned on other investments	2012-12-31	$2,291,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$111,742,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$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 assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$9,171,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$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 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2012-12-31	910189318
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 incurred	2011-12-31	$23,581,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$22,568,807
Expenses. Certain deemed distributions of participant loans	2011-12-31	$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 year	2011-12-31	$425,851,332
Value of total assets at beginning of year	2011-12-31	$405,055,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$65,432
Total interest from all sources	2011-12-31	$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 year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$7,165,925
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$37,728,868
Participant contributions at end of year	2011-12-31	$6,966,051
Participant contributions at beginning of year	2011-12-31	$5,326,180
Participant contributions at beginning of year	2011-12-31	$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 year	2011-12-31	$149,842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$127,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$150,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$1,040,585
Administrative expenses (other) incurred	2011-12-31	$65,432
Total non interest bearing cash at beginning of year	2011-12-31	$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 appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$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)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$331,106,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$305,780,105
Interest on participant loans	2011-12-31	$246,606
Interest earned on other investments	2011-12-31	$1,353,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$87,628,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$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 assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$8,896,837
Employer contributions (assets) at beginning of year	2011-12-31	$202,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$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 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2011-12-31	910189318
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 incurred	2010-12-31	$24,975,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$21,910,053
Expenses. Certain deemed distributions of participant loans	2010-12-31	$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 year	2010-12-31	$405,055,414
Value of total assets at beginning of year	2010-12-31	$337,795,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$40,400
Total interest from all sources	2010-12-31	$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 year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$5,921,042
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$35,673,013
Participant contributions at end of year	2010-12-31	$5,326,180
Participant contributions at beginning of year	2010-12-31	$3,303,643
Participant contributions at end of year	2010-12-31	$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 year	2010-12-31	$127,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$148,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$1,040,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$1,020,229
Administrative expenses (other) incurred	2010-12-31	$40,400
Total non interest bearing cash at end of year	2010-12-31	$3,378
Total non interest bearing cash at beginning of year	2010-12-31	$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 appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$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)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$305,780,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$294,045,432
Interest on participant loans	2010-12-31	$174,586
Interest earned on other investments	2010-12-31	$1,356,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$92,908,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$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 assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$7,362,240
Employer contributions (assets) at end of year	2010-12-31	$202,091
Employer contributions (assets) at beginning of year	2010-12-31	$888,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$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 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2010-12-31	910189318

Form 5500 Responses for JOHN MUIR HEALTH 403B PLAN

2022: JOHN MUIR HEALTH 403B PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHN MUIR HEALTH 403B PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOHN MUIR HEALTH 403B PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOHN MUIR HEALTH 403B PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOHN MUIR HEALTH 403B PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHN MUIR HEALTH 403B PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN MUIR HEALTH 403B PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN MUIR HEALTH 403B PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN MUIR HEALTH 403B PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN MUIR HEALTH 403B PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN MUIR HEALTH 403B PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN MUIR HEALTH 403B PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHN MUIR HEALTH 403B PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN MUIR HEALTH 403B PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR3726291103469

Policy instance

Insurance contract or identification number	CR3726291103469
Number of Individuals Covered	679
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $61,917
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $61,917
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

JMHS-001

Policy instance

Insurance contract or identification number	JMHS-001
Number of Individuals Covered	3671
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $21,617
Total amount of fees paid to insurance company	USD $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
Commission paid to Insurance Broker	USD $21,617
Insurance broker organization code?	4

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	56
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
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 number

4541396-849-276

Policy instance

Insurance contract or identification number	4541396-849-276
Number of Individuals Covered	277
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $31,902
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $31,902
Insurance broker organization code?	4

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	61
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
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 number

4541396-849-276

Policy instance

Insurance contract or identification number	4541396-849-276
Number of Individuals Covered	285
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $27,987
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27,987
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR3726291103469

Policy instance

Insurance contract or identification number	CR3726291103469
Number of Individuals Covered	707
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $55,446
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $55,446
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

JMHS-001

Policy instance

Insurance contract or identification number	JMHS-001
Number of Individuals Covered	3616
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 number

JMHS-001

Policy instance

Insurance contract or identification number	JMHS-001
Number of Individuals Covered	3607
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 number

CR3726291103469

Policy instance

Insurance contract or identification number	CR3726291103469
Number of Individuals Covered	745
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $60,832
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $60,832
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

4541396-849-276

Policy instance

Insurance contract or identification number	4541396-849-276
Number of Individuals Covered	307
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $31,534
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $31,534
Insurance broker organization code?	4

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	61
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
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 number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	61
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
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 number

JMHS-001

Policy instance

Insurance contract or identification number	JMHS-001
Number of Individuals Covered	3663
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 number

CR3726291103469

Policy instance

Insurance contract or identification number	CR3726291103469
Number of Individuals Covered	792
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $61,227
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $61,227
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

4541396-849-276

Policy instance

Insurance contract or identification number	4541396-849-276
Number of Individuals Covered	318
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $33,279
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $33,279
Insurance broker organization code?	4

PRINCIPAL NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

69277

Policy instance

Insurance contract or identification number	69277
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
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 number

4541396-849-276

Policy instance

Insurance contract or identification number	4541396-849-276
Number of Individuals Covered	340
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $30,237
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $30,237
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR3726291103469

Policy instance

Insurance contract or identification number	CR3726291103469
Number of Individuals Covered	867
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $77,834
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $77,834
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

JMHS-001

Policy instance

Insurance contract or identification number	JMHS-001
Number of Individuals Covered	3601
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $29,573
Total amount of fees paid to insurance company	USD $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
Commission paid to Insurance Broker	USD $29,573
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
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 number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	70
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
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 number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	360
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

69277

Policy instance

Insurance contract or identification number	69277
Number of Individuals Covered	82
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
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 number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	86
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
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 number

4541396-849-276

Policy instance

Insurance contract or identification number	4541396-849-276
Number of Individuals Covered	376
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $45,303
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $45,303
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

JMHS-001

Policy instance

Insurance contract or identification number	JMHS-001
Number of Individuals Covered	2859
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR3726291103469

Policy instance

Insurance contract or identification number	CR3726291103469
Number of Individuals Covered	964
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $87,896
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $87,896
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

PRINCIPAL NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

69277

Policy instance

Insurance contract or identification number	69277
Number of Individuals Covered	93
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 number

4541396-849-276

Policy instance

Insurance contract or identification number	4541396-849-276
Number of Individuals Covered	397
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $136,474
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $136,474
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR3726291103469

Policy instance

Insurance contract or identification number	CR3726291103469
Number of Individuals Covered	1044
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $138,162
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $138,162
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	373
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 number

JMHS-001

Policy instance

Insurance contract or identification number	JMHS-001
Number of Individuals Covered	6588
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $48,798
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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
Commission paid to Insurance Broker	USD $48,798
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	87
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	399
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	91
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 number

JMHS-001

Policy instance

Insurance contract or identification number	JMHS-001
Number of Individuals Covered	6147
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $82,017
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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
Commission paid to Insurance Broker	USD $82,017
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR3726291103469

Policy instance

Insurance contract or identification number	CR3726291103469
Number of Individuals Covered	1121
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $120,112
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $120,112
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

4541396-849-276

Policy instance

Insurance contract or identification number	4541396-849-276
Number of Individuals Covered	413
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $124,263
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $124,263
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

PRINCIPAL NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

69277

Policy instance

Insurance contract or identification number	69277
Number of Individuals Covered	111
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	96
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $13
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13
Insurance broker organization code?	3
Insurance broker name	CHARLES R WHITE

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

JMHS-001

Policy instance

Insurance contract or identification number	JMHS-001
Number of Individuals Covered	3226
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $173,007
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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
Amount paid for insurance broker fees	173007
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	454
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

69277

Policy instance

Insurance contract or identification number	69277
Number of Individuals Covered	1923
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

4541396-849-276

Policy instance

Insurance contract or identification number	4541396-849-276
Number of Individuals Covered	424
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $103,348
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $103,348
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR3726291103469

Policy instance

Insurance contract or identification number	CR3726291103469
Number of Individuals Covered	1188
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $136,461
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $136,461
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	126
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $25
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 number

890918

Policy instance

Insurance contract or identification number	890918
Number of Individuals Covered	3413
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $143,737
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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 number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	924
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	939
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 number

890918

Policy instance

Insurance contract or identification number	890918
Number of Individuals Covered	1998
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $74,810
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 number

06500

Policy instance

Insurance contract or identification number	06500
Number of Individuals Covered	144
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $23
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

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