?>
Logo

SCOTTSDALE LINCOLN HEALTH 401k Plan overview

Plan NameSCOTTSDALE LINCOLN HEALTH
Plan identification number 001

SCOTTSDALE LINCOLN HEALTH Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SCOTTSDALE HEALTHCARE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SCOTTSDALE HEALTHCARE CORPORATION
Employer identification number (EIN):942735850
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTTSDALE LINCOLN HEALTH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01TODD LAPORTE TODD LAPORTE2015-10-15
0012013-01-01CAROL HENDERSON CAROL HENDERSON2014-10-09
0012012-01-01CAROL HENDERSON
0012011-01-01CAROL HENDERSON CAROL HENDERSON2012-10-01
0012010-01-01CAROL HENDERSON
0012009-01-01CAROL HENDERSON CAROL HENDERSON2010-10-15

Plan Statistics for SCOTTSDALE LINCOLN HEALTH

401k plan membership statisitcs for SCOTTSDALE LINCOLN HEALTH

Measure Date Value
2014: SCOTTSDALE LINCOLN HEALTH 2014 401k membership
Total participants, beginning-of-year2014-01-015,988
Total number of active participants reported on line 7a of the Form 55002014-01-016,815
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-012,971
Total of all active and inactive participants2014-01-019,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-019,805
Number of participants with account balances2014-01-019,805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SCOTTSDALE LINCOLN HEALTH 2013 401k membership
Total participants, beginning-of-year2013-01-015,937
Total number of active participants reported on line 7a of the Form 55002013-01-014,284
Number of retired or separated participants receiving benefits2013-01-0121
Number of other retired or separated participants entitled to future benefits2013-01-011,672
Total of all active and inactive participants2013-01-015,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015,977
Number of participants with account balances2013-01-015,977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SCOTTSDALE LINCOLN HEALTH 2012 401k membership
Total participants, beginning-of-year2012-01-016,007
Total number of active participants reported on line 7a of the Form 55002012-01-014,358
Number of retired or separated participants receiving benefits2012-01-0118
Number of other retired or separated participants entitled to future benefits2012-01-011,561
Total of all active and inactive participants2012-01-015,937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015,937
Number of participants with account balances2012-01-015,937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SCOTTSDALE LINCOLN HEALTH 2011 401k membership
Total participants, beginning-of-year2011-01-016,022
Total number of active participants reported on line 7a of the Form 55002011-01-014,488
Number of retired or separated participants receiving benefits2011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-011,503
Total of all active and inactive participants2011-01-016,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016,007
Number of participants with account balances2011-01-016,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SCOTTSDALE LINCOLN HEALTH 2010 401k membership
Total participants, beginning-of-year2010-01-016,208
Total number of active participants reported on line 7a of the Form 55002010-01-014,522
Number of retired or separated participants receiving benefits2010-01-0111
Number of other retired or separated participants entitled to future benefits2010-01-011,489
Total of all active and inactive participants2010-01-016,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016,022
Number of participants with account balances2010-01-016,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SCOTTSDALE LINCOLN HEALTH 2009 401k membership
Total participants, beginning-of-year2009-01-016,431
Total number of active participants reported on line 7a of the Form 55002009-01-014,887
Number of retired or separated participants receiving benefits2009-01-0127
Number of other retired or separated participants entitled to future benefits2009-01-011,286
Total of all active and inactive participants2009-01-016,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-016,208
Number of participants with account balances2009-01-016,208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SCOTTSDALE LINCOLN HEALTH

Measure Date Value
2014 : SCOTTSDALE LINCOLN HEALTH 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$170,096,012
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$47,255,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$43,977,968
Expenses. Certain deemed distributions of participant loans2014-12-31$3,128,202
Value of total corrective distributions2014-12-31$28,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$148,147,622
Value of total assets at end of year2014-12-31$490,700,597
Value of total assets at beginning of year2014-12-31$367,859,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$120,543
Total interest from all sources2014-12-31$2,233,951
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,651,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,651,713
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$30,440,969
Participant contributions at end of year2014-12-31$14,029,937
Participant contributions at beginning of year2014-12-31$13,380,813
Assets. Other investments not covered elsewhere at end of year2014-12-31$858,044
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$870,672
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$101,745,089
Other income not declared elsewhere2014-12-31$155,990
Administrative expenses (other) incurred2014-12-31$120,543
Total non interest bearing cash at end of year2014-12-31$253
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$122,840,805
Value of net assets at end of year (total assets less liabilities)2014-12-31$490,700,597
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$367,859,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$374,185,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$274,144,917
Value of interest in pooled separate accounts at end of year2014-12-31$5,200,633
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,468,082
Interest on participant loans2014-12-31$546,710
Interest earned on other investments2014-12-31$1,687,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$96,426,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$75,995,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$15,531,084
Net investment gain/loss from pooled separate accounts2014-12-31$375,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$15,961,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$43,977,968
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST AND YOUNG
Accountancy firm EIN2014-12-31346565596
2013 : SCOTTSDALE LINCOLN HEALTH 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$88,901,051
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$26,228,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$26,090,468
Expenses. Certain deemed distributions of participant loans2013-12-31$19,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$31,439,493
Value of total assets at end of year2013-12-31$367,859,792
Value of total assets at beginning of year2013-12-31$305,187,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$119,438
Total interest from all sources2013-12-31$2,063,791
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,214,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,214,378
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$20,259,870
Participant contributions at end of year2013-12-31$13,380,813
Participant contributions at beginning of year2013-12-31$12,586,875
Assets. Other investments not covered elsewhere at end of year2013-12-31$870,672
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$721,468
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,823,612
Other income not declared elsewhere2013-12-31$100,000
Administrative expenses (other) incurred2013-12-31$119,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$62,672,114
Value of net assets at end of year (total assets less liabilities)2013-12-31$367,859,792
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$305,187,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$274,144,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$215,456,732
Value of interest in pooled separate accounts at end of year2013-12-31$3,468,082
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,941,852
Interest on participant loans2013-12-31$539,795
Interest earned on other investments2013-12-31$1,523,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$75,995,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$74,480,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$52,644,378
Net investment gain/loss from pooled separate accounts2013-12-31$439,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,356,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,090,468
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST AND YOUNG
Accountancy firm EIN2013-12-31346565596
2012 : SCOTTSDALE LINCOLN HEALTH 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$62,323,452
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$24,272,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,211,910
Expenses. Certain deemed distributions of participant loans2012-12-31$47,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$31,215,060
Value of total assets at end of year2012-12-31$305,187,678
Value of total assets at beginning of year2012-12-31$267,136,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,417
Total interest from all sources2012-12-31$2,270,661
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,784,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,784,579
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$20,127,415
Participant contributions at end of year2012-12-31$12,586,875
Participant contributions at beginning of year2012-12-31$11,818,601
Assets. Other investments not covered elsewhere at end of year2012-12-31$721,468
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$693,451
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,728,998
Other income not declared elsewhere2012-12-31$721,468
Administrative expenses (other) incurred2012-12-31$13,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$38,051,004
Value of net assets at end of year (total assets less liabilities)2012-12-31$305,187,678
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$267,136,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$215,456,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$184,171,856
Value of interest in pooled separate accounts at end of year2012-12-31$1,941,852
Interest on participant loans2012-12-31$515,020
Interest earned on other investments2012-12-31$1,755,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$74,480,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$70,452,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$25,331,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,358,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,211,910
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST AND YOUNG
Accountancy firm EIN2012-12-31346565596
2011 : SCOTTSDALE LINCOLN HEALTH 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$25,456,226
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$15,819,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,818,259
Expenses. Certain deemed distributions of participant loans2011-12-31$1,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$31,252,013
Value of total assets at end of year2011-12-31$267,136,674
Value of total assets at beginning of year2011-12-31$257,499,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$2,329,149
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,247,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,247,883
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$20,299,466
Participant contributions at end of year2011-12-31$11,818,601
Participant contributions at beginning of year2011-12-31$10,092,315
Assets. Other investments not covered elsewhere at end of year2011-12-31$693,451
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$678,972
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,364,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$9,636,929
Value of net assets at end of year (total assets less liabilities)2011-12-31$267,136,674
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$257,499,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$184,171,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$181,504,636
Interest on participant loans2011-12-31$500,552
Interest earned on other investments2011-12-31$1,828,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$70,452,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$65,223,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,372,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,587,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,818,259
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST AND YOUNG
Accountancy firm EIN2011-12-31346565596
2010 : SCOTTSDALE LINCOLN HEALTH 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$54,322,216
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$14,953,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,930,445
Expenses. Certain deemed distributions of participant loans2010-12-31$14,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$29,846,140
Value of total assets at end of year2010-12-31$257,499,745
Value of total assets at beginning of year2010-12-31$218,131,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,552
Total interest from all sources2010-12-31$2,194,319
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,966,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,966,081
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$19,541,928
Participant contributions at end of year2010-12-31$10,092,315
Participant contributions at beginning of year2010-12-31$8,175,688
Assets. Other investments not covered elsewhere at end of year2010-12-31$678,972
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$502,037
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$973,071
Other income not declared elsewhere2010-12-31$85,711
Administrative expenses (other) incurred2010-12-31$8,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$39,368,590
Value of net assets at end of year (total assets less liabilities)2010-12-31$257,499,745
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$218,131,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$181,504,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$143,538,737
Interest on participant loans2010-12-31$467,752
Interest earned on other investments2010-12-31$1,726,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$65,223,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$65,914,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$20,229,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,331,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,930,445
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST AND YOUNG
Accountancy firm EIN2010-12-31346565596
2009 : SCOTTSDALE LINCOLN HEALTH 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SCOTTSDALE LINCOLN HEALTH

2014: SCOTTSDALE LINCOLN HEALTH 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCOTTSDALE LINCOLN HEALTH 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCOTTSDALE LINCOLN HEALTH 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCOTTSDALE LINCOLN HEALTH 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SCOTTSDALE LINCOLN HEALTH 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SCOTTSDALE LINCOLN HEALTH 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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

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

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

See full terms and conditions

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