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PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN
Plan identification number 001

PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PRESBYTERIAN HEALTH PLAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRESBYTERIAN HEALTH PLAN, INC.
Employer identification number (EIN):943037165
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DAVID GRISWOLD
0012017-01-01DAVID GRISWOLD
0012016-01-01DAVID GRISWOLD
0012015-01-01DAVID GRISWOLD
0012014-01-01KAREN JANWAY
0012013-01-01KAREN JANWAY
0012012-01-01KAREN JANWAY
0012011-01-01KAREN JANWAY
0012009-01-01KAREN JANWAY

Plan Statistics for PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,847
Total number of active participants reported on line 7a of the Form 55002022-01-012,048
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-01807
Total of all active and inactive participants2022-01-012,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,872
Number of participants with account balances2022-01-012,801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01119
2021: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,653
Total number of active participants reported on line 7a of the Form 55002021-01-012,075
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-01757
Total of all active and inactive participants2021-01-012,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,847
Number of participants with account balances2021-01-012,730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01106
2020: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,558
Total number of active participants reported on line 7a of the Form 55002020-01-011,990
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01653
Total of all active and inactive participants2020-01-012,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,653
Number of participants with account balances2020-01-012,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0192
2019: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,449
Total number of active participants reported on line 7a of the Form 55002019-01-011,940
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-01608
Total of all active and inactive participants2019-01-012,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,558
Number of participants with account balances2019-01-012,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0166
2018: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,070
Total number of active participants reported on line 7a of the Form 55002018-01-011,969
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01473
Total of all active and inactive participants2018-01-012,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,449
Number of participants with account balances2018-01-012,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0178
2017: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01701
Total number of active participants reported on line 7a of the Form 55002017-01-011,165
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01366
Total of all active and inactive participants2017-01-011,535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,535
Total participants2017-01-013,070
Number of participants with account balances2017-01-011,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0171
2016: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,299
Total number of active participants reported on line 7a of the Form 55002016-01-01402
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01295
Total of all active and inactive participants2016-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01701
Number of participants with account balances2016-01-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0141
2015: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,251
Total number of active participants reported on line 7a of the Form 55002015-01-01855
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01440
Total of all active and inactive participants2015-01-011,299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,299
Number of participants with account balances2015-01-011,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0147
2014: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,305
Total number of active participants reported on line 7a of the Form 55002014-01-01753
Number of retired or separated participants receiving benefits2014-01-01195
Number of other retired or separated participants entitled to future benefits2014-01-01303
Total of all active and inactive participants2014-01-011,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,251
Number of participants with account balances2014-01-011,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,063
Total number of active participants reported on line 7a of the Form 55002013-01-01602
Number of retired or separated participants receiving benefits2013-01-0189
Number of other retired or separated participants entitled to future benefits2013-01-01614
Total of all active and inactive participants2013-01-011,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,305
Number of participants with account balances2013-01-011,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,150
Total number of active participants reported on line 7a of the Form 55002012-01-01540
Number of retired or separated participants receiving benefits2012-01-0117
Number of other retired or separated participants entitled to future benefits2012-01-01465
Total of all active and inactive participants2012-01-011,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,022
Number of participants with account balances2012-01-01965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,128
Total number of active participants reported on line 7a of the Form 55002011-01-01586
Number of retired or separated participants receiving benefits2011-01-0112
Number of other retired or separated participants entitled to future benefits2011-01-01517
Total of all active and inactive participants2011-01-011,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,116
Number of participants with account balances2011-01-011,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,169
Total number of active participants reported on line 7a of the Form 55002009-01-01600
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-01523
Total of all active and inactive participants2009-01-011,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,129
Number of participants with account balances2009-01-011,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,063,210
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,155,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,009,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,510,109
Value of total assets at end of year2022-12-31$125,996,619
Value of total assets at beginning of year2022-12-31$146,215,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$145,749
Total interest from all sources2022-12-31$321,868
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,668,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,668,066
Administrative expenses professional fees incurred2022-12-31$24,253
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,226,947
Participant contributions at end of year2022-12-31$2,309,598
Participant contributions at beginning of year2022-12-31$2,189,556
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,319,885
Administrative expenses (other) incurred2022-12-31$121,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,218,915
Value of net assets at end of year (total assets less liabilities)2022-12-31$125,996,619
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$146,215,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$113,473,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$134,023,504
Interest on participant loans2022-12-31$77,002
Interest earned on other investments2022-12-31$177,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,200,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,002,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,002,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$66,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,012,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,000,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-30,563,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,963,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,009,956
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31REDW LLC
Accountancy firm EIN2022-12-31850203431
2021 : PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$32,733,425
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,033,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,874,395
Expenses. Certain deemed distributions of participant loans2021-12-31$-651
Value of total corrective distributions2021-12-31$107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,866,095
Value of total assets at end of year2021-12-31$146,215,534
Value of total assets at beginning of year2021-12-31$123,515,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$159,758
Total interest from all sources2021-12-31$253,006
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,846,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,846,287
Administrative expenses professional fees incurred2021-12-31$19,961
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,106,580
Participant contributions at end of year2021-12-31$2,189,556
Participant contributions at beginning of year2021-12-31$1,756,109
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$235,121
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,860,694
Administrative expenses (other) incurred2021-12-31$139,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$22,699,816
Value of net assets at end of year (total assets less liabilities)2021-12-31$146,215,534
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$123,515,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$134,023,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$110,491,570
Interest on participant loans2021-12-31$75,955
Interest earned on other investments2021-12-31$176,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,002,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,095,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,095,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,000,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,937,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,768,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,898,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,874,395
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31REDW LLC
Accountancy firm EIN2021-12-31850203431
2020 : PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$29,745,888
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,934,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,826,608
Expenses. Certain deemed distributions of participant loans2020-12-31$1,088
Value of total corrective distributions2020-12-31$4,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,644,316
Value of total assets at end of year2020-12-31$123,515,718
Value of total assets at beginning of year2020-12-31$100,704,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$102,888
Total interest from all sources2020-12-31$256,304
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,922,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,922,014
Administrative expenses professional fees incurred2020-12-31$27,655
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,969,936
Participant contributions at end of year2020-12-31$1,756,109
Participant contributions at beginning of year2020-12-31$1,295,965
Participant contributions at end of year2020-12-31$235,121
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,515,758
Administrative expenses (other) incurred2020-12-31$75,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$22,811,138
Value of net assets at end of year (total assets less liabilities)2020-12-31$123,515,718
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$100,704,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$110,491,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$89,944,473
Interest on participant loans2020-12-31$61,089
Interest earned on other investments2020-12-31$178,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,095,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,296,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,296,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$17,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,937,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,167,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,923,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,158,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,826,608
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31REDW LLC
Accountancy firm EIN2020-12-31850203431
2019 : PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$30,112,694
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,841,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,717,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,167,223
Value of total assets at end of year2019-12-31$100,704,580
Value of total assets at beginning of year2019-12-31$78,433,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$123,540
Total interest from all sources2019-12-31$301,209
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,522,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,522,429
Administrative expenses professional fees incurred2019-12-31$20,787
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,315,658
Participant contributions at end of year2019-12-31$1,295,965
Participant contributions at beginning of year2019-12-31$962,125
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,159,656
Administrative expenses (other) incurred2019-12-31$102,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$22,271,252
Value of net assets at end of year (total assets less liabilities)2019-12-31$100,704,580
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$78,433,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$89,944,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,778,744
Interest on participant loans2019-12-31$48,395
Interest earned on other investments2019-12-31$187,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,296,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,216,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,216,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$65,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,167,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,475,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,121,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,691,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,717,902
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REDW LLC
Accountancy firm EIN2019-12-31850203431
2018 : PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,112,595
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,988,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,797,661
Expenses. Certain deemed distributions of participant loans2018-12-31$-3,814
Value of total corrective distributions2018-12-31$82,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,126,479
Value of total assets at end of year2018-12-31$78,433,328
Value of total assets at beginning of year2018-12-31$76,309,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$112,230
Total interest from all sources2018-12-31$292,859
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,844,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,844,191
Administrative expenses professional fees incurred2018-12-31$29,209
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,581,408
Participant contributions at end of year2018-12-31$962,125
Participant contributions at beginning of year2018-12-31$1,037,456
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,266,470
Administrative expenses (other) incurred2018-12-31$83,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,124,053
Value of net assets at end of year (total assets less liabilities)2018-12-31$78,433,328
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$76,309,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$67,778,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$65,928,437
Interest on participant loans2018-12-31$40,511
Interest earned on other investments2018-12-31$205,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,216,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,247,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,247,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$47,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,475,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,095,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,150,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,278,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,797,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REDW LLC
Accountancy firm EIN2018-12-31850203431
2017 : PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$19,297,049
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,222,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,112,877
Value of total corrective distributions2017-12-31$1,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,263,957
Value of total assets at end of year2017-12-31$76,309,275
Value of total assets at beginning of year2017-12-31$63,234,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$108,049
Total interest from all sources2017-12-31$266,796
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,928,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,928,602
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,896,748
Participant contributions at end of year2017-12-31$1,037,456
Participant contributions at beginning of year2017-12-31$901,247
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,324,585
Administrative expenses (other) incurred2017-12-31$108,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,074,508
Value of net assets at end of year (total assets less liabilities)2017-12-31$76,309,275
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$63,234,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$65,928,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$52,850,955
Interest on participant loans2017-12-31$32,962
Interest earned on other investments2017-12-31$214,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,247,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,263,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,263,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$19,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,095,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,219,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,837,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,042,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,112,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REDW LLC
Accountancy firm EIN2017-12-31850203431
2016 : PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,394,979
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,611,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,506,814
Value of total corrective distributions2016-12-31$45,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,936,475
Value of total assets at end of year2016-12-31$63,234,767
Value of total assets at beginning of year2016-12-31$56,451,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$59,076
Total interest from all sources2016-12-31$259,189
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,542,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,542,896
Administrative expenses professional fees incurred2016-12-31$28,585
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,178,535
Participant contributions at end of year2016-12-31$901,247
Participant contributions at beginning of year2016-12-31$937,170
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,342,081
Administrative expenses (other) incurred2016-12-31$30,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,783,445
Value of net assets at end of year (total assets less liabilities)2016-12-31$63,234,767
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$56,451,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$52,850,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,792,831
Interest on participant loans2016-12-31$30,220
Interest earned on other investments2016-12-31$224,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,263,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$671,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$671,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,219,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,049,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,656,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,415,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,506,814
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REDW LLC
Accountancy firm EIN2016-12-31850203431
2015 : PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,142,882
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,314,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,221,929
Expenses. Certain deemed distributions of participant loans2015-12-31$463
Value of total corrective distributions2015-12-31$24,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,068,231
Value of total assets at end of year2015-12-31$56,451,322
Value of total assets at beginning of year2015-12-31$55,622,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,870
Total interest from all sources2015-12-31$272,504
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,815,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,815,811
Administrative expenses professional fees incurred2015-12-31$35,468
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,651,687
Participant contributions at end of year2015-12-31$937,170
Participant contributions at beginning of year2015-12-31$930,319
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,345,026
Administrative expenses (other) incurred2015-12-31$31,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$828,663
Value of net assets at end of year (total assets less liabilities)2015-12-31$56,451,322
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$55,622,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$46,792,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,575,759
Interest on participant loans2015-12-31$33,269
Interest earned on other investments2015-12-31$238,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$671,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,049,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,116,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,013,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,071,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,221,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REDW LLC
Accountancy firm EIN2015-12-31850203431
2014 : PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,313,788
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,499,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,398,629
Expenses. Certain deemed distributions of participant loans2014-12-31$1,641
Value of total corrective distributions2014-12-31$35,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,618,775
Value of total assets at end of year2014-12-31$55,622,659
Value of total assets at beginning of year2014-12-31$51,808,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,290
Total interest from all sources2014-12-31$281,942
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,096,447
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$3,096,447
Administrative expenses professional fees incurred2014-12-31$45,911
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,199,138
Participant contributions at end of year2014-12-31$930,319
Participant contributions at beginning of year2014-12-31$976,142
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$667,302
Administrative expenses (other) incurred2014-12-31$17,379
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$3,814,606
Value of net assets at end of year (total assets less liabilities)2014-12-31$55,622,659
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$51,808,053
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$46,575,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,970,615
Interest on participant loans2014-12-31$35,774
Interest earned on other investments2014-12-31$246,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,116,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,861,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$316,624
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$1,752,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,398,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ATKINSON & CO., LTD.
Accountancy firm EIN2014-12-31850211867
2013 : PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,478,425
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,461,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,276,977
Expenses. Certain deemed distributions of participant loans2013-12-31$67,824
Value of total corrective distributions2013-12-31$34,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,986,430
Value of total assets at end of year2013-12-31$51,808,053
Value of total assets at beginning of year2013-12-31$43,790,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$81,740
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$344,772
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,465,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,465,094
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,947,275
Participant contributions at end of year2013-12-31$976,142
Participant contributions at beginning of year2013-12-31$941,757
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$379,617
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$8,017,054
Value of net assets at end of year (total assets less liabilities)2013-12-31$51,808,053
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$43,790,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,970,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,431,847
Interest on participant loans2013-12-31$36,187
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$308,585
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,861,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,417,395
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,682,129
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,659,538
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,276,977
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$81,740
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ATKINSON & CO., LTD.
Accountancy firm EIN2013-12-31850211867
2012 : PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,584,672
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,925,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,794,207
Expenses. Certain deemed distributions of participant loans2012-12-31$44,773
Value of total corrective distributions2012-12-31$22,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,960,075
Value of total assets at end of year2012-12-31$43,790,999
Value of total assets at beginning of year2012-12-31$38,131,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$63,766
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$306,191
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$989,127
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$989,127
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,829,385
Participant contributions at end of year2012-12-31$941,757
Participant contributions at beginning of year2012-12-31$785,018
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$305,985
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$2,468
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$5,659,036
Value of net assets at end of year (total assets less liabilities)2012-12-31$43,790,999
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$38,131,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$32,431,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,932,349
Interest on participant loans2012-12-31$31,516
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$274,675
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,417,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,414,596
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,329,279
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,824,705
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,794,207
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$61,298
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ATKINSON &, CO., LTD.
Accountancy firm EIN2012-12-31850211867
2011 : PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,855,905
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,039,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,896,366
Expenses. Certain deemed distributions of participant loans2011-12-31$68,198
Value of total corrective distributions2011-12-31$37,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,993,332
Value of total assets at end of year2011-12-31$38,131,963
Value of total assets at beginning of year2011-12-31$36,315,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$37,373
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$281,676
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$737,472
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$737,472
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$8,104
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,010,226
Participant contributions at end of year2011-12-31$785,018
Participant contributions at beginning of year2011-12-31$739,704
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$213,332
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$1,816,373
Value of net assets at end of year (total assets less liabilities)2011-12-31$38,131,963
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,315,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,932,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,697,823
Interest on participant loans2011-12-31$28,518
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$253,158
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,414,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,878,063
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,156,575
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$1,769,774
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,896,366
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$29,269
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ATKINSON & CO., LTD.
Accountancy firm EIN2011-12-31850211867
2010 : PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,663,771
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,053,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,951,733
Expenses. Certain deemed distributions of participant loans2010-12-31$55,820
Value of total corrective distributions2010-12-31$7,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,953,546
Value of total assets at end of year2010-12-31$36,315,590
Value of total assets at beginning of year2010-12-31$30,705,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$38,958
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$275,207
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$517,672
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$517,672
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$14,038
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,991,942
Participant contributions at end of year2010-12-31$739,704
Participant contributions at beginning of year2010-12-31$591,880
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,317
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$5,610,093
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,315,590
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,705,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$27,697,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,069,898
Interest on participant loans2010-12-31$30,521
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$244,686
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,878,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,043,719
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,917,346
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$1,945,287
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,951,733
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$24,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ATKINSON & CO., LTD.
Accountancy firm EIN2010-12-31850211867
2009 : PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN

2022: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PRESBYTERIAN HEALTH PLAN 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-03
Policy instance 1
Insurance contract or identification number1009521-03
Number of Individuals Covered141
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-03
Policy instance 1
Insurance contract or identification number1009521-03
Number of Individuals Covered148
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-03
Policy instance 1
Insurance contract or identification number1009521-03
Number of Individuals Covered153
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-03
Policy instance 1
Insurance contract or identification number1009521-03
Number of Individuals Covered162
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-03
Policy instance 1
Insurance contract or identification number1009521-03
Number of Individuals Covered174
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009521-03
Policy instance 1
Insurance contract or identification number1009521-03
Number of Individuals Covered188
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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