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STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSTANFORD HEALTH CARE RETIREMENT SAVINGS PLAN
Plan identification number 002

STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STANFORD HEALTH CARE has sponsored the creation of one or more 401k plans.

Company Name:STANFORD HEALTH CARE
Employer identification number (EIN):946174066
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about STANFORD HEALTH CARE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0336653

More information about STANFORD HEALTH CARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARGARET WILSON JOHN LIM2018-07-30
0022016-01-01SIMON JANG SHIRLEY NAKAMURA2017-07-31
0022015-01-01SIMON JANG SHIRLEY NAKAMURA2016-08-24
0022014-01-01SIMON JANG KETY DURON2015-07-31
0022013-01-01CAROLINE LING KETY DURON2014-07-31
0022012-01-01MARGARET PELLARIN SOUZA GREGORY2013-07-31
0022011-01-01MARGARET PELLARIN DALE SPARTZ2012-07-31
0022009-01-01MARGARET PELLARIN DALE SPARTZ2010-10-08

Plan Statistics for STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN

Measure Date Value
2022: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0132,621
Total number of active participants reported on line 7a of the Form 55002022-01-0122,681
Number of retired or separated participants receiving benefits2022-01-01327
Number of other retired or separated participants entitled to future benefits2022-01-0112,083
Total of all active and inactive participants2022-01-0135,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01121
Total participants2022-01-0135,212
Number of participants with account balances2022-01-0133,693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0130,083
Total number of active participants reported on line 7a of the Form 55002021-01-0120,237
Number of retired or separated participants receiving benefits2021-01-01146
Number of other retired or separated participants entitled to future benefits2021-01-0112,122
Total of all active and inactive participants2021-01-0132,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01116
Total participants2021-01-0132,621
Number of participants with account balances2021-01-0130,988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0127,746
Total number of active participants reported on line 7a of the Form 55002020-01-0118,987
Number of retired or separated participants receiving benefits2020-01-0134
Number of other retired or separated participants entitled to future benefits2020-01-0110,932
Total of all active and inactive participants2020-01-0129,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01130
Total participants2020-01-0130,083
Number of participants with account balances2020-01-0129,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0125,885
Total number of active participants reported on line 7a of the Form 55002019-01-0116,984
Number of retired or separated participants receiving benefits2019-01-01270
Number of other retired or separated participants entitled to future benefits2019-01-0110,368
Total of all active and inactive participants2019-01-0127,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01124
Total participants2019-01-0127,746
Number of participants with account balances2019-01-0126,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0125,759
Total number of active participants reported on line 7a of the Form 55002018-01-0115,754
Number of retired or separated participants receiving benefits2018-01-01275
Number of other retired or separated participants entitled to future benefits2018-01-019,795
Total of all active and inactive participants2018-01-0125,824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0161
Total participants2018-01-0125,885
Number of participants with account balances2018-01-0124,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0124,749
Total number of active participants reported on line 7a of the Form 55002017-01-0116,339
Number of retired or separated participants receiving benefits2017-01-01111
Number of other retired or separated participants entitled to future benefits2017-01-019,271
Total of all active and inactive participants2017-01-0125,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0138
Total participants2017-01-0125,759
Number of participants with account balances2017-01-0123,351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0122,994
Total number of active participants reported on line 7a of the Form 55002016-01-0115,785
Number of retired or separated participants receiving benefits2016-01-0192
Number of other retired or separated participants entitled to future benefits2016-01-018,778
Total of all active and inactive participants2016-01-0124,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0194
Total participants2016-01-0124,749
Number of participants with account balances2016-01-0121,902
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0119,500
Total number of active participants reported on line 7a of the Form 55002015-01-0114,575
Number of retired or separated participants receiving benefits2015-01-0174
Number of other retired or separated participants entitled to future benefits2015-01-018,272
Total of all active and inactive participants2015-01-0122,921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0173
Total participants2015-01-0122,994
Number of participants with account balances2015-01-0119,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114,196
Total number of active participants reported on line 7a of the Form 55002014-01-0112,559
Number of retired or separated participants receiving benefits2014-01-0134
Number of other retired or separated participants entitled to future benefits2014-01-016,840
Total of all active and inactive participants2014-01-0119,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0167
Total participants2014-01-0119,500
Number of participants with account balances2014-01-0116,418
2013: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0113,647
Total number of active participants reported on line 7a of the Form 55002013-01-018,747
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-015,386
Total of all active and inactive participants2013-01-0114,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0148
Total participants2013-01-0114,196
Number of participants with account balances2013-01-0114,196
2012: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113,349
Total number of active participants reported on line 7a of the Form 55002012-01-018,363
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-015,240
Total of all active and inactive participants2012-01-0113,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0130
Total participants2012-01-0113,647
Number of participants with account balances2012-01-0113,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113,207
Total number of active participants reported on line 7a of the Form 55002011-01-018,094
Number of retired or separated participants receiving benefits2011-01-0119
Number of other retired or separated participants entitled to future benefits2011-01-015,211
Total of all active and inactive participants2011-01-0113,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0125
Total participants2011-01-0113,349
Number of participants with account balances2011-01-0113,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,952
Total number of active participants reported on line 7a of the Form 55002009-01-017,670
Number of retired or separated participants receiving benefits2009-01-0116
Number of other retired or separated participants entitled to future benefits2009-01-015,028
Total of all active and inactive participants2009-01-0112,714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0118
Total participants2009-01-0112,732
Number of participants with account balances2009-01-0112,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : STANFORD HEALTH CARE RETIREMENT SAVINGS 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$59,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$56,500
Total income from all sources (including contributions)2022-12-31$-339,948,079
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$217,775,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$216,190,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$500,274,055
Value of total assets at end of year2022-12-31$4,535,728,964
Value of total assets at beginning of year2022-12-31$5,093,450,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,585,848
Total interest from all sources2022-12-31$9,389,780
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$101,852,414
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$101,852,414
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
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$251,934,035
Participant contributions at end of year2022-12-31$35,777,300
Participant contributions at beginning of year2022-12-31$30,486,947
Participant contributions at end of year2022-12-31$22,545
Participant contributions at beginning of year2022-12-31$9,122
Assets. Other investments not covered elsewhere at end of year2022-12-31$131,138,945
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$143,633,798
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,557,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$59,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$56,500
Other income not declared elsewhere2022-12-31$5,032,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-557,723,937
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,535,669,964
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,093,393,901
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$4,118,268,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,691,500,172
Value of interest in pooled separate accounts at end of year2022-12-31$14,054,255
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,555,648
Interest on participant loans2022-12-31$1,600,886
Interest earned on other investments2022-12-31$7,785,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$379,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$243,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$243,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$235,613,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$213,515,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-957,529,492
Net investment gain/loss from pooled separate accounts2022-12-31$1,032,403
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$228,782,667
Employer contributions (assets) at end of year2022-12-31$473,762
Employer contributions (assets) at beginning of year2022-12-31$505,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$216,190,010
Contract administrator fees2022-12-31$1,585,848
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS
Accountancy firm EIN2022-12-31910189318
2021 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$104,839
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$56,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$51,000
Total income from all sources (including contributions)2021-12-31$1,059,702,114
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$236,206,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$234,691,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$440,183,336
Value of total assets at end of year2021-12-31$5,093,450,401
Value of total assets at beginning of year2021-12-31$4,269,844,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,514,827
Total interest from all sources2021-12-31$8,389,587
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$125,533,332
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$125,533,332
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
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$220,576,552
Participant contributions at end of year2021-12-31$30,486,947
Participant contributions at beginning of year2021-12-31$28,809,900
Participant contributions at end of year2021-12-31$9,122
Participant contributions at beginning of year2021-12-31$1,719,304
Assets. Other investments not covered elsewhere at end of year2021-12-31$143,633,798
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$118,706,578
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$26,571,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$56,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$51,000
Other income not declared elsewhere2021-12-31$8,185,723
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$823,495,760
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,093,393,901
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,269,793,302
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$4,691,500,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,880,872,010
Value of interest in pooled separate accounts at end of year2021-12-31$13,555,648
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,991,933
Interest on participant loans2021-12-31$1,676,486
Interest earned on other investments2021-12-31$6,713,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$243,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$234,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$234,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$213,515,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$225,219,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$475,309,811
Net investment gain/loss from pooled separate accounts2021-12-31$2,100,325
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$193,035,357
Employer contributions (assets) at end of year2021-12-31$505,929
Employer contributions (assets) at beginning of year2021-12-31$2,290,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$234,691,527
Contract administrator fees2021-12-31$1,514,827
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : STANFORD HEALTH CARE RETIREMENT SAVINGS 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$51,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$50,000
Total income from all sources (including contributions)2020-12-31$935,176,042
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$297,713,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$296,256,004
Expenses. Certain deemed distributions of participant loans2020-12-31$84,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$389,702,169
Value of total assets at end of year2020-12-31$4,269,844,302
Value of total assets at beginning of year2020-12-31$3,632,380,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,372,667
Total interest from all sources2020-12-31$9,173,244
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$82,268,047
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$82,268,047
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
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$194,501,271
Participant contributions at end of year2020-12-31$28,809,900
Participant contributions at beginning of year2020-12-31$27,330,415
Participant contributions at end of year2020-12-31$1,719,304
Participant contributions at beginning of year2020-12-31$85,373
Assets. Other investments not covered elsewhere at end of year2020-12-31$118,706,578
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$91,405,483
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,320,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$51,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$50,000
Other income not declared elsewhere2020-12-31$4,301,089
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$637,462,874
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,269,793,302
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,632,330,428
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$3,880,872,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,277,011,237
Value of interest in pooled separate accounts at end of year2020-12-31$11,991,933
Value of interest in pooled separate accounts at beginning of year2020-12-31$13,499,504
Interest on participant loans2020-12-31$1,476,111
Interest earned on other investments2020-12-31$7,696,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$234,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$241,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$241,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$225,219,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$222,462,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$449,811,486
Net investment gain/loss from pooled separate accounts2020-12-31$-79,993
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$174,880,794
Employer contributions (assets) at end of year2020-12-31$2,290,721
Employer contributions (assets) at beginning of year2020-12-31$344,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$296,256,004
Contract administrator fees2020-12-31$1,372,667
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : STANFORD HEALTH CARE RETIREMENT SAVINGS 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$50,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$49,500
Total income from all sources (including contributions)2019-12-31$951,207,308
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$167,538,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$165,715,207
Expenses. Certain deemed distributions of participant loans2019-12-31$504,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$337,340,446
Value of total assets at end of year2019-12-31$3,632,380,428
Value of total assets at beginning of year2019-12-31$2,848,710,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,318,518
Total interest from all sources2019-12-31$9,106,239
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$300,116,420
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$300,116,420
Administrative expenses professional fees incurred2019-12-31$49,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
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$163,892,112
Participant contributions at end of year2019-12-31$27,330,415
Participant contributions at beginning of year2019-12-31$21,987,428
Participant contributions at end of year2019-12-31$85,373
Participant contributions at beginning of year2019-12-31$77,769
Assets. Other investments not covered elsewhere at end of year2019-12-31$91,405,483
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$75,229,092
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,789,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$50,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$49,500
Other income not declared elsewhere2019-12-31$3,134,118
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$783,669,071
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,632,330,428
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,848,661,357
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$3,277,011,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,515,904,600
Value of interest in pooled separate accounts at end of year2019-12-31$13,499,504
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,986,905
Interest on participant loans2019-12-31$1,359,564
Interest earned on other investments2019-12-31$7,742,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$241,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$182,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$182,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$222,462,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$221,090,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$300,728,322
Net investment gain/loss from pooled separate accounts2019-12-31$781,763
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$151,659,036
Employer contributions (assets) at end of year2019-12-31$344,692
Employer contributions (assets) at beginning of year2019-12-31$251,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$165,715,207
Contract administrator fees2019-12-31$1,269,018
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 name2019-12-31MOSS ADAMS
Accountancy firm EIN2019-12-31910189318
2018 : STANFORD HEALTH CARE RETIREMENT SAVINGS 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$49,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$42,000
Total income from all sources (including contributions)2018-12-31$125,948,751
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$185,412,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$178,634,988
Expenses. Certain deemed distributions of participant loans2018-12-31$5,493,603
Value of total corrective distributions2018-12-31$63,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$291,762,129
Value of total assets at end of year2018-12-31$2,848,710,857
Value of total assets at beginning of year2018-12-31$2,908,166,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,219,655
Total interest from all sources2018-12-31$9,742,780
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$70,954,736
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$70,954,736
Administrative expenses professional fees incurred2018-12-31$7,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
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$144,214,578
Participant contributions at end of year2018-12-31$21,987,428
Participant contributions at beginning of year2018-12-31$24,232,135
Participant contributions at end of year2018-12-31$77,769
Participant contributions at beginning of year2018-12-31$6,802
Assets. Other investments not covered elsewhere at end of year2018-12-31$75,229,092
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$75,770,893
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,430,733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$49,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$42,000
Other income not declared elsewhere2018-12-31$4,161,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-59,463,357
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,848,661,357
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,908,124,714
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$2,515,904,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,584,627,622
Value of interest in pooled separate accounts at end of year2018-12-31$13,986,905
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,995,019
Interest on participant loans2018-12-31$1,270,513
Interest earned on other investments2018-12-31$7,673,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$182,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$218,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$218,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$798,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$221,090,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$208,014,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-251,314,029
Net investment gain/loss from pooled separate accounts2018-12-31$641,789
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$136,116,818
Employer contributions (assets) at end of year2018-12-31$251,928
Employer contributions (assets) at beginning of year2018-12-31$301,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$178,634,988
Contract administrator fees2018-12-31$1,212,155
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS
Accountancy firm EIN2018-12-31910189318
2017 : STANFORD HEALTH CARE RETIREMENT SAVINGS 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$42,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$40,000
Total income from all sources (including contributions)2017-12-31$664,760,036
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$142,117,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$140,302,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$268,400,057
Value of total assets at end of year2017-12-31$2,908,166,714
Value of total assets at beginning of year2017-12-31$2,385,521,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,814,395
Total interest from all sources2017-12-31$7,695,019
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$40,203,227
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$40,203,227
Administrative expenses professional fees incurred2017-12-31$42,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$131,072,967
Participant contributions at end of year2017-12-31$24,232,135
Participant contributions at beginning of year2017-12-31$20,241,449
Participant contributions at end of year2017-12-31$6,802
Participant contributions at beginning of year2017-12-31$3,867,352
Assets. Other investments not covered elsewhere at end of year2017-12-31$75,770,893
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$66,764,349
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,717,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$42,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$40,000
Other income not declared elsewhere2017-12-31$9,880,525
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$522,642,928
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,908,124,714
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,385,481,786
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$2,584,627,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,076,136,178
Value of interest in pooled separate accounts at end of year2017-12-31$14,995,019
Value of interest in pooled separate accounts at beginning of year2017-12-31$14,346,426
Interest on participant loans2017-12-31$968,301
Interest earned on other investments2017-12-31$6,726,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$218,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$385,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$385,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$208,014,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$199,509,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$337,892,169
Net investment gain/loss from pooled separate accounts2017-12-31$689,039
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$125,609,896
Employer contributions (assets) at end of year2017-12-31$301,821
Employer contributions (assets) at beginning of year2017-12-31$4,271,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$140,302,713
Contract administrator fees2017-12-31$1,772,395
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS
Accountancy firm EIN2017-12-31910189318
2016 : STANFORD HEALTH CARE RETIREMENT SAVINGS 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$40,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$42,335
Total income from all sources (including contributions)2016-12-31$387,280,260
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$125,883,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$123,622,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$231,730,349
Value of total assets at end of year2016-12-31$2,385,521,786
Value of total assets at beginning of year2016-12-31$2,124,126,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,260,456
Total interest from all sources2016-12-31$8,010,733
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$31,248,711
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$31,248,711
Administrative expenses professional fees incurred2016-12-31$40,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$114,576,181
Participant contributions at end of year2016-12-31$20,241,449
Participant contributions at beginning of year2016-12-31$16,199,874
Participant contributions at end of year2016-12-31$3,867,352
Participant contributions at beginning of year2016-12-31$2,332,926
Assets. Other investments not covered elsewhere at end of year2016-12-31$66,764,349
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$59,847,475
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,368,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$40,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$42,335
Other income not declared elsewhere2016-12-31$1,261,450
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$261,397,249
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,385,481,786
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,124,084,537
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$2,076,136,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,840,899,640
Value of interest in pooled separate accounts at end of year2016-12-31$14,346,426
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,696,689
Interest on participant loans2016-12-31$741,696
Interest earned on other investments2016-12-31$7,269,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$385,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,348,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,348,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$199,509,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$188,199,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$114,285,062
Net investment gain/loss from pooled separate accounts2016-12-31$743,955
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$103,785,343
Employer contributions (assets) at end of year2016-12-31$4,271,021
Employer contributions (assets) at beginning of year2016-12-31$2,602,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$123,622,555
Contract administrator fees2016-12-31$2,220,456
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS
Accountancy firm EIN2016-12-31910189318
2015 : STANFORD HEALTH CARE RETIREMENT SAVINGS 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$42,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$44,085
Total income from all sources (including contributions)2015-12-31$191,493,057
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$118,686,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$117,433,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$202,663,059
Value of total assets at end of year2015-12-31$2,124,126,872
Value of total assets at beginning of year2015-12-31$2,051,322,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,253,730
Total interest from all sources2015-12-31$7,182,589
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$34,082,121
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$34,082,121
Administrative expenses professional fees incurred2015-12-31$42,335
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$98,041,081
Participant contributions at end of year2015-12-31$16,199,874
Participant contributions at beginning of year2015-12-31$8,817,830
Participant contributions at end of year2015-12-31$2,332,926
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$59,847,475
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$55,877,661
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,241,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$42,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$44,085
Other income not declared elsewhere2015-12-31$1,081,434
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$72,806,198
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,124,084,537
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,051,278,339
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$1,840,899,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,793,435,093
Value of interest in pooled separate accounts at end of year2015-12-31$12,696,689
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,374,730
Interest on participant loans2015-12-31$514,834
Interest earned on other investments2015-12-31$6,667,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,348,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,298,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,298,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$188,199,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$179,518,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-54,411,106
Net investment gain/loss from pooled separate accounts2015-12-31$894,960
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$91,380,758
Employer contributions (assets) at end of year2015-12-31$2,602,912
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$117,433,129
Contract administrator fees2015-12-31$1,211,395
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS
Accountancy firm EIN2015-12-31910189318
2014 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$648,411,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$44,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,500
Total income from all sources (including contributions)2014-12-31$195,307,186
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$61,261,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$60,607,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$118,345,143
Value of total assets at end of year2014-12-31$2,051,322,424
Value of total assets at beginning of year2014-12-31$1,268,841,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$654,527
Total interest from all sources2014-12-31$4,920,997
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$17,750,724
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$17,750,724
Administrative expenses professional fees incurred2014-12-31$44,085
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$35,239,759
Participant contributions at end of year2014-12-31$8,817,830
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$55,877,661
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$30,745,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$44,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$20,500
Other income not declared elsewhere2014-12-31$474,239
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$134,045,609
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,051,278,339
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,268,820,848
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$1,793,435,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,119,395,492
Value of interest in pooled separate accounts at end of year2014-12-31$11,374,730
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,439,682
Interest earned on other investments2014-12-31$4,920,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,298,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$544,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$544,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$179,518,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$112,716,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$53,056,686
Net investment gain/loss from pooled separate accounts2014-12-31$759,397
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$83,105,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$60,607,050
Contract administrator fees2014-12-31$610,442
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS
Accountancy firm EIN2014-12-31910189318
2013 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,000
Total income from all sources (including contributions)2013-12-31$282,311,345
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$49,868,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$49,208,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$105,545,739
Value of total assets at end of year2013-12-31$1,268,841,348
Value of total assets at beginning of year2013-12-31$1,036,395,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$659,655
Total interest from all sources2013-12-31$4,595,281
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,783,522
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$12,783,522
Administrative expenses professional fees incurred2013-12-31$20,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$32,108,321
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$1,169,040
Assets. Other investments not covered elsewhere at end of year2013-12-31$30,745,284
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$26,312,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$20,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$18,000
Other income not declared elsewhere2013-12-31$630,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$232,442,890
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,268,820,848
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,036,377,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,119,395,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$893,761,624
Value of interest in pooled separate accounts at end of year2013-12-31$5,439,682
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,450,741
Interest earned on other investments2013-12-31$4,595,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$544,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$170,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$170,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$112,716,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$108,884,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$158,340,052
Net investment gain/loss from pooled separate accounts2013-12-31$416,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$73,437,418
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$2,646,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$49,208,800
Contract administrator fees2013-12-31$639,155
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS
Accountancy firm EIN2013-12-31910189318
2012 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$292,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,800
Total income from all sources (including contributions)2012-12-31$197,717,222
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$35,416,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$35,091,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$99,936,644
Value of total assets at end of year2012-12-31$1,036,395,958
Value of total assets at beginning of year2012-12-31$874,384,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$324,177
Total interest from all sources2012-12-31$4,508,727
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$12,188,549
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$12,188,549
Administrative expenses professional fees incurred2012-12-31$18,000
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$30,547,581
Participant contributions at end of year2012-12-31$1,169,040
Participant contributions at beginning of year2012-12-31$1,086,192
Assets. Other investments not covered elsewhere at end of year2012-12-31$26,312,769
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$24,730,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$18,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$15,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$162,301,214
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,036,377,958
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$874,368,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$893,761,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$739,079,141
Value of interest in pooled separate accounts at end of year2012-12-31$3,450,741
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,006,474
Interest earned on other investments2012-12-31$4,508,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$170,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$140,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$140,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$108,884,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$104,863,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$80,839,894
Net investment gain/loss from pooled separate accounts2012-12-31$243,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$69,389,063
Employer contributions (assets) at end of year2012-12-31$2,646,618
Employer contributions (assets) at beginning of year2012-12-31$2,478,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$35,091,831
Contract administrator fees2012-12-31$306,177
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS
Accountancy firm EIN2012-12-31910189318
2011 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$745,957
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$91,846,686
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$28,115,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$28,031,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$94,658,808
Value of total assets at end of year2011-12-31$874,384,693
Value of total assets at beginning of year2011-12-31$809,891,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$83,697
Total interest from all sources2011-12-31$4,122,547
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$14,589,440
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$14,589,440
Administrative expenses professional fees incurred2011-12-31$15,800
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$28,853,890
Participant contributions at end of year2011-12-31$1,086,192
Participant contributions at beginning of year2011-12-31$1,019,805
Assets. Other investments not covered elsewhere at end of year2011-12-31$24,730,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$15,800
Total non interest bearing cash at beginning of year2011-12-31$7,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$63,731,557
Value of net assets at end of year (total assets less liabilities)2011-12-31$874,368,893
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$809,891,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$739,079,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$584,636,256
Value of interest in pooled separate accounts at end of year2011-12-31$2,006,474
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,151,422
Interest earned on other investments2011-12-31$4,122,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$140,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$121,984,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$121,984,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$104,863,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$98,760,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-21,712,045
Net investment gain/loss from pooled separate accounts2011-12-31$187,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$65,804,918
Employer contributions (assets) at end of year2011-12-31$2,478,272
Employer contributions (assets) at beginning of year2011-12-31$2,330,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$28,031,432
Contract administrator fees2011-12-31$67,897
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOHLER,NIXON & WILLIAMS
Accountancy firm EIN2011-12-31770106234
2010 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,188,323
Total transfer of assets from this plan2010-12-31$1,269,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$163,202,597
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$21,072,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$21,065,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$88,451,031
Value of total assets at end of year2010-12-31$809,891,379
Value of total assets at beginning of year2010-12-31$667,842,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,084
Total interest from all sources2010-12-31$3,707,662
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,327,263
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$8,327,263
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$27,047,599
Participant contributions at end of year2010-12-31$1,019,805
Participant contributions at beginning of year2010-12-31$970,867
Total non interest bearing cash at end of year2010-12-31$7,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$142,130,387
Value of net assets at end of year (total assets less liabilities)2010-12-31$809,891,379
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$667,842,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$584,636,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$457,793,791
Value of interest in pooled separate accounts at end of year2010-12-31$1,151,422
Value of interest in pooled separate accounts at beginning of year2010-12-31$642,005
Interest earned on other investments2010-12-31$3,703,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$121,984,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$111,521,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$111,521,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$98,760,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$94,719,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$62,623,880
Net investment gain/loss from pooled separate accounts2010-12-31$92,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$61,403,432
Employer contributions (assets) at end of year2010-12-31$2,330,742
Employer contributions (assets) at beginning of year2010-12-31$2,195,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$21,065,126
Contract administrator fees2010-12-31$7,084
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOHLER, NIXON & WILLIAMS
Accountancy firm EIN2010-12-31770106234
2009 : STANFORD HEALTH CARE RETIREMENT SAVINGS 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 STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN

2022: STANFORD HEALTH CARE RETIREMENT SAVINGS 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: STANFORD HEALTH CARE RETIREMENT SAVINGS 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: STANFORD HEALTH CARE RETIREMENT SAVINGS 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: STANFORD HEALTH CARE RETIREMENT SAVINGS 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: STANFORD HEALTH CARE RETIREMENT SAVINGS 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: STANFORD HEALTH CARE RETIREMENT SAVINGS 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: STANFORD HEALTH CARE RETIREMENT SAVINGS 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: STANFORD HEALTH CARE RETIREMENT SAVINGS 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: STANFORD HEALTH CARE RETIREMENT SAVINGS 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: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STANFORD HEALTH CARE RETIREMENT SAVINGS 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: STANFORD HEALTH CARE RETIREMENT SAVINGS 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: STANFORD HEALTH CARE RETIREMENT SAVINGS 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number000073
Policy instance 6
Insurance contract or identification number000073
Number of Individuals Covered4
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101067
Policy instance 5
Insurance contract or identification number101067
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101068
Policy instance 4
Insurance contract or identification number101068
Number of Individuals Covered5906
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069432
Policy instance 3
Insurance contract or identification numberTT069432
Number of Individuals Covered1000
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number092266-031
Policy instance 2
Insurance contract or identification number092266-031
Number of Individuals Covered14
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004481
Policy instance 1
Insurance contract or identification number004481
Number of Individuals Covered25
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4854
Policy instance 1
Insurance contract or identification number4854
Number of Individuals Covered27
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number092266-031
Policy instance 2
Insurance contract or identification number092266-031
Number of Individuals Covered14
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069432
Policy instance 3
Insurance contract or identification numberTT069432
Number of Individuals Covered700
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101068
Policy instance 4
Insurance contract or identification number101068
Number of Individuals Covered6078
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101067
Policy instance 5
Insurance contract or identification number101067
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number9512
Policy instance 6
Insurance contract or identification number9512
Number of Individuals Covered4
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number9512
Policy instance 6
Insurance contract or identification number9512
Number of Individuals Covered4
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101067
Policy instance 5
Insurance contract or identification number101067
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101068
Policy instance 4
Insurance contract or identification number101068
Number of Individuals Covered6336
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069432
Policy instance 3
Insurance contract or identification numberTT069432
Number of Individuals Covered683
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number092266-031
Policy instance 2
Insurance contract or identification number092266-031
Number of Individuals Covered42
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4854
Policy instance 1
Insurance contract or identification number4854
Number of Individuals Covered28
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4854
Policy instance 1
Insurance contract or identification number4854
Number of Individuals Covered26
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number092266-031
Policy instance 2
Insurance contract or identification number092266-031
Number of Individuals Covered45
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069432
Policy instance 3
Insurance contract or identification numberTT069432
Number of Individuals Covered10038
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101068
Policy instance 4
Insurance contract or identification number101068
Number of Individuals Covered6557
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101067
Policy instance 5
Insurance contract or identification number101067
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number9512
Policy instance 6
Insurance contract or identification number9512
Number of Individuals Covered4
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101067
Policy instance 6
Insurance contract or identification number101067
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069432
Policy instance 5
Insurance contract or identification numberTT069432
Number of Individuals Covered19960
Insurance policy start date2017-01-01
Insurance policy end date2017-01-01
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number092266-031
Policy instance 4
Insurance contract or identification number092266-031
Number of Individuals Covered52
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004854
Policy instance 3
Insurance contract or identification number004854
Number of Individuals Covered28
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number009512
Policy instance 2
Insurance contract or identification number009512
Number of Individuals Covered5
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101068
Policy instance 1
Insurance contract or identification number101068
Number of Individuals Covered6986
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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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