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COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameCOMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN
Plan identification number 001

COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN Benefits

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

401k Sponsoring company profile

COMMUNITY HOSPITAL OF SAN BERNARDINO has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY HOSPITAL OF SAN BERNARDINO
Employer identification number (EIN):951643373
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about COMMUNITY HOSPITAL OF SAN BERNARDINO

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0175659

More information about COMMUNITY HOSPITAL OF SAN BERNARDINO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVE EVANS
0012016-01-01DAVE EVANS DAVE EVANS2017-10-05
0012015-01-01DAVE EVANS DAVE EVANS2016-10-13
0012014-01-01DAVE EVANS DAVE EVANS2015-10-15
0012013-01-01DAVE EVANS DAVE EVANS2014-10-14
0012012-01-01DAVE EVANS DAVE EVANS2013-10-15
0012011-01-01DAVE EVANS
0012009-01-01DAVE EVANS
0012009-01-01DAVE EVANS
0012009-01-01DAVE EVANS

Plan Statistics for COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01589
Total number of active participants reported on line 7a of the Form 55002022-01-0175
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01325
Total of all active and inactive participants2022-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01401
Number of participants with account balances2022-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01586
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-01480
Total of all active and inactive participants2021-01-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01589
Number of participants with account balances2021-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01606
Total number of active participants reported on line 7a of the Form 55002020-01-0195
Number of retired or separated participants receiving benefits2020-01-0124
Number of other retired or separated participants entitled to future benefits2020-01-01492
Total of all active and inactive participants2020-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01618
Number of participants with account balances2020-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01392
Total number of active participants reported on line 7a of the Form 55002019-01-01371
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01371
Number of participants with account balances2019-01-010
2018: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01696
Total number of active participants reported on line 7a of the Form 55002018-01-01676
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01676
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01721
Total number of active participants reported on line 7a of the Form 55002017-01-01696
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01696
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01747
Total number of active participants reported on line 7a of the Form 55002016-01-01721
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01721
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01801
Total number of active participants reported on line 7a of the Form 55002015-01-01747
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01747
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01838
Total number of active participants reported on line 7a of the Form 55002014-01-01801
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01801
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01901
Total number of active participants reported on line 7a of the Form 55002013-01-01838
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01838
Number of participants with account balances2013-01-01838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01938
Total number of active participants reported on line 7a of the Form 55002012-01-01848
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01901
Number of participants with account balances2012-01-01901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,027
Total number of active participants reported on line 7a of the Form 55002011-01-01928
Total of all active and inactive participants2011-01-01928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-01938
Number of participants with account balances2011-01-01938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,065
Total number of active participants reported on line 7a of the Form 55002009-01-011,065
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,065
Number of participants with account balances2009-01-011,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022 : COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-632,392
Total of all expenses incurred2022-12-31$1,050,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,050,199
Value of total assets at end of year2022-12-31$5,080,159
Value of total assets at beginning of year2022-12-31$6,762,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75
Total interest from all sources2022-12-31$105,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Participant contributions at end of year2022-12-31$3,958
Participant contributions at beginning of year2022-12-31$4,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,682,666
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,080,159
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,762,825
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$1,986,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,078,383
Interest on participant loans2022-12-31$119
Interest earned on other investments2022-12-31$104,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,090,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,680,335
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$766,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-737,452
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$283,801
Contract administrator fees2022-12-31$75
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 name2022-12-31SWENSON CORPORATION
Accountancy firm EIN2022-12-31330305868
2021 : COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$570,592
Total of all expenses incurred2021-12-31$478,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$478,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$28,936
Value of total assets at end of year2021-12-31$6,762,825
Value of total assets at beginning of year2021-12-31$6,670,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$100
Total interest from all sources2021-12-31$118,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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
Participant contributions at end of year2021-12-31$4,107
Participant contributions at beginning of year2021-12-31$3,987
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$28,936
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$91,837
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,762,825
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,670,988
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$3,078,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,933,625
Interest on participant loans2021-12-31$120
Interest earned on other investments2021-12-31$117,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,680,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,733,376
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$199,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$423,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$278,823
Contract administrator fees2021-12-31$100
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SWENSON CORPORATION
Accountancy firm EIN2021-12-31330305868
2020 : COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$674,792
Total of all expenses incurred2020-12-31$231,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$231,601
Value of total assets at end of year2020-12-31$6,670,988
Value of total assets at beginning of year2020-12-31$6,227,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$100
Total interest from all sources2020-12-31$118,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Participant contributions at end of year2020-12-31$3,987
Participant contributions at beginning of year2020-12-31$4,902
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$443,091
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,670,988
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,227,897
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$2,933,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,467,022
Interest on participant loans2020-12-31$113
Interest earned on other investments2020-12-31$117,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,733,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,755,973
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$186,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$556,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$45,355
Contract administrator fees2020-12-31$100
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SWENSON CORPORATION
Accountancy firm EIN2020-12-31330305868
2019 : COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$664,802
Total of all expenses incurred2019-12-31$443,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$441,927
Expenses. Certain deemed distributions of participant loans2019-12-31$-476
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,537
Value of total assets at end of year2019-12-31$6,227,897
Value of total assets at beginning of year2019-12-31$6,006,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,432
Total interest from all sources2019-12-31$119,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$4,902
Participant contributions at beginning of year2019-12-31$5,657
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,205
Administrative expenses (other) incurred2019-12-31$2,332
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$220,919
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,227,897
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,006,978
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$2,467,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,218,521
Interest on participant loans2019-12-31$130
Interest earned on other investments2019-12-31$119,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,755,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,782,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$534,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$441,927
Contract administrator fees2019-12-31$100
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SWENSON CORPORATION
Accountancy firm EIN2019-12-31330305868
2018 : COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-36,893
Total of all expenses incurred2018-12-31$419,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$375,801
Expenses. Certain deemed distributions of participant loans2018-12-31$-2,362
Value of total assets at end of year2018-12-31$6,006,978
Value of total assets at beginning of year2018-12-31$6,463,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,959
Total interest from all sources2018-12-31$119,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$5,657
Participant contributions at beginning of year2018-12-31$9,156
Administrative expenses (other) incurred2018-12-31$45,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-456,291
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,006,978
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,463,269
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$2,218,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,615,685
Interest on participant loans2018-12-31$164
Interest earned on other investments2018-12-31$119,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,782,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,838,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-156,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$375,801
Contract administrator fees2018-12-31$125
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 name2018-12-31SWENSON CORPORATION
Accountancy firm EIN2018-12-31330305868
2017 : COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$580,036
Total of all expenses incurred2017-12-31$462,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$467,447
Expenses. Certain deemed distributions of participant loans2017-12-31$-5,119
Value of total assets at end of year2017-12-31$6,463,269
Value of total assets at beginning of year2017-12-31$6,345,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$125
Total interest from all sources2017-12-31$121,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$9,156
Participant contributions at beginning of year2017-12-31$11,882
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$117,583
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,463,269
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,345,686
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$2,615,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,509,749
Interest on participant loans2017-12-31$260
Interest earned on other investments2017-12-31$120,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,838,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,824,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$458,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$467,447
Contract administrator fees2017-12-31$125
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 name2017-12-31SWENSON CORPORATION
Accountancy firm EIN2017-12-31330305868
2016 : COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$309,792
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$424,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$429,328
Expenses. Certain deemed distributions of participant loans2016-12-31$-4,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$6,345,686
Value of total assets at beginning of year2016-12-31$6,460,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$125
Total interest from all sources2016-12-31$122,467
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$11,882
Participant contributions at beginning of year2016-12-31$20,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-115,092
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,345,686
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,460,778
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$2,509,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,533,074
Interest on participant loans2016-12-31$370
Interest earned on other investments2016-12-31$122,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,824,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,907,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$187,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$429,328
Contract administrator fees2016-12-31$125
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 name2016-12-31SWENSON CORPORATION
Accountancy firm EIN2016-12-31330305865
2015 : COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$84,841
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$419,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$419,813
Expenses. Certain deemed distributions of participant loans2015-12-31$-135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$6,460,778
Value of total assets at beginning of year2015-12-31$6,795,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$192
Total interest from all sources2015-12-31$122,532
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$20,467
Participant contributions at beginning of year2015-12-31$20,459
Administrative expenses (other) incurred2015-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-335,029
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,460,778
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,795,807
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$2,533,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,943,369
Interest on participant loans2015-12-31$535
Interest earned on other investments2015-12-31$121,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,907,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,831,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-37,691
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$419,813
Contract administrator fees2015-12-31$182
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 name2015-12-31SWENSON CORPORATION
Accountancy firm EIN2015-12-31330305865
2014 : COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$361,880
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$600,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$600,708
Expenses. Certain deemed distributions of participant loans2014-12-31$-37
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$6,795,807
Value of total assets at beginning of year2014-12-31$7,034,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$200
Total interest from all sources2014-12-31$126,270
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$20,459
Participant contributions at beginning of year2014-12-31$23,039
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-238,991
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,795,807
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,034,798
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$2,943,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,935,064
Interest on participant loans2014-12-31$573
Interest earned on other investments2014-12-31$125,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,831,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,076,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$235,610
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$600,708
Contract administrator fees2014-12-31$200
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 name2014-12-31SWENSON CORPORATION
Accountancy firm EIN2014-12-31330305865
2013 : COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$609,403
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$998,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$995,222
Expenses. Certain deemed distributions of participant loans2013-12-31$-5,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$7,034,798
Value of total assets at beginning of year2013-12-31$7,423,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,561
Total interest from all sources2013-12-31$137,787
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$23,039
Participant contributions at beginning of year2013-12-31$36,396
Administrative expenses (other) incurred2013-12-31$8,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-389,168
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,034,798
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,423,966
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$2,935,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,818,021
Interest on participant loans2013-12-31$716
Interest earned on other investments2013-12-31$137,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,076,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,569,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$471,616
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$995,222
Contract administrator fees2013-12-31$240
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 name2013-12-31SWENSON CORPORATION
Accountancy firm EIN2013-12-31330305865
2012 : COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$471,264
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$959,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$964,618
Expenses. Certain deemed distributions of participant loans2012-12-31$-3,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$7,423,966
Value of total assets at beginning of year2012-12-31$7,912,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$-1,613
Total interest from all sources2012-12-31$152,516
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$36,396
Participant contributions at beginning of year2012-12-31$64,412
Administrative expenses (other) incurred2012-12-31$-1,863
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$-488,353
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,423,966
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,912,319
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$2,818,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,888,776
Interest on participant loans2012-12-31$1,402
Interest earned on other investments2012-12-31$151,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,569,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,959,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$318,748
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$964,618
Contract administrator fees2012-12-31$250
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 name2012-12-31SWENSON CORPORATION
Accountancy firm EIN2012-12-31330305865
2011 : COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$199,186
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$967,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$968,513
Expenses. Certain deemed distributions of participant loans2011-12-31$-1,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$7,912,319
Value of total assets at beginning of year2011-12-31$8,680,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$387
Total interest from all sources2011-12-31$164,839
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$64,412
Participant contributions at beginning of year2011-12-31$76,411
Administrative expenses (other) incurred2011-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-768,487
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,912,319
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,680,806
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$2,888,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,252,999
Interest on participant loans2011-12-31$2,097
Interest earned on other investments2011-12-31$162,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,959,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,351,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$34,347
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$968,513
Contract administrator fees2011-12-31$379
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 name2011-12-31SWENSON CORPORATION
Accountancy firm EIN2011-12-31330305865
2010 : COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$547,022
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$781,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$782,755
Expenses. Certain deemed distributions of participant loans2010-12-31$-1,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$8,680,806
Value of total assets at beginning of year2010-12-31$8,915,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$308
Total interest from all sources2010-12-31$178,637
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$76,411
Participant contributions at beginning of year2010-12-31$93,981
Administrative expenses (other) incurred2010-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-234,503
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,680,806
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,915,309
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$3,252,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,096,955
Interest on participant loans2010-12-31$2,298
Interest earned on other investments2010-12-31$176,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,351,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,724,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$368,385
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$782,755
Contract administrator fees2010-12-31$300
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 name2010-12-31SWENSON ACCOUNTANCY CORPORATION
Accountancy firm EIN2010-12-31330305865

Form 5500 Responses for COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN

2022: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY 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 benefit arrangement – InsuranceYes
2015: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY 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 benefit arrangement – InsuranceYes
2014: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY 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 benefit arrangement – InsuranceYes
2013: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY 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 benefit arrangement – InsuranceYes
2012: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY 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 benefit arrangement – InsuranceYes
2011: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY 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 benefit arrangement – InsuranceYes
2009: COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number093392-030
Policy instance 2
Insurance contract or identification number093392-030
Number of Individuals Covered78
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $38
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55295
Policy instance 1
Insurance contract or identification number55295
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $879
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $759
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number093392-030
Policy instance 2
Insurance contract or identification number093392-030
Number of Individuals Covered251
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55295
Policy instance 1
Insurance contract or identification number55295
Number of Individuals Covered348
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,100
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $950
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number093392-030
Policy instance 2
Insurance contract or identification number093392-030
Number of Individuals Covered254
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55295
Policy instance 1
Insurance contract or identification number55295
Number of Individuals Covered363
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,009
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $889
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55295
Policy instance 1
Insurance contract or identification number55295
Number of Individuals Covered371
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,006
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $870
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number093392-030
Policy instance 2
Insurance contract or identification number093392-030
Number of Individuals Covered265
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,950
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,950
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55295
Policy instance 1
Insurance contract or identification number55295
Number of Individuals Covered392
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,009
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $877
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number093392-030
Policy instance 2
Insurance contract or identification number093392-030
Number of Individuals Covered267
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $127
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $127
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number093392-030
Policy instance 2
Insurance contract or identification number093392-030
Number of Individuals Covered281
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55295
Policy instance 1
Insurance contract or identification number55295
Number of Individuals Covered412
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,156
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,024
Insurance broker organization code?3
Insurance broker nameHERSCH, GARY A
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number093392-030
Policy instance 2
Insurance contract or identification number093392-030
Number of Individuals Covered295
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $422
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $422
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55295
Policy instance 1
Insurance contract or identification number55295
Number of Individuals Covered454
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,120
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $987
Insurance broker organization code?3
Insurance broker nameHERSCH, GARY A
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number093392-030
Policy instance 2
Insurance contract or identification number093392-030
Number of Individuals Covered309
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,268
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $1,268
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55295
Policy instance 1
Insurance contract or identification number55295
Number of Individuals Covered478
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,442
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $2,136
Insurance broker organization code?3
Insurance broker nameKORMOS, MICHAEL B
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55295
Policy instance 1
Insurance contract or identification number55295
Number of Individuals Covered514
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,528
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $2,241
Insurance broker organization code?3
Insurance broker nameADMIN 25, HOME OFFICE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number093392-030
Policy instance 2
Insurance contract or identification number093392-030
Number of Individuals Covered324
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,565
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $1,565
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number093392-030
Policy instance 2
Insurance contract or identification number093392-030
Number of Individuals Covered348
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,365
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $1,365
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55295
Policy instance 1
Insurance contract or identification number55295
Number of Individuals Covered553
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,178
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $1,932
Insurance broker organization code?3
Insurance broker namePOLOS, HELEN M
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number093392-030
Policy instance 1
Insurance contract or identification number093392-030
Number of Individuals Covered357
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,731
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55295
Policy instance 2
Insurance contract or identification number55295
Number of Individuals Covered581
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,189
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number093392-030
Policy instance 1
Insurance contract or identification number093392-030
Number of Individuals Covered366
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55295
Policy instance 2
Insurance contract or identification number55295
Number of Individuals Covered626
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,750
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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