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THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 401k Plan overview

Plan NameTHE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN
Plan identification number 002

THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE CHARLOTTE HUNGERFORD HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:THE CHARLOTTE HUNGERFORD HOSPITAL
Employer identification number (EIN):060646678
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01BRIAN MATTIELLO
0022015-01-01BRIAN MATTIELLO
0022014-01-01BRIAN MATTIELLO
0022013-01-01BRIAN MATTIELLO
0022012-01-01NANCY MARTONE
0022011-01-01NANCY MARTONE

Plan Statistics for THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN

401k plan membership statisitcs for THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN

Measure Date Value
2017: THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,244
Total number of active participants reported on line 7a of the Form 55002017-01-011,081
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01217
Total of all active and inactive participants2017-01-011,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,304
Number of participants with account balances2017-01-011,209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0146
2016: THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,264
Total number of active participants reported on line 7a of the Form 55002016-01-011,040
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01199
Total of all active and inactive participants2016-01-011,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,244
Number of participants with account balances2016-01-011,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0157
2015: THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,130
Total number of active participants reported on line 7a of the Form 55002015-01-011,052
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01210
Total of all active and inactive participants2015-01-011,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,264
Number of participants with account balances2015-01-011,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,139
Total number of active participants reported on line 7a of the Form 55002014-01-011,064
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-011,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,130
Number of participants with account balances2014-01-01917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0136
2013: THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,551
Total number of active participants reported on line 7a of the Form 55002013-01-011,101
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-011,139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,139
Number of participants with account balances2013-01-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,408
Total number of active participants reported on line 7a of the Form 55002012-01-011,541
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-011,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,551
Number of participants with account balances2012-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,259
Total number of active participants reported on line 7a of the Form 55002011-01-011,402
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-011,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,408
Number of participants with account balances2011-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN

Measure Date Value
2017 : THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$9,308,904
Total of all expenses incurred2017-12-31$2,644,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,444,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,435,971
Value of total assets at end of year2017-12-31$34,380,360
Value of total assets at beginning of year2017-12-31$27,715,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$199,454
Total interest from all sources2017-12-31$15,150
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,061,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,061,865
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,996,328
Participant contributions at end of year2017-12-31$489,826
Participant contributions at beginning of year2017-12-31$275,086
Participant contributions at end of year2017-12-31$113,191
Participant contributions at beginning of year2017-12-31$105,600
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$973,585
Other income not declared elsewhere2017-12-31$75,638
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$6,664,458
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,380,360
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,715,902
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
Investment advisory and management fees2017-12-31$75,638
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,847,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,194,895
Interest on participant loans2017-12-31$15,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,463,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,130,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,720,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$466,058
Employer contributions (assets) at end of year2017-12-31$466,058
Employer contributions (assets) at beginning of year2017-12-31$9,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,444,992
Contract administrator fees2017-12-31$123,816
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 name2017-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2017-12-31061648707
2016 : THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) 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$5,766,164
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,865,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,689,771
Expenses. Certain deemed distributions of participant loans2016-12-31$1,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,799,201
Value of total assets at end of year2016-12-31$27,715,902
Value of total assets at beginning of year2016-12-31$24,815,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$174,990
Total interest from all sources2016-12-31$60,340
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$776,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$776,871
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,946,987
Participant contributions at end of year2016-12-31$275,086
Participant contributions at beginning of year2016-12-31$208,077
Participant contributions at end of year2016-12-31$105,600
Participant contributions at beginning of year2016-12-31$104,707
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$478,738
Other income not declared elsewhere2016-12-31$68,951
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$2,900,206
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,715,902
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,815,696
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
Investment advisory and management fees2016-12-31$72,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,194,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,461,163
Interest on participant loans2016-12-31$8,928
Interest earned on other investments2016-12-31$51,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,130,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,608,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,060,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$373,476
Employer contributions (assets) at end of year2016-12-31$9,498
Employer contributions (assets) at beginning of year2016-12-31$1,433,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,689,771
Contract administrator fees2016-12-31$102,064
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 name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,002,007
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,734,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,493,967
Expenses. Certain deemed distributions of participant loans2015-12-31$11,591
Value of total corrective distributions2015-12-31$93
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,913,366
Value of total assets at end of year2015-12-31$24,815,696
Value of total assets at beginning of year2015-12-31$20,547,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$228,449
Total interest from all sources2015-12-31$61,164
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$986,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$986,364
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,939,332
Participant contributions at end of year2015-12-31$208,077
Participant contributions at beginning of year2015-12-31$193,794
Participant contributions at end of year2015-12-31$104,707
Participant contributions at beginning of year2015-12-31$81,700
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$585,016
Other income not declared elsewhere2015-12-31$52,047
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$4,267,907
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,815,696
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,547,789
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
Investment advisory and management fees2015-12-31$52,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,461,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,389,000
Interest on participant loans2015-12-31$7,977
Interest earned on other investments2015-12-31$53,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,608,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,398,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,010,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,389,018
Employer contributions (assets) at end of year2015-12-31$1,433,209
Employer contributions (assets) at beginning of year2015-12-31$1,484,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,493,967
Contract administrator fees2015-12-31$176,402
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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) 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$6,380,014
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,200,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,001,579
Expenses. Certain deemed distributions of participant loans2014-12-31$569
Value of total corrective distributions2014-12-31$33,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,407,723
Value of total assets at end of year2014-12-31$20,547,789
Value of total assets at beginning of year2014-12-31$15,368,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$165,213
Total interest from all sources2014-12-31$39,198
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$661,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$661,146
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,730,575
Participant contributions at end of year2014-12-31$193,794
Participant contributions at beginning of year2014-12-31$115,342
Participant contributions at end of year2014-12-31$81,700
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$283,528
Other income not declared elsewhere2014-12-31$7,459
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$5,179,060
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,547,789
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,368,729
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
Investment advisory and management fees2014-12-31$7,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,389,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,663,978
Interest on participant loans2014-12-31$7,189
Interest earned on other investments2014-12-31$32,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,398,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,090,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$264,488
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$2,393,620
Employer contributions (assets) at end of year2014-12-31$1,484,328
Employer contributions (assets) at beginning of year2014-12-31$1,499,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,001,579
Contract administrator fees2014-12-31$157,649
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 name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) 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$8,038,574
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$974,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$856,829
Expenses. Certain deemed distributions of participant loans2013-12-31$10,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,200,640
Value of total assets at end of year2013-12-31$15,368,729
Value of total assets at beginning of year2013-12-31$8,304,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$107,924
Total interest from all sources2013-12-31$40,166
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$363,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$363,193
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,410,150
Participant contributions at end of year2013-12-31$115,342
Participant contributions at beginning of year2013-12-31$64,106
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$757,731
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$7,063,761
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,368,729
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,304,968
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
Investment advisory and management fees2013-12-31$66
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,663,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,281,619
Interest on participant loans2013-12-31$3,847
Interest earned on other investments2013-12-31$36,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,090,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,959,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,434,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,032,759
Employer contributions (assets) at end of year2013-12-31$1,499,345
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$856,829
Contract administrator fees2013-12-31$107,858
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 name2013-12-31SASLOW, LUFKIN & BUGGY LLP
Accountancy firm EIN2013-12-31061533253
2012 : THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) 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$3,911
Total income from all sources (including contributions)2012-12-31$3,012,479
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$716,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$612,604
Expenses. Certain deemed distributions of participant loans2012-12-31$21,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,252,338
Value of total assets at end of year2012-12-31$8,304,968
Value of total assets at beginning of year2012-12-31$6,013,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$82,398
Total interest from all sources2012-12-31$43,421
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$143,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$143,874
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,471,192
Participant contributions at end of year2012-12-31$64,106
Participant contributions at beginning of year2012-12-31$78,640
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$664,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,911
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$2,295,624
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,304,968
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,009,344
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
Investment advisory and management fees2012-12-31$12
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,281,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,228,055
Interest on participant loans2012-12-31$2,308
Interest earned on other investments2012-12-31$41,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$15,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$15,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,959,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,687,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$572,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$116,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$612,604
Contract administrator fees2012-12-31$82,386
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 name2012-12-31SASLOW, LUFKIN & BUGGY LLP
Accountancy firm EIN2012-12-31061533253
2011 : THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) 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$3,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,945
Total income from all sources (including contributions)2011-12-31$1,728,026
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$311,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$263,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,763,296
Value of total assets at end of year2011-12-31$6,013,255
Value of total assets at beginning of year2011-12-31$4,597,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,591
Total interest from all sources2011-12-31$46,070
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$81,729
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$81,729
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,383,908
Participant contributions at end of year2011-12-31$78,640
Participant contributions at beginning of year2011-12-31$40,077
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$360,044
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,945
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$1,416,087
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,009,344
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,593,257
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$4,228,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,278,478
Interest on participant loans2011-12-31$2,085
Interest earned on other investments2011-12-31$43,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$15,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$10,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$10,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,687,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,264,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-163,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$19,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$263,348
Contract administrator fees2011-12-31$48,591
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 name2011-12-31SASLOW, LUFKIN & BUGGY LLP
Accountancy firm EIN2011-12-31061533253

Form 5500 Responses for THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN

2017: THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CHARLOTTE HUNGERFORD HOSPITAL 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892983-007
Policy instance 1
Insurance contract or identification number892983-007
Number of Individuals Covered111
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892983-007
Policy instance 1
Insurance contract or identification number892983-007
Number of Individuals Covered124
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892983007
Policy instance 1
Insurance contract or identification number892983007
Number of Individuals Covered109
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892983007
Policy instance 1
Insurance contract or identification number892983007
Number of Individuals Covered111
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892983007
Policy instance 1
Insurance contract or identification number892983007
Number of Individuals Covered116
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892983007
Policy instance 1
Insurance contract or identification number892983007
Number of Individuals Covered111
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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