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VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 401k Plan overview

Plan NameVOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN
Plan identification number 501

VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Prepaid legal
  • Long-term disability cover
  • Apprenticeship and training
  • Death benefits (include travel accident but not life insurance)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN has sponsored the creation of one or more 401k plans.

Company Name:VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN
Employer identification number (EIN):133029280
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01EARL MATHURIN
5012016-01-01EARL MATHURIN
5012015-01-01EARL MATHURIN
5012014-01-01EARL MATHURIN
5012013-01-01EARL MATHURIN
5012012-01-01EARL MATHURIN
5012011-01-01EARL MATHURIN
5012010-01-01EARL MATHURIN
5012009-01-01EARL MATHURIN
5012009-01-01EARL MATHURIN

Plan Statistics for VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN

401k plan membership statisitcs for VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN

Measure Date Value
2022: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,619
Total number of active participants reported on line 7a of the Form 55002022-01-014,618
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-014,664
Number of employers contributing to the scheme2022-01-0122
2021: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,235
Total number of active participants reported on line 7a of the Form 55002021-01-014,539
Number of other retired or separated participants entitled to future benefits2021-01-0158
Total of all active and inactive participants2021-01-014,597
Number of employers contributing to the scheme2021-01-0122
2020: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,082
Total number of active participants reported on line 7a of the Form 55002020-01-014,215
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-014,235
Number of employers contributing to the scheme2020-01-0122
2019: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,447
Total number of active participants reported on line 7a of the Form 55002019-01-014,082
Number of other retired or separated participants entitled to future benefits2019-01-0162
Total of all active and inactive participants2019-01-014,144
Number of employers contributing to the scheme2019-01-0122
2018: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,479
Total number of active participants reported on line 7a of the Form 55002018-01-014,447
Number of other retired or separated participants entitled to future benefits2018-01-0181
Total of all active and inactive participants2018-01-014,528
Number of employers contributing to the scheme2018-01-0122
2017: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,495
Total number of active participants reported on line 7a of the Form 55002017-01-014,479
Number of other retired or separated participants entitled to future benefits2017-01-01102
Total of all active and inactive participants2017-01-014,581
Number of employers contributing to the scheme2017-01-0122
2016: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,369
Total number of active participants reported on line 7a of the Form 55002016-01-014,379
Number of other retired or separated participants entitled to future benefits2016-01-01116
Total of all active and inactive participants2016-01-014,495
Number of employers contributing to the scheme2016-01-0122
2015: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,292
Total number of active participants reported on line 7a of the Form 55002015-01-014,369
Number of retired or separated participants receiving benefits2015-01-01143
Total of all active and inactive participants2015-01-014,512
Number of employers contributing to the scheme2015-01-0122
2014: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,425
Total number of active participants reported on line 7a of the Form 55002014-01-014,292
Total of all active and inactive participants2014-01-014,292
Number of employers contributing to the scheme2014-01-0122
2013: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,073
Total number of active participants reported on line 7a of the Form 55002013-01-014,425
Total of all active and inactive participants2013-01-014,425
Number of employers contributing to the scheme2013-01-0120
2012: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,123
Total number of active participants reported on line 7a of the Form 55002012-01-014,073
Total of all active and inactive participants2012-01-014,073
Number of employers contributing to the scheme2012-01-0120
2011: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,839
Total number of active participants reported on line 7a of the Form 55002011-01-014,123
Total of all active and inactive participants2011-01-014,123
Number of employers contributing to the scheme2011-01-0120
2010: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,200
Total number of active participants reported on line 7a of the Form 55002010-01-013,839
Total of all active and inactive participants2010-01-013,839
Number of employers contributing to the scheme2010-01-0118
2009: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,679
Total number of active participants reported on line 7a of the Form 55002009-01-014,200
Total of all active and inactive participants2009-01-014,200

Financial Data on VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN

Measure Date Value
2022 : VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-11,875,298
Total unrealized appreciation/depreciation of assets2022-12-31$-11,875,298
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,274,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,539,185
Total income from all sources (including contributions)2022-12-31$38,236,240
Total loss/gain on sale of assets2022-12-31$1,205,666
Total of all expenses incurred2022-12-31$45,210,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$41,881,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$47,846,758
Value of total assets at end of year2022-12-31$65,366,702
Value of total assets at beginning of year2022-12-31$71,604,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,328,961
Total interest from all sources2022-12-31$807,005
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$252,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$217,014
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$677,643
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,678,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,793,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,065,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,078,990
Administrative expenses (other) incurred2022-12-31$798,609
Liabilities. Value of operating payables at end of year2022-12-31$291,109
Liabilities. Value of operating payables at beginning of year2022-12-31$233,907
Total non interest bearing cash at end of year2022-12-31$8,151,363
Total non interest bearing cash at beginning of year2022-12-31$5,972,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,973,794
Value of net assets at end of year (total assets less liabilities)2022-12-31$59,091,840
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$66,065,634
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
Investment advisory and management fees2022-12-31$238,424
Interest earned on other investments2022-12-31$118,065
Income. Interest from US Government securities2022-12-31$639,798
Income. Interest from corporate debt instruments2022-12-31$49,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,966,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,324,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,324,119
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,805,544
Asset value of US Government securities at end of year2022-12-31$29,148,531
Asset value of US Government securities at beginning of year2022-12-31$29,604,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$47,169,115
Employer contributions (assets) at end of year2022-12-31$3,905,390
Employer contributions (assets) at beginning of year2022-12-31$2,977,766
Income. Dividends from common stock2022-12-31$252,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$39,075,529
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$1,616,209
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$1,833,981
Contract administrator fees2022-12-31$2,074,914
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$17,600,583
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$26,823,221
Liabilities. Value of benefit claims payable at end of year2022-12-31$4,918,517
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,226,288
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$300,098
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$276,156
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
Aggregate proceeds on sale of assets2022-12-31$22,659,412
Aggregate carrying amount (costs) on sale of assets2022-12-31$21,453,746
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2022-12-31132688836
2021 : VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,739,490
Total unrealized appreciation/depreciation of assets2021-12-31$1,739,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,361,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,892,670
Total income from all sources (including contributions)2021-12-31$50,154,773
Total loss/gain on sale of assets2021-12-31$2,929,691
Total of all expenses incurred2021-12-31$41,561,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$38,335,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$44,557,122
Value of total assets at end of year2021-12-31$71,604,819
Value of total assets at beginning of year2021-12-31$62,543,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,226,085
Total interest from all sources2021-12-31$663,200
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$265,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$148,499
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$647,240
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,793,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,376,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,078,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,225,031
Administrative expenses (other) incurred2021-12-31$787,869
Liabilities. Value of operating payables at end of year2021-12-31$233,907
Liabilities. Value of operating payables at beginning of year2021-12-31$141,369
Total non interest bearing cash at end of year2021-12-31$5,972,440
Total non interest bearing cash at beginning of year2021-12-31$7,981,559
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$8,593,047
Value of net assets at end of year (total assets less liabilities)2021-12-31$66,243,647
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$57,650,600
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
Investment advisory and management fees2021-12-31$232,450
Interest earned on other investments2021-12-31$77,270
Income. Interest from US Government securities2021-12-31$534,341
Income. Interest from corporate debt instruments2021-12-31$51,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,324,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$395,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$395,331
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$37
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,633,397
Asset value of US Government securities at end of year2021-12-31$29,604,102
Asset value of US Government securities at beginning of year2021-12-31$23,130,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$43,909,882
Employer contributions (assets) at end of year2021-12-31$2,977,766
Employer contributions (assets) at beginning of year2021-12-31$6,264,737
Income. Dividends from common stock2021-12-31$265,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$35,702,244
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$1,833,981
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$1,503,153
Contract administrator fees2021-12-31$2,057,267
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$26,823,221
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$21,554,256
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,048,275
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,526,270
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$276,156
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$337,350
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
Aggregate proceeds on sale of assets2021-12-31$12,042,361
Aggregate carrying amount (costs) on sale of assets2021-12-31$9,112,670
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2021-12-31132688836
2020 : VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,887,805
Total unrealized appreciation/depreciation of assets2020-12-31$4,887,805
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,892,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,270,569
Total income from all sources (including contributions)2020-12-31$48,051,484
Total loss/gain on sale of assets2020-12-31$543,147
Total of all expenses incurred2020-12-31$35,384,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$32,375,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$41,523,252
Value of total assets at end of year2020-12-31$62,543,270
Value of total assets at beginning of year2020-12-31$49,254,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,009,007
Total interest from all sources2020-12-31$839,779
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$257,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$147,194
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$706,786
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,376,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$943,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,225,031
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$418,099
Administrative expenses (other) incurred2020-12-31$729,399
Liabilities. Value of operating payables at end of year2020-12-31$141,369
Liabilities. Value of operating payables at beginning of year2020-12-31$60,295
Total non interest bearing cash at end of year2020-12-31$7,981,559
Total non interest bearing cash at beginning of year2020-12-31$4,039,904
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$12,666,513
Value of net assets at end of year (total assets less liabilities)2020-12-31$57,650,600
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$44,984,087
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
Investment advisory and management fees2020-12-31$185,680
Interest earned on other investments2020-12-31$287,593
Income. Interest from US Government securities2020-12-31$507,522
Income. Interest from corporate debt instruments2020-12-31$44,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$395,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$86,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$86,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$587
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,769,298
Asset value of US Government securities at end of year2020-12-31$23,130,007
Asset value of US Government securities at beginning of year2020-12-31$21,924,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$40,816,466
Employer contributions (assets) at end of year2020-12-31$6,264,737
Employer contributions (assets) at beginning of year2020-12-31$3,594,603
Income. Dividends from common stock2020-12-31$257,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$29,606,666
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$1,503,153
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$1,381,817
Contract administrator fees2020-12-31$1,946,734
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$21,554,256
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$16,948,039
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,526,270
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$3,792,175
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$337,350
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$335,267
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
Aggregate proceeds on sale of assets2020-12-31$9,497,627
Aggregate carrying amount (costs) on sale of assets2020-12-31$8,954,480
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2020-12-31132688836
2019 : VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,005,231
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,005,231
Total unrealized appreciation/depreciation of assets2019-12-31$4,005,231
Total unrealized appreciation/depreciation of assets2019-12-31$4,005,231
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,270,569
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,270,569
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,291,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,291,031
Total income from all sources (including contributions)2019-12-31$44,138,503
Total income from all sources (including contributions)2019-12-31$44,138,503
Total loss/gain on sale of assets2019-12-31$413,454
Total loss/gain on sale of assets2019-12-31$413,454
Total of all expenses incurred2019-12-31$37,433,241
Total of all expenses incurred2019-12-31$37,433,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,592,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,592,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$38,827,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$38,827,264
Value of total assets at end of year2019-12-31$49,254,656
Value of total assets at end of year2019-12-31$49,254,656
Value of total assets at beginning of year2019-12-31$42,569,856
Value of total assets at beginning of year2019-12-31$42,569,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,840,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,840,247
Total interest from all sources2019-12-31$658,690
Total interest from all sources2019-12-31$658,690
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$211,101
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$211,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$101,637
Administrative expenses professional fees incurred2019-12-31$101,637
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$703,860
Contributions received from participants2019-12-31$703,860
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$943,488
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$943,488
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,051,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,051,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$418,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$418,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$206,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$206,535
Other income not declared elsewhere2019-12-31$22,763
Other income not declared elsewhere2019-12-31$22,763
Administrative expenses (other) incurred2019-12-31$652,978
Administrative expenses (other) incurred2019-12-31$652,978
Liabilities. Value of operating payables at end of year2019-12-31$60,295
Liabilities. Value of operating payables at end of year2019-12-31$60,295
Liabilities. Value of operating payables at beginning of year2019-12-31$158,996
Liabilities. Value of operating payables at beginning of year2019-12-31$158,996
Total non interest bearing cash at end of year2019-12-31$4,039,904
Total non interest bearing cash at end of year2019-12-31$4,039,904
Total non interest bearing cash at beginning of year2019-12-31$1,408,015
Total non interest bearing cash at beginning of year2019-12-31$1,408,015
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
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$6,705,262
Value of net income/loss2019-12-31$6,705,262
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,984,087
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,984,087
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,278,825
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,278,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$170,904
Investment advisory and management fees2019-12-31$170,904
Interest earned on other investments2019-12-31$77,477
Interest earned on other investments2019-12-31$77,477
Income. Interest from US Government securities2019-12-31$522,981
Income. Interest from US Government securities2019-12-31$522,981
Income. Interest from corporate debt instruments2019-12-31$57,178
Income. Interest from corporate debt instruments2019-12-31$57,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$86,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$86,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$835,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$835,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$835,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$835,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,054
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,533,118
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,533,118
Asset value of US Government securities at end of year2019-12-31$21,924,543
Asset value of US Government securities at end of year2019-12-31$21,924,543
Asset value of US Government securities at beginning of year2019-12-31$24,112,740
Asset value of US Government securities at beginning of year2019-12-31$24,112,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$38,123,404
Contributions received in cash from employer2019-12-31$38,123,404
Employer contributions (assets) at end of year2019-12-31$3,594,603
Employer contributions (assets) at end of year2019-12-31$3,594,603
Employer contributions (assets) at beginning of year2019-12-31$3,827,841
Employer contributions (assets) at beginning of year2019-12-31$3,827,841
Income. Dividends from common stock2019-12-31$211,101
Income. Dividends from common stock2019-12-31$211,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$32,059,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$32,059,876
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$1,381,817
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$1,381,817
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$1,595,049
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$1,595,049
Contract administrator fees2019-12-31$1,914,728
Contract administrator fees2019-12-31$1,914,728
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$16,948,039
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$16,948,039
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$9,411,606
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$9,411,606
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,792,175
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,792,175
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,925,500
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,925,500
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$335,267
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$335,267
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$327,612
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$327,612
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$12,480,712
Aggregate proceeds on sale of assets2019-12-31$12,480,712
Aggregate carrying amount (costs) on sale of assets2019-12-31$12,067,258
Aggregate carrying amount (costs) on sale of assets2019-12-31$12,067,258
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ROGOFF & COMPANY PC
Accountancy firm name2019-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2019-12-31132688836
Accountancy firm EIN2019-12-31132688836
2018 : VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,873,791
Total unrealized appreciation/depreciation of assets2018-12-31$-2,873,791
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,291,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,777,222
Total income from all sources (including contributions)2018-12-31$35,098,418
Total loss/gain on sale of assets2018-12-31$1,697,739
Total of all expenses incurred2018-12-31$36,956,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$34,268,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$35,370,920
Value of total assets at end of year2018-12-31$42,569,856
Value of total assets at beginning of year2018-12-31$43,914,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,688,128
Total interest from all sources2018-12-31$701,090
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$194,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$124,784
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$801,532
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$-1,187,267
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,051,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$421,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$206,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$154,415
Other income not declared elsewhere2018-12-31$7,551
Administrative expenses (other) incurred2018-12-31$475,272
Liabilities. Value of operating payables at end of year2018-12-31$158,996
Liabilities. Value of operating payables at beginning of year2018-12-31$71,077
Total non interest bearing cash at end of year2018-12-31$1,408,015
Total non interest bearing cash at beginning of year2018-12-31$1,124,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,858,165
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,278,825
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,136,990
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
Investment advisory and management fees2018-12-31$168,528
Interest earned on other investments2018-12-31$159,960
Income. Interest from US Government securities2018-12-31$484,922
Income. Interest from corporate debt instruments2018-12-31$55,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$835,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,413,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,413,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$458
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,617,639
Asset value of US Government securities at end of year2018-12-31$24,112,740
Asset value of US Government securities at beginning of year2018-12-31$20,864,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$34,569,388
Employer contributions (assets) at end of year2018-12-31$3,827,841
Employer contributions (assets) at beginning of year2018-12-31$3,537,898
Income. Dividends from common stock2018-12-31$194,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$32,838,083
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$1,595,049
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$1,870,491
Contract administrator fees2018-12-31$1,919,544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$9,411,606
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$14,365,907
Liabilities. Value of benefit claims payable at end of year2018-12-31$3,925,500
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,551,730
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$327,612
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$315,353
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
Aggregate proceeds on sale of assets2018-12-31$13,624,005
Aggregate carrying amount (costs) on sale of assets2018-12-31$11,926,266
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2018-12-31132688836
2017 : VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,720,450
Total unrealized appreciation/depreciation of assets2017-12-31$1,720,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,777,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,363,177
Total income from all sources (including contributions)2017-12-31$36,445,397
Total loss/gain on sale of assets2017-12-31$1,098,353
Total of all expenses incurred2017-12-31$35,147,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$32,563,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$32,716,021
Value of total assets at end of year2017-12-31$43,914,212
Value of total assets at beginning of year2017-12-31$42,202,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,583,873
Total interest from all sources2017-12-31$668,703
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$227,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$89,060
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$894,311
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$421,223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$535,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$154,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$360,620
Other income not declared elsewhere2017-12-31$14,131
Administrative expenses (other) incurred2017-12-31$492,901
Liabilities. Value of operating payables at end of year2017-12-31$71,077
Liabilities. Value of operating payables at beginning of year2017-12-31$246,957
Total non interest bearing cash at end of year2017-12-31$1,124,527
Total non interest bearing cash at beginning of year2017-12-31$2,333,009
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$1,297,911
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,136,990
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,839,079
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$167,364
Interest earned on other investments2017-12-31$154,198
Income. Interest from US Government securities2017-12-31$444,640
Income. Interest from corporate debt instruments2017-12-31$68,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,413,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,982,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,982,663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,133
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,443,626
Asset value of US Government securities at end of year2017-12-31$20,864,822
Asset value of US Government securities at beginning of year2017-12-31$20,334,147
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$31,821,710
Employer contributions (assets) at end of year2017-12-31$3,537,898
Employer contributions (assets) at beginning of year2017-12-31$2,689,029
Income. Dividends from common stock2017-12-31$227,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$30,119,987
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$1,870,491
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$1,706,691
Contract administrator fees2017-12-31$1,834,548
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$14,365,907
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$12,434,528
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,551,730
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,755,600
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$315,353
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$186,579
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
Aggregate proceeds on sale of assets2017-12-31$11,510,242
Aggregate carrying amount (costs) on sale of assets2017-12-31$10,411,889
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2017-12-31132688836
2016 : VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,113,450
Total unrealized appreciation/depreciation of assets2016-12-31$-1,113,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,363,177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,035,094
Total income from all sources (including contributions)2016-12-31$31,622,948
Total loss/gain on sale of assets2016-12-31$1,310,017
Total of all expenses incurred2016-12-31$34,662,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$31,940,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$30,410,772
Value of total assets at end of year2016-12-31$42,202,256
Value of total assets at beginning of year2016-12-31$45,913,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,721,759
Total interest from all sources2016-12-31$782,112
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$233,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$123,111
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$985,596
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$535,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$198,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$360,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$639,750
Other income not declared elsewhere2016-12-31$459
Administrative expenses (other) incurred2016-12-31$613,377
Liabilities. Value of operating payables at end of year2016-12-31$246,957
Liabilities. Value of operating payables at beginning of year2016-12-31$294,844
Total non interest bearing cash at end of year2016-12-31$2,333,009
Total non interest bearing cash at beginning of year2016-12-31$671,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,039,271
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,839,079
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$41,878,350
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$182,015
Interest earned on other investments2016-12-31$177,761
Income. Interest from US Government securities2016-12-31$545,277
Income. Interest from corporate debt instruments2016-12-31$58,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,982,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$495,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$495,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$324
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,538,411
Asset value of US Government securities at end of year2016-12-31$20,334,147
Asset value of US Government securities at beginning of year2016-12-31$27,302,033
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$29,425,176
Employer contributions (assets) at end of year2016-12-31$2,689,029
Employer contributions (assets) at beginning of year2016-12-31$1,529,537
Income. Dividends from common stock2016-12-31$233,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$29,402,049
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$1,706,691
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,030,542
Contract administrator fees2016-12-31$1,803,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$12,434,528
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$14,561,065
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,755,600
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$3,100,500
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$186,579
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$124,458
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
Aggregate proceeds on sale of assets2016-12-31$26,606,609
Aggregate carrying amount (costs) on sale of assets2016-12-31$25,296,592
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2016-12-31132688836
2015 : VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,731,135
Total unrealized appreciation/depreciation of assets2015-12-31$-2,731,135
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,035,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,893,297
Total income from all sources (including contributions)2015-12-31$26,601,127
Total loss/gain on sale of assets2015-12-31$2,487,298
Total of all expenses incurred2015-12-31$31,919,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$29,100,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$25,841,377
Value of total assets at end of year2015-12-31$45,913,444
Value of total assets at beginning of year2015-12-31$51,090,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,818,943
Total interest from all sources2015-12-31$729,772
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$272,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$117,194
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$954,992
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$198,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$216,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$639,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$597,236
Other income not declared elsewhere2015-12-31$1,021
Administrative expenses (other) incurred2015-12-31$749,410
Liabilities. Value of operating payables at end of year2015-12-31$294,844
Liabilities. Value of operating payables at beginning of year2015-12-31$505,161
Total non interest bearing cash at end of year2015-12-31$671,417
Total non interest bearing cash at beginning of year2015-12-31$622,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,318,671
Value of net assets at end of year (total assets less liabilities)2015-12-31$41,878,350
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,197,021
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$214,956
Interest earned on other investments2015-12-31$50,624
Income. Interest from US Government securities2015-12-31$643,265
Income. Interest from corporate debt instruments2015-12-31$35,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$495,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$639,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$639,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$76
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,496,325
Asset value of US Government securities at end of year2015-12-31$27,302,033
Asset value of US Government securities at beginning of year2015-12-31$28,718,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$24,886,385
Employer contributions (assets) at end of year2015-12-31$1,529,537
Employer contributions (assets) at beginning of year2015-12-31$1,784,270
Income. Dividends from common stock2015-12-31$272,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$26,604,530
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,030,542
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$1,370,327
Contract administrator fees2015-12-31$1,737,383
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$14,561,065
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$17,608,267
Liabilities. Value of benefit claims payable at end of year2015-12-31$3,100,500
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,790,900
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$124,458
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$130,256
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
Aggregate proceeds on sale of assets2015-12-31$26,126,709
Aggregate carrying amount (costs) on sale of assets2015-12-31$23,639,411
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2015-12-31132688836
2014 : VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$64,848
Total unrealized appreciation/depreciation of assets2014-12-31$64,848
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,893,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,767,243
Total income from all sources (including contributions)2014-12-31$27,301,205
Total loss/gain on sale of assets2014-12-31$2,133,076
Total of all expenses incurred2014-12-31$28,701,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$25,339,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$23,822,317
Value of total assets at end of year2014-12-31$51,090,318
Value of total assets at beginning of year2014-12-31$51,365,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,362,774
Total interest from all sources2014-12-31$999,453
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$281,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$115,054
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$834,245
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$216,920
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$162,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$597,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$76,065
Administrative expenses (other) incurred2014-12-31$951,358
Liabilities. Value of operating payables at end of year2014-12-31$505,161
Liabilities. Value of operating payables at beginning of year2014-12-31$68,078
Total non interest bearing cash at end of year2014-12-31$622,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,400,737
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,197,021
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$48,597,758
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$225,930
Interest earned on other investments2014-12-31$280,699
Income. Interest from US Government securities2014-12-31$665,558
Income. Interest from corporate debt instruments2014-12-31$53,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$639,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,673,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,673,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$177
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,398,757
Asset value of US Government securities at end of year2014-12-31$28,718,398
Asset value of US Government securities at beginning of year2014-12-31$23,334,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$22,988,072
Employer contributions (assets) at end of year2014-12-31$1,784,270
Employer contributions (assets) at beginning of year2014-12-31$2,508,459
Income. Dividends from common stock2014-12-31$281,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,940,411
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$1,370,327
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$1,063,094
Contract administrator fees2014-12-31$2,070,432
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$17,608,267
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$17,449,366
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,790,900
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,623,100
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$130,256
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$173,114
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
Aggregate proceeds on sale of assets2014-12-31$17,880,966
Aggregate carrying amount (costs) on sale of assets2014-12-31$15,747,890
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2014-12-31132688836
2013 : VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,429,281
Total unrealized appreciation/depreciation of assets2013-12-31$1,429,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,767,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,920,603
Total income from all sources (including contributions)2013-12-31$31,908,339
Total loss/gain on sale of assets2013-12-31$1,435,076
Total of all expenses incurred2013-12-31$25,933,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,181,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$28,122,543
Value of total assets at end of year2013-12-31$51,365,001
Value of total assets at beginning of year2013-12-31$45,543,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,752,305
Total interest from all sources2013-12-31$665,956
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$255,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$90,766
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$769,231
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$162,856
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$210,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$76,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$364,128
Administrative expenses (other) incurred2013-12-31$478,889
Liabilities. Value of operating payables at end of year2013-12-31$68,078
Liabilities. Value of operating payables at beginning of year2013-12-31$105,475
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$5,975,018
Value of net assets at end of year (total assets less liabilities)2013-12-31$48,597,758
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$42,622,740
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$227,696
Interest earned on other investments2013-12-31$862
Income. Interest from US Government securities2013-12-31$664,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,673,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,866,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,866,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$139
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,309,578
Asset value of US Government securities at end of year2013-12-31$23,334,474
Asset value of US Government securities at beginning of year2013-12-31$25,885,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$27,353,312
Employer contributions (assets) at end of year2013-12-31$2,508,459
Employer contributions (assets) at beginning of year2013-12-31$1,728,935
Income. Dividends from common stock2013-12-31$255,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,871,438
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$1,063,094
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$1,664,383
Contract administrator fees2013-12-31$1,954,954
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$17,449,366
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$13,786,608
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,623,100
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,451,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$173,114
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$400,825
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$20,074,724
Aggregate carrying amount (costs) on sale of assets2013-12-31$18,639,648
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ROGOFF & COMPANY, PC
Accountancy firm EIN2013-12-31132688836
2012 : VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$437,689
Total unrealized appreciation/depreciation of assets2012-12-31$437,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,920,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,642,749
Total income from all sources (including contributions)2012-12-31$24,419,277
Total loss/gain on sale of assets2012-12-31$864,048
Total of all expenses incurred2012-12-31$25,442,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$21,444,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,064,492
Value of total assets at end of year2012-12-31$45,543,343
Value of total assets at beginning of year2012-12-31$46,288,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,998,087
Total interest from all sources2012-12-31$815,192
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$237,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$96,529
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$827,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$210,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$214,927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$364,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$310,164
Administrative expenses (other) incurred2012-12-31$476,462
Liabilities. Value of operating payables at end of year2012-12-31$105,475
Liabilities. Value of operating payables at beginning of year2012-12-31$40,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,022,987
Value of net assets at end of year (total assets less liabilities)2012-12-31$42,622,740
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$43,645,727
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$221,132
Interest earned on other investments2012-12-31$1,479
Income. Interest from US Government securities2012-12-31$732,176
Income. Interest from corporate debt instruments2012-12-31$79,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,866,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,911,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,911,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,108
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,546,965
Asset value of US Government securities at end of year2012-12-31$25,885,015
Asset value of US Government securities at beginning of year2012-12-31$26,912,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$21,237,233
Employer contributions (assets) at end of year2012-12-31$1,728,935
Employer contributions (assets) at beginning of year2012-12-31$1,547,398
Income. Dividends from common stock2012-12-31$237,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,897,212
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$1,664,383
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$1,534,334
Contract administrator fees2012-12-31$3,203,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$13,786,608
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$12,016,965
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,451,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,291,700
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$400,825
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$150,066
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$14,281,288
Aggregate carrying amount (costs) on sale of assets2012-12-31$13,417,240
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ROGOFF & COMPANY, PC
Accountancy firm EIN2012-12-31132688836
2011 : VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$623,619
Total unrealized appreciation/depreciation of assets2011-12-31$623,619
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,642,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,622,840
Total income from all sources (including contributions)2011-12-31$24,894,024
Total loss/gain on sale of assets2011-12-31$1,231,114
Total of all expenses incurred2011-12-31$23,143,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,975,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,964,768
Value of total assets at end of year2011-12-31$46,288,476
Value of total assets at beginning of year2011-12-31$44,518,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,168,164
Total interest from all sources2011-12-31$876,593
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$197,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$127,687
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$674,890
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$214,927
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$184,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$310,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$438,217
Administrative expenses (other) incurred2011-12-31$533,004
Liabilities. Value of operating payables at end of year2011-12-31$40,885
Liabilities. Value of operating payables at beginning of year2011-12-31$23,623
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$1,750,562
Value of net assets at end of year (total assets less liabilities)2011-12-31$43,645,727
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,895,165
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
Investment advisory and management fees2011-12-31$210,695
Interest earned on other investments2011-12-31$87,277
Income. Interest from US Government securities2011-12-31$687,908
Income. Interest from corporate debt instruments2011-12-31$89,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,911,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,725,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,725,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$11,980
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,471,762
Asset value of US Government securities at end of year2011-12-31$26,912,947
Asset value of US Government securities at beginning of year2011-12-31$20,681,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$21,289,878
Employer contributions (assets) at end of year2011-12-31$1,547,398
Employer contributions (assets) at beginning of year2011-12-31$872,000
Income. Dividends from common stock2011-12-31$197,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,503,536
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$1,534,334
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$1,767,723
Contract administrator fees2011-12-31$2,296,778
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$12,016,965
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$13,075,926
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,291,700
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,161,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$150,066
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$210,273
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$16,474,658
Aggregate carrying amount (costs) on sale of assets2011-12-31$15,243,544
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ROGOFF & COMPANY, PC
Accountancy firm EIN2011-12-31132688836
2010 : VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,979,224
Total unrealized appreciation/depreciation of assets2010-12-31$1,979,224
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,622,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,641,336
Total income from all sources (including contributions)2010-12-31$28,197,112
Total loss/gain on sale of assets2010-12-31$329,354
Total of all expenses incurred2010-12-31$20,919,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,933,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$24,889,231
Value of total assets at end of year2010-12-31$44,518,005
Value of total assets at beginning of year2010-12-31$37,259,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,986,082
Total interest from all sources2010-12-31$908,273
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$91,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$105,950
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$558,692
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$184,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$170,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$438,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$358,222
Administrative expenses (other) incurred2010-12-31$539,961
Liabilities. Value of operating payables at end of year2010-12-31$23,623
Liabilities. Value of operating payables at beginning of year2010-12-31$26,414
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$7,277,365
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,895,165
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,617,800
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
Investment advisory and management fees2010-12-31$180,228
Interest earned on other investments2010-12-31$45,563
Income. Interest from US Government securities2010-12-31$822,280
Income. Interest from corporate debt instruments2010-12-31$21,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,725,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,352,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,352,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$18,680
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,586,048
Asset value of US Government securities at end of year2010-12-31$20,681,832
Asset value of US Government securities at beginning of year2010-12-31$17,885,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$24,330,539
Employer contributions (assets) at end of year2010-12-31$872,000
Employer contributions (assets) at beginning of year2010-12-31$1,211,283
Income. Dividends from common stock2010-12-31$91,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,347,617
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$1,767,723
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$1,280,269
Contract administrator fees2010-12-31$2,159,943
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$13,075,926
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$10,011,687
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,161,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,256,700
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$210,273
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$346,838
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$10,510,828
Aggregate carrying amount (costs) on sale of assets2010-12-31$10,181,474
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31JOSEPH WARREN & CO
Accountancy firm EIN2010-12-31131935859

Form 5500 Responses for VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN

2022: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number
Policy instance 6
Number of Individuals Covered7675
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $106,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberR33000-001
Policy instance 5
Insurance contract or identification numberR33000-001
Number of Individuals Covered3283
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $240,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract numberF55002023303180
Policy instance 4
Insurance contract or identification numberF55002023303180
Number of Individuals Covered3216
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,126,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00417733
Policy instance 3
Insurance contract or identification number00417733
Number of Individuals Covered3234
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $884,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00348566
Policy instance 2
Insurance contract or identification number00348566
Number of Individuals Covered4241
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,000
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $458,087
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10000
Insurance broker organization code?3
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720070
Policy instance 1
Insurance contract or identification number720070
Number of Individuals Covered3216
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720070
Policy instance 1
Insurance contract or identification number720070
Number of Individuals Covered3208
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00348566
Policy instance 2
Insurance contract or identification number00348566
Number of Individuals Covered4198
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $10,000
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $489,871
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,000
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00417733
Policy instance 3
Insurance contract or identification number00417733
Number of Individuals Covered3274
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,065,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract numberF55002023303180
Policy instance 4
Insurance contract or identification numberF55002023303180
Number of Individuals Covered3208
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,015,366
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberR33000-001
Policy instance 5
Insurance contract or identification numberR33000-001
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $239,664
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number
Policy instance 6
Number of Individuals Covered7569
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $118,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720070
Policy instance 1
Insurance contract or identification number720070
Number of Individuals Covered3259
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00348566
Policy instance 2
Insurance contract or identification number00348566
Number of Individuals Covered4204
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $20,000
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $458,345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,000
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00417733
Policy instance 3
Insurance contract or identification number00417733
Number of Individuals Covered3306
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,056,222
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberNWES0011600
Policy instance 4
Insurance contract or identification numberNWES0011600
Number of Individuals Covered3259
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,011,979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberR33000-001
Policy instance 5
Insurance contract or identification numberR33000-001
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $199,910
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00348566
Policy instance 2
Insurance contract or identification number00348566
Number of Individuals Covered4497
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $452,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720070
Policy instance 1
Insurance contract or identification number720070
Number of Individuals Covered3304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberR33000-001
Policy instance 5
Insurance contract or identification numberR33000-001
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $196,385
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberNWES0011600
Policy instance 4
Insurance contract or identification numberNWES0011600
Number of Individuals Covered3304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $939,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00417733
Policy instance 3
Insurance contract or identification number00417733
Number of Individuals Covered3323
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,055,529
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00348566
Policy instance 2
Insurance contract or identification number00348566
Number of Individuals Covered4474
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $20,000
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $625,236
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,000
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00417732
Policy instance 3
Insurance contract or identification number00417732
Number of Individuals Covered2859
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $38,704
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,209,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,704
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720070
Policy instance 1
Insurance contract or identification number720070
Number of Individuals Covered3235
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN ALTERNATIVE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 19720 )
Policy contract number33A2ES000047300
Policy instance 4
Insurance contract or identification number33A2ES000047300
Number of Individuals Covered3216
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $895,737
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN ALTERNATIVE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 19720 )
Policy contract number33A2ES000047300
Policy instance 4
Insurance contract or identification number33A2ES000047300
Number of Individuals Covered3183
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $881,447
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00417733
Policy instance 3
Insurance contract or identification number00417733
Number of Individuals Covered3192
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,079,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00348566
Policy instance 2
Insurance contract or identification number00348566
Number of Individuals Covered4059
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $10,000
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $441,503
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,000
Insurance broker organization code?3
Insurance broker nameINSMED INS AGENCY INC
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720070
Policy instance 1
Insurance contract or identification number720070
Number of Individuals Covered3169
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number820106
Policy instance 1
Insurance contract or identification number820106
Number of Individuals Covered3226
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $970,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00348566
Policy instance 2
Insurance contract or identification number00348566
Number of Individuals Covered3665
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $10,000
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $411,456
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,000
Insurance broker organization code?3
Insurance broker nameINSMED INS AGENCY INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00417733
Policy instance 3
Insurance contract or identification number00417733
Number of Individuals Covered3168
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,100,672
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number811298
Policy instance 1
Insurance contract or identification number811298
Number of Individuals Covered3227
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $876,270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00348566
Policy instance 2
Insurance contract or identification number00348566
Number of Individuals Covered3654
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $10,000
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $411,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,000
Insurance broker organization code?3
Insurance broker nameINSMED INS AGENCY INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00417733
Policy instance 3
Insurance contract or identification number00417733
Number of Individuals Covered3218
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,087,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00417733
Policy instance 3
Insurance contract or identification number00417733
Number of Individuals Covered3104
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,305
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,201,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15305
Insurance broker nameINSMED INS AGENCY INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number811298
Policy instance 1
Insurance contract or identification number811298
Number of Individuals Covered3260
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $846,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00348566
Policy instance 2
Insurance contract or identification number00348566
Number of Individuals Covered3617
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $10,000
Total amount of fees paid to insurance companyUSD $9,365
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $403,415
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,000
Amount paid for insurance broker fees9365
Insurance broker organization code?3
Insurance broker nameINSMED INS AGENCY INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00348566
Policy instance 2
Insurance contract or identification number00348566
Number of Individuals Covered3590
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $10,000
Total amount of fees paid to insurance companyUSD $8,816
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $415,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,000
Amount paid for insurance broker fees8816
Insurance broker organization code?3
Insurance broker nameINSMED INS AGENCY INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00417733
Policy instance 3
Insurance contract or identification number00417733
Number of Individuals Covered3049
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,654
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,014,154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15654
Insurance broker nameINSMED INS AGENCY INC
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720070
Policy instance 1
Insurance contract or identification number720070
Number of Individuals Covered6465
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,228,155
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720070
Policy instance 1
Insurance contract or identification number720070
Number of Individuals Covered5919
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $301,601
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00417733
Policy instance 3
Insurance contract or identification number00417733
Number of Individuals Covered3070
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,523
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,115,327
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00348566
Policy instance 2
Insurance contract or identification number00348566
Number of Individuals Covered3621
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $10,000
Total amount of fees paid to insurance companyUSD $4,862
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $414,096
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00348566
Policy instance 2
Insurance contract or identification number00348566
Number of Individuals Covered3638
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $20,000
Total amount of fees paid to insurance companyUSD $10,421
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $411,149
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720070
Policy instance 1
Insurance contract or identification number720070
Number of Individuals Covered5580
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Welfare Benefit Premiums Paid to CarrierUSD $327,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00417733
Policy instance 3
Insurance contract or identification number00417733
Number of Individuals Covered2994
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $-208
Total amount of fees paid to insurance companyUSD $14,415
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $998,416
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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