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ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 003

ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ELLIS HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:ELLIS HOSPITAL
Employer identification number (EIN):141338428
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ELLIS HOSPITAL

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1891-07-28
Company Identification Number: 27177
Legal Registered Office Address: ATTN: EXECUTIVE DIRECTOR
1101 NOTT STREET
SCHENECTADY
United States of America (USA)
12308

More information about ELLIS HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JOSEPH GIANSANTE
0032016-01-01SARAH SCAVO JOSEPH GIANSANTE2017-10-16
0032015-01-01SARAH SCAVO JOSEPH GIANSANTE2016-10-17
0032014-01-01SARAH SCAVO JOSEPH GIANSANTE2015-10-15
0032013-01-01SARAH SCAVO JOSEPH GIANSANTE2014-10-13
0032012-01-01JOSEPH GIANSANTE JOSEPH GIANSANTE2013-10-09
0032011-01-01JOSEPH GIANSANTE JOSEPH GIANSANTE2012-10-11
0032010-01-01JOSEPH GIANSANTE JOSEPH GIANSANTE2011-10-12
0032009-01-01JOSEPH GIANSANTE
0032008-01-01JOSEPH GIANSANTE JOSEPH GIANSANTE2010-11-16
0032007-01-01JOSEPH GIANSANTE JOSEPH GIANSANTE2010-11-16
0032006-05-21JOSEPH GIANSANTE JOSEPH GIANSANTE2010-11-16

Plan Statistics for ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014,854
Total number of active participants reported on line 7a of the Form 55002023-01-012,790
Number of retired or separated participants receiving benefits2023-01-01131
Number of other retired or separated participants entitled to future benefits2023-01-012,186
Total of all active and inactive participants2023-01-015,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-015,111
Number of participants with account balances2023-01-014,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,348
Total number of active participants reported on line 7a of the Form 55002022-01-012,641
Number of retired or separated participants receiving benefits2022-01-01152
Number of other retired or separated participants entitled to future benefits2022-01-012,059
Total of all active and inactive participants2022-01-014,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-014,854
Number of participants with account balances2022-01-014,534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,569
Total number of active participants reported on line 7a of the Form 55002021-01-012,643
Number of retired or separated participants receiving benefits2021-01-01137
Number of other retired or separated participants entitled to future benefits2021-01-012,565
Total of all active and inactive participants2021-01-015,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-015,348
Number of participants with account balances2021-01-015,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,763
Total number of active participants reported on line 7a of the Form 55002020-01-013,674
Number of retired or separated participants receiving benefits2020-01-01963
Number of other retired or separated participants entitled to future benefits2020-01-011,919
Total of all active and inactive participants2020-01-016,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-016,569
Number of participants with account balances2020-01-014,980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,535
Total number of active participants reported on line 7a of the Form 55002019-01-013,506
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012,257
Total of all active and inactive participants2019-01-015,763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015,763
Number of participants with account balances2019-01-015,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,333
Total number of active participants reported on line 7a of the Form 55002018-01-013,561
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,978
Total of all active and inactive participants2018-01-015,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015,539
Number of participants with account balances2018-01-015,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,002
Total number of active participants reported on line 7a of the Form 55002017-01-013,610
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,759
Total of all active and inactive participants2017-01-015,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015,369
Number of participants with account balances2017-01-014,830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,731
Total number of active participants reported on line 7a of the Form 55002016-01-013,576
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,455
Total of all active and inactive participants2016-01-015,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015,031
Number of participants with account balances2016-01-014,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,473
Total number of active participants reported on line 7a of the Form 55002015-01-013,517
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,213
Total of all active and inactive participants2015-01-014,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,730
Number of participants with account balances2015-01-014,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,239
Total number of active participants reported on line 7a of the Form 55002014-01-013,570
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01943
Total of all active and inactive participants2014-01-014,513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,513
Number of participants with account balances2014-01-013,996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,644
Total number of active participants reported on line 7a of the Form 55002013-01-013,436
Number of other retired or separated participants entitled to future benefits2013-01-011,479
Total of all active and inactive participants2013-01-014,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,915
Number of participants with account balances2013-01-014,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,202
Total number of active participants reported on line 7a of the Form 55002012-01-013,650
Number of retired or separated participants receiving benefits2012-01-0124
Number of other retired or separated participants entitled to future benefits2012-01-011,043
Total of all active and inactive participants2012-01-014,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-014,719
Number of participants with account balances2012-01-014,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,427
Total number of active participants reported on line 7a of the Form 55002011-01-013,434
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,060
Total of all active and inactive participants2011-01-014,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014,494
Number of participants with account balances2011-01-013,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,145
Total number of active participants reported on line 7a of the Form 55002010-01-013,380
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01765
Total of all active and inactive participants2010-01-014,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014,145
Number of participants with account balances2010-01-013,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,996
Total number of active participants reported on line 7a of the Form 55002009-01-012,415
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01581
Total of all active and inactive participants2009-01-012,996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,996
Number of participants with account balances2009-01-012,939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2008 401k membership
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2007 401k membership
Total of all active and inactive participants2007-01-010
Total participants2007-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2006 401k membership
Total of all active and inactive participants2006-05-210
Total participants2006-05-210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-05-210

Financial Data on ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$51,138,772
Total of all expenses incurred2023-12-31$27,887,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$27,188,172
Expenses. Certain deemed distributions of participant loans2023-12-31$77,280
Value of total corrective distributions2023-12-31$114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$16,821,469
Value of total assets at end of year2023-12-31$253,770,185
Value of total assets at beginning of year2023-12-31$230,519,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$622,242
Total interest from all sources2023-12-31$696,718
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$7,361,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$7,361,561
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$10,015,757
Participant contributions at end of year2023-12-31$2,532,518
Participant contributions at beginning of year2023-12-31$2,384,062
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,738,081
Administrative expenses (other) incurred2023-12-31$2,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$23,250,964
Value of net assets at end of year (total assets less liabilities)2023-12-31$253,770,185
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$230,519,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$223,703,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$198,787,102
Interest on participant loans2023-12-31$123,686
Interest earned on other investments2023-12-31$573,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$27,534,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$29,348,057
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$4,999,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$26,259,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$5,067,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$22,188,544
Contract administrator fees2023-12-31$619,788
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31FUST CHARLES, LLP
Accountancy firm EIN2023-12-31161226221
2022 : ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-28,022,038
Total of all expenses incurred2022-12-31$45,758,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$44,929,332
Expenses. Certain deemed distributions of participant loans2022-12-31$178,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,693,980
Value of total assets at end of year2022-12-31$230,519,221
Value of total assets at beginning of year2022-12-31$304,299,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$650,711
Total interest from all sources2022-12-31$746,527
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,331,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,331,942
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$9,609,568
Participant contributions at end of year2022-12-31$2,384,062
Participant contributions at beginning of year2022-12-31$3,065,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$966,224
Administrative expenses (other) incurred2022-12-31$2,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-73,780,638
Value of net assets at end of year (total assets less liabilities)2022-12-31$230,519,221
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$304,299,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$198,787,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$267,668,999
Interest on participant loans2022-12-31$122,121
Interest earned on other investments2022-12-31$624,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$29,348,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$33,565,860
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$7,476,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-53,794,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,118,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$37,453,135
Contract administrator fees2022-12-31$648,302
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31FUST CHARLES, LLP
Accountancy firm EIN2022-12-31161226221
2021 : ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$57,981,904
Total of all expenses incurred2021-12-31$43,526,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$42,527,713
Expenses. Certain deemed distributions of participant loans2021-12-31$187,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,415,459
Value of total assets at end of year2021-12-31$304,299,859
Value of total assets at beginning of year2021-12-31$289,844,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$810,595
Total interest from all sources2021-12-31$835,630
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,472,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$14,472,219
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$11,593,357
Participant contributions at end of year2021-12-31$3,065,000
Participant contributions at beginning of year2021-12-31$3,009,486
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,646,109
Administrative expenses (other) incurred2021-12-31$2,815
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$14,455,636
Value of net assets at end of year (total assets less liabilities)2021-12-31$304,299,859
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$289,844,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$267,668,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$252,851,846
Interest on participant loans2021-12-31$149,854
Interest earned on other investments2021-12-31$685,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$33,565,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$33,982,891
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$8,012,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$23,258,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,175,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$34,514,735
Contract administrator fees2021-12-31$807,780
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2021-12-31161226221
2020 : ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$57,242,319
Total of all expenses incurred2020-12-31$19,959,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,182,793
Expenses. Certain deemed distributions of participant loans2020-12-31$121,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$20,722,546
Value of total assets at end of year2020-12-31$289,844,223
Value of total assets at beginning of year2020-12-31$252,561,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$655,553
Total interest from all sources2020-12-31$800,039
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,506,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,506,784
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$12,210,158
Participant contributions at end of year2020-12-31$3,009,486
Participant contributions at beginning of year2020-12-31$3,205,530
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,984,034
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$655,553
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$37,282,577
Value of net assets at end of year (total assets less liabilities)2020-12-31$289,844,223
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$252,561,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$252,851,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$220,738,408
Interest on participant loans2020-12-31$171,592
Interest earned on other investments2020-12-31$628,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$33,982,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$28,617,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$27,212,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,528,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,182,793
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2020-12-31161226221
2019 : ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$66,061,714
Total income from all sources (including contributions)2019-12-31$66,061,714
Total of all expenses incurred2019-12-31$19,817,232
Total of all expenses incurred2019-12-31$19,817,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,092,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,092,678
Expenses. Certain deemed distributions of participant loans2019-12-31$44,690
Expenses. Certain deemed distributions of participant loans2019-12-31$44,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,933,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,933,617
Value of total assets at end of year2019-12-31$252,561,646
Value of total assets at end of year2019-12-31$252,561,646
Value of total assets at beginning of year2019-12-31$206,317,164
Value of total assets at beginning of year2019-12-31$206,317,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$679,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$679,864
Total interest from all sources2019-12-31$738,174
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,354,451
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,354,451
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,354,451
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,354,451
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$12,510,358
Contributions received from participants2019-12-31$12,510,358
Participant contributions at end of year2019-12-31$3,205,530
Participant contributions at end of year2019-12-31$3,205,530
Participant contributions at beginning of year2019-12-31$2,977,431
Participant contributions at beginning of year2019-12-31$2,977,431
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,728,839
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,728,839
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$46,244,482
Value of net income/loss2019-12-31$46,244,482
Value of net assets at end of year (total assets less liabilities)2019-12-31$252,561,646
Value of net assets at end of year (total assets less liabilities)2019-12-31$252,561,646
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$206,317,164
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$206,317,164
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$220,738,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$220,738,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$175,206,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$175,206,179
Interest on participant loans2019-12-31$171,030
Interest on participant loans2019-12-31$171,030
Interest earned on other investments2019-12-31$567,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,617,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,617,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,133,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,133,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$34,035,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$6,694,420
Contributions received in cash from employer2019-12-31$6,694,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,092,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,092,678
Contract administrator fees2019-12-31$679,864
Contract administrator fees2019-12-31$679,864
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2019-12-31161226221
Accountancy firm EIN2019-12-31161226221
2018 : ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$8,950,877
Total of all expenses incurred2018-12-31$21,617,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,918,929
Expenses. Certain deemed distributions of participant loans2018-12-31$78,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,180,219
Value of total assets at end of year2018-12-31$206,317,164
Value of total assets at beginning of year2018-12-31$218,983,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$619,704
Total interest from all sources2018-12-31$663,460
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,554,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$9,554,787
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$12,017,838
Participant contributions at end of year2018-12-31$2,977,431
Participant contributions at beginning of year2018-12-31$2,450,072
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,707,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,666,323
Value of net assets at end of year (total assets less liabilities)2018-12-31$206,317,164
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$218,983,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$175,206,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$190,604,782
Interest on participant loans2018-12-31$125,168
Interest earned on other investments2018-12-31$538,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$28,133,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$25,928,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-22,447,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,455,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,918,929
Contract administrator fees2018-12-31$619,704
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2018-12-31161226221
2017 : ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$50,223,820
Total of all expenses incurred2017-12-31$12,165,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,493,354
Expenses. Certain deemed distributions of participant loans2017-12-31$116,216
Value of total corrective distributions2017-12-31$-20
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,378,111
Value of total assets at end of year2017-12-31$218,983,487
Value of total assets at beginning of year2017-12-31$180,925,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$555,844
Total interest from all sources2017-12-31$621,583
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,436,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,436,957
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$11,578,280
Participant contributions at end of year2017-12-31$2,450,072
Participant contributions at beginning of year2017-12-31$2,255,490
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,550,612
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$38,058,426
Value of net assets at end of year (total assets less liabilities)2017-12-31$218,983,487
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$180,925,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$190,604,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$153,145,594
Interest on participant loans2017-12-31$96,081
Interest earned on other investments2017-12-31$525,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$25,928,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$25,523,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$20,787,169
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$6,249,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,493,354
Contract administrator fees2017-12-31$555,844
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2017-12-31161226221
2016 : ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$33,492,829
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,305,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,988,366
Expenses. Certain deemed distributions of participant loans2016-12-31$71,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,922,271
Value of total assets at end of year2016-12-31$180,925,061
Value of total assets at beginning of year2016-12-31$157,737,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$246,041
Total interest from all sources2016-12-31$470,884
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,965,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,965,756
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$11,066,675
Participant contributions at end of year2016-12-31$2,255,490
Participant contributions at beginning of year2016-12-31$2,370,495
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,721,432
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$23,187,080
Value of net assets at end of year (total assets less liabilities)2016-12-31$180,925,061
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$157,737,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$153,145,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$139,474,135
Interest on participant loans2016-12-31$90,866
Interest earned on other investments2016-12-31$380,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$25,523,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,893,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,133,918
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$6,134,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,988,366
Contract administrator fees2016-12-31$246,041
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2016-12-31161226221
2015 : ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$19,010,775
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,750,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,449,788
Expenses. Certain deemed distributions of participant loans2015-12-31$23,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,623,362
Value of total assets at end of year2015-12-31$157,737,981
Value of total assets at beginning of year2015-12-31$148,477,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$277,411
Total interest from all sources2015-12-31$409,835
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,545,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,545,130
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$10,946,100
Participant contributions at end of year2015-12-31$2,370,495
Participant contributions at beginning of year2015-12-31$1,983,824
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,623,314
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$9,260,255
Value of net assets at end of year (total assets less liabilities)2015-12-31$157,737,981
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$148,477,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$139,474,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$132,172,109
Interest on participant loans2015-12-31$88,387
Interest earned on other investments2015-12-31$321,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,893,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,321,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,567,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,053,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,449,788
Contract administrator fees2015-12-31$277,411
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2015-12-31161226221
2014 : ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$25,504,191
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,316,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,962,620
Expenses. Certain deemed distributions of participant loans2014-12-31$48,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,636,300
Value of total assets at end of year2014-12-31$148,477,726
Value of total assets at beginning of year2014-12-31$133,290,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$305,929
Total interest from all sources2014-12-31$372,763
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,306,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,306,045
Was this plan covered by a fidelity bond2014-12-31No
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$9,897,510
Participant contributions at end of year2014-12-31$1,983,824
Participant contributions at beginning of year2014-12-31$1,748,380
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,047,816
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$15,187,566
Value of net assets at end of year (total assets less liabilities)2014-12-31$148,477,726
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$133,290,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$132,172,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$118,794,388
Interest on participant loans2014-12-31$74,309
Interest earned on other investments2014-12-31$298,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,321,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,747,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$189,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,690,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,962,620
Contract administrator fees2014-12-31$305,929
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$38,846,385
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,042,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,762,736
Expenses. Certain deemed distributions of participant loans2013-12-31$5,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,768,731
Value of total assets at end of year2013-12-31$133,290,160
Value of total assets at beginning of year2013-12-31$102,486,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$273,734
Total interest from all sources2013-12-31$298,643
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,466,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,466,859
Was this plan covered by a fidelity bond2013-12-31No
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$9,816,752
Participant contributions at end of year2013-12-31$1,748,380
Participant contributions at beginning of year2013-12-31$1,364,778
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,504,625
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$30,803,935
Value of net assets at end of year (total assets less liabilities)2013-12-31$133,290,160
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$102,486,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$118,794,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$92,034,436
Interest on participant loans2013-12-31$59,160
Interest earned on other investments2013-12-31$239,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,747,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,087,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$17,312,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,447,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,762,736
Contract administrator fees2013-12-31$273,734
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG, LLP
Accountancy firm EIN2013-12-31135565207
2012 : ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$27,312,625
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,396,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,125,386
Expenses. Certain deemed distributions of participant loans2012-12-31$51,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,771,451
Value of total assets at end of year2012-12-31$102,486,225
Value of total assets at beginning of year2012-12-31$79,569,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$219,012
Total interest from all sources2012-12-31$259,034
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,770,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,770,155
Was this plan covered by a fidelity bond2012-12-31No
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$9,198,064
Participant contributions at end of year2012-12-31$1,364,778
Participant contributions at beginning of year2012-12-31$1,195,907
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,227,491
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$22,916,468
Value of net assets at end of year (total assets less liabilities)2012-12-31$102,486,225
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$79,569,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$92,034,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$71,501,340
Interest on participant loans2012-12-31$55,868
Interest earned on other investments2012-12-31$203,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,087,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,872,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,511,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,345,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,125,386
Contract administrator fees2012-12-31$219,012
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
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG, LLP
Accountancy firm EIN2012-12-31135565207
2011 : ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$935,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$13,367,793
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,940,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,731,530
Expenses. Certain deemed distributions of participant loans2011-12-31$13,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$15,306,122
Value of total assets at end of year2011-12-31$79,569,757
Value of total assets at beginning of year2011-12-31$72,206,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$194,752
Total interest from all sources2011-12-31$233,207
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,956,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,956,625
Was this plan covered by a fidelity bond2011-12-31No
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$8,619,750
Participant contributions at end of year2011-12-31$1,195,907
Participant contributions at beginning of year2011-12-31$868,201
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,635,964
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$6,427,765
Value of net assets at end of year (total assets less liabilities)2011-12-31$79,569,757
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$72,206,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$71,501,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$66,289,726
Interest on participant loans2011-12-31$40,181
Interest earned on other investments2011-12-31$193,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,872,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,048,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,128,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,050,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,731,530
Contract administrator fees2011-12-31$194,752
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
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG, LLP
Accountancy firm EIN2011-12-31135565207
2010 : ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$24,946,528
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,706,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,558,095
Expenses. Certain deemed distributions of participant loans2010-12-31$3,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,946,270
Value of total assets at end of year2010-12-31$72,206,061
Value of total assets at beginning of year2010-12-31$49,966,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$144,761
Total interest from all sources2010-12-31$172,003
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,424,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,424,043
Was this plan covered by a fidelity bond2010-12-31No
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$8,139,480
Participant contributions at end of year2010-12-31$868,201
Participant contributions at beginning of year2010-12-31$380,439
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,111,596
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$22,239,921
Value of net assets at end of year (total assets less liabilities)2010-12-31$72,206,061
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$49,966,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$66,289,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$46,054,842
Interest on participant loans2010-12-31$27,018
Interest earned on other investments2010-12-31$144,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,048,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,530,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,404,212
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$5,695,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,558,095
Contract administrator fees2010-12-31$144,761
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN

2023: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN 2006 form 5500 responses
2006-05-21Type of plan entitySingle employer plan
2006-05-21First time form 5500 has been submittedYes
2006-05-21Submission has been amendedYes
2006-05-21This submission is the final filingNo
2006-05-21This return/report is a short plan year return/report (less than 12 months)No
2006-05-21Plan is a collectively bargained planNo

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68270
Policy instance 2
Insurance contract or identification number68270
Number of Individuals Covered4778
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Contracts With Unallocated Funds Deposit Administration1
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 numberGAP-D1-WR16
Policy instance 1
Insurance contract or identification numberGAP-D1-WR16
Number of Individuals Covered11
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68270
Policy instance 2
Insurance contract or identification number68270
Number of Individuals Covered4524
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
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 numberGAP-D1-WR16
Policy instance 1
Insurance contract or identification numberGAP-D1-WR16
Number of Individuals Covered11
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68270
Policy instance 2
Insurance contract or identification number68270
Number of Individuals Covered5053
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
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 numberGAP-D1-WR16
Policy instance 1
Insurance contract or identification numberGAP-D1-WR16
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D1-WR16
Policy instance 1
Insurance contract or identification numberGAP-D1-WR16
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68270
Policy instance 2
Insurance contract or identification number68270
Number of Individuals Covered4980
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68270
Policy instance 2
Insurance contract or identification number68270
Number of Individuals Covered5311
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
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 numberGAP-D1-WR16
Policy instance 1
Insurance contract or identification numberGAP-D1-WR16
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68270
Policy instance 2
Insurance contract or identification number68270
Number of Individuals Covered5073
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
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 numberGAP-D1-WR16
Policy instance 1
Insurance contract or identification numberGAP-D1-WR16
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68270
Policy instance 2
Insurance contract or identification number68270
Number of Individuals Covered4845
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D1-WR16
Policy instance 1
Insurance contract or identification numberGAP-D1-WR16
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D1-WR16
Policy instance 1
Insurance contract or identification numberGAP-D1-WR16
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $92
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $92
Insurance broker organization code?3
Insurance broker nameNORTHERN LIGHTS DISTRIBUTORS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68270
Policy instance 2
Insurance contract or identification number68270
Number of Individuals Covered4269
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68270
Policy instance 1
Insurance contract or identification number68270
Number of Individuals Covered4011
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D1-WR16
Policy instance 2
Insurance contract or identification numberGAP-D1-WR16
Number of Individuals Covered16
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $104
Insurance broker organization code?3
Insurance broker nameNORTHERN LIGHTS DISTRIBUTORS
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D1-WR16
Policy instance 2
Insurance contract or identification numberGAP-D1-WR16
Number of Individuals Covered151
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68270
Policy instance 1
Insurance contract or identification number68270
Number of Individuals Covered3800
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D1-WR16
Policy instance 2
Insurance contract or identification numberGAP-D1-WR16
Number of Individuals Covered167
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $125
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $125
Insurance broker organization code?3
Insurance broker nameNORTHERN LIGHTS DISTRIBUTORS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68270
Policy instance 1
Insurance contract or identification number68270
Number of Individuals Covered4069
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D1-WR16
Policy instance 1
Insurance contract or identification numberGAP-D1-WR16
Number of Individuals Covered190
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $215
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68270
Policy instance 2
Insurance contract or identification number68270
Number of Individuals Covered3718
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68270
Policy instance 1
Insurance contract or identification number68270
Number of Individuals Covered3337
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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