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ALBANY MEDICAL CENTER 403 (B) PLAN 401k Plan overview

Plan NameALBANY MEDICAL CENTER 403 (B) PLAN
Plan identification number 002

ALBANY MEDICAL CENTER 403 (B) PLAN Benefits

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

401k Sponsoring company profile

ALBANY MED HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:ALBANY MED HEALTH SYSTEM
Employer identification number (EIN):141641730
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ALBANY MED HEALTH SYSTEM

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1982-10-08
Company Identification Number: 797561
Legal Registered Office Address: ATTN: PRESIDENT
43 NEW SCOTLAND AVENUE
ALBANY
United States of America (USA)
12208

More information about ALBANY MED HEALTH SYSTEM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALBANY MEDICAL CENTER 403 (B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01FRANCES S. ALBERT
0022016-01-01FRANCES S. ALBERT
0022015-01-01FRANCES S. ALBERT
0022014-01-01WILLIAM C HASSELBARTH
0022013-01-01GARY KOCHEM
0022012-01-01GARY KOCHEM
0022011-01-01GARY KOCHEM
0022009-01-01GARY KOCHEM

Plan Statistics for ALBANY MEDICAL CENTER 403 (B) PLAN

401k plan membership statisitcs for ALBANY MEDICAL CENTER 403 (B) PLAN

Measure Date Value
2022: ALBANY MEDICAL CENTER 403 (B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112,030
Total number of active participants reported on line 7a of the Form 55002022-01-019,335
Number of retired or separated participants receiving benefits2022-01-0147
Number of other retired or separated participants entitled to future benefits2022-01-012,804
Total of all active and inactive participants2022-01-0112,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0112,187
Number of participants with account balances2022-01-0111,530
2021: ALBANY MEDICAL CENTER 403 (B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112,681
Total number of active participants reported on line 7a of the Form 55002021-01-019,167
Number of retired or separated participants receiving benefits2021-01-0149
Number of other retired or separated participants entitled to future benefits2021-01-012,813
Total of all active and inactive participants2021-01-0112,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0112,030
Number of participants with account balances2021-01-0111,265
2020: ALBANY MEDICAL CENTER 403 (B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111,840
Total number of active participants reported on line 7a of the Form 55002020-01-0111,531
Number of retired or separated participants receiving benefits2020-01-0125
Number of other retired or separated participants entitled to future benefits2020-01-011,125
Total of all active and inactive participants2020-01-0112,681
Total participants2020-01-0112,681
Number of participants with account balances2020-01-0111,062
2019: ALBANY MEDICAL CENTER 403 (B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111,160
Total number of active participants reported on line 7a of the Form 55002019-01-019,924
Number of retired or separated participants receiving benefits2019-01-0131
Number of other retired or separated participants entitled to future benefits2019-01-011,885
Total of all active and inactive participants2019-01-0111,840
Total participants2019-01-0111,840
Number of participants with account balances2019-01-0110,957
2018: ALBANY MEDICAL CENTER 403 (B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110,951
Total number of active participants reported on line 7a of the Form 55002018-01-019,675
Number of retired or separated participants receiving benefits2018-01-0127
Number of other retired or separated participants entitled to future benefits2018-01-011,458
Total of all active and inactive participants2018-01-0111,160
Total participants2018-01-0111,160
Number of participants with account balances2018-01-0110,169
2017: ALBANY MEDICAL CENTER 403 (B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110,621
Total number of active participants reported on line 7a of the Form 55002017-01-019,538
Number of other retired or separated participants entitled to future benefits2017-01-011,413
Total of all active and inactive participants2017-01-0110,951
Total participants2017-01-0110,951
Number of participants with account balances2017-01-0110,143
2016: ALBANY MEDICAL CENTER 403 (B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110,253
Total number of active participants reported on line 7a of the Form 55002016-01-019,194
Number of retired or separated participants receiving benefits2016-01-0136
Number of other retired or separated participants entitled to future benefits2016-01-011,342
Total of all active and inactive participants2016-01-0110,572
Total participants2016-01-0110,572
Number of participants with account balances2016-01-019,826
2015: ALBANY MEDICAL CENTER 403 (B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,641
Total number of active participants reported on line 7a of the Form 55002015-01-019,137
Number of retired or separated participants receiving benefits2015-01-0128
Number of other retired or separated participants entitled to future benefits2015-01-011,088
Total of all active and inactive participants2015-01-0110,253
Total participants2015-01-0110,253
Number of participants with account balances2015-01-017,814
2014: ALBANY MEDICAL CENTER 403 (B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,942
Total number of active participants reported on line 7a of the Form 55002014-01-018,722
Number of retired or separated participants receiving benefits2014-01-0127
Number of other retired or separated participants entitled to future benefits2014-01-01892
Total of all active and inactive participants2014-01-019,641
Total participants2014-01-019,641
Number of participants with account balances2014-01-016,795
2013: ALBANY MEDICAL CENTER 403 (B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,538
Total number of active participants reported on line 7a of the Form 55002013-01-018,310
Number of retired or separated participants receiving benefits2013-01-0124
Number of other retired or separated participants entitled to future benefits2013-01-01608
Total of all active and inactive participants2013-01-018,942
Total participants2013-01-018,942
Number of participants with account balances2013-01-015,664
2012: ALBANY MEDICAL CENTER 403 (B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,035
Total number of active participants reported on line 7a of the Form 55002012-01-017,787
Number of retired or separated participants receiving benefits2012-01-0112
Number of other retired or separated participants entitled to future benefits2012-01-01620
Total of all active and inactive participants2012-01-018,419
Total participants2012-01-018,419
Number of participants with account balances2012-01-014,880
2011: ALBANY MEDICAL CENTER 403 (B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,618
Total number of active participants reported on line 7a of the Form 55002011-01-017,612
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01417
Total of all active and inactive participants2011-01-018,035
Total participants2011-01-018,035
Number of participants with account balances2011-01-014,393
2009: ALBANY MEDICAL CENTER 403 (B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017,009
Total number of active participants reported on line 7a of the Form 55002009-01-016,932
Number of other retired or separated participants entitled to future benefits2009-01-01169
Total of all active and inactive participants2009-01-017,101
Total participants2009-01-017,101
Number of participants with account balances2009-01-012,902

Financial Data on ALBANY MEDICAL CENTER 403 (B) PLAN

Measure Date Value
2022 : ALBANY MEDICAL CENTER 403 (B) PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$105,766
Total income from all sources (including contributions)2022-12-31$-32,681,601
Total of all expenses incurred2022-12-31$37,390,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,326,776
Expenses. Certain deemed distributions of participant loans2022-12-31$107,503
Value of total corrective distributions2022-12-31$13,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$53,138,460
Value of total assets at end of year2022-12-31$433,439,382
Value of total assets at beginning of year2022-12-31$503,405,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$942,593
Total interest from all sources2022-12-31$671,347
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$20,545,037
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$20,545,037
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$47,522,130
Participant contributions at end of year2022-12-31$1,945,782
Participant contributions at beginning of year2022-12-31$2,209,457
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,616,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-70,072,185
Value of net assets at end of year (total assets less liabilities)2022-12-31$433,439,382
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$503,405,801
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$431,493,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$501,196,344
Value of interest in pooled separate accounts at end of year2022-12-31$0
Interest on participant loans2022-12-31$103,663
Interest earned on other investments2022-12-31$545,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$22,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-107,036,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$36,326,776
Contract administrator fees2022-12-31$942,593
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31UHY LLP
Accountancy firm EIN2022-12-31200694403
2021 : ALBANY MEDICAL CENTER 403 (B) PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$342,971
Total income from all sources (including contributions)2021-12-31$107,322,204
Total of all expenses incurred2021-12-31$36,989,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$36,259,791
Expenses. Certain deemed distributions of participant loans2021-12-31$70,974
Value of total corrective distributions2021-12-31$16,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$47,334,410
Value of total assets at end of year2021-12-31$503,405,801
Value of total assets at beginning of year2021-12-31$432,729,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$642,277
Total interest from all sources2021-12-31$694,757
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$19,271,250
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$19,271,250
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$41,632,064
Participant contributions at end of year2021-12-31$2,209,457
Participant contributions at beginning of year2021-12-31$2,304,209
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,702,346
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$70,333,040
Value of net assets at end of year (total assets less liabilities)2021-12-31$503,405,801
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$432,729,790
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$501,196,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$430,425,581
Value of interest in pooled separate accounts at end of year2021-12-31$0
Interest on participant loans2021-12-31$121,733
Interest earned on other investments2021-12-31$572,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$40,021,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$36,259,791
Contract administrator fees2021-12-31$642,277
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31UHY LLP
Accountancy firm EIN2021-12-31200694403
2020 : ALBANY MEDICAL CENTER 403 (B) PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$619,568
Total income from all sources (including contributions)2020-12-31$106,725,040
Total of all expenses incurred2020-12-31$27,612,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$26,923,406
Expenses. Certain deemed distributions of participant loans2020-12-31$16,925
Value of total corrective distributions2020-12-31$8,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$45,728,831
Value of total assets at end of year2020-12-31$432,729,790
Value of total assets at beginning of year2020-12-31$352,997,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$663,364
Total interest from all sources2020-12-31$937,344
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,367,592
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$13,367,592
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$38,901,779
Participant contributions at end of year2020-12-31$2,304,209
Participant contributions at beginning of year2020-12-31$2,745,559
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,827,052
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$79,112,683
Value of net assets at end of year (total assets less liabilities)2020-12-31$432,729,790
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$352,997,539
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$430,425,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$350,251,980
Value of interest in pooled separate accounts at end of year2020-12-31$0
Interest on participant loans2020-12-31$149,326
Interest earned on other investments2020-12-31$785,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$46,691,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$26,923,406
Contract administrator fees2020-12-31$663,364
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31GRANT THORNTON
Accountancy firm EIN2020-12-31366055558
2019 : ALBANY MEDICAL CENTER 403 (B) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$1,646,904
Total transfer of assets to this plan2019-12-31$1,646,904
Total income from all sources (including contributions)2019-12-31$99,114,165
Total income from all sources (including contributions)2019-12-31$99,114,165
Total of all expenses incurred2019-12-31$27,221,851
Total of all expenses incurred2019-12-31$27,221,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,562,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,562,123
Expenses. Certain deemed distributions of participant loans2019-12-31$99,977
Expenses. Certain deemed distributions of participant loans2019-12-31$99,977
Value of total corrective distributions2019-12-31$11,859
Value of total corrective distributions2019-12-31$11,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$39,669,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$39,669,134
Value of total assets at end of year2019-12-31$352,997,539
Value of total assets at end of year2019-12-31$352,997,539
Value of total assets at beginning of year2019-12-31$279,458,321
Value of total assets at beginning of year2019-12-31$279,458,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$547,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$547,892
Total interest from all sources2019-12-31$835,150
Total interest from all sources2019-12-31$835,150
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,378,441
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,378,441
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$12,378,441
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$12,378,441
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$10,000,000
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
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$34,763,085
Contributions received from participants2019-12-31$34,763,085
Participant contributions at end of year2019-12-31$2,745,559
Participant contributions at end of year2019-12-31$2,745,559
Participant contributions at beginning of year2019-12-31$2,268,757
Participant contributions at beginning of year2019-12-31$2,268,757
Participant contributions at beginning of year2019-12-31$1,393,320
Participant contributions at beginning of year2019-12-31$1,393,320
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,906,049
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,906,049
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$71,892,314
Value of net income/loss2019-12-31$71,892,314
Value of net assets at end of year (total assets less liabilities)2019-12-31$352,997,539
Value of net assets at end of year (total assets less liabilities)2019-12-31$352,997,539
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$279,458,321
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$279,458,321
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$350,251,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$350,251,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$275,796,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$275,796,244
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Interest on participant loans2019-12-31$136,434
Interest on participant loans2019-12-31$136,434
Interest earned on other investments2019-12-31$685,268
Interest earned on other investments2019-12-31$685,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$13,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$13,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$46,231,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$46,231,440
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,562,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,562,123
Contract administrator fees2019-12-31$547,892
Contract administrator fees2019-12-31$547,892
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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 name2019-12-31GRANT THORNTON
Accountancy firm name2019-12-31GRANT THORNTON
Accountancy firm EIN2019-12-31366055558
Accountancy firm EIN2019-12-31366055558
2018 : ALBANY MEDICAL CENTER 403 (B) PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$6,765,732
Total income from all sources (including contributions)2018-12-31$20,801,909
Total of all expenses incurred2018-12-31$20,285,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,566,018
Expenses. Certain deemed distributions of participant loans2018-12-31$340,486
Value of total corrective distributions2018-12-31$2,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$37,666,467
Value of total assets at end of year2018-12-31$279,458,321
Value of total assets at beginning of year2018-12-31$272,175,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$376,654
Total interest from all sources2018-12-31$760,229
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,747,707
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$10,747,707
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$34,075,183
Participant contributions at end of year2018-12-31$2,268,757
Participant contributions at beginning of year2018-12-31$2,535,370
Participant contributions at end of year2018-12-31$1,393,320
Participant contributions at beginning of year2018-12-31$1,129,678
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$220,350,239
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,591,284
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$516,636
Value of net assets at end of year (total assets less liabilities)2018-12-31$279,458,321
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$272,175,953
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$275,796,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,160,666
Value of interest in pooled separate accounts at end of year2018-12-31$0
Interest on participant loans2018-12-31$115,424
Interest earned on other investments2018-12-31$627,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$17,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-28,372,494
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 plan2018-12-31Yes
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,566,018
Contract administrator fees2018-12-31$376,654
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31GRANT THORNTON
Accountancy firm EIN2018-12-31366055558
2017 : ALBANY MEDICAL CENTER 403 (B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$71,450,163
Total of all expenses incurred2017-12-31$19,268,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,102,469
Expenses. Certain deemed distributions of participant loans2017-12-31$76,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$37,729,712
Value of total assets at end of year2017-12-31$272,175,953
Value of total assets at beginning of year2017-12-31$219,994,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$89,106
Total interest from all sources2017-12-31$98,764
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,641,863
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$10,641,863
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$30,681,468
Participant contributions at end of year2017-12-31$2,535,370
Participant contributions at beginning of year2017-12-31$2,331,489
Participant contributions at end of year2017-12-31$1,129,678
Participant contributions at beginning of year2017-12-31$985,535
Assets. Other investments not covered elsewhere at end of year2017-12-31$220,350,239
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,583,639
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,048,244
Other income not declared elsewhere2017-12-31$-89,865
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$52,181,603
Value of net assets at end of year (total assets less liabilities)2017-12-31$272,175,953
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$219,994,350
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$48,160,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$214,093,687
Interest on participant loans2017-12-31$98,764
Value of interest in common/collective trusts at end of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,069,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,102,469
Contract administrator fees2017-12-31$89,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31KPMG
Accountancy firm EIN2017-12-31135565207
2016 : ALBANY MEDICAL CENTER 403 (B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$48,502,469
Total of all expenses incurred2016-12-31$15,415,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,190,594
Expenses. Certain deemed distributions of participant loans2016-12-31$95,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$34,660,083
Value of total assets at end of year2016-12-31$219,994,350
Value of total assets at beginning of year2016-12-31$186,907,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$128,680
Total interest from all sources2016-12-31$91,112
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,252,297
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$7,252,297
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$29,650,005
Participant contributions at end of year2016-12-31$2,331,489
Participant contributions at beginning of year2016-12-31$2,295,717
Participant contributions at end of year2016-12-31$985,535
Participant contributions at beginning of year2016-12-31$750,907
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,583,639
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,103,431
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,010,078
Other income not declared elsewhere2016-12-31$15,225
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$33,087,331
Value of net assets at end of year (total assets less liabilities)2016-12-31$219,994,350
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$186,907,019
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$214,093,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$181,756,964
Interest on participant loans2016-12-31$91,112
Value of interest in common/collective trusts at end of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,483,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,190,594
Contract administrator fees2016-12-31$128,680
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 name2016-12-31KPMG
Accountancy firm EIN2016-12-31135565207
2015 : ALBANY MEDICAL CENTER 403 (B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$33,171,475
Total of all expenses incurred2015-12-31$12,883,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,700,140
Expenses. Certain deemed distributions of participant loans2015-12-31$73,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$33,316,381
Value of total assets at end of year2015-12-31$186,907,019
Value of total assets at beginning of year2015-12-31$166,618,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$109,604
Total interest from all sources2015-12-31$85,051
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,755,232
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$7,755,232
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$26,100,817
Participant contributions at end of year2015-12-31$2,295,717
Participant contributions at beginning of year2015-12-31$2,018,227
Participant contributions at end of year2015-12-31$750,907
Participant contributions at beginning of year2015-12-31$935,550
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,103,431
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,894,038
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,215,564
Other income not declared elsewhere2015-12-31$-46,473
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$20,288,258
Value of net assets at end of year (total assets less liabilities)2015-12-31$186,907,019
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$166,618,761
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$181,756,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$161,770,946
Interest on participant loans2015-12-31$85,051
Value of interest in common/collective trusts at end of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,938,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,700,140
Contract administrator fees2015-12-31$109,604
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 name2015-12-31KPMG
Accountancy firm EIN2015-12-31135565207
2014 : ALBANY MEDICAL CENTER 403 (B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$35,462,939
Total of all expenses incurred2014-12-31$10,650,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,510,374
Expenses. Certain deemed distributions of participant loans2014-12-31$76,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$27,946,453
Value of total assets at end of year2014-12-31$166,618,761
Value of total assets at beginning of year2014-12-31$141,806,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$64,276
Total interest from all sources2014-12-31$72,511
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,523,389
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$5,523,389
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$23,438,429
Participant contributions at end of year2014-12-31$2,018,227
Participant contributions at beginning of year2014-12-31$1,615,178
Participant contributions at end of year2014-12-31$935,550
Participant contributions at beginning of year2014-12-31$624,577
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,894,038
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,509,081
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,508,024
Other income not declared elsewhere2014-12-31$-22,932
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$24,812,126
Value of net assets at end of year (total assets less liabilities)2014-12-31$166,618,761
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$141,806,635
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$161,770,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$138,057,799
Interest on participant loans2014-12-31$72,511
Value of interest in common/collective trusts at end of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,943,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,510,374
Contract administrator fees2014-12-31$64,276
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
Accountancy firm EIN2014-12-31135565207
2013 : ALBANY MEDICAL CENTER 403 (B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$43,992,372
Total of all expenses incurred2013-12-31$8,116,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,052,904
Expenses. Certain deemed distributions of participant loans2013-12-31$37,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$24,927,318
Value of total assets at end of year2013-12-31$141,806,635
Value of total assets at beginning of year2013-12-31$105,931,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,148
Total interest from all sources2013-12-31$55,620
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,755,959
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$3,755,959
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$21,463,883
Participant contributions at end of year2013-12-31$1,615,178
Participant contributions at beginning of year2013-12-31$1,199,267
Participant contributions at end of year2013-12-31$624,577
Participant contributions at beginning of year2013-12-31$645,286
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,509,081
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,075,110
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,463,435
Other income not declared elsewhere2013-12-31$36,401
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$35,875,401
Value of net assets at end of year (total assets less liabilities)2013-12-31$141,806,635
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$105,931,234
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$138,057,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$103,011,571
Interest on participant loans2013-12-31$55,620
Value of interest in common/collective trusts at end of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,217,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,052,904
Contract administrator fees2013-12-31$26,148
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
Accountancy firm EIN2013-12-31135565207
2012 : ALBANY MEDICAL CENTER 403 (B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$32,975,279
Total of all expenses incurred2012-12-31$4,150,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,061,163
Expenses. Certain deemed distributions of participant loans2012-12-31$28,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,946,232
Value of total assets at end of year2012-12-31$105,931,234
Value of total assets at beginning of year2012-12-31$77,106,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$60,442
Total interest from all sources2012-12-31$32,570
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,503,064
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$2,503,064
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$20,450,473
Participant contributions at end of year2012-12-31$1,199,267
Participant contributions at beginning of year2012-12-31$622,673
Participant contributions at end of year2012-12-31$645,286
Participant contributions at beginning of year2012-12-31$588,797
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,075,110
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$728,139
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,495,759
Other income not declared elsewhere2012-12-31$19,676
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$28,824,905
Value of net assets at end of year (total assets less liabilities)2012-12-31$105,931,234
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$77,106,329
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$103,011,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$75,166,720
Interest on participant loans2012-12-31$32,570
Value of interest in common/collective trusts at end of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,473,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,061,163
Contract administrator fees2012-12-31$60,442
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
Accountancy firm EIN2012-12-31135565207
2011 : ALBANY MEDICAL CENTER 403 (B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$21,588,627
Total of all expenses incurred2011-12-31$3,235,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,147,277
Expenses. Certain deemed distributions of participant loans2011-12-31$34,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,461,318
Value of total assets at end of year2011-12-31$77,106,329
Value of total assets at beginning of year2011-12-31$58,753,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$53,713
Total interest from all sources2011-12-31$22,836
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,491,716
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$1,491,716
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$19,034,872
Participant contributions at end of year2011-12-31$622,673
Participant contributions at beginning of year2011-12-31$558,943
Participant contributions at end of year2011-12-31$588,797
Participant contributions at beginning of year2011-12-31$484,650
Assets. Other investments not covered elsewhere at end of year2011-12-31$728,139
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$324,375
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,426,446
Other income not declared elsewhere2011-12-31$129,504
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$18,353,246
Value of net assets at end of year (total assets less liabilities)2011-12-31$77,106,329
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$58,753,083
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$75,166,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$57,385,115
Interest on participant loans2011-12-31$22,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,516,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,147,277
Contract administrator fees2011-12-31$53,713
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
Accountancy firm EIN2011-12-31135565207
2010 : ALBANY MEDICAL CENTER 403 (B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$27,384,484
Total of all expenses incurred2010-12-31$1,964,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,957,930
Expenses. Certain deemed distributions of participant loans2010-12-31$4,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$22,075,270
Value of total assets at end of year2010-12-31$58,753,083
Value of total assets at beginning of year2010-12-31$33,333,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,850
Total interest from all sources2010-12-31$14,412
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,182,580
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$1,182,580
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$16,906,211
Participant contributions at end of year2010-12-31$558,943
Participant contributions at beginning of year2010-12-31$210,159
Participant contributions at end of year2010-12-31$484,650
Participant contributions at beginning of year2010-12-31$389,684
Assets. Other investments not covered elsewhere at end of year2010-12-31$324,375
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$34,234
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,169,059
Other income not declared elsewhere2010-12-31$89,375
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$25,419,545
Value of net assets at end of year (total assets less liabilities)2010-12-31$58,753,083
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,333,538
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$57,385,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,699,461
Interest on participant loans2010-12-31$14,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,022,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,957,930
Contract administrator fees2010-12-31$2,850
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
Accountancy firm EIN2010-12-31135565207
2009 : ALBANY MEDICAL CENTER 403 (B) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ALBANY MEDICAL CENTER 403 (B) PLAN

2022: ALBANY MEDICAL CENTER 403 (B) 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: ALBANY MEDICAL CENTER 403 (B) 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: ALBANY MEDICAL CENTER 403 (B) 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: ALBANY MEDICAL CENTER 403 (B) 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: ALBANY MEDICAL CENTER 403 (B) 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: ALBANY MEDICAL CENTER 403 (B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALBANY MEDICAL CENTER 403 (B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: ALBANY MEDICAL CENTER 403 (B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: ALBANY MEDICAL CENTER 403 (B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: ALBANY MEDICAL CENTER 403 (B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: ALBANY MEDICAL CENTER 403 (B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: ALBANY MEDICAL CENTER 403 (B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALBANY MEDICAL CENTER 403 (B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32805
Policy instance 1
Insurance contract or identification number32805
Number of Individuals Covered807
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32805
Policy instance 1
Insurance contract or identification number32805
Number of Individuals Covered797
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32805
Policy instance 1
Insurance contract or identification number32805
Number of Individuals Covered811
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013655-01
Policy instance 1
Insurance contract or identification number1013655-01
Number of Individuals Covered768
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013655-01
Policy instance 1
Insurance contract or identification number1013655-01
Number of Individuals Covered804
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013655-01
Policy instance 1
Insurance contract or identification number1013655-01
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,856
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,856
Insurance broker organization code?3
Insurance broker nameMETROPOLITAN LIFE INSURANCE COMPANY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013655-01
Policy instance 1
Insurance contract or identification number1013655-01
Number of Individuals Covered7814
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameMETROPOLITAN LIFE INSURANCE COMPANY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013655-01
Policy instance 1
Insurance contract or identification number1013655-01
Number of Individuals Covered6795
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19,485
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,485
Insurance broker organization code?3
Insurance broker nameMETROPOLITAN LIFE INSURANCE COMPANY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013655-01
Policy instance 1
Insurance contract or identification number1013655-01
Number of Individuals Covered5664
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameMETROPOLITAN LIFE INSURANCE COMPANY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013655-01
Policy instance 1
Insurance contract or identification number1013655-01
Number of Individuals Covered4880
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $24,596
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,596
Insurance broker organization code?3
Insurance broker nameMETROPOLITAN LIFE INSURANCE COMPANY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013655-01
Policy instance 1
Insurance contract or identification number1013655-01
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $45,871
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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