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OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameOCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN
Plan identification number 001

OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OCHSNER BAYOU, LLC has sponsored the creation of one or more 401k plans.

Company Name:OCHSNER BAYOU, LLC
Employer identification number (EIN):204670876
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01TRACEY SCHIRO
0012016-01-01TRACEY SCHIRO
0012015-01-01VICKIE PETTEE BOBBY BRANNON2016-10-13
0012014-01-01JANET SNOW-GODFREY BOBBY C. BRANNON2015-10-12
0012013-01-01BOBBY C. BRANNON
0012012-01-01BOBBY C. BRANNON
0012011-01-01JOAN MOLLOHAN BOBBY C. BRANNON2012-10-08
0012010-01-01JOAN MOLLOHAN
0012009-01-01JOAN K. MOLLOHAN BOBBY C BRANNON2010-10-08

Plan Statistics for OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN

Measure Date Value
2017: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01369
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01393
Total number of active participants reported on line 7a of the Form 55002016-01-01265
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0199
Total of all active and inactive participants2016-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01369
Number of participants with account balances2016-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01406
Total number of active participants reported on line 7a of the Form 55002015-01-01250
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01140
Total of all active and inactive participants2015-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01393
Number of participants with account balances2015-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01398
Total number of active participants reported on line 7a of the Form 55002014-01-01281
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01123
Total of all active and inactive participants2014-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01406
Number of participants with account balances2014-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01388
Total number of active participants reported on line 7a of the Form 55002013-01-01287
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01109
Total of all active and inactive participants2013-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01398
Number of participants with account balances2013-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01376
Total number of active participants reported on line 7a of the Form 55002012-01-01264
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01103
Total of all active and inactive participants2012-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01368
Number of participants with account balances2012-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01337
Total number of active participants reported on line 7a of the Form 55002011-01-01279
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0198
Total of all active and inactive participants2011-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01378
Number of participants with account balances2011-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01331
Total number of active participants reported on line 7a of the Form 55002010-01-01242
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0183
Total of all active and inactive participants2010-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01325
Number of participants with account balances2010-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01314
Total number of active participants reported on line 7a of the Form 55002009-01-01219
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0193
Total of all active and inactive participants2009-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01312
Number of participants with account balances2009-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN

Measure Date Value
2017 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,405,095
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,274,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,231,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$45,434
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$11,869,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,855
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$97,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$97,863
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,169
Other income not declared elsewhere2017-12-31$6,741
Administrative expenses (other) incurred2017-12-31$42,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-11,869,032
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,869,032
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,597,180
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$2,642,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$899,039
Net investment gain or loss from common/collective trusts2017-12-31$356,018
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$45,434
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$629,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,230,103
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
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 name2017-12-31BOURGEOIS BENNETT, LLC
Accountancy firm EIN2017-12-31720136870
2016 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION 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$1,361,406
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$812,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$799,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$629,563
Value of total assets at end of year2016-12-31$11,869,032
Value of total assets at beginning of year2016-12-31$11,319,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,950
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$270,098
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$270,098
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$629,563
Amount contributed by the employer to the plan for this plan year2016-12-31$629,563
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$127,017
Administrative expenses (other) incurred2016-12-31$12,950
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$549,300
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,869,032
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,319,732
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$8,597,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,976,780
Value of interest in common/collective trusts at end of year2016-12-31$2,642,289
Value of interest in common/collective trusts at beginning of year2016-12-31$2,369,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$280,649
Net investment gain or loss from common/collective trusts2016-12-31$181,096
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$629,563
Employer contributions (assets) at end of year2016-12-31$629,563
Employer contributions (assets) at beginning of year2016-12-31$846,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$799,156
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 name2016-12-31BOURGENOIS BENNETT, LLC
Accountancy firm EIN2016-12-31720136870
2015 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION 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$932,308
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$820,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$802,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$973,423
Value of total assets at end of year2015-12-31$11,319,732
Value of total assets at beginning of year2015-12-31$11,207,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,250
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$313,847
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$313,847
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$846,405
Amount contributed by the employer to the plan for this plan year2015-12-31$846,405
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$127,017
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$127,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$17,250
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$112,281
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,319,732
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,207,451
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$7,976,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,964,091
Value of interest in common/collective trusts at end of year2015-12-31$2,369,529
Value of interest in common/collective trusts at beginning of year2015-12-31$2,418,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-331,124
Net investment gain or loss from common/collective trusts2015-12-31$-23,838
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$846,406
Employer contributions (assets) at end of year2015-12-31$846,406
Employer contributions (assets) at beginning of year2015-12-31$824,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$802,777
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 name2015-12-31BOURGEOIS BENNETT, LLC
Accountancy firm EIN2015-12-31720136870
2014 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION 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$1,251,017
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,164,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,153,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$824,662
Value of total assets at end of year2014-12-31$11,207,451
Value of total assets at beginning of year2014-12-31$11,121,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,718
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$439,347
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$439,347
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$824,662
Amount contributed by the employer to the plan for this plan year2014-12-31$824,662
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$11,718
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$86,227
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,207,451
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,121,224
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$7,964,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,300,736
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,052
Value of interest in common/collective trusts at end of year2014-12-31$2,418,698
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,051,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,051,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-121,757
Net investment gain or loss from common/collective trusts2014-12-31$108,765
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$824,662
Employer contributions (assets) at end of year2014-12-31$824,662
Employer contributions (assets) at beginning of year2014-12-31$764,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,153,072
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 name2014-12-31BOURGEOIS BENNETT, LLC
Accountancy firm EIN2014-12-31720136870
2013 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION 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$2,219,946
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$748,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$745,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$764,858
Value of total assets at end of year2013-12-31$11,121,224
Value of total assets at beginning of year2013-12-31$9,650,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,407
Total interest from all sources2013-12-31$161
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$534,709
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$534,709
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$766,993
Amount contributed by the employer to the plan for this plan year2013-12-31$766,993
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$261
Administrative expenses (other) incurred2013-12-31$3,407
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$1,470,970
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,121,224
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,650,254
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$8,300,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,575,252
Value of interest in pooled separate accounts at end of year2013-12-31$4,052
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,051,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,311,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,311,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$919,878
Net investment gain/loss from pooled separate accounts2013-12-31$79
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$764,858
Employer contributions (assets) at end of year2013-12-31$764,858
Employer contributions (assets) at beginning of year2013-12-31$755,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$745,569
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 name2013-12-31BOURGEOIS BENNETT,LLC
Accountancy firm EIN2013-12-31720136870
2012 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION 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$1,458,421
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$301,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$301,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$755,705
Value of total assets at end of year2012-12-31$9,650,254
Value of total assets at beginning of year2012-12-31$8,493,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$185
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$151,427
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$151,427
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
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$755,705
Amount contributed by the employer to the plan for this plan year2012-12-31$755,705
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,156,974
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,650,254
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,493,280
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$6,575,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,580,287
Value of interest in pooled separate accounts at end of year2012-12-31$7,395
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,311,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,218,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,218,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$551,104
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$755,705
Employer contributions (assets) at end of year2012-12-31$755,705
Employer contributions (assets) at beginning of year2012-12-31$694,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$301,447
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 name2012-12-31BOURGEOIS BENNETT,LLC
Accountancy firm EIN2012-12-31720136870
2011 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$610,649
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$281,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$279,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$694,788
Value of total assets at end of year2011-12-31$8,493,280
Value of total assets at beginning of year2011-12-31$8,163,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,150
Total interest from all sources2011-12-31$189
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$130,740
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$130,740
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$694,788
Amount contributed by the employer to the plan for this plan year2011-12-31$694,788
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$1,150
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$329,639
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,493,280
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,163,641
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$5,580,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,473,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,218,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,052,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,052,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-215,068
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$694,788
Employer contributions (assets) at end of year2011-12-31$694,789
Employer contributions (assets) at beginning of year2011-12-31$638,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$279,860
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 name2011-12-31POSTLETHWAITE NETTERVILLE
Accountancy firm EIN2011-12-31721202445
2010 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION 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$1,264,495
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$225,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$225,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$638,140
Value of total assets at end of year2010-12-31$8,163,641
Value of total assets at beginning of year2010-12-31$7,124,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$343
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$117,788
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$117,788
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$83,357
Minimum employer required contribution for this plan year2010-12-31$721,497
Amount contributed by the employer to the plan for this plan year2010-12-31$638,140
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,038,994
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,163,641
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,124,647
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$5,473,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,782,269
Interest on participant loans2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,052,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,800,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,800,235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$508,224
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$638,140
Employer contributions (assets) at end of year2010-12-31$638,140
Employer contributions (assets) at beginning of year2010-12-31$542,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$225,501
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 name2010-12-31POSTELWAITE NETTERVILLE
Accountancy firm EIN2010-12-31721202445
2009 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN

2017: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION 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: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION 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 - TrustYes
2012: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION 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 - TrustYes
2011: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION 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 - TrustYes
2010: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32001
Policy instance 1
Insurance contract or identification numberGA32001
Number of Individuals Covered369
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32001
Policy instance 1
Insurance contract or identification numberGA32001
Number of Individuals Covered360
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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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