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WELLSPAN HEALTH SYSTEM PENSION PLAN 401k Plan overview

Plan NameWELLSPAN HEALTH SYSTEM PENSION PLAN
Plan identification number 001

WELLSPAN HEALTH SYSTEM PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

WELLSPAN HEALTH has sponsored the creation of one or more 401k plans.

Company Name:WELLSPAN HEALTH
Employer identification number (EIN):222517863
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLSPAN HEALTH SYSTEM PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01RICHARD A. HARLEY2020-10-13
0012018-01-01RICHARD A. HARLEY2019-10-09
0012017-01-01
0012016-01-01
0012016-01-01
0012016-01-01RICHARD HARLEY2018-02-22
0012015-01-01
0012014-01-01APRIL PINKETT
0012014-01-01APRIL PINKETT
0012013-01-01RICHARD A HARLEY RICHARD A HARLEY2014-10-15
0012012-01-01RICHARD A HARLEY RICHARD A HARLEY2013-10-15
0012011-01-01RICHARD HARLEY
0012009-01-01MICHAEL O'CONNOR

Plan Statistics for WELLSPAN HEALTH SYSTEM PENSION PLAN

401k plan membership statisitcs for WELLSPAN HEALTH SYSTEM PENSION PLAN

Measure Date Value
2021: WELLSPAN HEALTH SYSTEM PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,127,652,161
Acturial value of plan assets2021-12-311,022,654,809
Funding target for retired participants and beneficiaries receiving payment2021-12-31439,706,799
Number of terminated vested participants2021-12-312,377
Fundng target for terminated vested participants2021-12-31116,742,625
Active participant vested funding target2021-12-31346,238,273
Number of active participants2021-12-313,637
Total funding liabilities for active participants2021-12-31352,038,267
Total participant count2021-12-319,477
Total funding target for all participants2021-12-31908,487,691
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3184,294,015
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3184,294,015
Present value of excess contributions2021-12-311,250,175
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,322,310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3197,974,934
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,550,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-019,477
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WELLSPAN HEALTH SYSTEM PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,009,265,132
Acturial value of plan assets2020-12-31971,123,104
Funding target for retired participants and beneficiaries receiving payment2020-12-31409,652,053
Number of terminated vested participants2020-12-312,424
Fundng target for terminated vested participants2020-12-31113,298,012
Active participant vested funding target2020-12-31353,078,574
Number of active participants2020-12-313,827
Total funding liabilities for active participants2020-12-31359,864,518
Total participant count2020-12-319,557
Total funding target for all participants2020-12-31882,814,583
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3162,365,039
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3162,365,039
Present value of excess contributions2020-12-318,919,925
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-319,418,549
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-319,418,549
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3184,294,015
Total employer contributions2020-12-311,500,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,405,669
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-314,170,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31155,494
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31155,494
Contributions allocatedtoward minimum required contributions for current year2020-12-311,405,669
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-019,557
Total number of active participants reported on line 7a of the Form 55002020-01-013,637
Number of retired or separated participants receiving benefits2020-01-013,248
Number of other retired or separated participants entitled to future benefits2020-01-012,335
Total of all active and inactive participants2020-01-019,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01257
Total participants2020-01-019,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: WELLSPAN HEALTH SYSTEM PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31870,686,278
Acturial value of plan assets2019-12-31925,916,208
Funding target for retired participants and beneficiaries receiving payment2019-12-31377,745,615
Number of terminated vested participants2019-12-312,457
Fundng target for terminated vested participants2019-12-31121,568,261
Active participant vested funding target2019-12-31349,634,325
Number of active participants2019-12-314,073
Total funding liabilities for active participants2019-12-31352,740,809
Total participant count2019-12-319,622
Total funding target for all participants2019-12-31852,054,685
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3164,592,728
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3164,592,728
Present value of excess contributions2019-12-311,820,748
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,925,623
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-311,925,623
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3162,365,039
Total employer contributions2019-12-319,505,504
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-318,919,925
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-318,040,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-318,919,925
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-019,622
Total number of active participants reported on line 7a of the Form 55002019-01-013,827
Number of retired or separated participants receiving benefits2019-01-013,107
Number of other retired or separated participants entitled to future benefits2019-01-012,382
Total of all active and inactive participants2019-01-019,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01241
Total participants2019-01-019,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WELLSPAN HEALTH SYSTEM PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31967,234,371
Acturial value of plan assets2018-12-31916,555,509
Funding target for retired participants and beneficiaries receiving payment2018-12-31329,169,875
Number of terminated vested participants2018-12-312,376
Fundng target for terminated vested participants2018-12-31102,555,256
Active participant vested funding target2018-12-31357,292,303
Number of active participants2018-12-314,424
Total funding liabilities for active participants2018-12-31361,388,954
Total participant count2018-12-319,698
Total funding target for all participants2018-12-31793,114,085
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3132,232,472
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3132,232,472
Present value of excess contributions2018-12-3125,817,135
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3127,361,000
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3127,361,000
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3164,592,728
Total employer contributions2018-12-312,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,820,748
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-315,190,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-311,820,748
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-019,698
Total number of active participants reported on line 7a of the Form 55002018-01-014,073
Number of retired or separated participants receiving benefits2018-01-012,910
Number of other retired or separated participants entitled to future benefits2018-01-012,413
Total of all active and inactive participants2018-01-019,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01226
Total participants2018-01-019,622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: WELLSPAN HEALTH SYSTEM PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31847,227,092
Acturial value of plan assets2017-12-31870,123,468
Funding target for retired participants and beneficiaries receiving payment2017-12-31293,967,208
Number of terminated vested participants2017-12-312,379
Fundng target for terminated vested participants2017-12-3195,738,366
Active participant vested funding target2017-12-31354,238,098
Number of active participants2017-12-314,704
Total funding liabilities for active participants2017-12-31358,456,135
Total participant count2017-12-319,780
Total funding target for all participants2017-12-31748,161,709
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3130,115,362
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3130,115,362
Present value of excess contributions2017-12-3128,696,172
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3130,466,726
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3132,232,472
Total employer contributions2017-12-3127,507,208
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3125,817,135
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-315,250,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3125,817,135
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-019,780
Total number of active participants reported on line 7a of the Form 55002017-01-014,424
Number of retired or separated participants receiving benefits2017-01-012,723
Number of other retired or separated participants entitled to future benefits2017-01-012,337
Total of all active and inactive participants2017-01-019,484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01214
Total participants2017-01-019,698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: WELLSPAN HEALTH SYSTEM PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31792,247,671
Acturial value of plan assets2016-12-31839,987,820
Funding target for retired participants and beneficiaries receiving payment2016-12-31258,906,845
Number of terminated vested participants2016-12-312,321
Fundng target for terminated vested participants2016-12-3181,203,119
Active participant vested funding target2016-12-31343,068,786
Number of active participants2016-12-315,028
Total funding liabilities for active participants2016-12-31347,369,904
Total participant count2016-12-319,862
Total funding target for all participants2016-12-31687,479,868
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3130,919,263
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3130,919,263
Present value of excess contributions2016-12-3122,613,727
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3124,054,221
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3130,115,362
Total employer contributions2016-12-3130,775,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3128,696,172
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3124,211,575
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3128,696,172
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-019,862
Total number of active participants reported on line 7a of the Form 55002016-01-014,704
Number of retired or separated participants receiving benefits2016-01-012,519
Number of other retired or separated participants entitled to future benefits2016-01-012,341
Total of all active and inactive participants2016-01-019,564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01216
Total participants2016-01-019,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: WELLSPAN HEALTH SYSTEM PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,959
Total number of active participants reported on line 7a of the Form 55002015-01-015,028
Number of retired or separated participants receiving benefits2015-01-012,350
Number of other retired or separated participants entitled to future benefits2015-01-012,285
Total of all active and inactive participants2015-01-019,663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01207
Total participants2015-01-019,870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: WELLSPAN HEALTH SYSTEM PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,465
Total number of active participants reported on line 7a of the Form 55002014-01-015,378
Number of retired or separated participants receiving benefits2014-01-012,203
Number of other retired or separated participants entitled to future benefits2014-01-012,192
Total of all active and inactive participants2014-01-019,773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01186
Total participants2014-01-019,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: WELLSPAN HEALTH SYSTEM PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,541
Total number of active participants reported on line 7a of the Form 55002013-01-014,865
Number of retired or separated participants receiving benefits2013-01-011,698
Number of other retired or separated participants entitled to future benefits2013-01-011,770
Total of all active and inactive participants2013-01-018,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01132
Total participants2013-01-018,465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: WELLSPAN HEALTH SYSTEM PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,600
Total number of active participants reported on line 7a of the Form 55002012-01-015,145
Number of retired or separated participants receiving benefits2012-01-011,555
Number of other retired or separated participants entitled to future benefits2012-01-011,719
Total of all active and inactive participants2012-01-018,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01122
Total participants2012-01-018,541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: WELLSPAN HEALTH SYSTEM PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,705
Total number of active participants reported on line 7a of the Form 55002011-01-015,402
Number of retired or separated participants receiving benefits2011-01-011,396
Number of other retired or separated participants entitled to future benefits2011-01-011,669
Total of all active and inactive participants2011-01-018,467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01119
Total participants2011-01-018,586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2009: WELLSPAN HEALTH SYSTEM PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018,969
Total number of active participants reported on line 7a of the Form 55002009-01-015,979
Number of retired or separated participants receiving benefits2009-01-011,194
Number of other retired or separated participants entitled to future benefits2009-01-011,493
Total of all active and inactive participants2009-01-018,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01105
Total participants2009-01-018,771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01157

Financial Data on WELLSPAN HEALTH SYSTEM PENSION PLAN

Measure Date Value
2021 : WELLSPAN HEALTH SYSTEM PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$1,169,239,593
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$83,966,064
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$41,833,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$41,833,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$1,127,106,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
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$42,132,677
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,127,106,916
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 master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$1,125,606,916
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
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$41,833,387
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2021-12-31232846715
Unrealized appreciation/depreciation of real estate assets2021-12-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-01$0
Total unrealized appreciation/depreciation of assets2021-12-01$0
Total transfer of assets to this plan2021-12-01$0
Total transfer of assets from this plan2021-12-01$4,684
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-01$0
Expenses. Interest paid2021-12-01$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-01$0
Total income from all sources (including contributions)2021-12-01$15,373,585
Total loss/gain on sale of assets2021-12-01$0
Total of all expenses incurred2021-12-01$165,328,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-01$165,205,029
Expenses. Certain deemed distributions of participant loans2021-12-01$0
Value of total corrective distributions2021-12-01$6,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-01$0
Value of total assets at end of year2021-12-01$0
Value of total assets at beginning of year2021-12-01$149,959,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-01$116,840
Total income from rents2021-12-01$0
Total interest from all sources2021-12-01$260,137
Total dividends received (eg from common stock, registered investment company shares)2021-12-01$1,116,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-01$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-01$1,116,194
Assets. Real estate other than employer real property at end of year2021-12-01$0
Assets. Real estate other than employer real property at beginning of year2021-12-01$0
Administrative expenses professional fees incurred2021-12-01$18,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-01$0
Was this plan covered by a fidelity bond2021-12-01Yes
Value of fidelity bond cover2021-12-01$10,000,000
If this is an individual account plan, was there a blackout period2021-12-01Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-01$0
Were there any nonexempt tranactions with any party-in-interest2021-12-01No
Contributions received from participants2021-12-01$0
Participant contributions at end of year2021-12-01$0
Participant contributions at beginning of year2021-12-01$1,667,284
Participant contributions at end of year2021-12-01$0
Participant contributions at beginning of year2021-12-01$0
Assets. Other investments not covered elsewhere at end of year2021-12-01$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-01$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-01$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-01$0
Assets. Loans (other than to participants) at end of year2021-12-01$0
Assets. Loans (other than to participants) at beginning of year2021-12-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-01$0
Other income not declared elsewhere2021-12-01$58,263
Administrative expenses (other) incurred2021-12-01$7,574
Total non interest bearing cash at end of year2021-12-01$0
Total non interest bearing cash at beginning of year2021-12-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-01No
Income. Non cash contributions2021-12-01$0
Value of net income/loss2021-12-01$-149,955,126
Value of net assets at end of year (total assets less liabilities)2021-12-01$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-01$149,959,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-01No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-01No
Were any leases to which the plan was party in default or uncollectible2021-12-01No
Assets. partnership/joint venture interests at end of year2021-12-01$0
Assets. partnership/joint venture interests at beginning of year2021-12-01$0
Investment advisory and management fees2021-12-01$10,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-01$127,482,610
Interest on participant loans2021-12-01$62,318
Income. Interest from loans (other than to participants)2021-12-01$0
Interest earned on other investments2021-12-01$197,819
Income. Interest from US Government securities2021-12-01$0
Income. Interest from corporate debt instruments2021-12-01$0
Value of interest in master investment trust accounts at end of year2021-12-01$0
Value of interest in master investment trust accounts at beginning of year2021-12-01$0
Value of interest in common/collective trusts at end of year2021-12-01$0
Value of interest in common/collective trusts at beginning of year2021-12-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-01$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-01$20,809,916
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-01$0
Asset value of US Government securities at end of year2021-12-01$0
Asset value of US Government securities at beginning of year2021-12-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-01$13,938,991
Net investment gain/loss from pooled separate accounts2021-12-01$0
Net investment gain or loss from common/collective trusts2021-12-01$0
Net gain/loss from 103.12 investment entities2021-12-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-01No
Was there a failure to transmit to the plan any participant contributions2021-12-01No
Has the plan failed to provide any benefit when due under the plan2021-12-01No
Assets. Invements in employer securities at end of year2021-12-01$0
Assets. Invements in employer securities at beginning of year2021-12-01$0
Assets. Value of employer real property at end of year2021-12-01$0
Assets. Value of employer real property at beginning of year2021-12-01$0
Contributions received in cash from employer2021-12-01$0
Employer contributions (assets) at end of year2021-12-01$0
Employer contributions (assets) at beginning of year2021-12-01$0
Income. Dividends from preferred stock2021-12-01$0
Income. Dividends from common stock2021-12-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-01$165,205,029
Asset. Corporate debt instrument preferred debt at end of year2021-12-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-01$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-01$0
Contract administrator fees2021-12-01$80,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-01Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-01$0
Liabilities. Value of benefit claims payable at end of year2021-12-01$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-01$0
Did the plan have assets held for investment2021-12-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-01Yes
Aggregate proceeds on sale of assets2021-12-01$0
Aggregate carrying amount (costs) on sale of assets2021-12-01$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-01$0
Opinion of an independent qualified public accountant for this plan2021-12-01Unqualified
Accountancy firm name2021-12-01SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2021-12-01520783935
2020 : WELLSPAN HEALTH SYSTEM PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$156,501,044
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$38,813,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$38,813,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,500,000
Value of total assets at end of year2020-12-31$1,127,106,916
Value of total assets at beginning of year2020-12-31$1,009,419,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
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$117,687,554
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,127,106,916
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,009,419,362
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 master investment trust accounts at end of year2020-12-31$1,125,606,916
Value of interest in master investment trust accounts at beginning of year2020-12-31$1,005,319,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,500,000
Employer contributions (assets) at end of year2020-12-31$1,500,000
Employer contributions (assets) at beginning of year2020-12-31$4,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$38,813,490
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2020-12-31232846715
2019 : WELLSPAN HEALTH SYSTEM PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$174,525,091
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$35,866,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$35,866,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,505,504
Value of total assets at end of year2019-12-31$1,009,419,362
Value of total assets at beginning of year2019-12-31$870,760,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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$138,658,707
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,009,419,362
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$870,760,655
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$1,005,319,362
Value of interest in master investment trust accounts at beginning of year2019-12-31$868,760,655
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,505,504
Employer contributions (assets) at end of year2019-12-31$4,100,000
Employer contributions (assets) at beginning of year2019-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$35,866,384
Did the plan have assets held for investment2019-12-31No
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
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
Accountancy firm name2019-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2019-12-31232846715
2018 : WELLSPAN HEALTH SYSTEM PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-64,393,674
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$32,331,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$32,331,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,000,000
Value of total assets at end of year2018-12-31$870,760,655
Value of total assets at beginning of year2018-12-31$967,486,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-96,725,428
Value of net assets at end of year (total assets less liabilities)2018-12-31$870,760,655
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$967,486,083
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 master investment trust accounts at end of year2018-12-31$868,760,655
Value of interest in master investment trust accounts at beginning of year2018-12-31$951,986,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,000,000
Employer contributions (assets) at end of year2018-12-31$2,000,000
Employer contributions (assets) at beginning of year2018-12-31$15,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$32,331,754
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2018-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2018-12-31232846715
2017 : WELLSPAN HEALTH SYSTEM 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$148,974,998
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$29,122,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$29,122,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$27,507,208
Value of total assets at end of year2017-12-31$967,486,083
Value of total assets at beginning of year2017-12-31$847,633,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$119,852,920
Value of net assets at end of year (total assets less liabilities)2017-12-31$967,486,083
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$847,633,163
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 master investment trust accounts at end of year2017-12-31$951,986,083
Value of interest in master investment trust accounts at beginning of year2017-12-31$827,758,163
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$27,507,208
Employer contributions (assets) at end of year2017-12-31$15,500,000
Employer contributions (assets) at beginning of year2017-12-31$19,875,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$29,122,078
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 PBGC2017-12-31No
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 name2017-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2017-12-31232846715
2016 : WELLSPAN HEALTH SYSTEM 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$878,676
Total income from all sources (including contributions)2016-12-31$85,283,709
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$30,235,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,056,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$30,775,000
Value of total assets at end of year2016-12-31$847,633,163
Value of total assets at beginning of year2016-12-31$793,463,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,179,574
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$31,907,944
Administrative expenses professional fees incurred2016-12-31$581,013
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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$426,465
Administrative expenses (other) incurred2016-12-31$2,128,887
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$878,676
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$55,047,976
Value of net assets at end of year (total assets less liabilities)2016-12-31$847,633,163
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$792,585,187
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$52,588,817
Investment advisory and management fees2016-12-31$1,469,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$149,817,034
Value of interest in master investment trust accounts at end of year2016-12-31$827,758,163
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$448,736,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,058,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,058,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,029,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$30,775,000
Employer contributions (assets) at end of year2016-12-31$19,875,000
Employer contributions (assets) at beginning of year2016-12-31$15,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$26,056,159
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$85,699,190
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2016-12-31STAMBAUGH NESS, PC
Accountancy firm EIN2016-12-31232846715
2015 : WELLSPAN HEALTH SYSTEM 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$878,676
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$582,796
Total income from all sources (including contributions)2015-12-31$3,642,011
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$26,838,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$23,197,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$24,300,000
Value of total assets at end of year2015-12-31$793,463,863
Value of total assets at beginning of year2015-12-31$816,364,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,641,046
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,589,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,589,283
Assets. Real estate other than employer real property at end of year2015-12-31$31,907,944
Assets. Real estate other than employer real property at beginning of year2015-12-31$31,884,025
Administrative expenses professional fees incurred2015-12-31$433,238
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$426,465
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$29,248,009
Administrative expenses (other) incurred2015-12-31$1,477,861
Liabilities. Value of operating payables at end of year2015-12-31$878,676
Liabilities. Value of operating payables at beginning of year2015-12-31$582,796
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$7,878,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-23,196,336
Value of net assets at end of year (total assets less liabilities)2015-12-31$792,585,187
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$815,781,523
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
Assets. partnership/joint venture interests at end of year2015-12-31$52,588,817
Assets. partnership/joint venture interests at beginning of year2015-12-31$48,588,217
Investment advisory and management fees2015-12-31$1,729,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$149,817,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$147,112,109
Value of interest in common/collective trusts at end of year2015-12-31$448,736,468
Value of interest in common/collective trusts at beginning of year2015-12-31$410,655,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,058,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,169,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,169,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,029,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,128,874
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$40,203
Net investment gain or loss from common/collective trusts2015-12-31$-29,247,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$24,300,000
Employer contributions (assets) at end of year2015-12-31$15,200,000
Employer contributions (assets) at beginning of year2015-12-31$24,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$23,197,301
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$85,699,190
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$99,659,443
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 name2015-12-31STAMBAUGH NESS, PC
Accountancy firm EIN2015-12-31232846715
2014 : WELLSPAN HEALTH SYSTEM PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$1,198,679
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-22,586,356
Total unrealized appreciation/depreciation of assets2014-12-31$-21,387,677
Total transfer of assets to this plan2014-12-31$57,286,558
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$582,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$970,559
Total income from all sources (including contributions)2014-12-31$84,007,125
Total loss/gain on sale of assets2014-12-31$28,485,615
Total of all expenses incurred2014-12-31$20,808,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,545,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$32,200,000
Value of total assets at end of year2014-12-31$816,364,319
Value of total assets at beginning of year2014-12-31$696,267,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,263,037
Total interest from all sources2014-12-31$890,835
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,495,864
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$4,057,988
Assets. Real estate other than employer real property at end of year2014-12-31$31,884,025
Assets. Real estate other than employer real property at beginning of year2014-12-31$17,907,330
Administrative expenses professional fees incurred2014-12-31$254,486
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$22,038,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$29,248,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$72,206,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$432,121
Other income not declared elsewhere2014-12-31$65,896
Administrative expenses (other) incurred2014-12-31$314,351
Liabilities. Value of operating payables at end of year2014-12-31$582,796
Liabilities. Value of operating payables at beginning of year2014-12-31$538,438
Total non interest bearing cash at end of year2014-12-31$7,878,550
Total non interest bearing cash at beginning of year2014-12-31$30,500,000
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$63,198,406
Value of net assets at end of year (total assets less liabilities)2014-12-31$815,781,523
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$695,296,559
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
Assets. partnership/joint venture interests at end of year2014-12-31$48,588,217
Assets. partnership/joint venture interests at beginning of year2014-12-31$25,476,154
Investment advisory and management fees2014-12-31$1,694,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$147,112,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$76,988,988
Interest earned on other investments2014-12-31$890,835
Value of interest in common/collective trusts at end of year2014-12-31$410,655,492
Value of interest in common/collective trusts at beginning of year2014-12-31$189,460,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,169,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$18,790,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$18,790,343
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$12,068,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,128,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,233,789
Asset value of US Government securities at end of year2014-12-31$40,203
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-3,084,751
Net investment gain or loss from common/collective trusts2014-12-31$42,341,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$32,200,000
Employer contributions (assets) at end of year2014-12-31$24,000,000
Employer contributions (assets) at beginning of year2014-12-31$57,200,000
Income. Dividends from common stock2014-12-31$437,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,545,682
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$99,659,443
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$169,397,469
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$284,436,244
Aggregate carrying amount (costs) on sale of assets2014-12-31$255,950,629
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 name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : WELLSPAN HEALTH SYSTEM PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$574,543
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-17,847,288
Total unrealized appreciation/depreciation of assets2013-12-31$-17,272,745
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$970,559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$509,150
Total income from all sources (including contributions)2013-12-31$153,064,746
Total loss/gain on sale of assets2013-12-31$76,974,907
Total of all expenses incurred2013-12-31$18,390,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,646,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$59,900,000
Value of total assets at end of year2013-12-31$696,267,118
Value of total assets at beginning of year2013-12-31$561,131,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,743,665
Total interest from all sources2013-12-31$907,476
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,261,188
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$2,195,103
Assets. Real estate other than employer real property at end of year2013-12-31$17,907,330
Assets. Real estate other than employer real property at beginning of year2013-12-31$16,699,289
Administrative expenses professional fees incurred2013-12-31$183,718
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$22,038,007
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$34,011,949
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$72,206,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,215,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$432,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$132,795
Other income not declared elsewhere2013-12-31$372,292
Administrative expenses (other) incurred2013-12-31$1,327,462
Liabilities. Value of operating payables at end of year2013-12-31$538,438
Liabilities. Value of operating payables at beginning of year2013-12-31$376,355
Total non interest bearing cash at end of year2013-12-31$30,500,000
Total non interest bearing cash at beginning of year2013-12-31$0
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$134,674,180
Value of net assets at end of year (total assets less liabilities)2013-12-31$695,296,559
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$560,622,379
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
Assets. partnership/joint venture interests at end of year2013-12-31$25,476,154
Assets. partnership/joint venture interests at beginning of year2013-12-31$91,396,008
Investment advisory and management fees2013-12-31$1,232,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$76,988,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,924,861
Interest earned on other investments2013-12-31$907,476
Value of interest in common/collective trusts at end of year2013-12-31$189,460,274
Value of interest in common/collective trusts at beginning of year2013-12-31$154,344,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$18,790,343
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,127,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,127,170
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$12,068,084
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$33,956,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,233,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,315,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,770,082
Net investment gain or loss from common/collective trusts2013-12-31$13,151,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$59,900,000
Employer contributions (assets) at end of year2013-12-31$57,200,000
Employer contributions (assets) at beginning of year2013-12-31$49,100,000
Income. Dividends from common stock2013-12-31$1,066,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,646,901
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$346,700
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$169,397,469
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$145,693,679
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$497,950,639
Aggregate carrying amount (costs) on sale of assets2013-12-31$420,975,732
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : WELLSPAN HEALTH SYSTEM PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$1,179,914
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,605,601
Total unrealized appreciation/depreciation of assets2012-12-31$5,785,515
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$509,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$322,398
Total income from all sources (including contributions)2012-12-31$107,385,901
Total loss/gain on sale of assets2012-12-31$17,875,993
Total of all expenses incurred2012-12-31$15,386,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,270,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$52,500,000
Value of total assets at end of year2012-12-31$561,131,529
Value of total assets at beginning of year2012-12-31$468,945,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,115,709
Total interest from all sources2012-12-31$882,723
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,921,747
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$1,887,724
Assets. Real estate other than employer real property at end of year2012-12-31$16,699,289
Assets. Real estate other than employer real property at beginning of year2012-12-31$15,075,621
Administrative expenses professional fees incurred2012-12-31$173,718
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$34,011,949
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$14,903,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,215,175
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$114,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$132,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$57,948
Other income not declared elsewhere2012-12-31$589,693
Administrative expenses (other) incurred2012-12-31$709,506
Liabilities. Value of operating payables at end of year2012-12-31$376,355
Liabilities. Value of operating payables at beginning of year2012-12-31$264,450
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$91,999,717
Value of net assets at end of year (total assets less liabilities)2012-12-31$560,622,379
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$468,622,662
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
Assets. partnership/joint venture interests at end of year2012-12-31$91,396,008
Assets. partnership/joint venture interests at beginning of year2012-12-31$73,112,139
Investment advisory and management fees2012-12-31$1,232,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,924,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$78,521,324
Interest earned on other investments2012-12-31$882,723
Value of interest in common/collective trusts at end of year2012-12-31$154,344,638
Value of interest in common/collective trusts at beginning of year2012-12-31$95,891,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,127,170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,902,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,902,668
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$33,956,420
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,315,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,385,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,275,517
Net investment gain or loss from common/collective trusts2012-12-31$14,554,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$52,500,000
Employer contributions (assets) at end of year2012-12-31$49,100,000
Employer contributions (assets) at beginning of year2012-12-31$69,876,849
Income. Dividends from common stock2012-12-31$1,034,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,270,475
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$346,700
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$145,693,679
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$112,161,628
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$114,402,009
Aggregate carrying amount (costs) on sale of assets2012-12-31$96,526,016
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 name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : WELLSPAN HEALTH SYSTEM PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$2,301,626
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-10,432,806
Total unrealized appreciation/depreciation of assets2011-12-31$-8,131,180
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$322,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$502,885
Total income from all sources (including contributions)2011-12-31$100,457,842
Total loss/gain on sale of assets2011-12-31$5,412,214
Total of all expenses incurred2011-12-31$13,311,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,340,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$94,513,331
Value of total assets at end of year2011-12-31$468,945,060
Value of total assets at beginning of year2011-12-31$381,979,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,971,339
Total interest from all sources2011-12-31$931,827
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,138,251
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$289,866
Assets. Real estate other than employer real property at end of year2011-12-31$15,075,621
Assets. Real estate other than employer real property at beginning of year2011-12-31$13,870,643
Administrative expenses professional fees incurred2011-12-31$152,873
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$14,903,222
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$16,122,326
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$114,726
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$65,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$57,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$234,051
Other income not declared elsewhere2011-12-31$3,835,961
Administrative expenses (other) incurred2011-12-31$647,665
Liabilities. Value of operating payables at end of year2011-12-31$264,450
Liabilities. Value of operating payables at beginning of year2011-12-31$268,834
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$87,146,097
Value of net assets at end of year (total assets less liabilities)2011-12-31$468,622,662
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$381,476,565
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
Assets. partnership/joint venture interests at end of year2011-12-31$73,112,139
Assets. partnership/joint venture interests at beginning of year2011-12-31$62,692,058
Investment advisory and management fees2011-12-31$1,170,801
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$78,521,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$79,918,888
Interest earned on other investments2011-12-31$931,498
Value of interest in common/collective trusts at end of year2011-12-31$95,891,536
Value of interest in common/collective trusts at beginning of year2011-12-31$79,414,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,902,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,385,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,442,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,687,430
Net investment gain or loss from common/collective trusts2011-12-31$3,444,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$94,513,331
Employer contributions (assets) at end of year2011-12-31$69,876,849
Employer contributions (assets) at beginning of year2011-12-31$11,770,529
Income. Dividends from common stock2011-12-31$1,848,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,340,406
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$112,161,628
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$113,681,455
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 appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$48,987,169
Aggregate carrying amount (costs) on sale of assets2011-12-31$43,574,955
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : WELLSPAN HEALTH SYSTEM PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$2,804,771
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$13,374,791
Total unrealized appreciation/depreciation of assets2010-12-31$16,179,562
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$502,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$321,598
Total income from all sources (including contributions)2010-12-31$56,284,866
Total loss/gain on sale of assets2010-12-31$4,685,850
Total of all expenses incurred2010-12-31$11,780,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,844,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,154,988
Value of total assets at end of year2010-12-31$381,979,450
Value of total assets at beginning of year2010-12-31$337,293,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,935,990
Total interest from all sources2010-12-31$896,894
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,018,821
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$196,727
Assets. Real estate other than employer real property at end of year2010-12-31$13,870,643
Assets. Real estate other than employer real property at beginning of year2010-12-31$15,933,709
Administrative expenses professional fees incurred2010-12-31$134,380
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$16,122,326
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$12,988,284
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$65,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$91,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$234,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$1,543,441
Administrative expenses (other) incurred2010-12-31$720,722
Liabilities. Value of operating payables at end of year2010-12-31$268,834
Liabilities. Value of operating payables at beginning of year2010-12-31$321,598
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$44,504,258
Value of net assets at end of year (total assets less liabilities)2010-12-31$381,476,565
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$336,972,307
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
Assets. partnership/joint venture interests at end of year2010-12-31$62,692,058
Assets. partnership/joint venture interests at beginning of year2010-12-31$56,803,029
Investment advisory and management fees2010-12-31$1,080,888
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$79,918,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$63,783,976
Interest earned on other investments2010-12-31$896,894
Value of interest in common/collective trusts at end of year2010-12-31$79,414,583
Value of interest in common/collective trusts at beginning of year2010-12-31$61,321,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,300,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,300,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,442,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,507,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,938,186
Net investment gain or loss from common/collective trusts2010-12-31$7,867,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$15,154,988
Employer contributions (assets) at end of year2010-12-31$11,770,529
Employer contributions (assets) at beginning of year2010-12-31$6,016,976
Income. Dividends from common stock2010-12-31$1,822,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,844,618
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$113,681,455
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$114,547,172
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 appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$106,106,170
Aggregate carrying amount (costs) on sale of assets2010-12-31$101,420,320
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : WELLSPAN HEALTH SYSTEM 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 WELLSPAN HEALTH SYSTEM PENSION PLAN

2021: WELLSPAN HEALTH SYSTEM PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WELLSPAN HEALTH SYSTEM PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WELLSPAN HEALTH SYSTEM PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WELLSPAN HEALTH SYSTEM PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WELLSPAN HEALTH SYSTEM 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 filingNo
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: WELLSPAN HEALTH SYSTEM 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WELLSPAN HEALTH SYSTEM 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WELLSPAN HEALTH SYSTEM PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: WELLSPAN HEALTH SYSTEM 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WELLSPAN HEALTH SYSTEM 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WELLSPAN HEALTH SYSTEM 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 – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WELLSPAN HEALTH SYSTEM 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95814-05
Policy instance 1
Insurance contract or identification number95814-05
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664047
Policy instance 2
Insurance contract or identification number664047
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ162
Policy instance 3
Insurance contract or identification numberVFZ162
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015247
Policy instance 1
Insurance contract or identification number015247
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015247
Policy instance 1
Insurance contract or identification number015247
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015247
Policy instance 1
Insurance contract or identification number015247
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015247
Policy instance 1
Insurance contract or identification number015247
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015247
Policy instance 1
Insurance contract or identification number015247
Number of Individuals Covered55
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015247
Policy instance 1
Insurance contract or identification number015247
Number of Individuals Covered59
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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