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CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 401k Plan overview

Plan NameCROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN
Plan identification number 002

CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CROZER-KEYSTONE HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:CROZER-KEYSTONE HEALTH SYSTEM
Employer identification number (EIN):222540851
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about CROZER-KEYSTONE HEALTH SYSTEM

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2583845

More information about CROZER-KEYSTONE HEALTH SYSTEM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01FRANCES SHEEHAN FRANCES SHEEHAN2018-07-31
0022016-01-01DONALD LEGREID DONALD LEGREID2017-10-11
0022015-01-01ELIZABETH MACCARTNEY ELIZABETH BILOTTA2016-10-14
0022014-01-01ELIZABETH MACCARTNEY ELIZABETH BILOTTA2015-10-14
0022013-01-01ELIZABETH MACCARTNEY CHRISTINE KECK2014-10-14
0022012-01-01ELIZABETH MACCARTNEY WILLIAM KREIDER2013-10-11
0022011-01-01ELIZABETH MACCARTNEY WILLIAM KREIDER2012-10-10
0022010-01-01ELIZABETH MACCARTNEY WILLIAM KREIDER2011-10-14
0022009-01-01ELIZABETH MACCARTNEY EUGENE ZEGAR2010-10-14

Plan Statistics for CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN

401k plan membership statisitcs for CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN

Measure Date Value
2017: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,268
Total number of active participants reported on line 7a of the Form 55002017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111,459
Total number of active participants reported on line 7a of the Form 55002016-01-01469
Number of retired or separated participants receiving benefits2016-01-0122
Number of other retired or separated participants entitled to future benefits2016-01-015,757
Total of all active and inactive participants2016-01-016,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0120
Total participants2016-01-016,268
Number of participants with account balances2016-01-015,817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111,113
Total number of active participants reported on line 7a of the Form 55002015-01-017,695
Number of retired or separated participants receiving benefits2015-01-0144
Number of other retired or separated participants entitled to future benefits2015-01-013,701
Total of all active and inactive participants2015-01-0111,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0119
Total participants2015-01-0111,459
Number of participants with account balances2015-01-018,580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,545
Total number of active participants reported on line 7a of the Form 55002014-01-017,722
Number of retired or separated participants receiving benefits2014-01-0134
Number of other retired or separated participants entitled to future benefits2014-01-013,340
Total of all active and inactive participants2014-01-0111,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-0111,113
Number of participants with account balances2014-01-018,232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,271
Total number of active participants reported on line 7a of the Form 55002013-01-018,506
Number of retired or separated participants receiving benefits2013-01-0132
Number of other retired or separated participants entitled to future benefits2013-01-012,996
Total of all active and inactive participants2013-01-0111,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-0111,545
Number of participants with account balances2013-01-018,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111,116
Total number of active participants reported on line 7a of the Form 55002012-01-018,497
Number of retired or separated participants receiving benefits2012-01-0188
Number of other retired or separated participants entitled to future benefits2012-01-012,672
Total of all active and inactive participants2012-01-0111,257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-0111,271
Number of participants with account balances2012-01-017,914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110,982
Total number of active participants reported on line 7a of the Form 55002011-01-018,737
Number of retired or separated participants receiving benefits2011-01-0170
Number of other retired or separated participants entitled to future benefits2011-01-012,305
Total of all active and inactive participants2011-01-0111,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-0111,116
Number of participants with account balances2011-01-017,693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0110,623
Total number of active participants reported on line 7a of the Form 55002010-01-018,709
Number of retired or separated participants receiving benefits2010-01-0154
Number of other retired or separated participants entitled to future benefits2010-01-012,210
Total of all active and inactive participants2010-01-0110,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-019
Total participants2010-01-0110,982
Number of participants with account balances2010-01-017,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111,020
Total number of active participants reported on line 7a of the Form 55002009-01-018,631
Number of retired or separated participants receiving benefits2009-01-0149
Number of other retired or separated participants entitled to future benefits2009-01-011,942
Total of all active and inactive participants2009-01-0110,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0110,623
Number of participants with account balances2009-01-017,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN

Measure Date Value
2017 : CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING 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$12,938,743
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$199,899,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$199,887,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$122,687
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$186,960,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,130
Total interest from all sources2017-12-31$721,790
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$655,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$655,792
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$1,876,441
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$122,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-186,960,624
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$186,960,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,130
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$128,163,182
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,313,053
Interest on participant loans2017-12-31$15,352
Interest earned on other investments2017-12-31$706,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$43,607,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,292,542
Net investment gain/loss from pooled separate accounts2017-12-31$1,145,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$199,887,237
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31TORRILLO & ASSOCIATES
Accountancy firm EIN2017-12-31830414789
2016 : CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$34,296,209
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$245,458,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$245,408,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,372,370
Value of total assets at end of year2016-12-31$186,960,624
Value of total assets at beginning of year2016-12-31$398,122,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,260
Total interest from all sources2016-12-31$1,731,157
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,155,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,155,923
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$9,584,703
Participant contributions at end of year2016-12-31$1,876,441
Participant contributions at beginning of year2016-12-31$3,343,004
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,376,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-211,161,885
Value of net assets at end of year (total assets less liabilities)2016-12-31$186,960,624
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$398,122,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$49,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$128,163,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$329,795,848
Value of interest in pooled separate accounts at end of year2016-12-31$13,313,053
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,183,287
Interest on participant loans2016-12-31$98,516
Interest earned on other investments2016-12-31$1,632,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$43,607,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$47,928,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,107,534
Net investment gain/loss from pooled separate accounts2016-12-31$929,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$411,136
Employer contributions (assets) at beginning of year2016-12-31$1,871,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$245,408,834
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31TORRILLO & ASSOCIATES
Accountancy firm EIN2016-12-31830414789
2015 : CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$26,905,295
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$31,904,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$31,854,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$23,401,698
Value of total assets at end of year2015-12-31$398,122,509
Value of total assets at beginning of year2015-12-31$403,121,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50,010
Total interest from all sources2015-12-31$1,663,564
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,753,461
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$13,753,461
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$18,834,302
Participant contributions at end of year2015-12-31$3,343,004
Participant contributions at beginning of year2015-12-31$3,589,400
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,683,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,999,384
Value of net assets at end of year (total assets less liabilities)2015-12-31$398,122,509
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$403,121,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$50,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$329,795,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$333,134,885
Value of interest in pooled separate accounts at end of year2015-12-31$15,183,287
Value of interest in pooled separate accounts at beginning of year2015-12-31$15,532,086
Interest on participant loans2015-12-31$119,890
Interest earned on other investments2015-12-31$1,543,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$47,928,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$46,396,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,349,222
Net investment gain/loss from pooled separate accounts2015-12-31$435,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,883,456
Employer contributions (assets) at end of year2015-12-31$1,871,442
Employer contributions (assets) at beginning of year2015-12-31$4,468,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$31,854,669
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2015-12-31830414789
2014 : CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$51,565,120
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$27,330,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$27,278,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,612,529
Value of total assets at end of year2014-12-31$403,121,893
Value of total assets at beginning of year2014-12-31$378,887,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$52,696
Total interest from all sources2014-12-31$1,663,017
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$16,106,457
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$16,106,457
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$18,777,462
Participant contributions at end of year2014-12-31$3,589,400
Participant contributions at beginning of year2014-12-31$3,409,029
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,366,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$24,234,345
Value of net assets at end of year (total assets less liabilities)2014-12-31$403,121,893
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$378,887,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$52,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$333,134,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$310,733,397
Value of interest in pooled separate accounts at end of year2014-12-31$15,532,086
Value of interest in pooled separate accounts at beginning of year2014-12-31$15,614,689
Interest on participant loans2014-12-31$112,890
Interest earned on other investments2014-12-31$1,550,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$46,396,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$44,531,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,552,610
Net investment gain/loss from pooled separate accounts2014-12-31$1,630,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,468,990
Employer contributions (assets) at end of year2014-12-31$4,468,990
Employer contributions (assets) at beginning of year2014-12-31$4,599,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$27,278,079
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2014-12-31830414789
2013 : CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$940,596
Total unrealized appreciation/depreciation of assets2013-12-31$940,596
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$81,308,022
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$22,034,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$21,983,068
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,411,906
Value of total assets at end of year2013-12-31$378,887,548
Value of total assets at beginning of year2013-12-31$319,613,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$50,992
Total interest from all sources2013-12-31$644,622
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$10,746,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$19,128,047
Participant contributions at end of year2013-12-31$3,409,029
Participant contributions at beginning of year2013-12-31$3,071,951
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,684,768
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$59,273,962
Value of net assets at end of year (total assets less liabilities)2013-12-31$378,887,548
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$319,613,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$50,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$310,733,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$255,773,146
Value of interest in pooled separate accounts at end of year2013-12-31$15,614,689
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,381,619
Interest on participant loans2013-12-31$105,345
Interest earned on other investments2013-12-31$539,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$44,531,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$42,570,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$41,107,689
Net investment gain/loss from pooled separate accounts2013-12-31$2,456,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,599,091
Employer contributions (assets) at end of year2013-12-31$4,599,091
Employer contributions (assets) at beginning of year2013-12-31$4,816,088
Income. Dividends from preferred stock2013-12-31$10,746,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$21,983,068
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2013-12-31830414789
2012 : CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$868,212
Total unrealized appreciation/depreciation of assets2012-12-31$868,212
Total income from all sources (including contributions)2012-12-31$71,506,506
Total of all expenses incurred2012-12-31$19,970,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,697,697
Expenses. Certain deemed distributions of participant loans2012-12-31$224,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$39,324,616
Value of total assets at end of year2012-12-31$319,613,586
Value of total assets at beginning of year2012-12-31$268,077,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$48,900
Total interest from all sources2012-12-31$662,571
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,003,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Contributions received from participants2012-12-31$20,916,036
Participant contributions at end of year2012-12-31$3,071,951
Participant contributions at beginning of year2012-12-31$2,515,068
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$193,742
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,590,882
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$51,535,853
Value of net assets at end of year (total assets less liabilities)2012-12-31$319,613,586
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$268,077,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$48,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$255,773,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$219,356,648
Value of interest in pooled separate accounts at end of year2012-12-31$13,381,619
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,516,070
Interest on participant loans2012-12-31$102,823
Interest earned on other investments2012-12-31$559,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$42,570,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$33,729,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$24,149,921
Net investment gain/loss from pooled separate accounts2012-12-31$1,497,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,817,698
Employer contributions (assets) at end of year2012-12-31$4,816,088
Employer contributions (assets) at beginning of year2012-12-31$4,766,811
Income. Dividends from preferred stock2012-12-31$5,003,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,697,697
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31830414789
2011 : CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$598,562
Total unrealized appreciation/depreciation of assets2011-12-31$598,562
Total income from all sources (including contributions)2011-12-31$21,833,843
Total of all expenses incurred2011-12-31$14,137,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$13,850,221
Expenses. Certain deemed distributions of participant loans2011-12-31$249,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$25,080,508
Value of total assets at end of year2011-12-31$268,077,733
Value of total assets at beginning of year2011-12-31$260,381,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$37,661
Total interest from all sources2011-12-31$407,090
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,286,639
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$5,286,639
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
Contributions received from participants2011-12-31$18,750,663
Participant contributions at end of year2011-12-31$2,515,068
Participant contributions at beginning of year2011-12-31$2,233,058
Participant contributions at end of year2011-12-31$193,742
Participant contributions at beginning of year2011-12-31$485,376
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,563,034
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$7,696,500
Value of net assets at end of year (total assets less liabilities)2011-12-31$268,077,733
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$260,381,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$37,661
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$219,356,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$215,646,251
Value of interest in pooled separate accounts at end of year2011-12-31$7,516,070
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,067,641
Interest on participant loans2011-12-31$92,347
Interest earned on other investments2011-12-31$314,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$33,729,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$30,339,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,182,976
Net investment gain/loss from pooled separate accounts2011-12-31$644,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,766,811
Employer contributions (assets) at end of year2011-12-31$4,766,811
Employer contributions (assets) at beginning of year2011-12-31$4,608,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,850,221
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2011-12-31830414789
2010 : CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$551,416
Total unrealized appreciation/depreciation of assets2010-12-31$551,416
Total income from all sources (including contributions)2010-12-31$51,027,072
Total of all expenses incurred2010-12-31$8,032,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,821,179
Value of total corrective distributions2010-12-31$177,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$24,034,796
Value of total assets at end of year2010-12-31$260,381,233
Value of total assets at beginning of year2010-12-31$217,386,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,904
Total interest from all sources2010-12-31$352,537
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,182,224
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$3,182,224
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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
Contributions received from participants2010-12-31$18,605,128
Participant contributions at end of year2010-12-31$2,233,058
Participant contributions at beginning of year2010-12-31$1,769,792
Participant contributions at end of year2010-12-31$485,376
Participant contributions at beginning of year2010-12-31$182,064
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$820,730
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$42,994,332
Value of net assets at end of year (total assets less liabilities)2010-12-31$260,381,233
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$217,386,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$33,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$215,646,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$176,335,718
Value of interest in pooled separate accounts at end of year2010-12-31$7,067,641
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,477,000
Interest on participant loans2010-12-31$93,572
Interest earned on other investments2010-12-31$258,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$30,339,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$28,068,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$21,951,989
Net investment gain/loss from pooled separate accounts2010-12-31$954,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,608,938
Employer contributions (assets) at end of year2010-12-31$4,608,938
Employer contributions (assets) at beginning of year2010-12-31$4,554,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,821,179
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31830414789
2009 : CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING 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 CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN

2017: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING 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: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING 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: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING 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: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING 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: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CROZER-KEYSTONE HEALTH SYSTEM TAX SHELTERED ANNUITY MATCHING 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

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK3335
Policy instance 1
Insurance contract or identification numberK3335
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number012142-0002
Policy instance 2
Insurance contract or identification number012142-0002
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00011
Policy instance 3
Insurance contract or identification numberG00011
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number8599901 8553301
Policy instance 4
Insurance contract or identification number8599901 8553301
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14195
Policy instance 5
Insurance contract or identification numberCR14195
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberCOPE 0101CA68
Policy instance 6
Insurance contract or identification numberCOPE 0101CA68
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101170
Policy instance 7
Insurance contract or identification number101170
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberVC0598
Policy instance 8
Insurance contract or identification numberVC0598
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number914851
Policy instance 9
Insurance contract or identification number914851
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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