?>
Logo

WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 401k Plan overview

Plan NameWESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN
Plan identification number 004

WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:NUVANCE HEALTH
Employer identification number (EIN):222594977
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01DANIEL COX
0042016-01-01DANIEL COX
0042015-01-01VALARIE JACK
0042014-01-01VALERIE JACK VALERIE JACK2015-10-15
0042013-01-01ROMULO SALAZAR ROMULO SALAZAR2014-09-29
0042012-01-01ROMULO SALAZAR
0042012-01-01ROMULO.SALAZAR

Plan Statistics for WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN

401k plan membership statisitcs for WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN

Measure Date Value
2021: WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,066
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
2020: WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01841
Total number of active participants reported on line 7a of the Form 55002020-01-01791
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01264
Total of all active and inactive participants2020-01-011,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,066
Number of participants with account balances2020-01-011,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,039
Total number of active participants reported on line 7a of the Form 55002019-01-0144
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-01279
Total of all active and inactive participants2019-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01340
Number of participants with account balances2019-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,198
Total number of active participants reported on line 7a of the Form 55002018-01-01798
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01226
Total of all active and inactive participants2018-01-011,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,039
Number of participants with account balances2018-01-01990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,363
Total number of active participants reported on line 7a of the Form 55002017-01-01967
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01221
Total of all active and inactive participants2017-01-011,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,198
Number of participants with account balances2017-01-011,146
2016: WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,463
Total number of active participants reported on line 7a of the Form 55002016-01-011,124
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-01223
Total of all active and inactive participants2016-01-011,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,363
Number of participants with account balances2016-01-011,304
2015: WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,573
Total number of active participants reported on line 7a of the Form 55002015-01-011,262
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01199
Total of all active and inactive participants2015-01-011,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,463
Number of participants with account balances2015-01-011,378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,194
Total number of active participants reported on line 7a of the Form 55002014-01-011,008
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01149
Total of all active and inactive participants2014-01-011,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,157
Number of participants with account balances2014-01-011,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,212
Total number of active participants reported on line 7a of the Form 55002013-01-011,064
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01130
Total of all active and inactive participants2013-01-011,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,194
Number of participants with account balances2013-01-011,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,366
Total number of active participants reported on line 7a of the Form 55002012-01-011,099
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01113
Total of all active and inactive participants2012-01-011,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,212
Number of participants with account balances2012-01-011,212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN

Measure Date Value
2021 : WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-05-11$0
Total transfer of assets from this plan2021-05-11$81,480,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-11$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-11$0
Total income from all sources (including contributions)2021-05-11$4,440,481
Total loss/gain on sale of assets2021-05-11$0
Total of all expenses incurred2021-05-11$1,985,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-11$1,964,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-11$5,868
Value of total assets at end of year2021-05-11$0
Value of total assets at beginning of year2021-05-11$79,025,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-11$21,335
Total interest from all sources2021-05-11$8,515
Total dividends received (eg from common stock, registered investment company shares)2021-05-11$124,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-11Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-05-11$0
Total dividends received from registered investment company shares (eg mutual funds)2021-05-11$124,380
Was this plan covered by a fidelity bond2021-05-11Yes
Value of fidelity bond cover2021-05-11$2,000,000
If this is an individual account plan, was there a blackout period2021-05-11No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-11$0
Were there any nonexempt tranactions with any party-in-interest2021-05-11No
Participant contributions at end of year2021-05-11$0
Participant contributions at beginning of year2021-05-11$422,898
Income. Received or receivable in cash from other sources (including rollovers)2021-05-11$5,868
Administrative expenses (other) incurred2021-05-11$21,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-11No
Value of net income/loss2021-05-11$2,454,563
Value of net assets at end of year (total assets less liabilities)2021-05-11$0
Value of net assets at beginning of year (total assets less liabilities)2021-05-11$79,025,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-11No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-11No
Were any leases to which the plan was party in default or uncollectible2021-05-11No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-11$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-11$73,129,887
Interest on participant loans2021-05-11$8,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-11$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-11$170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-11$170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-05-11$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-05-11$5,472,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-11$4,301,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-11No
Was there a failure to transmit to the plan any participant contributions2021-05-11No
Has the plan failed to provide any benefit when due under the plan2021-05-11No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-11$1,964,583
Did the plan have assets held for investment2021-05-11No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-11No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-11Yes
Opinion of an independent qualified public accountant for this plan2021-05-11Unqualified
Accountancy firm name2021-05-11MARCUM LLP
Accountancy firm EIN2021-05-11111986323
2020 : WESTERN CONNECTICUT HEALTH NETWORK 403(B) 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$9,942,901
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,243,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,170,804
Value of total corrective distributions2020-12-31$-3,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,910
Value of total assets at end of year2020-12-31$79,025,438
Value of total assets at beginning of year2020-12-31$73,326,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,026
Total interest from all sources2020-12-31$35,297
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,757,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,757,606
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$422,898
Participant contributions at beginning of year2020-12-31$621,519
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,910
Administrative expenses (other) incurred2020-12-31$74,429
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$5,698,929
Value of net assets at end of year (total assets less liabilities)2020-12-31$79,025,438
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$73,326,509
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
Investment advisory and management fees2020-12-31$2,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$73,129,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$68,230,930
Interest on participant loans2020-12-31$35,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,472,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,473,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,144,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,170,804
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MARCUM LLP
Accountancy firm EIN2020-12-31111986323
2019 : WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$12,468,384
Total income from all sources (including contributions)2019-12-31$12,468,384
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,030,788
Total of all expenses incurred2019-12-31$6,030,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,957,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,957,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,905
Value of total assets at end of year2019-12-31$73,326,509
Value of total assets at end of year2019-12-31$73,326,509
Value of total assets at beginning of year2019-12-31$66,888,913
Value of total assets at beginning of year2019-12-31$66,888,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,174
Total interest from all sources2019-12-31$171,580
Total interest from all sources2019-12-31$171,580
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,794,837
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,794,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,794,837
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,794,837
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Participant contributions at end of year2019-12-31$621,519
Participant contributions at end of year2019-12-31$621,519
Participant contributions at beginning of year2019-12-31$679,436
Participant contributions at beginning of year2019-12-31$679,436
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,905
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,905
Administrative expenses (other) incurred2019-12-31$71,126
Administrative expenses (other) incurred2019-12-31$71,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,437,596
Value of net income/loss2019-12-31$6,437,596
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,326,509
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,326,509
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$66,888,913
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$66,888,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,048
Investment advisory and management fees2019-12-31$2,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$68,230,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$68,230,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$62,061,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$62,061,531
Interest on participant loans2019-12-31$40,651
Interest on participant loans2019-12-31$40,651
Interest earned on other investments2019-12-31$130,926
Interest earned on other investments2019-12-31$130,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,473,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,473,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,147,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,147,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,496,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,496,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,957,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,957,614
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARCUM LLP
Accountancy firm name2019-12-31MARCUM LLP
Accountancy firm EIN2019-12-31111986323
Accountancy firm EIN2019-12-31111986323
2018 : WESTERN CONNECTICUT HEALTH NETWORK 403(B) 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$0
Total income from all sources (including contributions)2018-12-31$-2,577,302
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,673,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,581,558
Expenses. Certain deemed distributions of participant loans2018-12-31$12,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$40,049
Value of total assets at end of year2018-12-31$66,888,913
Value of total assets at beginning of year2018-12-31$74,139,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$79,235
Total interest from all sources2018-12-31$38,405
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,937,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,937,645
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Participant contributions at end of year2018-12-31$679,436
Participant contributions at beginning of year2018-12-31$709,118
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$40,049
Administrative expenses (other) incurred2018-12-31$77,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,250,708
Value of net assets at end of year (total assets less liabilities)2018-12-31$66,888,913
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$74,139,621
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
Investment advisory and management fees2018-12-31$1,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$62,061,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$69,573,001
Interest on participant loans2018-12-31$38,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,147,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,857,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,593,401
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,581,558
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARCUM LLP
Accountancy firm EIN2018-12-31111986323
2017 : WESTERN CONNECTICUT HEALTH NETWORK 403(B) 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$10,571,882
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,670,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,591,052
Expenses. Certain deemed distributions of participant loans2017-12-31$1,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,370
Value of total assets at end of year2017-12-31$74,139,621
Value of total assets at beginning of year2017-12-31$69,238,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$78,104
Total interest from all sources2017-12-31$44,340
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,911,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,911,689
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$709,118
Participant contributions at beginning of year2017-12-31$857,766
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,370
Administrative expenses (other) incurred2017-12-31$77,024
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$4,901,313
Value of net assets at end of year (total assets less liabilities)2017-12-31$74,139,621
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$69,238,308
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$1,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$69,573,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$63,848,148
Interest on participant loans2017-12-31$44,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,857,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,532,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,603,483
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$5,591,052
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARCUM LLP
Accountancy firm EIN2017-12-31111986323
2016 : WESTERN CONNECTICUT HEALTH NETWORK 403(B) 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$4,989,392
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,150,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,091,374
Expenses. Certain deemed distributions of participant loans2016-12-31$962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$69,238,308
Value of total assets at beginning of year2016-12-31$69,399,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,557
Total interest from all sources2016-12-31$51,036
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,111,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,111,816
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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
Participant contributions at end of year2016-12-31$857,766
Participant contributions at beginning of year2016-12-31$1,018,184
Administrative expenses (other) incurred2016-12-31$58,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-161,501
Value of net assets at end of year (total assets less liabilities)2016-12-31$69,238,308
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$69,399,809
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$423
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$63,848,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$60,685,191
Interest on participant loans2016-12-31$51,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,877,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,877,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,532,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,819,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,826,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,091,374
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARCUM LLP
Accountancy firm EIN2016-12-31111986323
2015 : WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,977,249
Total unrealized appreciation/depreciation of assets2015-12-31$-2,977,249
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$1,517,023
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,283,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,282,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,146,044
Value of total assets at end of year2015-12-31$69,399,809
Value of total assets at beginning of year2015-12-31$75,166,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$850
Total interest from all sources2015-12-31$164,869
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$824,660
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$824,660
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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
Participant contributions at end of year2015-12-31$1,018,184
Participant contributions at beginning of year2015-12-31$1,322,577
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,146,044
Administrative expenses (other) incurred2015-12-31$850
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$9,456,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,766,372
Value of net assets at end of year (total assets less liabilities)2015-12-31$69,399,809
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$75,166,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$60,685,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$60,629,868
Interest on participant loans2015-12-31$76,691
Interest earned on other investments2015-12-31$87,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,877,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,819,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,757,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$2,358,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,282,545
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 name2015-12-31MARCUM LLP
Accountancy firm EIN2015-12-31111986323
2014 : WESTERN CONNECTICUT HEALTH NETWORK 403(B) 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$14,105,459
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,369,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,369,288
Expenses. Certain deemed distributions of participant loans2014-12-31$-2,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,552,337
Value of total assets at end of year2014-12-31$75,166,181
Value of total assets at beginning of year2014-12-31$64,430,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,450
Total interest from all sources2014-12-31$277,314
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$902,386
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$902,386
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$1,322,577
Participant contributions at beginning of year2014-12-31$1,512,421
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,552,337
Administrative expenses (other) incurred2014-12-31$2,450
Total non interest bearing cash at end of year2014-12-31$9,456,325
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$10,735,761
Value of net assets at end of year (total assets less liabilities)2014-12-31$75,166,181
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$64,430,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$60,629,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$52,082,972
Interest on participant loans2014-12-31$77,760
Interest earned on other investments2014-12-31$199,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,757,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,835,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,373,422
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,369,288
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARCUM LLP
Accountancy firm EIN2014-12-31111986323
2013 : WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,733,291
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,291,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,288,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,754,893
Value of total assets at end of year2013-12-31$64,430,420
Value of total assets at beginning of year2013-12-31$56,988,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,779
Total interest from all sources2013-12-31$213,646
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$787,524
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$787,524
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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
Participant contributions at end of year2013-12-31$1,512,421
Participant contributions at beginning of year2013-12-31$1,428,976
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,754,893
Administrative expenses (other) incurred2013-12-31$2,779
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$7,441,683
Value of net assets at end of year (total assets less liabilities)2013-12-31$64,430,420
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$56,988,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$52,082,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$43,652,349
Interest on participant loans2013-12-31$81,785
Interest earned on other investments2013-12-31$131,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,835,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,907,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,977,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,288,829
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARCUM LLP
Accountancy firm EIN2013-12-31111986323
2012 : WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$54,288,928
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,750,691
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,050,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,631,434
Expenses. Certain deemed distributions of participant loans2012-12-31$69,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,570,341
Value of total assets at end of year2012-12-31$56,988,737
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$349,756
Total interest from all sources2012-12-31$278,023
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$898,367
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$898,367
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,967
Participant contributions at end of year2012-12-31$1,428,976
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,566,374
Other income not declared elsewhere2012-12-31$265,960
Administrative expenses (other) incurred2012-12-31$349,756
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$2,699,809
Value of net assets at end of year (total assets less liabilities)2012-12-31$56,988,737
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$43,652,349
Interest on participant loans2012-12-31$78,677
Interest earned on other investments2012-12-31$199,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$76
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,907,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,738,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,631,434
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARCUM LLP
Accountancy firm EIN2012-12-31111986323

Form 5500 Responses for WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN

2021: WESTERN CONNECTICUT HEALTH NETWORK 403(B) 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)Yes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTERN CONNECTICUT HEALTH NETWORK 403(B) 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 planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTERN CONNECTICUT HEALTH NETWORK 403(B) 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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN CONNECTICUT HEALTH NETWORK 403(B) 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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN CONNECTICUT HEALTH NETWORK 403(B) 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 planYes
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: WESTERN CONNECTICUT HEALTH NETWORK 403(B) 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: WESTERN CONNECTICUT HEALTH NETWORK 403(B) 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: WESTERN CONNECTICUT HEALTH NETWORK 403(B) 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: WESTERN CONNECTICUT HEALTH NETWORK 403(B) 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: WESTERN CONNECTICUT HEALTH NETWORK 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041870
Policy instance 1
Insurance contract or identification number041870
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-05-11
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 number041870
Policy instance 1
Insurance contract or identification number041870
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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 number041870
Policy instance 1
Insurance contract or identification number041870
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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 number041870
Policy instance 1
Insurance contract or identification number041870
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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 number041870
Policy instance 1
Insurance contract or identification number041870
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?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 number041870
Policy instance 1
Insurance contract or identification number041870
Number of Individuals Covered0
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 number041870
Policy instance 1
Insurance contract or identification number041870
Number of Individuals Covered1157
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 number041870
Policy instance 1
Insurance contract or identification number041870
Number of Individuals Covered1194
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013644-01
Policy instance 2
Insurance contract or identification number1013644-01
Number of Individuals Covered585
Insurance policy start date2012-01-01
Insurance policy end date2012-01-04
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 number041870
Policy instance 1
Insurance contract or identification number041870
Number of Individuals Covered1212
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3