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LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 401k Plan overview

Plan NameLIFESPAN CORPORATION 403(B)RETIREMENT PLAN
Plan identification number 002

LIFESPAN CORPORATION 403(B)RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LIFESPAN CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:LIFESPAN CORPORATION
Employer identification number (EIN):222861978
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about LIFESPAN CORPORATION

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date:
Company Identification Number: 000039621

More information about LIFESPAN CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFESPAN CORPORATION 403(B)RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MARGARET WINGATE2023-10-13
0022021-01-01MARGARET WINGATE2022-12-23
0022021-01-01MARGARET WINGATE2023-09-13
0022020-01-01MARGARET M. WINGATE2021-10-18
0022020-01-01MARGARET M. WINGATE2021-10-15
0022019-01-01MARGARET M. WINGATE2020-10-15
0022018-01-01J. MICHAEL VITTORIA2019-10-10
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01HOWARD DULUDE
0022013-01-01HOWARD DULUDE
0022012-01-01HOWARD DULUDE
0022011-01-01WILLIAM KIRKWOOD
0022009-01-01CAROL LIPMAN

Plan Statistics for LIFESPAN CORPORATION 403(B)RETIREMENT PLAN

401k plan membership statisitcs for LIFESPAN CORPORATION 403(B)RETIREMENT PLAN

Measure Date Value
2022: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113,844
Total number of active participants reported on line 7a of the Form 55002022-01-019,416
Number of retired or separated participants receiving benefits2022-01-0197
Number of other retired or separated participants entitled to future benefits2022-01-013,382
Total of all active and inactive participants2022-01-0112,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0174
Total participants2022-01-0112,969
Number of participants with account balances2022-01-019,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0114,473
Total number of active participants reported on line 7a of the Form 55002021-01-0110,171
Number of retired or separated participants receiving benefits2021-01-0186
Number of other retired or separated participants entitled to future benefits2021-01-013,527
Total of all active and inactive participants2021-01-0113,784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0160
Total participants2021-01-0113,844
Number of participants with account balances2021-01-019,940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0117,783
Total number of active participants reported on line 7a of the Form 55002020-01-0111,455
Number of retired or separated participants receiving benefits2020-01-0169
Number of other retired or separated participants entitled to future benefits2020-01-012,896
Total of all active and inactive participants2020-01-0114,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0153
Total participants2020-01-0114,473
Number of participants with account balances2020-01-019,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0117,934
Total number of active participants reported on line 7a of the Form 55002019-01-0114,410
Number of retired or separated participants receiving benefits2019-01-0175
Number of other retired or separated participants entitled to future benefits2019-01-013,245
Total of all active and inactive participants2019-01-0117,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0153
Total participants2019-01-0117,783
Number of participants with account balances2019-01-0111,484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0119,346
Total number of active participants reported on line 7a of the Form 55002018-01-0114,924
Number of retired or separated participants receiving benefits2018-01-0164
Number of other retired or separated participants entitled to future benefits2018-01-012,892
Total of all active and inactive participants2018-01-0117,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0154
Total participants2018-01-0117,934
Number of participants with account balances2018-01-0111,502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0118,348
Total number of active participants reported on line 7a of the Form 55002017-01-0116,097
Number of retired or separated participants receiving benefits2017-01-0159
Number of other retired or separated participants entitled to future benefits2017-01-012,622
Total of all active and inactive participants2017-01-0118,778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01568
Total participants2017-01-0119,346
Number of participants with account balances2017-01-0111,573
2016: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119,844
Total number of active participants reported on line 7a of the Form 55002016-01-0115,675
Number of retired or separated participants receiving benefits2016-01-0139
Number of other retired or separated participants entitled to future benefits2016-01-012,590
Total of all active and inactive participants2016-01-0118,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0144
Total participants2016-01-0118,348
Number of participants with account balances2016-01-0111,440
2015: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0119,271
Total number of active participants reported on line 7a of the Form 55002015-01-0116,046
Number of retired or separated participants receiving benefits2015-01-0144
Number of other retired or separated participants entitled to future benefits2015-01-013,712
Total of all active and inactive participants2015-01-0119,802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0142
Total participants2015-01-0119,844
Number of participants with account balances2015-01-0112,581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0117,962
Total number of active participants reported on line 7a of the Form 55002014-01-0115,749
Number of retired or separated participants receiving benefits2014-01-0139
Number of other retired or separated participants entitled to future benefits2014-01-013,451
Total of all active and inactive participants2014-01-0119,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0132
Total participants2014-01-0119,271
Number of participants with account balances2014-01-0112,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0117,521
Total number of active participants reported on line 7a of the Form 55002013-01-0114,736
Number of retired or separated participants receiving benefits2013-01-0138
Number of other retired or separated participants entitled to future benefits2013-01-013,161
Total of all active and inactive participants2013-01-0117,935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0127
Total participants2013-01-0117,962
Number of participants with account balances2013-01-0111,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113,499
Total number of active participants reported on line 7a of the Form 55002012-01-0114,737
Number of retired or separated participants receiving benefits2012-01-01138
Number of other retired or separated participants entitled to future benefits2012-01-012,630
Total of all active and inactive participants2012-01-0117,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0116
Total participants2012-01-0117,521
Number of participants with account balances2012-01-0111,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0187
2011: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112,407
Total number of active participants reported on line 7a of the Form 55002011-01-0110,924
Number of retired or separated participants receiving benefits2011-01-01110
Number of other retired or separated participants entitled to future benefits2011-01-012,464
Total of all active and inactive participants2011-01-0113,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0113,499
Number of participants with account balances2011-01-0111,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01115
2009: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113,484
Total number of active participants reported on line 7a of the Form 55002009-01-0110,585
Number of retired or separated participants receiving benefits2009-01-0149
Number of other retired or separated participants entitled to future benefits2009-01-011,916
Total of all active and inactive participants2009-01-0112,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0112,551
Number of participants with account balances2009-01-019,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01110

Financial Data on LIFESPAN CORPORATION 403(B)RETIREMENT PLAN

Measure Date Value
2022 : LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-232,985,672
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$75,981,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$74,116,582
Expenses. Certain deemed distributions of participant loans2022-12-31$139,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,693,435
Value of total assets at end of year2022-12-31$1,025,724,455
Value of total assets at beginning of year2022-12-31$1,334,691,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,725,161
Total interest from all sources2022-12-31$1,619,738
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$22,050,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$22,050,244
Administrative expenses professional fees incurred2022-12-31$72,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$10,919,161
Participant contributions at end of year2022-12-31$6,766,835
Participant contributions at beginning of year2022-12-31$7,608,080
Participant contributions at end of year2022-12-31$217,624
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$15,399,911
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$20,473,285
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$774,274
Other income not declared elsewhere2022-12-31$798,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-308,967,213
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,025,724,455
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,334,691,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$322,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$979,170,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,282,967,463
Value of interest in pooled separate accounts at end of year2022-12-31$3,471,910
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,420,384
Interest on participant loans2022-12-31$433,261
Interest earned on other investments2022-12-31$750,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$435,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,697,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,222,456
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$363,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-269,461,514
Net investment gain/loss from pooled separate accounts2022-12-31$313,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$73,752,796
Contract administrator fees2022-12-31$1,330,649
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$215,749,578
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$95,552,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$94,516,242
Expenses. Certain deemed distributions of participant loans2021-12-31$209,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,612,379
Value of total assets at end of year2021-12-31$1,354,282,323
Value of total assets at beginning of year2021-12-31$1,234,085,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$827,104
Total interest from all sources2021-12-31$3,771,428
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$29,760,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$29,760,769
Administrative expenses professional fees incurred2021-12-31$119,048
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,366,377
Participant contributions at end of year2021-12-31$7,674,215
Participant contributions at beginning of year2021-12-31$9,158,628
Assets. Other investments not covered elsewhere at end of year2021-12-31$20,473,285
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$18,945,033
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$246,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$13
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$12,364
Administrative expenses (other) incurred2021-12-31$934,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$120,196,881
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,354,281,896
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,234,085,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$319,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,200,341,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,185,839,709
Value of interest in pooled separate accounts at end of year2021-12-31$4,140,264
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,295,489
Interest on participant loans2021-12-31$641,440
Interest earned on other investments2021-12-31$3,126,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$25,688,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$95,964,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$16,846,156
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,648,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$170,947,103
Net investment gain/loss from pooled separate accounts2021-12-31$645,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$92,868,103
Contract administrator fees2021-12-31$389,052
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KPMG LLP
Accountancy firm EIN2021-12-31135565207
2020 : LIFESPAN CORPORATION 403(B)RETIREMENT 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$242,158,982
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$103,372,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$102,993,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,359,408
Value of total assets at end of year2020-12-31$1,234,085,015
Value of total assets at beginning of year2020-12-31$1,095,298,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$378,241
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$49,834,590
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$49,834,590
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Contributions received from participants2020-12-31$10,111,706
Participant contributions at end of year2020-12-31$9,158,628
Participant contributions at beginning of year2020-12-31$11,082,683
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$205,363
Assets. Other investments not covered elsewhere at end of year2020-12-31$18,945,033
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$16,499,154
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,247,702
Other income not declared elsewhere2020-12-31$470,450
Administrative expenses (other) incurred2020-12-31$378,241
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$138,786,807
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,234,085,015
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,095,298,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,185,839,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$978,161,380
Value of interest in pooled separate accounts at end of year2020-12-31$3,295,489
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,562,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,846,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$85,787,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$179,900,657
Net investment gain/loss from pooled separate accounts2020-12-31$593,877
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 contributions2020-12-31Yes
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$102,993,934
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 name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : LIFESPAN CORPORATION 403(B)RETIREMENT 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 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$226,270,554
Total income from all sources (including contributions)2019-12-31$226,270,554
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$69,250,269
Total of all expenses incurred2019-12-31$69,250,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$68,805,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$68,805,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,473,281
Value of total assets at end of year2019-12-31$1,095,298,208
Value of total assets at beginning of year2019-12-31$938,277,923
Value of total assets at beginning of year2019-12-31$938,277,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$444,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$444,405
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$59,864,336
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$59,864,336
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$59,864,336
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,811,435
Participant contributions at end of year2019-12-31$11,082,683
Participant contributions at beginning of year2019-12-31$11,907,617
Participant contributions at beginning of year2019-12-31$11,907,617
Participant contributions at end of year2019-12-31$205,363
Participant contributions at beginning of year2019-12-31$238,205
Participant contributions at beginning of year2019-12-31$238,205
Assets. Other investments not covered elsewhere at end of year2019-12-31$16,499,154
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$12,106,541
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$12,106,541
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$661,846
Other income not declared elsewhere2019-12-31$320,456
Other income not declared elsewhere2019-12-31$320,456
Administrative expenses (other) incurred2019-12-31$444,405
Administrative expenses (other) incurred2019-12-31$444,405
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$157,020,285
Value of net income/loss2019-12-31$157,020,285
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,095,298,208
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$938,277,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$978,161,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$827,108,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$827,108,029
Value of interest in pooled separate accounts at end of year2019-12-31$3,562,056
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,565,419
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,565,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$85,787,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$83,352,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$83,352,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$153,420,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$153,420,700
Net investment gain/loss from pooled separate accounts2019-12-31$191,781
Net investment gain/loss from pooled separate accounts2019-12-31$191,781
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$68,805,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$68,805,864
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 name2019-12-31KPMG LLP
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
Accountancy firm EIN2019-12-31135565207
2018 : LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$207,950,888
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$0
Total income from all sources (including contributions)2018-12-31$-37,088,672
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$75,287,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$74,876,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,016,045
Value of total assets at end of year2018-12-31$938,277,923
Value of total assets at beginning of year2018-12-31$842,703,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$411,171
Total interest from all sources2018-12-31$1,182,523
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$38,338,273
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$38,338,273
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Contributions received from participants2018-12-31$14,385,654
Participant contributions at end of year2018-12-31$11,907,617
Participant contributions at beginning of year2018-12-31$11,888,757
Participant contributions at end of year2018-12-31$238,205
Participant contributions at beginning of year2018-12-31$298,474
Assets. Other investments not covered elsewhere at end of year2018-12-31$12,106,541
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$10,111,443
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,630,391
Other income not declared elsewhere2018-12-31$401,417
Administrative expenses (other) incurred2018-12-31$411,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-112,376,426
Value of net assets at end of year (total assets less liabilities)2018-12-31$938,277,923
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$842,703,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$827,108,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$804,250,949
Value of interest in pooled separate accounts at end of year2018-12-31$3,565,419
Value of interest in pooled separate accounts at beginning of year2018-12-31$695,892
Interest on participant loans2018-12-31$678,463
Interest earned on other investments2018-12-31$504,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$83,352,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$15,457,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-93,026,930
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$74,876,583
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 name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : LIFESPAN CORPORATION 403(B)RETIREMENT 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$188,195,105
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$45,189,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$44,858,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$49,768,994
Value of total assets at end of year2017-12-31$842,703,461
Value of total assets at beginning of year2017-12-31$699,698,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$331,056
Total interest from all sources2017-12-31$1,110,310
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$33,494,096
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$33,494,096
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Contributions received from participants2017-12-31$46,269,619
Participant contributions at end of year2017-12-31$11,888,757
Participant contributions at beginning of year2017-12-31$11,731,288
Participant contributions at end of year2017-12-31$298,474
Participant contributions at beginning of year2017-12-31$378,278
Assets. Other investments not covered elsewhere at end of year2017-12-31$10,111,443
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$8,395,685
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,499,375
Other income not declared elsewhere2017-12-31$397,690
Administrative expenses (other) incurred2017-12-31$331,056
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$143,005,163
Value of net assets at end of year (total assets less liabilities)2017-12-31$842,703,461
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$699,698,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$804,250,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$663,516,576
Value of interest in pooled separate accounts at end of year2017-12-31$695,892
Value of interest in pooled separate accounts at beginning of year2017-12-31$705,713
Interest on participant loans2017-12-31$621,099
Interest earned on other investments2017-12-31$489,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,457,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,970,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$103,424,015
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$44,858,886
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : LIFESPAN CORPORATION 403(B)RETIREMENT 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$93,231,351
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$43,968,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$43,743,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$52,142,438
Value of total assets at end of year2016-12-31$699,698,298
Value of total assets at beginning of year2016-12-31$650,435,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$225,406
Total interest from all sources2016-12-31$729,609
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$22,793,380
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$22,793,380
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$44,294,726
Participant contributions at end of year2016-12-31$11,731,288
Participant contributions at beginning of year2016-12-31$12,794,046
Participant contributions at end of year2016-12-31$378,278
Participant contributions at beginning of year2016-12-31$699,360
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,847,712
Other income not declared elsewhere2016-12-31$196,422
Administrative expenses (other) incurred2016-12-31$225,406
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$49,262,798
Value of net assets at end of year (total assets less liabilities)2016-12-31$699,698,298
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$650,435,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$656,051,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$606,716,825
Value of interest in pooled separate accounts at end of year2016-12-31$16,565,985
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,880,863
Interest on participant loans2016-12-31$639,049
Interest earned on other investments2016-12-31$90,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,970,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,344,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$17,369,502
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$43,743,147
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$634
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$59,404,058
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$44,149,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$43,890,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$50,881,409
Value of total assets at end of year2015-12-31$650,435,501
Value of total assets at beginning of year2015-12-31$635,180,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$259,328
Total interest from all sources2015-12-31$1,155,161
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$24,603,718
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$24,603,718
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$43,574,045
Participant contributions at end of year2015-12-31$12,794,046
Participant contributions at beginning of year2015-12-31$13,003,073
Participant contributions at end of year2015-12-31$699,360
Participant contributions at beginning of year2015-12-31$1,344,801
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,307,364
Other income not declared elsewhere2015-12-31$237,688
Administrative expenses (other) incurred2015-12-31$259,328
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$15,254,207
Value of net assets at end of year (total assets less liabilities)2015-12-31$650,435,501
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$635,180,660
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$606,716,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$589,998,052
Value of interest in pooled separate accounts at end of year2015-12-31$15,880,863
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,293,239
Interest on participant loans2015-12-31$678,328
Interest earned on other investments2015-12-31$476,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,344,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,541,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-17,473,918
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$43,890,523
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$18,858,767
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$90,381,152
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$32,989,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$32,254,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$45,543,461
Value of total assets at end of year2014-12-31$635,180,660
Value of total assets at beginning of year2014-12-31$558,929,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$734,274
Total interest from all sources2014-12-31$710,287
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$27,115,622
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$27,115,622
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$40,801,502
Participant contributions at end of year2014-12-31$13,003,073
Participant contributions at beginning of year2014-12-31$11,911,025
Participant contributions at end of year2014-12-31$1,344,801
Participant contributions at beginning of year2014-12-31$1,283,168
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,741,959
Other income not declared elsewhere2014-12-31$780,209
Administrative expenses (other) incurred2014-12-31$734,274
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$57,391,939
Value of net assets at end of year (total assets less liabilities)2014-12-31$635,180,660
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$558,929,954
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$589,998,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$515,995,805
Value of interest in pooled separate accounts at end of year2014-12-31$17,293,239
Value of interest in pooled separate accounts at beginning of year2014-12-31$16,921,634
Interest on participant loans2014-12-31$627,549
Interest earned on other investments2014-12-31$82,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,541,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,818,322
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$25,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$16,231,573
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$32,229,715
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,674,792
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$145,215,407
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$37,550,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$37,434,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$47,922,892
Value of total assets at end of year2013-12-31$558,929,954
Value of total assets at beginning of year2013-12-31$449,590,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$116,168
Total interest from all sources2013-12-31$648,344
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$22,775,791
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$22,775,791
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$39,943,079
Participant contributions at end of year2013-12-31$11,911,025
Participant contributions at beginning of year2013-12-31$10,517,864
Participant contributions at end of year2013-12-31$1,283,168
Participant contributions at beginning of year2013-12-31$1,280,334
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,979,813
Other income not declared elsewhere2013-12-31$468,267
Administrative expenses (other) incurred2013-12-31$116,168
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$107,664,845
Value of net assets at end of year (total assets less liabilities)2013-12-31$558,929,954
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$449,590,317
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$515,995,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$410,359,587
Value of interest in pooled separate accounts at end of year2013-12-31$16,921,634
Value of interest in pooled separate accounts at beginning of year2013-12-31$15,499,918
Interest on participant loans2013-12-31$573,717
Interest earned on other investments2013-12-31$74,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,818,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,932,614
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$105,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$73,400,113
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$37,329,301
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$93,183,082
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$27,067,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$26,956,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$41,598,296
Value of total assets at end of year2012-12-31$449,590,317
Value of total assets at beginning of year2012-12-31$383,474,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$111,556
Total interest from all sources2012-12-31$574,199
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$11,917,047
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$11,917,047
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$38,154,209
Participant contributions at end of year2012-12-31$10,517,864
Participant contributions at beginning of year2012-12-31$9,160,499
Participant contributions at end of year2012-12-31$1,280,334
Participant contributions at beginning of year2012-12-31$1,566,953
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,444,087
Administrative expenses (other) incurred2012-12-31$111,556
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$66,115,400
Value of net assets at end of year (total assets less liabilities)2012-12-31$449,590,317
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$383,474,917
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$410,359,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$347,453,330
Value of interest in pooled separate accounts at end of year2012-12-31$15,499,918
Value of interest in pooled separate accounts at beginning of year2012-12-31$13,633,614
Interest on participant loans2012-12-31$515,334
Interest earned on other investments2012-12-31$58,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,932,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,660,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$39,093,540
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 contributions2012-12-31Yes
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$26,956,126
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$27,013,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$37,944,358
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$36,105,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$35,996,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$42,853,925
Value of total assets at end of year2011-12-31$383,474,917
Value of total assets at beginning of year2011-12-31$354,621,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$108,700
Total interest from all sources2011-12-31$517,985
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,726,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$8,726,270
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$40,762,202
Participant contributions at end of year2011-12-31$9,160,499
Participant contributions at beginning of year2011-12-31$8,466,917
Participant contributions at end of year2011-12-31$1,566,953
Participant contributions at beginning of year2011-12-31$1,390,749
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,091,723
Administrative expenses (other) incurred2011-12-31$108,700
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$1,839,153
Value of net assets at end of year (total assets less liabilities)2011-12-31$383,474,917
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$354,621,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$347,453,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$322,927,439
Value of interest in pooled separate accounts at end of year2011-12-31$13,633,614
Interest on participant loans2011-12-31$488,742
Interest earned on other investments2011-12-31$29,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$21,836,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$21,836,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,660,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-14,153,822
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$35,996,505
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$17
Total unrealized appreciation/depreciation of assets2010-12-31$17
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$78,230,891
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$14,720,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,614,305
Expenses. Certain deemed distributions of participant loans2010-12-31$760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$38,464,890
Value of total assets at end of year2010-12-31$354,621,992
Value of total assets at beginning of year2010-12-31$291,111,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$105,467
Total interest from all sources2010-12-31$461,915
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,859,355
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$5,859,355
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$37,450,404
Participant contributions at end of year2010-12-31$8,466,917
Participant contributions at beginning of year2010-12-31$6,820,312
Participant contributions at end of year2010-12-31$1,390,749
Participant contributions at beginning of year2010-12-31$331,021
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,014,486
Administrative expenses (other) incurred2010-12-31$105,467
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$63,510,359
Value of net assets at end of year (total assets less liabilities)2010-12-31$354,621,992
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$291,111,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$322,927,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$261,457,932
Interest on participant loans2010-12-31$456,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$21,836,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$22,502,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$22,502,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$33,444,714
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,614,305
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : LIFESPAN CORPORATION 403(B)RETIREMENT 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 LIFESPAN CORPORATION 403(B)RETIREMENT PLAN

2022: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIFESPAN CORPORATION 403(B)RETIREMENT 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: LIFESPAN CORPORATION 403(B)RETIREMENT 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: LIFESPAN CORPORATION 403(B)RETIREMENT 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: LIFESPAN CORPORATION 403(B)RETIREMENT 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: LIFESPAN CORPORATION 403(B)RETIREMENT 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: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LIFESPAN CORPORATION 403(B)RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80236
Policy instance 4
Insurance contract or identification numberGA80236
Number of Individuals Covered747
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number357014
Policy instance 3
Insurance contract or identification number357014
Number of Individuals Covered92
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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 number357015
Policy instance 2
Insurance contract or identification number357015
Number of Individuals Covered47
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number405467
Policy instance 1
Insurance contract or identification number405467
Number of Individuals Covered860
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number405467
Policy instance 1
Insurance contract or identification number405467
Number of Individuals Covered886
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number357015
Policy instance 2
Insurance contract or identification number357015
Number of Individuals Covered49
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number357014
Policy instance 3
Insurance contract or identification number357014
Number of Individuals Covered94
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80236
Policy instance 4
Insurance contract or identification numberGA80236
Number of Individuals Covered734
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number357015
Policy instance 2
Insurance contract or identification number357015
Number of Individuals Covered53
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?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 number357014
Policy instance 3
Insurance contract or identification number357014
Number of Individuals Covered97
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number68051
Policy instance 4
Insurance contract or identification number68051
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?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80236
Policy instance 5
Insurance contract or identification numberGA80236
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?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 number405467
Policy instance 1
Insurance contract or identification number405467
Number of Individuals Covered914
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?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number68051
Policy instance 4
Insurance contract or identification number68051
Number of Individuals Covered9
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?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 number357014
Policy instance 3
Insurance contract or identification number357014
Number of Individuals Covered14
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?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 number357015
Policy instance 2
Insurance contract or identification number357015
Number of Individuals Covered54
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?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 number405467
Policy instance 1
Insurance contract or identification number405467
Number of Individuals Covered952
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?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number68051
Policy instance 5
Insurance contract or identification number68051
Number of Individuals Covered1300
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?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 number357014
Policy instance 4
Insurance contract or identification number357014
Number of Individuals Covered14
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?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 number357015
Policy instance 3
Insurance contract or identification number357015
Number of Individuals Covered9
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?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 number405366
Policy instance 2
Insurance contract or identification number405366
Number of Individuals Covered1253
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?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 number405467
Policy instance 1
Insurance contract or identification number405467
Number of Individuals Covered442
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?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 number405467
Policy instance 1
Insurance contract or identification number405467
Number of Individuals Covered498
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 number357014
Policy instance 2
Insurance contract or identification number357014
Number of Individuals Covered14
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 number357015
Policy instance 3
Insurance contract or identification number357015
Number of Individuals Covered9
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 number405467
Policy instance 1
Insurance contract or identification number405467
Number of Individuals Covered519
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?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 number405467
Policy instance 1
Insurance contract or identification number405467
Number of Individuals Covered721
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?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 number405467
Policy instance 1
Insurance contract or identification number405467
Number of Individuals Covered683
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number405467
Policy instance 1
Insurance contract or identification number405467
Number of Individuals Covered636
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number405467
Policy instance 1
Insurance contract or identification number405467
Number of Individuals Covered601
Insurance policy start date2011-07-01
Insurance policy end date2011-12-31
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?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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