?>
Logo

EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameEINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN
Plan identification number 006

EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALBERT EINSTEIN MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:ALBERT EINSTEIN MEDICAL CENTER
Employer identification number (EIN):231396794
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ALBERT EINSTEIN MEDICAL CENTER

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0100884238

More information about ALBERT EINSTEIN MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01MICHAEL MULLEN
0062016-01-01MICHAEL MULLEN
0062015-01-01MIKE MULLEN
0062014-01-01MICHAEL MULLEN MICHAEL MULLEN2015-10-09
0062013-01-01MICHAEL MULLEN
0062012-01-01MICHAEL MULLEN

Plan Statistics for EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN

Measure Date Value
2022: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,244
Total number of active participants reported on line 7a of the Form 55002022-01-012,399
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01876
Total of all active and inactive participants2022-01-013,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-013,293
Number of participants with account balances2022-01-013,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,738
Total number of active participants reported on line 7a of the Form 55002021-01-012,454
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01773
Total of all active and inactive participants2021-01-013,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-013,244
Number of participants with account balances2021-01-012,972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,231
Total number of active participants reported on line 7a of the Form 55002020-01-012,153
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01578
Total of all active and inactive participants2020-01-012,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-012,738
Number of participants with account balances2020-01-012,417
2019: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,048
Total number of active participants reported on line 7a of the Form 55002019-01-012,097
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-011,121
Total of all active and inactive participants2019-01-013,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-013,231
Number of participants with account balances2019-01-012,885
2018: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,895
Total number of active participants reported on line 7a of the Form 55002018-01-012,067
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01977
Total of all active and inactive participants2018-01-013,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-013,048
Number of participants with account balances2018-01-012,652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,870
Total number of active participants reported on line 7a of the Form 55002017-01-012,013
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01870
Total of all active and inactive participants2017-01-012,892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-012,895
Number of participants with account balances2017-01-012,467
2016: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,598
Total number of active participants reported on line 7a of the Form 55002016-01-012,101
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01765
Total of all active and inactive participants2016-01-012,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-012,870
Number of participants with account balances2016-01-012,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,193
Total number of active participants reported on line 7a of the Form 55002015-01-012,021
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01575
Total of all active and inactive participants2015-01-012,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-012,598
Number of participants with account balances2015-01-012,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,797
Total number of active participants reported on line 7a of the Form 55002014-01-011,925
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01267
Total of all active and inactive participants2014-01-012,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012,193
Number of participants with account balances2014-01-012,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,491
Total number of active participants reported on line 7a of the Form 55002013-01-011,707
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0190
Total of all active and inactive participants2013-01-011,797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,797
Number of participants with account balances2013-01-011,084
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01662
Total number of active participants reported on line 7a of the Form 55002012-01-011,479
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-011,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,491
Number of participants with account balances2012-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$25,288
Total income from all sources (including contributions)2022-12-31$-5,490,520
Total of all expenses incurred2022-12-31$7,123,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,095,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,183,639
Value of total assets at end of year2022-12-31$88,478,466
Value of total assets at beginning of year2022-12-31$101,117,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,260
Total interest from all sources2022-12-31$6,672,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$9,559,147
Participant contributions at end of year2022-12-31$860,864
Participant contributions at beginning of year2022-12-31$752,108
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$130,651
Other income not declared elsewhere2022-12-31$9,065
Administrative expenses (other) incurred2022-12-31$28,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,614,183
Value of net assets at end of year (total assets less liabilities)2022-12-31$88,478,466
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$101,117,937
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$82,667,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$90,120,061
Value of interest in pooled separate accounts at end of year2022-12-31$856,483
Value of interest in pooled separate accounts at beginning of year2022-12-31$810,832
Interest on participant loans2022-12-31$37,986
Interest earned on other investments2022-12-31$6,634,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$66,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$66,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,093,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,368,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,356,137
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
Contributions received in cash from employer2022-12-31$1,493,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,095,403
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 name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$13,380
Total transfer of assets from this plan2021-12-31$11,715
Total income from all sources (including contributions)2021-12-31$24,174,721
Total of all expenses incurred2021-12-31$6,697,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,667,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,125,931
Value of total assets at end of year2021-12-31$101,117,937
Value of total assets at beginning of year2021-12-31$83,638,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,558
Total interest from all sources2021-12-31$8,312,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,290,114
Participant contributions at end of year2021-12-31$810,832
Participant contributions at beginning of year2021-12-31$851,633
Assets. Other investments not covered elsewhere at end of year2021-12-31$752,107
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,378,378
Other income not declared elsewhere2021-12-31$341,097
Administrative expenses (other) incurred2021-12-31$29,558
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$17,477,318
Value of net assets at end of year (total assets less liabilities)2021-12-31$101,117,937
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$83,638,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$95,370,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$77,495,489
Value of interest in pooled separate accounts at end of year2021-12-31$810,832
Value of interest in pooled separate accounts at beginning of year2021-12-31$707,410
Interest on participant loans2021-12-31$40,825
Interest earned on other investments2021-12-31$8,272,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$66,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$725,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$725,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,117,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,858,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,394,742
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
Contributions received in cash from employer2021-12-31$1,457,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,667,845
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 name2021-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$81
Total transfer of assets from this plan2020-12-31$5,851
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$19,798,280
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,878,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,864,886
Expenses. Certain deemed distributions of participant loans2020-12-31$2,220
Value of total corrective distributions2020-12-31$1,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,795,095
Value of total assets at end of year2020-12-31$83,638,954
Value of total assets at beginning of year2020-12-31$69,724,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,176
Total interest from all sources2020-12-31$72,668
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,574,288
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$3,574,288
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,201,739
Participant contributions at end of year2020-12-31$851,633
Participant contributions at beginning of year2020-12-31$879,617
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$325,752
Other income not declared elsewhere2020-12-31$10,397
Administrative expenses (other) incurred2020-12-31$10,176
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$13,919,800
Value of net assets at end of year (total assets less liabilities)2020-12-31$83,638,954
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$69,724,924
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$77,495,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$64,468,097
Value of interest in pooled separate accounts at end of year2020-12-31$707,410
Value of interest in pooled separate accounts at beginning of year2020-12-31$783,500
Interest on participant loans2020-12-31$43,082
Interest earned on other investments2020-12-31$26,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$725,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$586,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$586,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,858,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,007,106
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$72,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,352,255
Net investment gain/loss from pooled separate accounts2020-12-31$-6,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,267,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,792,194
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31830414789
2019 : EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$13,091
Total transfer of assets from this plan2019-12-31$1,040
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$20,139,989
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,911,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,878,196
Expenses. Certain deemed distributions of participant loans2019-12-31$17,820
Value of total corrective distributions2019-12-31$5,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,289,920
Value of total assets at end of year2019-12-31$69,724,924
Value of total assets at beginning of year2019-12-31$52,484,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,163
Total interest from all sources2019-12-31$154,729
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,229,862
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$3,229,862
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$6,651,348
Participant contributions at end of year2019-12-31$879,617
Participant contributions at beginning of year2019-12-31$661,112
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$431,460
Other income not declared elsewhere2019-12-31$9,728
Administrative expenses (other) incurred2019-12-31$10,163
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$17,228,223
Value of net assets at end of year (total assets less liabilities)2019-12-31$69,724,924
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,484,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$64,468,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$47,585,762
Value of interest in pooled separate accounts at end of year2019-12-31$783,500
Value of interest in pooled separate accounts at beginning of year2019-12-31$782,183
Interest on participant loans2019-12-31$40,155
Interest earned on other investments2019-12-31$103,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$586,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$450,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$450,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$10,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,007,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,005,178
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$65,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,413,062
Net investment gain/loss from pooled separate accounts2019-12-31$42,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,207,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,813,042
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
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31830414789
2018 : EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$132,630
Total transfer of assets from this plan2018-12-31$19,439
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$4,027,897
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,255,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,228,218
Expenses. Certain deemed distributions of participant loans2018-12-31$16,801
Value of total corrective distributions2018-12-31$2,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,578,344
Value of total assets at end of year2018-12-31$52,484,650
Value of total assets at beginning of year2018-12-31$52,599,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,380
Total interest from all sources2018-12-31$141,378
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,937,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,937,287
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,723,590
Participant contributions at end of year2018-12-31$661,112
Participant contributions at beginning of year2018-12-31$625,303
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$775,439
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$610
Other income not declared elsewhere2018-12-31$8,757
Administrative expenses (other) incurred2018-12-31$8,380
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-227,935
Value of net assets at end of year (total assets less liabilities)2018-12-31$52,484,650
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$52,599,394
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$47,585,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$47,761,547
Value of interest in pooled separate accounts at end of year2018-12-31$782,183
Value of interest in pooled separate accounts at beginning of year2018-12-31$817,717
Interest on participant loans2018-12-31$31,171
Interest earned on other investments2018-12-31$103,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$450,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$508,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$508,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,005,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,885,239
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$63,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,675,003
Net investment gain/loss from pooled separate accounts2018-12-31$37,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,079,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,164,221
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31830414789
2017 : EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$7,843
Total transfer of assets from this plan2017-12-31$1,528
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$14,511,294
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,675,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,656,194
Expenses. Certain deemed distributions of participant loans2017-12-31$4,767
Value of total corrective distributions2017-12-31$13
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,105,144
Value of total assets at end of year2017-12-31$52,599,394
Value of total assets at beginning of year2017-12-31$41,757,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,676
Total interest from all sources2017-12-31$125,873
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,147,798
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$2,147,798
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,254,828
Participant contributions at end of year2017-12-31$625,303
Participant contributions at beginning of year2017-12-31$389,967
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$843,956
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,668
Other income not declared elsewhere2017-12-31$7,579
Administrative expenses (other) incurred2017-12-31$14,676
Total non interest bearing cash at end of year2017-12-31$666
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,835,644
Value of net assets at end of year (total assets less liabilities)2017-12-31$52,599,394
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$41,757,435
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$47,761,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,152,182
Value of interest in pooled separate accounts at end of year2017-12-31$817,717
Value of interest in pooled separate accounts at beginning of year2017-12-31$837,219
Interest on participant loans2017-12-31$23,033
Interest earned on other investments2017-12-31$99,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$508,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$405,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$405,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,885,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,970,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,089,450
Net investment gain/loss from pooled separate accounts2017-12-31$35,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,006,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,656,194
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31830414789
2016 : EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$24,311
Total transfer of assets from this plan2016-12-31$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$8,673,715
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,819,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,808,472
Value of total corrective distributions2016-12-31$1,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,870,703
Value of total assets at end of year2016-12-31$41,757,435
Value of total assets at beginning of year2016-12-31$34,879,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,223
Total interest from all sources2016-12-31$121,902
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,042,013
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$1,042,013
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,510,377
Participant contributions at end of year2016-12-31$389,967
Participant contributions at beginning of year2016-12-31$356,791
Participant contributions at beginning of year2016-12-31$133,975
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$508,912
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$4,862
Administrative expenses (other) incurred2016-12-31$5,203
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$6,853,776
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,757,435
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,879,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$37,152,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,619,513
Value of interest in pooled separate accounts at end of year2016-12-31$837,219
Value of interest in pooled separate accounts at beginning of year2016-12-31$837,344
Interest on participant loans2016-12-31$15,825
Interest earned on other investments2016-12-31$105,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$405,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$183,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$183,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,970,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,721,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,591,585
Net investment gain/loss from pooled separate accounts2016-12-31$42,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$851,414
Employer contributions (assets) at beginning of year2016-12-31$27,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,808,472
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31830414789
2015 : EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$10,030
Total transfer of assets from this plan2015-12-31$9,716
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$5,476,419
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,443,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,436,407
Expenses. Certain deemed distributions of participant loans2015-12-31$1,310
Value of total corrective distributions2015-12-31$703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,489,731
Value of total assets at end of year2015-12-31$34,879,348
Value of total assets at beginning of year2015-12-31$30,845,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,595
Total interest from all sources2015-12-31$105,832
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,349,980
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$1,349,980
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,974,861
Participant contributions at end of year2015-12-31$356,791
Participant contributions at beginning of year2015-12-31$254,425
Participant contributions at end of year2015-12-31$133,975
Participant contributions at beginning of year2015-12-31$119,482
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$795,507
Other income not declared elsewhere2015-12-31$3,548
Administrative expenses (other) incurred2015-12-31$4,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,033,404
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,879,348
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,845,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$170
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$30,619,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,794,630
Value of interest in pooled separate accounts at end of year2015-12-31$837,344
Value of interest in pooled separate accounts at beginning of year2015-12-31$794,820
Interest on participant loans2015-12-31$11,440
Interest earned on other investments2015-12-31$94,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$183,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$131,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$131,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,721,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,751,071
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$52,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,536,685
Net investment gain/loss from pooled separate accounts2015-12-31$64,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$719,363
Employer contributions (assets) at end of year2015-12-31$27,272
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,384,407
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2015-12-31830414789
2014 : EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$925
Total transfer of assets from this plan2014-12-31$161,303
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$6,507,084
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,556,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,558,573
Expenses. Certain deemed distributions of participant loans2014-12-31$-4,864
Value of total corrective distributions2014-12-31$574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,657,178
Value of total assets at end of year2014-12-31$30,845,630
Value of total assets at beginning of year2014-12-31$26,055,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,651
Total interest from all sources2014-12-31$28,401
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,466,342
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$1,466,342
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,562,578
Participant contributions at end of year2014-12-31$254,425
Participant contributions at beginning of year2014-12-31$73,467
Participant contributions at end of year2014-12-31$119,482
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$522,764
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$85,460
Administrative expenses (other) incurred2014-12-31$2,651
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$4,950,150
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,845,630
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,055,858
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$26,794,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,150,209
Value of interest in pooled separate accounts at end of year2014-12-31$794,820
Value of interest in pooled separate accounts at beginning of year2014-12-31$779,863
Interest on participant loans2014-12-31$6,041
Interest earned on other investments2014-12-31$22,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$131,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$83,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$83,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,751,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,969,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$180,136
Net investment gain/loss from pooled separate accounts2014-12-31$89,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$571,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,558,573
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2014-12-31830414789
2013 : EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,020
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,161,913
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,914,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,903,082
Expenses. Certain deemed distributions of participant loans2013-12-31$4,864
Value of total corrective distributions2013-12-31$5,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,431,077
Value of total assets at end of year2013-12-31$26,055,858
Value of total assets at beginning of year2013-12-31$18,817,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$891
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$1,611
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$652,362
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$652,362
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,154,662
Participant contributions at end of year2013-12-31$73,467
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,713,706
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$891
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$7,247,630
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,055,858
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,808,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,150,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,170,510
Value of interest in pooled separate accounts at end of year2013-12-31$779,863
Value of interest in pooled separate accounts at beginning of year2013-12-31$818,973
Interest on participant loans2013-12-31$999
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$612
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$83,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$17,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$17,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,969,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,810,635
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,076,863
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$562,709
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,903,082
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$9,020
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2013-12-31830414789
2012 : EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$713,713
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,020
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$4,615,872
Total of all expenses incurred2012-12-31$584,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$584,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,838,979
Value of total assets at end of year2012-12-31$18,817,248
Value of total assets at beginning of year2012-12-31$14,063,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$275
Total interest from all sources2012-12-31$612,453
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$265,687
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$265,687
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,872,767
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$539,835
Administrative expenses (other) incurred2012-12-31$275
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$4,031,170
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,808,228
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,063,345
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$15,170,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,459,382
Value of interest in pooled separate accounts at end of year2012-12-31$818,973
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,077,927
Interest earned on other investments2012-12-31$612,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$17,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,810,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,526,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$821,940
Net investment gain/loss from pooled separate accounts2012-12-31$76,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$426,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$584,427
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$9,020
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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 name2012-12-31TORILLO & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31830414789

Form 5500 Responses for EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN

2022: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS 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 planYes
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: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS 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 planYes
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: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS 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 planYes
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: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS 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 planYes
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: EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS 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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458912/806602
Policy instance 2
Insurance contract or identification number458912/806602
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,209
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2209
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number200248/200249
Policy instance 1
Insurance contract or identification number200248/200249
Number of Individuals Covered431
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458912/806602
Policy instance 2
Insurance contract or identification number458912/806602
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,916
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1916
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number200248/200249
Policy instance 1
Insurance contract or identification number200248/200249
Number of Individuals Covered446
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number200248/200249
Policy instance 2
Insurance contract or identification number200248/200249
Number of Individuals Covered469
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458912/806602
Policy instance 1
Insurance contract or identification number458912/806602
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $954
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees954
Additional information about fees paid to insurance brokerREFERRAL / SERVICE FEE
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number200248/200249
Policy instance 2
Insurance contract or identification number200248/200249
Number of Individuals Covered364
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458912/806602
Policy instance 1
Insurance contract or identification number458912/806602
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $803
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees803
Additional information about fees paid to insurance brokerREFERRAL / SERVICE FEE
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number200248/200249
Policy instance 2
Insurance contract or identification number200248/200249
Number of Individuals Covered385
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458912/806602
Policy instance 1
Insurance contract or identification number458912/806602
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $573
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees573
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458912/806602
Policy instance 1
Insurance contract or identification number458912/806602
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $538
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees538
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number200248/200249
Policy instance 2
Insurance contract or identification number200248/200249
Number of Individuals Covered149
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 number200248/200249
Policy instance 2
Insurance contract or identification number200248/200249
Number of Individuals Covered609
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458912/806602
Policy instance 1
Insurance contract or identification number458912/806602
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $262
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees262
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458912/806602
Policy instance 1
Insurance contract or identification number458912/806602
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $122
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees122
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number200248/200249
Policy instance 2
Insurance contract or identification number200248/200249
Number of Individuals Covered644
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number200248 200249
Policy instance 2
Insurance contract or identification number200248 200249
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458912/806602
Policy instance 1
Insurance contract or identification number458912/806602
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number200248 200249
Policy instance 2
Insurance contract or identification number200248 200249
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458912/806602
Policy instance 1
Insurance contract or identification number458912/806602
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

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

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

See full terms and conditions

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