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GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 401k Plan overview

Plan NameGEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM
Plan identification number 003

GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GEISINGER SYSTEM SERVICES has sponsored the creation of one or more 401k plans.

Company Name:GEISINGER SYSTEM SERVICES
Employer identification number (EIN):232164794
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about GEISINGER SYSTEM SERVICES

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-03-04
Company Identification Number: 0802168270
Legal Registered Office Address: 1999 BRYAN ST STE 900

DALLAS
United States of America (USA)
75201

More information about GEISINGER SYSTEM SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01WENDY M. MARSHALL
0032016-01-01WENDY M. MARSHALL
0032015-01-01WENDY M. MARSHALL
0032014-01-01WENDY M. MARSHALL
0032013-01-01AMY BRAYFORD
0032012-01-01AMY BRAYFORD
0032011-01-01AMY BRAYFORD
0032009-01-01RICHARD E. MERKLE

Plan Statistics for GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM

401k plan membership statisitcs for GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM

Measure Date Value
2022: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-0125,085
Total number of active participants reported on line 7a of the Form 55002022-01-0124,206
Number of retired or separated participants receiving benefits2022-01-01122
Number of other retired or separated participants entitled to future benefits2022-01-012,174
Total of all active and inactive participants2022-01-0126,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0160
Total participants2022-01-0126,562
Number of participants with account balances2022-01-018,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-0124,802
Total number of active participants reported on line 7a of the Form 55002021-01-0122,805
Number of retired or separated participants receiving benefits2021-01-01144
Number of other retired or separated participants entitled to future benefits2021-01-012,097
Total of all active and inactive participants2021-01-0125,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0157
Total participants2021-01-0125,103
Number of participants with account balances2021-01-018,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-0124,914
Total number of active participants reported on line 7a of the Form 55002020-01-0122,667
Number of retired or separated participants receiving benefits2020-01-0196
Number of other retired or separated participants entitled to future benefits2020-01-012,010
Total of all active and inactive participants2020-01-0124,773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0152
Total participants2020-01-0124,825
Number of participants with account balances2020-01-018,710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-0124,112
Total number of active participants reported on line 7a of the Form 55002019-01-0122,789
Number of retired or separated participants receiving benefits2019-01-01123
Number of other retired or separated participants entitled to future benefits2019-01-011,961
Total of all active and inactive participants2019-01-0124,873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0155
Total participants2019-01-0124,928
Number of participants with account balances2019-01-018,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-0125,489
Total number of active participants reported on line 7a of the Form 55002018-01-0122,091
Number of retired or separated participants receiving benefits2018-01-01105
Number of other retired or separated participants entitled to future benefits2018-01-011,885
Total of all active and inactive participants2018-01-0124,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0146
Total participants2018-01-0124,127
Number of participants with account balances2018-01-018,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-0118,473
Total number of active participants reported on line 7a of the Form 55002017-01-0123,377
Number of retired or separated participants receiving benefits2017-01-0170
Number of other retired or separated participants entitled to future benefits2017-01-011,954
Total of all active and inactive participants2017-01-0125,401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0135
Total participants2017-01-0125,436
Number of participants with account balances2017-01-018,950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-0117,868
Total number of active participants reported on line 7a of the Form 55002016-01-0117,443
Number of retired or separated participants receiving benefits2016-01-0139
Number of other retired or separated participants entitled to future benefits2016-01-01969
Total of all active and inactive participants2016-01-0118,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0123
Total participants2016-01-0118,474
Number of participants with account balances2016-01-015,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-0117,994
Total number of active participants reported on line 7a of the Form 55002015-01-0116,936
Number of retired or separated participants receiving benefits2015-01-0127
Number of other retired or separated participants entitled to future benefits2015-01-01891
Total of all active and inactive participants2015-01-0117,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-0117,869
Number of participants with account balances2015-01-014,645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-0118,754
Total number of active participants reported on line 7a of the Form 55002014-01-0116,878
Number of retired or separated participants receiving benefits2014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-011,085
Total of all active and inactive participants2014-01-0117,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0115
Total participants2014-01-0117,999
Number of participants with account balances2014-01-014,626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-0117,378
Total number of active participants reported on line 7a of the Form 55002013-01-0117,925
Number of retired or separated participants receiving benefits2013-01-0134
Number of other retired or separated participants entitled to future benefits2013-01-01783
Total of all active and inactive participants2013-01-0118,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0114
Total participants2013-01-0118,756
Number of participants with account balances2013-01-014,402
2012: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-0116,248
Total number of active participants reported on line 7a of the Form 55002012-01-0116,517
Number of retired or separated participants receiving benefits2012-01-0133
Number of other retired or separated participants entitled to future benefits2012-01-01809
Total of all active and inactive participants2012-01-0117,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-0117,370
Number of participants with account balances2012-01-014,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-0114,655
Total number of active participants reported on line 7a of the Form 55002011-01-0115,130
Number of retired or separated participants receiving benefits2011-01-0137
Number of other retired or separated participants entitled to future benefits2011-01-01710
Total of all active and inactive participants2011-01-0115,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-0115,886
Number of participants with account balances2011-01-013,868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-0113,834
Total number of active participants reported on line 7a of the Form 55002009-01-0113,345
Number of retired or separated participants receiving benefits2009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-01631
Total of all active and inactive participants2009-01-0113,995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-0114,002
Number of participants with account balances2009-01-013,808

Financial Data on GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM

Measure Date Value
2022 : GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$294,190
Total income from all sources (including contributions)2022-12-31$-106,883,272
Total of all expenses incurred2022-12-31$76,630,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$76,510,522
Expenses. Certain deemed distributions of participant loans2022-12-31$62,297
Value of total corrective distributions2022-12-31$8,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$63,128,109
Value of total assets at end of year2022-12-31$810,406,571
Value of total assets at beginning of year2022-12-31$994,211,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,211
Total interest from all sources2022-12-31$954,018
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$22,826,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$22,826,194
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$56,967,337
Participant contributions at end of year2022-12-31$2,984,630
Participant contributions at beginning of year2022-12-31$3,400,995
Participant contributions at end of year2022-12-31$855,893
Participant contributions at beginning of year2022-12-31$859,007
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,160,772
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$12,668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$37,032
Other income not declared elsewhere2022-12-31$219,821
Administrative expenses (other) incurred2022-12-31$48,935
Liabilities. Value of operating payables at end of year2022-12-31$3,096
Liabilities. Value of operating payables at beginning of year2022-12-31$294,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-183,513,785
Value of net assets at end of year (total assets less liabilities)2022-12-31$810,403,475
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$993,917,260
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$743,985,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$923,599,075
Value of interest in pooled separate accounts at end of year2022-12-31$826,358
Value of interest in pooled separate accounts at beginning of year2022-12-31$824,114
Interest on participant loans2022-12-31$124,319
Interest earned on other investments2022-12-31$826,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$220,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$204,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$204,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$61,521,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$65,286,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-193,808,406
Net investment gain/loss from pooled separate accounts2022-12-31$-203,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$76,510,522
Contract administrator fees2022-12-31$276
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 name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2021 401k financial data
Total transfer of assets from this plan2021-12-31$31,790,135
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$294,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,447
Total income from all sources (including contributions)2021-12-31$183,328,934
Total of all expenses incurred2021-12-31$65,864,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$65,674,469
Expenses. Certain deemed distributions of participant loans2021-12-31$126,391
Value of total corrective distributions2021-12-31$13,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$58,056,858
Value of total assets at end of year2021-12-31$994,211,450
Value of total assets at beginning of year2021-12-31$908,253,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,282
Total interest from all sources2021-12-31$915,322
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$36,936,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$36,936,317
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$52,712,643
Participant contributions at end of year2021-12-31$3,400,995
Participant contributions at beginning of year2021-12-31$3,464,945
Participant contributions at end of year2021-12-31$859,007
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,344,215
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$37,032
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$41,090
Other income not declared elsewhere2021-12-31$271,173
Administrative expenses (other) incurred2021-12-31$48,888
Liabilities. Value of operating payables at end of year2021-12-31$294,190
Liabilities. Value of operating payables at beginning of year2021-12-31$11,447
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$117,464,844
Value of net assets at end of year (total assets less liabilities)2021-12-31$993,917,260
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$908,242,551
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$923,599,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$831,638,128
Value of interest in pooled separate accounts at end of year2021-12-31$824,114
Value of interest in pooled separate accounts at beginning of year2021-12-31$714,847
Interest on participant loans2021-12-31$152,019
Interest earned on other investments2021-12-31$763,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$204,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$199,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$199,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$65,286,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$72,195,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$86,773,653
Net investment gain/loss from pooled separate accounts2021-12-31$375,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$65,674,469
Contract administrator fees2021-12-31$394
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,616
Total income from all sources (including contributions)2020-12-31$187,685,542
Total of all expenses incurred2020-12-31$63,176,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$62,888,114
Expenses. Certain deemed distributions of participant loans2020-12-31$136,737
Value of total corrective distributions2020-12-31$1,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$57,808,735
Value of total assets at end of year2020-12-31$908,253,998
Value of total assets at beginning of year2020-12-31$783,744,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$149,895
Total interest from all sources2020-12-31$1,205,370
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$26,163,628
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$26,163,628
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$54,178,990
Participant contributions at end of year2020-12-31$3,464,945
Participant contributions at beginning of year2020-12-31$3,559,324
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,625,745
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$41,090
Other income not declared elsewhere2020-12-31$214,871
Administrative expenses (other) incurred2020-12-31$149,395
Liabilities. Value of operating payables at end of year2020-12-31$11,447
Liabilities. Value of operating payables at beginning of year2020-12-31$11,616
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$124,509,291
Value of net assets at end of year (total assets less liabilities)2020-12-31$908,242,551
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$783,733,260
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$831,638,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$711,074,101
Value of interest in pooled separate accounts at end of year2020-12-31$714,847
Value of interest in pooled separate accounts at beginning of year2020-12-31$768,943
Interest on participant loans2020-12-31$158,970
Interest earned on other investments2020-12-31$1,045,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$199,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$188,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$188,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$72,195,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$68,153,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$102,116,383
Net investment gain/loss from pooled separate accounts2020-12-31$176,555
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$4,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$62,888,114
Contract administrator fees2020-12-31$500
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$731,022
Total income from all sources (including contributions)2019-12-31$198,310,201
Total of all expenses incurred2019-12-31$69,679,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$69,327,211
Expenses. Certain deemed distributions of participant loans2019-12-31$73,968
Value of total corrective distributions2019-12-31$25,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$57,932,137
Value of total assets at end of year2019-12-31$783,744,876
Value of total assets at beginning of year2019-12-31$655,833,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$252,656
Total interest from all sources2019-12-31$1,298,059
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$64,890,278
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$64,890,278
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$51,084,784
Participant contributions at end of year2019-12-31$3,559,324
Participant contributions at beginning of year2019-12-31$3,327,871
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,842,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$98,592
Other income not declared elsewhere2019-12-31$58,026
Administrative expenses (other) incurred2019-12-31$251,941
Liabilities. Value of operating payables at end of year2019-12-31$11,616
Liabilities. Value of operating payables at beginning of year2019-12-31$731,022
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$128,630,708
Value of net assets at end of year (total assets less liabilities)2019-12-31$783,733,260
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$655,102,552
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$711,074,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$580,937,329
Value of interest in pooled separate accounts at end of year2019-12-31$768,943
Value of interest in pooled separate accounts at beginning of year2019-12-31$796,682
Interest on participant loans2019-12-31$154,360
Interest earned on other investments2019-12-31$1,140,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$188,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$146,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$146,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$68,153,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$70,526,926
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$73,836,319
Net investment gain/loss from pooled separate accounts2019-12-31$295,382
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$4,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$69,326,058
Contract administrator fees2019-12-31$715
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2018 401k financial data
Total transfer of assets to this plan2018-12-31$14,171,427
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$731,022
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$95,551
Total income from all sources (including contributions)2018-12-31$19,081,000
Total of all expenses incurred2018-12-31$73,715,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$73,424,763
Expenses. Certain deemed distributions of participant loans2018-12-31$106,119
Value of total corrective distributions2018-12-31$12,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$52,771,178
Value of total assets at end of year2018-12-31$655,833,574
Value of total assets at beginning of year2018-12-31$695,660,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$172,300
Total interest from all sources2018-12-31$1,348,675
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$19,338,209
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$19,338,209
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$47,001,751
Participant contributions at end of year2018-12-31$3,327,871
Participant contributions at beginning of year2018-12-31$2,881,542
Participant contributions at beginning of year2018-12-31$344,904
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,764,769
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$98,592
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$16,804,588
Other income not declared elsewhere2018-12-31$15,924
Administrative expenses (other) incurred2018-12-31$171,538
Liabilities. Value of operating payables at end of year2018-12-31$731,022
Liabilities. Value of operating payables at beginning of year2018-12-31$95,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-54,634,299
Value of net assets at end of year (total assets less liabilities)2018-12-31$655,102,552
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$695,565,424
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$580,937,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$599,959,694
Value of interest in pooled separate accounts at end of year2018-12-31$796,682
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,016,846
Interest on participant loans2018-12-31$121,403
Interest earned on other investments2018-12-31$1,225,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$146,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$129,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$129,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$70,526,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$74,524,058
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$118,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-54,580,811
Net investment gain/loss from pooled separate accounts2018-12-31$187,825
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$4,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$73,306,725
Contract administrator fees2018-12-31$762
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2017 401k financial data
Total transfer of assets to this plan2017-12-31$108,270,366
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$95,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$367
Total income from all sources (including contributions)2017-12-31$132,077,830
Total of all expenses incurred2017-12-31$56,001,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$55,755,441
Expenses. Certain deemed distributions of participant loans2017-12-31$58,940
Value of total corrective distributions2017-12-31$7,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$52,229,772
Value of total assets at end of year2017-12-31$695,660,975
Value of total assets at beginning of year2017-12-31$511,219,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$180,197
Total interest from all sources2017-12-31$1,564,285
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,462,135
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$12,462,135
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$40,221,949
Participant contributions at end of year2017-12-31$2,881,542
Participant contributions at beginning of year2017-12-31$2,084,167
Participant contributions at end of year2017-12-31$344,904
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,005,253
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$16,804,588
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$34,180
Other income not declared elsewhere2017-12-31$16,677
Administrative expenses (other) incurred2017-12-31$179,870
Liabilities. Value of operating payables at end of year2017-12-31$95,551
Liabilities. Value of operating payables at beginning of year2017-12-31$367
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$76,075,898
Value of net assets at end of year (total assets less liabilities)2017-12-31$695,565,424
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$511,219,160
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$599,959,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$427,449,234
Value of interest in pooled separate accounts at end of year2017-12-31$1,016,846
Value of interest in pooled separate accounts at beginning of year2017-12-31$518,471
Interest on participant loans2017-12-31$69,823
Interest earned on other investments2017-12-31$1,494,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$129,343
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$53,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$53,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$74,524,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$81,079,604
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$131,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$65,743,894
Net investment gain/loss from pooled separate accounts2017-12-31$61,067
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$2,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$55,623,948
Contract administrator fees2017-12-31$327
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2016 401k financial data
Total transfer of assets to this plan2016-12-31$16,434,781
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$31,012
Total income from all sources (including contributions)2016-12-31$85,450,246
Total of all expenses incurred2016-12-31$33,020,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$32,939,891
Expenses. Certain deemed distributions of participant loans2016-12-31$70,239
Value of total corrective distributions2016-12-31$92
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$50,878,987
Value of total assets at end of year2016-12-31$511,219,527
Value of total assets at beginning of year2016-12-31$442,385,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,056
Total interest from all sources2016-12-31$2,191,454
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$10,433,726
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$10,433,726
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$36,039,071
Participant contributions at end of year2016-12-31$2,084,167
Participant contributions at beginning of year2016-12-31$2,064,255
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,776,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$34,180
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$45
Administrative expenses (other) incurred2016-12-31$9,704
Liabilities. Value of operating payables at end of year2016-12-31$367
Liabilities. Value of operating payables at beginning of year2016-12-31$31,012
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$52,429,968
Value of net assets at end of year (total assets less liabilities)2016-12-31$511,219,160
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$442,354,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$427,449,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$378,970,740
Value of interest in pooled separate accounts at end of year2016-12-31$518,471
Value of interest in pooled separate accounts at beginning of year2016-12-31$555,132
Interest on participant loans2016-12-31$67,935
Interest earned on other investments2016-12-31$2,123,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$53,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$35,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$35,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$81,079,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$60,759,490
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$77,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$21,903,145
Net investment gain/loss from pooled separate accounts2016-12-31$42,934
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$63,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$32,862,151
Contract administrator fees2016-12-31$352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$31,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,911
Total income from all sources (including contributions)2015-12-31$40,755,266
Total of all expenses incurred2015-12-31$32,100,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$31,936,471
Expenses. Certain deemed distributions of participant loans2015-12-31$32,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$38,555,438
Value of total assets at end of year2015-12-31$442,385,423
Value of total assets at beginning of year2015-12-31$433,703,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$132,288
Total interest from all sources2015-12-31$1,754,238
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,503,084
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$9,503,084
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$29,986,084
Participant contributions at end of year2015-12-31$2,064,255
Participant contributions at beginning of year2015-12-31$1,872,052
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,569,354
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$45
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$78
Administrative expenses (other) incurred2015-12-31$131,889
Liabilities. Value of operating payables at end of year2015-12-31$31,012
Liabilities. Value of operating payables at beginning of year2015-12-31$3,911
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$8,654,364
Value of net assets at end of year (total assets less liabilities)2015-12-31$442,354,411
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$433,700,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$378,970,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$377,118,043
Value of interest in pooled separate accounts at end of year2015-12-31$555,132
Value of interest in pooled separate accounts at beginning of year2015-12-31$526,845
Interest on participant loans2015-12-31$60,627
Interest earned on other investments2015-12-31$1,693,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$35,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$60,759,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$54,173,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,092,037
Net investment gain/loss from pooled separate accounts2015-12-31$34,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$31,936,471
Contract administrator fees2015-12-31$399
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2014 401k financial data
Total transfer of assets to this plan2014-12-31$6,639,414
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,229
Total income from all sources (including contributions)2014-12-31$66,020,154
Total of all expenses incurred2014-12-31$26,311,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$26,064,881
Expenses. Certain deemed distributions of participant loans2014-12-31$83,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$37,774,163
Value of total assets at end of year2014-12-31$433,703,958
Value of total assets at beginning of year2014-12-31$387,353,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$163,445
Total interest from all sources2014-12-31$1,546,957
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$11,355,920
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$11,355,920
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$29,408,617
Participant contributions at end of year2014-12-31$1,872,052
Participant contributions at beginning of year2014-12-31$1,679,478
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,349,403
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$78
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$106,383
Administrative expenses (other) incurred2014-12-31$163,175
Liabilities. Value of operating payables at end of year2014-12-31$3,911
Liabilities. Value of operating payables at beginning of year2014-12-31$1,229
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$39,708,498
Value of net assets at end of year (total assets less liabilities)2014-12-31$433,700,047
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$387,352,135
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$377,118,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$342,139,145
Value of interest in pooled separate accounts at end of year2014-12-31$526,845
Value of interest in pooled separate accounts at beginning of year2014-12-31$461,313
Interest on participant loans2014-12-31$57,020
Interest earned on other investments2014-12-31$1,489,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$54,173,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$42,953,239
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$8,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$15,281,971
Net investment gain/loss from pooled separate accounts2014-12-31$61,143
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$16,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$26,056,422
Contract administrator fees2014-12-31$270
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,229
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$112,871
Total income from all sources (including contributions)2013-12-31$88,643,623
Total of all expenses incurred2013-12-31$20,657,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,575,641
Expenses. Certain deemed distributions of participant loans2013-12-31$49,246
Value of total corrective distributions2013-12-31$3,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$33,599,315
Value of total assets at end of year2013-12-31$387,353,364
Value of total assets at beginning of year2013-12-31$319,478,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,763
Total interest from all sources2013-12-31$1,107,158
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,307,314
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$8,307,314
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$27,077,753
Participant contributions at end of year2013-12-31$1,679,478
Participant contributions at beginning of year2013-12-31$1,548,408
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,521,562
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$106,383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$7,495
Administrative expenses (other) incurred2013-12-31$28,763
Liabilities. Value of operating payables at end of year2013-12-31$1,229
Liabilities. Value of operating payables at beginning of year2013-12-31$112,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$67,986,321
Value of net assets at end of year (total assets less liabilities)2013-12-31$387,352,135
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$319,365,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$342,139,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$285,414,923
Value of interest in pooled separate accounts at end of year2013-12-31$461,313
Value of interest in pooled separate accounts at beginning of year2013-12-31$433,590
Interest on participant loans2013-12-31$51,859
Interest earned on other investments2013-12-31$1,055,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$42,953,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$32,074,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$45,588,313
Net investment gain/loss from pooled separate accounts2013-12-31$41,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,575,641
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2012 401k financial data
Total transfer of assets to this plan2012-12-31$10,236,284
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$112,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,677
Total income from all sources (including contributions)2012-12-31$59,746,315
Total of all expenses incurred2012-12-31$20,490,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,471,908
Expenses. Certain deemed distributions of participant loans2012-12-31$10,607
Value of total corrective distributions2012-12-31$4,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$25,804,543
Value of total assets at end of year2012-12-31$319,478,685
Value of total assets at beginning of year2012-12-31$269,878,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,474
Total interest from all sources2012-12-31$948,430
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,653,464
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$9,653,464
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$24,935,636
Participant contributions at end of year2012-12-31$1,548,408
Participant contributions at beginning of year2012-12-31$1,309,133
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$868,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$7,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$26,795
Administrative expenses (other) incurred2012-12-31$3,474
Liabilities. Value of operating payables at end of year2012-12-31$112,871
Liabilities. Value of operating payables at beginning of year2012-12-31$5,677
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$39,256,307
Value of net assets at end of year (total assets less liabilities)2012-12-31$319,365,814
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$269,873,223
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$285,414,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$240,013,203
Value of interest in pooled separate accounts at end of year2012-12-31$433,590
Value of interest in pooled separate accounts at beginning of year2012-12-31$396,295
Interest on participant loans2012-12-31$49,661
Interest earned on other investments2012-12-31$898,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$32,074,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$28,133,474
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$4,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,299,823
Net investment gain/loss from pooled separate accounts2012-12-31$40,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,466,914
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 name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,989
Total income from all sources (including contributions)2011-12-31$22,908,735
Total of all expenses incurred2011-12-31$11,742,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,718,465
Expenses. Certain deemed distributions of participant loans2011-12-31$19,374
Value of total corrective distributions2011-12-31$1,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$23,859,127
Value of total assets at end of year2011-12-31$269,878,900
Value of total assets at beginning of year2011-12-31$258,711,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,848
Total interest from all sources2011-12-31$816,257
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,664,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$8,664,222
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$30,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$22,446,317
Participant contributions at end of year2011-12-31$1,309,133
Participant contributions at beginning of year2011-12-31$1,271,624
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,412,810
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$26,795
Administrative expenses (other) incurred2011-12-31$2,848
Liabilities. Value of operating payables at end of year2011-12-31$5,677
Liabilities. Value of operating payables at beginning of year2011-12-31$4,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$11,166,419
Value of net assets at end of year (total assets less liabilities)2011-12-31$269,873,223
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$258,706,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$240,013,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$233,844,274
Value of interest in pooled separate accounts at end of year2011-12-31$396,295
Value of interest in pooled separate accounts at beginning of year2011-12-31$379,919
Interest on participant loans2011-12-31$47,541
Interest earned on other investments2011-12-31$768,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$28,133,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$23,215,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,477,484
Net investment gain/loss from pooled separate accounts2011-12-31$46,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,718,465
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,989
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,218
Total income from all sources (including contributions)2010-12-31$49,775,685
Total of all expenses incurred2010-12-31$12,943,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,931,496
Expenses. Certain deemed distributions of participant loans2010-12-31$9,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$21,623,965
Value of total assets at end of year2010-12-31$258,711,793
Value of total assets at beginning of year2010-12-31$221,888,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,350
Total interest from all sources2010-12-31$665,826
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,021,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$6,021,161
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$20,902,473
Participant contributions at end of year2010-12-31$1,271,624
Participant contributions at beginning of year2010-12-31$864,888
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$721,492
Administrative expenses (other) incurred2010-12-31$2,350
Liabilities. Value of operating payables at end of year2010-12-31$4,989
Liabilities. Value of operating payables at beginning of year2010-12-31$14,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$36,832,609
Value of net assets at end of year (total assets less liabilities)2010-12-31$258,706,804
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$221,874,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$233,844,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$199,181,941
Value of interest in pooled separate accounts at end of year2010-12-31$379,919
Value of interest in pooled separate accounts at beginning of year2010-12-31$413,392
Interest on participant loans2010-12-31$44,117
Interest earned on other investments2010-12-31$621,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$23,215,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$21,428,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$21,421,084
Net investment gain/loss from pooled separate accounts2010-12-31$43,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,931,496
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558

Form 5500 Responses for GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM

2022: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
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: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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
2011: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894889
Policy instance 4
Insurance contract or identification number894889
Number of Individuals Covered1791
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102462
Policy instance 1
Insurance contract or identification number102462
Number of Individuals Covered352
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP00213
Policy instance 2
Insurance contract or identification numberGP00213
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $89
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
Commission paid to Insurance BrokerUSD $89
Insurance broker organization code?4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6736
Policy instance 3
Insurance contract or identification numberVF6736
Number of Individuals Covered17
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number809709
Policy instance 10
Insurance contract or identification number809709
Number of Individuals Covered26
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
Additional information about fees paid to insurance brokerASSET ALLOCATION AND REBALANCING
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703355 001
Policy instance 5
Insurance contract or identification number703355 001
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number917765
Policy instance 6
Insurance contract or identification number917765
Number of Individuals Covered58
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,800
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 $2,800
Additional information about fees paid to insurance brokerASSET ALLOC AND REBALANCING
Insurance broker organization code?7
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG05057
Policy instance 7
Insurance contract or identification numberG05057
Number of Individuals Covered10
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500870
Policy instance 8
Insurance contract or identification number500870
Number of Individuals Covered117
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013436-01
Policy instance 9
Insurance contract or identification number1013436-01
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102462
Policy instance 1
Insurance contract or identification number102462
Number of Individuals Covered366
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP00213
Policy instance 2
Insurance contract or identification numberGP00213
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $89
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
Commission paid to Insurance BrokerUSD $89
Insurance broker organization code?4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6736
Policy instance 3
Insurance contract or identification numberVF6736
Number of Individuals Covered18
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894889
Policy instance 4
Insurance contract or identification number894889
Number of Individuals Covered1914
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703355 001
Policy instance 5
Insurance contract or identification number703355 001
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number917765
Policy instance 6
Insurance contract or identification number917765
Number of Individuals Covered62
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,841
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 $3,841
Additional information about fees paid to insurance brokerASSET ALLOC AND REBALANCING
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberCOPE 0101CC12
Policy instance 7
Insurance contract or identification numberCOPE 0101CC12
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG05057
Policy instance 8
Insurance contract or identification numberG05057
Number of Individuals Covered10
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013436-01
Policy instance 10
Insurance contract or identification number1013436-01
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number809709
Policy instance 11
Insurance contract or identification number809709
Number of Individuals Covered28
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500870
Policy instance 9
Insurance contract or identification number500870
Number of Individuals Covered124
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703355 001
Policy instance 5
Insurance contract or identification number703355 001
Number of Individuals Covered9
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894889
Policy instance 4
Insurance contract or identification number894889
Number of Individuals Covered2203
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6736
Policy instance 3
Insurance contract or identification numberVF6736
Number of Individuals Covered19
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP00213
Policy instance 2
Insurance contract or identification numberGP00213
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $106
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
Commission paid to Insurance BrokerUSD $106
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102462
Policy instance 1
Insurance contract or identification number102462
Number of Individuals Covered377
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number917765
Policy instance 6
Insurance contract or identification number917765
Number of Individuals Covered63
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,063
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 $3,063
Additional information about fees paid to insurance brokerASSET ALLOC AND REBALANCING
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number923600
Policy instance 7
Insurance contract or identification number923600
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberCOPE 0101CC12
Policy instance 8
Insurance contract or identification numberCOPE 0101CC12
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG05057
Policy instance 9
Insurance contract or identification numberG05057
Number of Individuals Covered10
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500870
Policy instance 10
Insurance contract or identification number500870
Number of Individuals Covered132
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number809709
Policy instance 12
Insurance contract or identification number809709
Number of Individuals Covered29
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $70
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 $70
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013436-01
Policy instance 11
Insurance contract or identification number1013436-01
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number917765
Policy instance 6
Insurance contract or identification number917765
Number of Individuals Covered67
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,947
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 $2,947
Additional information about fees paid to insurance brokerASSET ALLOC AND REBALANCING
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number923600
Policy instance 7
Insurance contract or identification number923600
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberCOPE 0101CC12
Policy instance 8
Insurance contract or identification numberCOPE 0101CC12
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG05057
Policy instance 9
Insurance contract or identification numberG05057
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500870
Policy instance 10
Insurance contract or identification number500870
Number of Individuals Covered142
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number809709
Policy instance 12
Insurance contract or identification number809709
Number of Individuals Covered29
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703355 001
Policy instance 5
Insurance contract or identification number703355 001
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894889
Policy instance 4
Insurance contract or identification number894889
Number of Individuals Covered2325
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6736
Policy instance 3
Insurance contract or identification numberVF6736
Number of Individuals Covered19
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP00213
Policy instance 2
Insurance contract or identification numberGP00213
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $176
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
Commission paid to Insurance BrokerUSD $176
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102462
Policy instance 1
Insurance contract or identification number102462
Number of Individuals Covered389
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013436-01
Policy instance 11
Insurance contract or identification number1013436-01
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number923600
Policy instance 7
Insurance contract or identification number923600
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number917765
Policy instance 6
Insurance contract or identification number917765
Number of Individuals Covered69
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,004
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 $3,004
Additional information about fees paid to insurance brokerASSET ALLOC AND REBALANCING
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number809709
Policy instance 12
Insurance contract or identification number809709
Number of Individuals Covered29
Insurance policy start date2018-06-27
Insurance policy end date2018-12-31
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberCOPE 0101CC12
Policy instance 8
Insurance contract or identification numberCOPE 0101CC12
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013436-01
Policy instance 11
Insurance contract or identification number1013436-01
Number of Individuals Covered6
Insurance policy start date2018-06-27
Insurance policy end date2018-12-31
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG05057
Policy instance 9
Insurance contract or identification numberG05057
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703355 001
Policy instance 5
Insurance contract or identification number703355 001
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894889
Policy instance 4
Insurance contract or identification number894889
Number of Individuals Covered2499
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6736
Policy instance 3
Insurance contract or identification numberVF6736
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP00213
Policy instance 2
Insurance contract or identification numberGP00213
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $202
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
Commission paid to Insurance BrokerUSD $202
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102462
Policy instance 1
Insurance contract or identification number102462
Number of Individuals Covered406
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500870
Policy instance 10
Insurance contract or identification number500870
Number of Individuals Covered151
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60130
Policy instance 1
Insurance contract or identification number60130
Insurance policy start date2017-01-01
Insurance policy end date2017-03-31
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 number102462
Policy instance 2
Insurance contract or identification number102462
Number of Individuals Covered427
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP00213
Policy instance 3
Insurance contract or identification numberGP00213
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $198
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
Commission paid to Insurance BrokerUSD $198
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6736
Policy instance 4
Insurance contract or identification numberVF6736
Number of Individuals Covered20
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number8494889
Policy instance 5
Insurance contract or identification number8494889
Number of Individuals Covered2034
Insurance policy start date2017-03-31
Insurance policy end date2017-12-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703355 001
Policy instance 6
Insurance contract or identification number703355 001
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number917765
Policy instance 7
Insurance contract or identification number917765
Number of Individuals Covered70
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
Additional information about fees paid to insurance brokerASSET ALLOC AND REBALANCING
Insurance broker organization code?3
Insurance broker nameBRIGHTHOUSE SECURITIES LLC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number923600
Policy instance 8
Insurance contract or identification number923600
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
Additional information about fees paid to insurance brokerASSET ALLOC & REBALANCING ADVICE
Insurance broker organization code?3
Insurance broker nameBRIGHTHOUSE SECURITIES LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberCOPE 0101CC12
Policy instance 9
Insurance contract or identification numberCOPE 0101CC12
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
Insurance broker organization code?3
Insurance broker nameMML INVESTORS SERVICES, LLC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500870
Policy instance 11
Insurance contract or identification number500870
Number of Individuals Covered180
Insurance policy start date2017-12-01
Insurance policy end date2017-12-31
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG05057
Policy instance 10
Insurance contract or identification numberG05057
Number of Individuals Covered12
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703355 001
Policy instance 6
Insurance contract or identification number703355 001
Number of Individuals Covered11
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4220
Policy instance 5
Insurance contract or identification numberVC4220
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6736
Policy instance 4
Insurance contract or identification numberVF6736
Number of Individuals Covered22
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102462
Policy instance 2
Insurance contract or identification number102462
Number of Individuals Covered493
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
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 number613953
Policy instance 7
Insurance contract or identification number613953
Insurance policy start date2015-01-01
Insurance policy end date2015-03-11
Total amount of commissions paid to insurance brokerUSD $536
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 $536
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60130
Policy instance 1
Insurance contract or identification number60130
Number of Individuals Covered1228
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP00213
Policy instance 3
Insurance contract or identification numberGP00213
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $263
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
Commission paid to Insurance BrokerUSD $263
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4220
Policy instance 5
Insurance contract or identification numberVC4220
Number of Individuals Covered1
Insurance policy start date2014-06-13
Insurance policy end date2014-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP00213
Policy instance 3
Insurance contract or identification numberGP00213
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $851
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
Commission paid to Insurance BrokerUSD $851
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102462
Policy instance 2
Insurance contract or identification number102462
Number of Individuals Covered522
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60130
Policy instance 1
Insurance contract or identification number60130
Number of Individuals Covered1246
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $63,705
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
Amount paid for insurance broker fees63705
Additional information about fees paid to insurance brokerRECORDKEEPING
Insurance broker organization code?6
Insurance broker nameFIDELITY INV. INST. OPERATIONS CO
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 7
Insurance contract or identification number613953
Number of Individuals Covered28
Insurance policy start date2014-06-13
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,072
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 $1,072
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6736
Policy instance 4
Insurance contract or identification numberVF6736
Number of Individuals Covered26
Insurance policy start date2014-06-13
Insurance policy end date2014-12-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703355 001
Policy instance 6
Insurance contract or identification number703355 001
Number of Individuals Covered12
Insurance policy start date2014-06-13
Insurance policy end date2014-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP00213
Policy instance 3
Insurance contract or identification numberGP00213
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $640
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
Commission paid to Insurance BrokerUSD $640
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60130
Policy instance 1
Insurance contract or identification number60130
Number of Individuals Covered1260
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $82,428
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
Amount paid for insurance broker fees82428
Additional information about fees paid to insurance brokerRECORDKEEPING
Insurance broker organization code?6
Insurance broker nameFIDELITY INV. INST. OPERATIONS CO
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102462
Policy instance 2
Insurance contract or identification number102462
Number of Individuals Covered546
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60130
Policy instance 1
Insurance contract or identification number60130
Number of Individuals Covered1285
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $69,591
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
Amount paid for insurance broker fees69591
Additional information about fees paid to insurance brokerRECORDKEEPING
Insurance broker organization code?6
Insurance broker nameFIDELITY INV. INST. OPERATIONS CO
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102462
Policy instance 2
Insurance contract or identification number102462
Number of Individuals Covered612
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP00213
Policy instance 3
Insurance contract or identification numberGP00213
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $562
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
Commission paid to Insurance BrokerUSD $562
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP00213
Policy instance 3
Insurance contract or identification numberGP00213
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $538
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 number102462
Policy instance 2
Insurance contract or identification number102462
Number of Individuals Covered611
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60130
Policy instance 1
Insurance contract or identification number60130
Number of Individuals Covered1160
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $58,934
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP00213
Policy instance 3
Insurance contract or identification numberGP00213
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $447
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 number102462
Policy instance 2
Insurance contract or identification number102462
Number of Individuals Covered129
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60130
Policy instance 1
Insurance contract or identification number60130
Number of Individuals Covered1191
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $50,014
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

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