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LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 401k Plan overview

Plan NameLANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B
Plan identification number 006

LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:LANCASTER GENERAL HEALTH
Employer identification number (EIN):232250941
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01WENDY J. NAFZIGER
0062017-01-01WENDY J. NAFZIGER
0062017-01-012018-10-05
0062016-01-01KAY A. BRADY KAY A. BRADY2017-10-11
0062015-01-01REGINA M. MINGLE
0062014-01-01MARY MISKEY
0062013-01-01MARY MISKEY
0062012-01-01MARY MISKEY
0062011-06-13MARY MISKEY

Plan Statistics for LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B

401k plan membership statisitcs for LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B

Measure Date Value
2020: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2020 401k membership
Total participants, beginning-of-year2020-01-0110,930
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2019 401k membership
Total participants, beginning-of-year2019-01-0110,273
Total number of active participants reported on line 7a of the Form 55002019-01-019,214
Number of retired or separated participants receiving benefits2019-01-0118
Number of other retired or separated participants entitled to future benefits2019-01-011,698
Total of all active and inactive participants2019-01-0110,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0110,930
Number of participants with account balances2019-01-0110,930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01144
2018: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2018 401k membership
Total participants, beginning-of-year2018-01-019,629
Total number of active participants reported on line 7a of the Form 55002018-01-018,789
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-011,471
Total of all active and inactive participants2018-01-0110,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0110,273
Number of participants with account balances2018-01-0110,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01122
2017: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2017 401k membership
Total participants, beginning-of-year2017-01-018,762
Total number of active participants reported on line 7a of the Form 55002017-01-018,275
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-011,348
Total of all active and inactive participants2017-01-019,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019,629
Number of participants with account balances2017-01-019,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01116
2016: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2016 401k membership
Total participants, beginning-of-year2016-01-018,437
Total number of active participants reported on line 7a of the Form 55002016-01-017,666
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-011,088
Total of all active and inactive participants2016-01-018,762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018,762
Number of participants with account balances2016-01-018,762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0178
2015: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2015 401k membership
Total participants, beginning-of-year2015-01-018,008
Total number of active participants reported on line 7a of the Form 55002015-01-017,490
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-01922
Total of all active and inactive participants2015-01-018,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-018,437
Number of participants with account balances2015-01-018,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01227
2014: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2014 401k membership
Total participants, beginning-of-year2014-01-017,809
Total number of active participants reported on line 7a of the Form 55002014-01-017,167
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01822
Total of all active and inactive participants2014-01-017,998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-018,008
Number of participants with account balances2014-01-017,865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01251
2013: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2013 401k membership
Total participants, beginning-of-year2013-01-011,815
Total number of active participants reported on line 7a of the Form 55002013-01-017,113
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01684
Total of all active and inactive participants2013-01-017,802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-017,809
Number of participants with account balances2013-01-017,654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01246
2012: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2012 401k membership
Total participants, beginning-of-year2012-01-01883
Total number of active participants reported on line 7a of the Form 55002012-01-011,722
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0190
Total of all active and inactive participants2012-01-011,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,815
Number of participants with account balances2012-01-011,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01140
2011: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2011 401k membership
Total participants, beginning-of-year2011-06-13483
Total number of active participants reported on line 7a of the Form 55002011-06-13855
Number of retired or separated participants receiving benefits2011-06-131
Number of other retired or separated participants entitled to future benefits2011-06-1327
Total of all active and inactive participants2011-06-13883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-130
Total participants2011-06-13883
Number of participants with account balances2011-06-13746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-1321

Financial Data on LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B

Measure Date Value
2020 : LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$826,645,543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$195,767,593
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$38,666,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$38,045,896
Expenses. Certain deemed distributions of participant loans2020-12-31$-4,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$87,008,286
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$669,544,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$625,389
Total interest from all sources2020-12-31$1,041,698
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,390,550
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$11,390,550
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$52,833,057
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$8,572,392
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,355,564
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,035,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$625,389
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$25
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$157,100,694
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$669,544,849
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$634,146,489
Interest on participant loans2020-12-31$507,595
Interest earned on other investments2020-12-31$534,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$21,848,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$96,327,059
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$28,139,849
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$621,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$38,045,896
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2020-12-31251644159
2019 : LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$198,860,593
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$28,053,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,479,936
Expenses. Certain deemed distributions of participant loans2019-12-31$2,122
Value of total corrective distributions2019-12-31$4,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$85,511,544
Value of total assets at end of year2019-12-31$669,544,849
Value of total assets at beginning of year2019-12-31$498,737,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$567,546
Total interest from all sources2019-12-31$901,752
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,124,868
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$13,124,868
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$48,075,341
Participant contributions at end of year2019-12-31$8,572,392
Participant contributions at beginning of year2019-12-31$7,710,636
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,355,564
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,394,556
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,019,773
Other income not declared elsewhere2019-12-31$57,174
Administrative expenses (other) incurred2019-12-31$567,546
Total non interest bearing cash at end of year2019-12-31$25
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$170,806,963
Value of net assets at end of year (total assets less liabilities)2019-12-31$669,544,849
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$498,737,886
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$634,146,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$469,112,998
Interest on participant loans2019-12-31$457,936
Interest earned on other investments2019-12-31$443,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$21,848,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,994,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$99,265,255
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$25,416,430
Employer contributions (assets) at end of year2019-12-31$621,545
Employer contributions (assets) at beginning of year2019-12-31$524,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,479,936
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 name2019-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2019-12-31251644159
2018 : LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$41,074,450
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$26,902,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$26,308,318
Expenses. Certain deemed distributions of participant loans2018-12-31$50,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$72,653,295
Value of total assets at end of year2018-12-31$498,737,886
Value of total assets at beginning of year2018-12-31$484,565,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$543,929
Total interest from all sources2018-12-31$630,489
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,311,595
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$10,311,595
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$44,263,895
Participant contributions at end of year2018-12-31$7,710,636
Participant contributions at beginning of year2018-12-31$5,722,696
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,394,556
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,011,297
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,955,531
Other income not declared elsewhere2018-12-31$45,259
Administrative expenses (other) incurred2018-12-31$543,929
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$14,172,015
Value of net assets at end of year (total assets less liabilities)2018-12-31$498,737,886
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$484,565,871
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$469,112,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$459,238,636
Interest on participant loans2018-12-31$327,795
Interest earned on other investments2018-12-31$302,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,994,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$15,037,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-42,566,188
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$23,433,869
Employer contributions (assets) at end of year2018-12-31$524,832
Employer contributions (assets) at beginning of year2018-12-31$555,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,308,318
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 name2018-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2018-12-31251644159
2017 : LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$137,409,284
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$20,771,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,244,060
Expenses. Certain deemed distributions of participant loans2017-12-31$25,407
Value of total corrective distributions2017-12-31$12,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$68,713,596
Value of total assets at end of year2017-12-31$484,565,871
Value of total assets at beginning of year2017-12-31$367,928,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$489,391
Total interest from all sources2017-12-31$480,117
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,004,985
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$8,004,985
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$40,552,321
Participant contributions at end of year2017-12-31$5,722,696
Participant contributions at beginning of year2017-12-31$4,431,692
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,011,297
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,246,507
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,270,220
Other income not declared elsewhere2017-12-31$48,846
Administrative expenses (other) incurred2017-12-31$489,391
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$116,637,781
Value of net assets at end of year (total assets less liabilities)2017-12-31$484,565,871
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$367,928,090
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$459,238,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$346,689,431
Interest on participant loans2017-12-31$233,230
Interest earned on other investments2017-12-31$246,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,037,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,108,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$60,161,740
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$21,891,055
Employer contributions (assets) at end of year2017-12-31$555,596
Employer contributions (assets) at beginning of year2017-12-31$451,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,244,060
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 name2017-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2017-12-31251644159
2016 : LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,033
Total income from all sources (including contributions)2016-12-31$93,333,329
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$20,671,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$20,380,868
Expenses. Certain deemed distributions of participant loans2016-12-31$8,376
Value of total corrective distributions2016-12-31$27,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$69,924,982
Value of total assets at end of year2016-12-31$367,928,090
Value of total assets at beginning of year2016-12-31$295,280,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$254,718
Total interest from all sources2016-12-31$263,492
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,271,401
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$11,271,401
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$37,715,209
Participant contributions at end of year2016-12-31$4,431,692
Participant contributions at beginning of year2016-12-31$2,954,979
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,246,507
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,543,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$14,033
Administrative expenses (other) incurred2016-12-31$254,718
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$72,662,040
Value of net assets at end of year (total assets less liabilities)2016-12-31$367,928,090
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$295,266,050
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$346,689,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$280,785,662
Interest on participant loans2016-12-31$137,403
Interest earned on other investments2016-12-31$125,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,831,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,831,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,108,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,559,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,873,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$24,665,979
Employer contributions (assets) at end of year2016-12-31$451,537
Employer contributions (assets) at beginning of year2016-12-31$145,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$20,380,868
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 name2016-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2016-12-31251644159
2015 : LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$62,305,011
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,301,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,155,535
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$9,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$63,195,340
Value of total assets at end of year2015-12-31$295,280,083
Value of total assets at beginning of year2015-12-31$248,262,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$136,169
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$186,724
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,442,107
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$14,442,107
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
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$34,417,541
Participant contributions at end of year2015-12-31$2,954,979
Participant contributions at beginning of year2015-12-31$2,462,583
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,175,408
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$160
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$14,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$136,169
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$58,159
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$47,003,437
Value of net assets at end of year (total assets less liabilities)2015-12-31$295,266,050
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$248,262,613
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$280,785,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$236,617,697
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$111,183
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$75,141
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,831,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,309,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,309,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$400
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,559,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,571,943
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,519,160
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$23,602,391
Employer contributions (assets) at end of year2015-12-31$145,469
Employer contributions (assets) at beginning of year2015-12-31$242,513
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,155,535
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2015-12-31251644159
2014 : LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$69,973,249
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,305,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,176,169
Expenses. Certain deemed distributions of participant loans2014-12-31$1,381
Value of total corrective distributions2014-12-31$2,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$57,918,710
Value of total assets at end of year2014-12-31$248,262,613
Value of total assets at beginning of year2014-12-31$189,594,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$125,243
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$184,849
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,803,073
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$14,803,073
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
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$30,539,631
Participant contributions at end of year2014-12-31$2,462,583
Participant contributions at beginning of year2014-12-31$1,607,091
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,646,235
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$125,243
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$58,159
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$58,668,157
Value of net assets at end of year (total assets less liabilities)2014-12-31$248,262,613
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$189,594,456
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$236,617,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$179,440,224
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$78,625
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$105,977
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,309,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,676,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,676,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$247
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,571,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,870,852
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,933,383
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$22,732,844
Employer contributions (assets) at end of year2014-12-31$242,513
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,176,169
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2014-12-31251644159
2013 : LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$130,619,532
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$49,746,222
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,944,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,892,862
Expenses. Certain deemed distributions of participant loans2013-12-31$2,178
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$31,301,143
Value of total assets at end of year2013-12-31$189,594,456
Value of total assets at beginning of year2013-12-31$13,173,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$49,701
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$93,304
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,022,939
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$6,022,939
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$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$16,600,906
Participant contributions at end of year2013-12-31$1,607,091
Participant contributions at beginning of year2013-12-31$90,052
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,095,833
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$75
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$49,701
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$45,801,481
Value of net assets at end of year (total assets less liabilities)2013-12-31$189,594,456
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,173,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$179,440,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,121,930
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$30,751
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$61,297
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,676,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$345,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$345,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,256
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,870,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$481,522
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,328,836
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$12,604,404
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$134,703
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,892,862
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2013-12-31251644159
2012 : LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2012 401k financial data
Total transfer of assets to this plan2012-12-31$1,728,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,827,743
Total of all expenses incurred2012-12-31$614,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$599,606
Expenses. Certain deemed distributions of participant loans2012-12-31$40
Value of total corrective distributions2012-12-31$450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,991,025
Value of total assets at end of year2012-12-31$13,173,443
Value of total assets at beginning of year2012-12-31$4,231,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,148
Total interest from all sources2012-12-31$11,555
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$250,108
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$250,108
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,326,533
Participant contributions at end of year2012-12-31$90,052
Participant contributions at beginning of year2012-12-31$52,821
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,789,472
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$75
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$793
Administrative expenses (other) incurred2012-12-31$14,148
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$7,213,499
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,173,443
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,231,074
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$12,121,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,412,388
Interest on participant loans2012-12-31$2,492
Interest earned on other investments2012-12-31$9,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$345,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$195,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$195,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$481,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$570,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$575,055
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
Contributions received in cash from employer2012-12-31$1,875,020
Employer contributions (assets) at end of year2012-12-31$134,703
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$599,606
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2012-12-31251644159
2011 : LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2011 401k financial data
Total transfer of assets to this plan2011-12-31$2,526,080
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,905,493
Total of all expenses incurred2011-12-31$200,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$198,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,981,172
Value of total assets at end of year2011-12-31$4,231,074
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,074
Total interest from all sources2011-12-31$9,991
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$103,070
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$103,070
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$749,601
Participant contributions at end of year2011-12-31$52,821
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$868,274
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$793
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$2,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,704,994
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,231,074
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
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$3,412,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$1,154
Interest earned on other investments2011-12-31$8,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$195,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$570,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-188,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$363,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$198,425
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2011-12-31251644159

Form 5500 Responses for LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B

2020: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LANCASTER GENERAL HEALTH RETIREMENT INCOME ACCOUNT 403B 2011 form 5500 responses
2011-06-13Type of plan entitySingle employer plan
2011-06-13First time form 5500 has been submittedYes
2011-06-13Submission has been amendedYes
2011-06-13This submission is the final filingNo
2011-06-13This return/report is a short plan year return/report (less than 12 months)Yes
2011-06-13Plan funding arrangement – InsuranceYes
2011-06-13Plan funding arrangement – TrustYes
2011-06-13Plan benefit arrangement – InsuranceYes
2011-06-13Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074424
Policy instance 1
Insurance contract or identification number074424
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074424
Policy instance 1
Insurance contract or identification number074424
Number of Individuals Covered10930
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074424
Policy instance 1
Insurance contract or identification number074424
Number of Individuals Covered10273
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074424
Policy instance 1
Insurance contract or identification number074424
Number of Individuals Covered9629
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number711826/522211
Policy instance 1
Insurance contract or identification number711826/522211
Number of Individuals Covered12719
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $16,950
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees16950
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMP SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number711826/522211
Policy instance 1
Insurance contract or identification number711826/522211
Number of Individuals Covered221
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees11870
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMP SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number711826/522211
Policy instance 1
Insurance contract or identification number711826/522211
Number of Individuals Covered234
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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 number711826/522211
Policy instance 1
Insurance contract or identification number711826/522211
Number of Individuals Covered24
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $580
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
Amount paid for insurance broker fees580
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number711826 / 522211
Policy instance 1
Insurance contract or identification number711826 / 522211
Number of Individuals Covered7
Insurance policy start date2011-06-13
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for 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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