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SEACOAST HEALTH SYSTEMS 401(K) 401k Plan overview

Plan NameSEACOAST HEALTH SYSTEMS 401(K)
Plan identification number 001

SEACOAST HEALTH SYSTEMS 401(K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

SEACOAST HEALTH SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SEACOAST HEALTH SYSTEMS, INC.
Employer identification number (EIN):232266006
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEACOAST HEALTH SYSTEMS 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JIM JABLONSKI2023-10-11
0012021-01-01JIM JABLONSKI2022-12-10
0012020-01-01ANGELICA WANG2021-10-13
0012019-01-01
0012018-01-01
0012017-01-01SARA CHARRETT
0012016-01-01
0012015-01-01SARA CHARRETT
0012014-01-01SARA CHARRETT
0012013-01-01SARA CHARRETT KATHY CHUDOW2014-09-23
0012009-01-01SARA E CHARRETT
0012009-01-01SARA CHARRETT
0012009-01-01SARA CHARRETT

Plan Statistics for SEACOAST HEALTH SYSTEMS 401(K)

401k plan membership statisitcs for SEACOAST HEALTH SYSTEMS 401(K)

Measure Date Value
2022: SEACOAST HEALTH SYSTEMS 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-01393
Total number of active participants reported on line 7a of the Form 55002022-01-01201
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0151
Total of all active and inactive participants2022-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01252
Number of participants with account balances2022-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SEACOAST HEALTH SYSTEMS 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-01707
Total number of active participants reported on line 7a of the Form 55002021-01-01314
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01368
Number of participants with account balances2021-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SEACOAST HEALTH SYSTEMS 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-01627
Total number of active participants reported on line 7a of the Form 55002020-01-01663
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01707
Number of participants with account balances2020-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SEACOAST HEALTH SYSTEMS 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-01766
Total number of active participants reported on line 7a of the Form 55002019-01-01719
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01778
Number of participants with account balances2019-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: SEACOAST HEALTH SYSTEMS 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-011,451
Total number of active participants reported on line 7a of the Form 55002018-01-011,653
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-011,691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,691
Number of participants with account balances2018-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SEACOAST HEALTH SYSTEMS 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-011,562
Total number of active participants reported on line 7a of the Form 55002017-01-011,400
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-011,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,451
Number of participants with account balances2017-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: SEACOAST HEALTH SYSTEMS 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-011,854
Total number of active participants reported on line 7a of the Form 55002016-01-011,520
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-011,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,562
Number of participants with account balances2016-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0129
2015: SEACOAST HEALTH SYSTEMS 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-011,684
Total number of active participants reported on line 7a of the Form 55002015-01-011,765
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0189
Total of all active and inactive participants2015-01-011,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,854
Number of participants with account balances2015-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: SEACOAST HEALTH SYSTEMS 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-011,710
Total number of active participants reported on line 7a of the Form 55002014-01-011,574
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01110
Total of all active and inactive participants2014-01-011,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,684
Number of participants with account balances2014-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: SEACOAST HEALTH SYSTEMS 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-011,536
Total number of active participants reported on line 7a of the Form 55002013-01-011,911
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0190
Total of all active and inactive participants2013-01-012,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,001
Number of participants with account balances2013-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0163
2009: SEACOAST HEALTH SYSTEMS 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-012,370
Total number of active participants reported on line 7a of the Form 55002009-01-012,439
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-012,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,478
Number of participants with account balances2009-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0136

Financial Data on SEACOAST HEALTH SYSTEMS 401(K)

Measure Date Value
2022 : SEACOAST HEALTH SYSTEMS 401(K) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-330,131
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$556,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$533,821
Expenses. Certain deemed distributions of participant loans2022-12-31$9,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$261,519
Value of total assets at end of year2022-12-31$2,998,946
Value of total assets at beginning of year2022-12-31$3,886,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,665
Total interest from all sources2022-12-31$3,096
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,346
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$131,423
Participant contributions at end of year2022-12-31$65,104
Participant contributions at beginning of year2022-12-31$55,019
Participant contributions at end of year2022-12-31$4,049
Participant contributions at beginning of year2022-12-31$4,918
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$130,096
Other income not declared elsewhere2022-12-31$44,029
Administrative expenses (other) incurred2022-12-31$4,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-887,080
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,998,946
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,886,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$9,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,542,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,375,344
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$3,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$387,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$450,745
Net investment gain/loss from pooled separate accounts2022-12-31$-645,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$533,821
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2022-12-31263429295
2021 : SEACOAST HEALTH SYSTEMS 401(K) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,562
Total income from all sources (including contributions)2021-12-31$619,342
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$581,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$563,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$161,700
Value of total assets at end of year2021-12-31$3,886,026
Value of total assets at beginning of year2021-12-31$3,851,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,206
Total interest from all sources2021-12-31$16,223
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$14
Administrative expenses professional fees incurred2021-12-31$2,852
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$158,026
Participant contributions at end of year2021-12-31$55,019
Participant contributions at beginning of year2021-12-31$63,203
Participant contributions at end of year2021-12-31$4,918
Participant contributions at beginning of year2021-12-31$8,700
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,674
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,562
Other income not declared elsewhere2021-12-31$11,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$37,970
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,886,026
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,848,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$11,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,375,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,364,512
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$2,451
Interest earned on other investments2021-12-31$13,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$450,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$415,203
Net investment gain/loss from pooled separate accounts2021-12-31$429,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$561,560
Contract administrator fees2021-12-31$4,025
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2021-12-31263429295
2020 : SEACOAST HEALTH SYSTEMS 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,562
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$768,589
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$495,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$477,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$209,996
Value of total assets at end of year2020-12-31$3,851,618
Value of total assets at beginning of year2020-12-31$3,574,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,197
Total interest from all sources2020-12-31$17,399
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$622
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$622
Administrative expenses professional fees incurred2020-12-31$3,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$185,767
Participant contributions at end of year2020-12-31$63,203
Participant contributions at beginning of year2020-12-31$73,116
Participant contributions at end of year2020-12-31$8,700
Participant contributions at beginning of year2020-12-31$29,056
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$11,259
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$273,341
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,848,056
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,574,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$9,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,364,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,881,801
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$3,295
Interest earned on other investments2020-12-31$14,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$415,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$590,742
Net investment gain/loss from pooled separate accounts2020-12-31$529,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$477,051
Contract administrator fees2020-12-31$5,544
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2020-12-31263429295
2019 : SEACOAST HEALTH SYSTEMS 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$770,911
Total income from all sources (including contributions)2019-12-31$770,911
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$792,526
Total of all expenses incurred2019-12-31$792,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$759,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$759,567
Value of total corrective distributions2019-12-31$1,785
Value of total corrective distributions2019-12-31$1,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$177,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$177,506
Value of total assets at end of year2019-12-31$3,574,715
Value of total assets at end of year2019-12-31$3,574,715
Value of total assets at beginning of year2019-12-31$3,596,330
Value of total assets at beginning of year2019-12-31$3,596,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,174
Total interest from all sources2019-12-31$22,586
Total interest from all sources2019-12-31$22,586
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$177,506
Contributions received from participants2019-12-31$177,506
Participant contributions at end of year2019-12-31$73,116
Participant contributions at end of year2019-12-31$73,116
Participant contributions at beginning of year2019-12-31$67,733
Participant contributions at beginning of year2019-12-31$67,733
Participant contributions at end of year2019-12-31$29,056
Participant contributions at end of year2019-12-31$29,056
Participant contributions at beginning of year2019-12-31$8,615
Participant contributions at beginning of year2019-12-31$8,615
Other income not declared elsewhere2019-12-31$10,308
Other income not declared elsewhere2019-12-31$10,308
Administrative expenses (other) incurred2019-12-31$12,500
Administrative expenses (other) incurred2019-12-31$12,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-21,615
Value of net income/loss2019-12-31$-21,615
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,574,715
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,574,715
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,596,330
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,596,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,308
Investment advisory and management fees2019-12-31$10,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,881,801
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,881,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,738,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,738,620
Interest on participant loans2019-12-31$3,184
Interest on participant loans2019-12-31$3,184
Interest earned on other investments2019-12-31$19,402
Interest earned on other investments2019-12-31$19,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$590,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$590,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$781,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$781,362
Net investment gain/loss from pooled separate accounts2019-12-31$560,511
Net investment gain/loss from pooled separate accounts2019-12-31$560,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$759,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$759,567
Contract administrator fees2019-12-31$8,366
Contract administrator fees2019-12-31$8,366
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ASSURANCE DIMENSIONS
Accountancy firm name2019-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2019-12-31263429295
Accountancy firm EIN2019-12-31263429295
2018 : SEACOAST HEALTH SYSTEMS 401(K) 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$143,531
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$351,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$325,839
Expenses. Certain deemed distributions of participant loans2018-12-31$6,210
Value of total corrective distributions2018-12-31$2,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$296,156
Value of total assets at end of year2018-12-31$3,596,330
Value of total assets at beginning of year2018-12-31$3,804,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,851
Total interest from all sources2018-12-31$25,721
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$296,156
Participant contributions at end of year2018-12-31$67,733
Participant contributions at beginning of year2018-12-31$39,422
Participant contributions at end of year2018-12-31$8,615
Participant contributions at beginning of year2018-12-31$27,783
Other income not declared elsewhere2018-12-31$18,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-208,328
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,596,330
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,804,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$11,277
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,738,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,998,138
Interest on participant loans2018-12-31$2,850
Interest earned on other investments2018-12-31$22,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$781,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$739,315
Net investment gain/loss from pooled separate accounts2018-12-31$-196,973
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
Income. Dividends from common stock2018-12-31$170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$325,839
Contract administrator fees2018-12-31$5,574
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 name2018-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2018-12-31263429295
2017 : SEACOAST HEALTH SYSTEMS 401(K) 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$935,668
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$391,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$340,665
Expenses. Certain deemed distributions of participant loans2017-12-31$15,168
Value of total corrective distributions2017-12-31$19,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$461,755
Value of total assets at end of year2017-12-31$3,804,658
Value of total assets at beginning of year2017-12-31$3,260,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,511
Total interest from all sources2017-12-31$25,273
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$369,710
Participant contributions at end of year2017-12-31$39,422
Participant contributions at beginning of year2017-12-31$52,089
Participant contributions at end of year2017-12-31$27,783
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$92,045
Other income not declared elsewhere2017-12-31$14,042
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$544,123
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,804,658
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,260,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$9,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,998,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,319,351
Interest on participant loans2017-12-31$1,788
Interest earned on other investments2017-12-31$23,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$739,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$889,095
Net investment gain/loss from pooled separate accounts2017-12-31$434,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$340,665
Contract administrator fees2017-12-31$6,643
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 name2017-12-31PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2017-12-31591687531
2016 : SEACOAST HEALTH SYSTEMS 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$678,152
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$777,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$770,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$514,942
Value of total assets at end of year2016-12-31$3,260,535
Value of total assets at beginning of year2016-12-31$3,359,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,871
Total interest from all sources2016-12-31$163,210
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$435,593
Participant contributions at end of year2016-12-31$52,089
Participant contributions at beginning of year2016-12-31$86,650
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$32,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-99,060
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,260,535
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,359,595
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$2,319,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,349,065
Interest on participant loans2016-12-31$2,933
Interest earned on other investments2016-12-31$160,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$889,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$923,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$46,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$770,341
Contract administrator fees2016-12-31$6,871
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 name2016-12-31PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2016-12-31591687531
2015 : SEACOAST HEALTH SYSTEMS 401(K) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$466,770
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$401,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$387,050
Value of total corrective distributions2015-12-31$9,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$509,092
Value of total assets at end of year2015-12-31$3,359,595
Value of total assets at beginning of year2015-12-31$3,294,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,561
Total interest from all sources2015-12-31$28,231
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$430,324
Participant contributions at end of year2015-12-31$86,650
Participant contributions at beginning of year2015-12-31$106,737
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$25,724
Administrative expenses (other) incurred2015-12-31$4,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$65,518
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,359,595
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,294,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,349,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,433,902
Interest on participant loans2015-12-31$3,744
Interest earned on other investments2015-12-31$24,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$923,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$753,438
Net investment gain/loss from pooled separate accounts2015-12-31$-70,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$53,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$387,050
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2015-12-31591687531
2014 : SEACOAST HEALTH SYSTEMS 401(K) 2014 401k financial data
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 transfer of assets from 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
Total income from all sources (including contributions)2014-12-31$715,958
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$838,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$830,371
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$5,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$549,312
Value of total assets at end of year2014-12-31$3,294,077
Value of total assets at beginning of year2014-12-31$3,416,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,642
Total interest from all sources2014-12-31$9,530
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$434,491
Participant contributions at end of year2014-12-31$106,737
Participant contributions at beginning of year2014-12-31$158,024
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$39,199
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$2,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-122,732
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,294,077
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,416,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,433,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,697,419
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$0
Interest on participant loans2014-12-31$-9,353
Interest earned on other investments2014-12-31$18,883
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$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$753,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$561,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$157,116
Net investment gain or loss from common/collective trusts2014-12-31$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
Contributions received in cash from employer2014-12-31$75,622
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$830,371
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
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
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2014-12-31591687531
2013 : SEACOAST HEALTH SYSTEMS 401(K) 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,072,205
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$932,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$908,397
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$20,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$629,111
Value of total assets at end of year2013-12-31$3,416,809
Value of total assets at beginning of year2013-12-31$3,277,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,646
Total interest from all sources2013-12-31$24,252
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$523,104
Participant contributions at end of year2013-12-31$158,024
Participant contributions at beginning of year2013-12-31$152,951
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$25,349
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$3,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$139,471
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,416,809
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,277,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,697,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,523,147
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$6,891
Interest earned on other investments2013-12-31$17,361
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$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$561,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$601,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$418,842
Net investment gain or loss from common/collective trusts2013-12-31$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
Contributions received in cash from employer2013-12-31$80,658
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$908,397
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
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
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2013-12-31591687531
2009 : SEACOAST HEALTH SYSTEMS 401(K) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SEACOAST HEALTH SYSTEMS 401(K)

2022: SEACOAST HEALTH SYSTEMS 401(K) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SEACOAST HEALTH SYSTEMS 401(K) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SEACOAST HEALTH SYSTEMS 401(K) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained 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: SEACOAST HEALTH SYSTEMS 401(K) 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: SEACOAST HEALTH SYSTEMS 401(K) 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: SEACOAST HEALTH SYSTEMS 401(K) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SEACOAST HEALTH SYSTEMS 401(K) 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
2015: SEACOAST HEALTH SYSTEMS 401(K) 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
2014: SEACOAST HEALTH SYSTEMS 401(K) 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
2013: SEACOAST HEALTH SYSTEMS 401(K) 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
2009: SEACOAST HEALTH SYSTEMS 401(K) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number752369-01
Policy instance 2
Insurance contract or identification number752369-01
Number of Individuals Covered61
Insurance policy start date2022-06-18
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822280
Policy instance 1
Insurance contract or identification numberGA-822280
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-06-17
Total amount of commissions paid to insurance brokerUSD $910
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
Commission paid to Insurance BrokerUSD $910
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822280
Policy instance 1
Insurance contract or identification numberGA-822280
Number of Individuals Covered83
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,889
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1889
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822280
Policy instance 1
Insurance contract or identification numberGA-822280
Number of Individuals Covered87
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 $1,626
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1626
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822280
Policy instance 1
Insurance contract or identification numberGA-822280
Number of Individuals Covered105
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 $1,744
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1744
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822280
Policy instance 1
Insurance contract or identification numberGA-822280
Number of Individuals Covered138
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 $1,412
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1412
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822280
Policy instance 1
Insurance contract or identification numberGA-822280
Number of Individuals Covered156
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 $2,104
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2104
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
Insurance broker nameRETIREMENT SOLUTIONS SPECIALISTS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822280
Policy instance 1
Insurance contract or identification numberGA-822280
Number of Individuals Covered189
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,726
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,726
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822280
Policy instance 1
Insurance contract or identification numberGA-822280
Number of Individuals Covered252
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,544
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,143
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822280
Policy instance 1
Insurance contract or identification numberGA-822280
Number of Individuals Covered246
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,546
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,546
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SVCS INC

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