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TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 401k Plan overview

Plan NameTEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN
Plan identification number 002

TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN Benefits

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

401k Sponsoring company profile

TEMPLE UNIVERSITY HEALTH SYSTEM INC has sponsored the creation of one or more 401k plans.

Company Name:TEMPLE UNIVERSITY HEALTH SYSTEM INC
Employer identification number (EIN):232825881
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about TEMPLE UNIVERSITY HEALTH SYSTEM INC

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 2653496

More information about TEMPLE UNIVERSITY HEALTH SYSTEM INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01FREDERICK BERGER HERBERT WHITE2018-10-12
0022016-01-01PAUL A CSIGI ROBERT H. LUX2017-10-12
0022015-01-01PAUL A CSIGI
0022014-01-01PAUL A. CSIGI ROBERT H. LUX2015-10-14
0022013-01-01PAUL A. CSIGI ROBERT H. LUX2014-10-15
0022012-01-01PAUL A. CSIGI ROBERT H. LUX2013-10-15
0022011-01-01PAUL A. CSIGI ROBERT H. LUX2012-10-15
0022010-01-01PAUL A. CSIGI ROBERT H. LUX2011-11-01
0022009-01-01PAUL A. CSIGI ROBERT H. LUX2010-10-15

Plan Statistics for TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN

401k plan membership statisitcs for TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN

Measure Date Value
2022: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0114,666
Total number of active participants reported on line 7a of the Form 55002022-01-0111,106
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017,183
Total of all active and inactive participants2022-01-0118,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01161
Total participants2022-01-0118,450
Number of participants with account balances2022-01-0115,257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113,607
Total number of active participants reported on line 7a of the Form 55002021-01-0110,688
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016,699
Total of all active and inactive participants2021-01-0117,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01149
Total participants2021-01-0117,536
Number of participants with account balances2021-01-0114,666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111,952
Total number of active participants reported on line 7a of the Form 55002020-01-0110,050
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016,204
Total of all active and inactive participants2020-01-0116,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0140
Total participants2020-01-0116,294
Number of participants with account balances2020-01-0113,607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111,952
Total number of active participants reported on line 7a of the Form 55002019-01-0110,191
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016,004
Total of all active and inactive participants2019-01-0116,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0180
Total participants2019-01-0116,275
Number of participants with account balances2019-01-0113,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111,423
Total number of active participants reported on line 7a of the Form 55002018-01-019,874
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015,428
Total of all active and inactive participants2018-01-0115,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0135
Total participants2018-01-0115,337
Number of participants with account balances2018-01-0111,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110,824
Total number of active participants reported on line 7a of the Form 55002017-01-019,749
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015,579
Total of all active and inactive participants2017-01-0115,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0137
Total participants2017-01-0115,365
Number of participants with account balances2017-01-0111,423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114,008
Total number of active participants reported on line 7a of the Form 55002016-01-019,429
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015,160
Total of all active and inactive participants2016-01-0114,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0153
Total participants2016-01-0114,642
Number of participants with account balances2016-01-0110,824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112,435
Total number of active participants reported on line 7a of the Form 55002015-01-019,141
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014,833
Total of all active and inactive participants2015-01-0113,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0134
Total participants2015-01-0114,008
Number of participants with account balances2015-01-0110,078
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112,088
Total number of active participants reported on line 7a of the Form 55002014-01-018,972
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013,439
Total of all active and inactive participants2014-01-0112,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0124
Total participants2014-01-0112,435
Number of participants with account balances2014-01-018,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,884
Total number of active participants reported on line 7a of the Form 55002013-01-019,057
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013,002
Total of all active and inactive participants2013-01-0112,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0129
Total participants2013-01-0112,088
Number of participants with account balances2013-01-017,977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,756
Total number of active participants reported on line 7a of the Form 55002012-01-016,805
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013,079
Total of all active and inactive participants2012-01-019,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019,884
Number of participants with account balances2012-01-016,346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,964
Total number of active participants reported on line 7a of the Form 55002011-01-016,710
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013,046
Total of all active and inactive participants2011-01-019,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019,756
Number of participants with account balances2011-01-016,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017,432
Total number of active participants reported on line 7a of the Form 55002010-01-016,667
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012,295
Total of all active and inactive participants2010-01-018,962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-018,964
Number of participants with account balances2010-01-015,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017,229
Total number of active participants reported on line 7a of the Form 55002009-01-016,471
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01955
Total of all active and inactive participants2009-01-017,426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-017,432
Number of participants with account balances2009-01-014,242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN

Measure Date Value
2022 : TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$867,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-88,632,202
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$60,699,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$59,988,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$63,781,634
Value of total assets at end of year2022-12-31$975,566,645
Value of total assets at beginning of year2022-12-31$1,124,031,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$711,888
Total interest from all sources2022-12-31$7,847,024
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$31,728,388
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$31,728,388
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$59,246,567
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$824,255
Participant contributions at beginning of year2022-12-31$768,026
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,526,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,934,651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,711,044
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$808,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$832,584
Administrative expenses (other) incurred2022-12-31$711,888
Liabilities. Value of operating payables at end of year2022-12-31$58,979
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-149,332,182
Value of net assets at end of year (total assets less liabilities)2022-12-31$974,699,373
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,124,031,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$758,702,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$914,432,413
Value of interest in pooled separate accounts at end of year2022-12-31$11,165,405
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,167,597
Interest earned on other investments2022-12-31$153,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,693,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$200,939,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$194,951,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-192,821,832
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$8,395
Employer contributions (assets) at end of year2022-12-31$69
Employer contributions (assets) at beginning of year2022-12-31$496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$59,988,092
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,000
Total income from all sources (including contributions)2021-12-31$195,669,688
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$55,762,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$55,063,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$61,620,822
Value of total assets at end of year2021-12-31$1,124,031,555
Value of total assets at beginning of year2021-12-31$984,130,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$698,517
Total interest from all sources2021-12-31$6,584,925
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$34,463,195
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$34,463,195
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$55,543,306
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$768,026
Participant contributions at beginning of year2021-12-31$702,639
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,074,874
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,711,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$38,000
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$956,183
Administrative expenses (other) incurred2021-12-31$698,517
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$7,000
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$139,907,674
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,124,031,555
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$984,123,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$914,432,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$778,308,361
Value of interest in pooled separate accounts at end of year2021-12-31$11,167,597
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,737,100
Interest earned on other investments2021-12-31$52,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,532,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$194,951,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$194,343,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$92,044,563
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
Contributions received in cash from employer2021-12-31$2,642
Employer contributions (assets) at end of year2021-12-31$496
Employer contributions (assets) at beginning of year2021-12-31$1,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$55,063,497
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,955
Total income from all sources (including contributions)2020-12-31$176,672,641
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$45,107,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$44,721,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$54,462,412
Value of total assets at end of year2020-12-31$984,130,881
Value of total assets at beginning of year2020-12-31$852,561,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$386,195
Total interest from all sources2020-12-31$7,302,592
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$15,972,749
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$15,972,749
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$49,231,495
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$702,639
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,227,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$38,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$757,017
Administrative expenses (other) incurred2020-12-31$386,195
Liabilities. Value of operating payables at end of year2020-12-31$7,000
Liabilities. Value of operating payables at beginning of year2020-12-31$2,955
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$131,565,192
Value of net assets at end of year (total assets less liabilities)2020-12-31$984,123,881
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$852,558,689
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$778,308,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$653,326,700
Value of interest in pooled separate accounts at end of year2020-12-31$10,737,100
Value of interest in pooled separate accounts at beginning of year2020-12-31$13,191,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,302,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$194,343,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$186,039,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$98,177,871
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$3,380
Employer contributions (assets) at end of year2020-12-31$1,721
Employer contributions (assets) at beginning of year2020-12-31$2,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$44,721,254
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 name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,955
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,654
Total income from all sources (including contributions)2019-12-31$181,114,537
Total income from all sources (including contributions)2019-12-31$181,114,537
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$45,247,150
Total of all expenses incurred2019-12-31$45,247,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,952,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,952,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$49,345,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$49,345,445
Value of total assets at end of year2019-12-31$852,561,644
Value of total assets at end of year2019-12-31$852,561,644
Value of total assets at beginning of year2019-12-31$716,712,956
Value of total assets at beginning of year2019-12-31$716,712,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$294,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$294,151
Total interest from all sources2019-12-31$6,856,216
Total interest from all sources2019-12-31$6,856,216
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$19,035,078
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$19,035,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$19,035,078
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$19,035,078
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$15,000,000
Value of fidelity bond cover2019-12-31$15,000,000
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
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$41,768,515
Contributions received from participants2019-12-31$41,768,515
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$612,508
Participant contributions at beginning of year2019-12-31$612,508
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,572,798
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,572,798
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$884,183
Other income not declared elsewhere2019-12-31$884,183
Administrative expenses (other) incurred2019-12-31$294,151
Administrative expenses (other) incurred2019-12-31$294,151
Liabilities. Value of operating payables at end of year2019-12-31$2,955
Liabilities. Value of operating payables at end of year2019-12-31$2,955
Liabilities. Value of operating payables at beginning of year2019-12-31$21,654
Liabilities. Value of operating payables at beginning of year2019-12-31$21,654
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$135,867,387
Value of net income/loss2019-12-31$135,867,387
Value of net assets at end of year (total assets less liabilities)2019-12-31$852,558,689
Value of net assets at end of year (total assets less liabilities)2019-12-31$852,558,689
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$716,691,302
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$716,691,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$653,326,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$653,326,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$515,859,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$515,859,922
Value of interest in pooled separate accounts at end of year2019-12-31$13,191,995
Value of interest in pooled separate accounts at end of year2019-12-31$13,191,995
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,250,332
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,250,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,856,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,856,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$186,039,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$186,039,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$186,985,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$186,985,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$104,993,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$104,993,615
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
Contributions received in cash from employer2019-12-31$4,132
Contributions received in cash from employer2019-12-31$4,132
Employer contributions (assets) at end of year2019-12-31$2,995
Employer contributions (assets) at end of year2019-12-31$2,995
Employer contributions (assets) at beginning of year2019-12-31$4,581
Employer contributions (assets) at beginning of year2019-12-31$4,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$44,952,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$44,952,999
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 name2019-12-31GRANT THORNTON LLP
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
Accountancy firm EIN2019-12-31366055558
2018 : TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 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$21,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,000
Total income from all sources (including contributions)2018-12-31$17,434,725
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$34,169,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$33,895,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$43,282,763
Value of total assets at end of year2018-12-31$716,712,956
Value of total assets at beginning of year2018-12-31$733,432,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$274,073
Total interest from all sources2018-12-31$6,903,718
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$23,736,850
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$23,736,850
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$35,218,313
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$612,508
Participant contributions at beginning of year2018-12-31$550,687
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,059,869
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$380,707
Administrative expenses (other) incurred2018-12-31$274,073
Liabilities. Value of operating payables at end of year2018-12-31$21,654
Liabilities. Value of operating payables at beginning of year2018-12-31$7,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,734,488
Value of net assets at end of year (total assets less liabilities)2018-12-31$716,691,302
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$733,425,790
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$515,859,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$537,504,989
Value of interest in pooled separate accounts at end of year2018-12-31$13,250,332
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,389,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,903,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$186,985,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$180,980,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-56,869,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,581
Employer contributions (assets) at end of year2018-12-31$4,581
Employer contributions (assets) at beginning of year2018-12-31$7,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$33,895,140
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 name2018-12-31GRANT THORNTON, LLP
Accountancy firm EIN2018-12-31366055558
2017 : TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,000
Total income from all sources (including contributions)2017-12-31$131,786,476
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$30,793,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$30,607,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$37,889,619
Value of total assets at end of year2017-12-31$733,432,790
Value of total assets at beginning of year2017-12-31$632,439,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$185,894
Total interest from all sources2017-12-31$6,506,725
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$13,541,295
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$13,541,295
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$32,093,492
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$550,687
Participant contributions at beginning of year2017-12-31$498,679
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,788,078
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$354,462
Administrative expenses (other) incurred2017-12-31$185,894
Liabilities. Value of operating payables at end of year2017-12-31$7,000
Liabilities. Value of operating payables at beginning of year2017-12-31$7,000
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$100,993,013
Value of net assets at end of year (total assets less liabilities)2017-12-31$733,425,790
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$632,432,777
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$537,504,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$440,265,794
Value of interest in pooled separate accounts at end of year2017-12-31$14,389,406
Value of interest in pooled separate accounts at beginning of year2017-12-31$15,482,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,506,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$180,980,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$176,183,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$73,494,375
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$8,049
Employer contributions (assets) at end of year2017-12-31$7,287
Employer contributions (assets) at beginning of year2017-12-31$9,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$30,607,569
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 name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$29,977
Total income from all sources (including contributions)2016-12-31$71,299,282
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$32,019,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$31,808,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$32,952,556
Value of total assets at end of year2016-12-31$632,439,777
Value of total assets at beginning of year2016-12-31$593,182,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$210,759
Total interest from all sources2016-12-31$6,746,381
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,154,650
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$9,154,650
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$29,450,520
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$498,679
Participant contributions at beginning of year2016-12-31$443,568
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,492,299
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$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$372,888
Administrative expenses (other) incurred2016-12-31$210,759
Liabilities. Value of operating payables at end of year2016-12-31$7,000
Liabilities. Value of operating payables at beginning of year2016-12-31$29,977
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$39,280,214
Value of net assets at end of year (total assets less liabilities)2016-12-31$632,432,777
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$593,152,563
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$440,265,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$408,934,115
Value of interest in pooled separate accounts at end of year2016-12-31$15,482,516
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,849,375
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$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,746,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$176,183,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$167,942,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$22,072,807
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$9,737
Employer contributions (assets) at end of year2016-12-31$9,737
Employer contributions (assets) at beginning of year2016-12-31$13,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$31,808,309
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$285,027,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$29,977
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,090
Total income from all sources (including contributions)2015-12-31$29,374,389
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$25,281,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$25,098,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$31,088,611
Value of total assets at end of year2015-12-31$593,182,540
Value of total assets at beginning of year2015-12-31$304,045,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$182,582
Total interest from all sources2015-12-31$4,102,112
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,752,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$9,752,971
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$28,687,506
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$443,568
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,386,748
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
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 income not declared elsewhere2015-12-31$276,770
Administrative expenses (other) incurred2015-12-31$182,582
Liabilities. Value of operating payables at end of year2015-12-31$29,977
Liabilities. Value of operating payables at beginning of year2015-12-31$13,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,092,957
Value of net assets at end of year (total assets less liabilities)2015-12-31$593,152,563
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$304,031,970
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$408,934,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$235,056,745
Value of interest in pooled separate accounts at end of year2015-12-31$15,849,375
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,583,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,102,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$167,942,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$65,387,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,846,075
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$14,357
Employer contributions (assets) at end of year2015-12-31$13,283
Employer contributions (assets) at beginning of year2015-12-31$17,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$25,098,850
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$29,347
Total income from all sources (including contributions)2014-12-31$45,501,196
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$12,459,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,293,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$28,557,162
Value of total assets at end of year2014-12-31$304,045,060
Value of total assets at beginning of year2014-12-31$271,019,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$165,701
Total interest from all sources2014-12-31$2,539,282
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,799,742
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$6,799,742
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$27,555,981
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$983,266
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
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 income not declared elsewhere2014-12-31$63,237
Administrative expenses (other) incurred2014-12-31$165,701
Liabilities. Value of operating payables at end of year2014-12-31$13,090
Liabilities. Value of operating payables at beginning of year2014-12-31$29,347
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$33,041,672
Value of net assets at end of year (total assets less liabilities)2014-12-31$304,031,970
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$270,990,298
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$235,056,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$205,857,665
Value of interest in pooled separate accounts at end of year2014-12-31$3,583,258
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,408,995
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$2,539,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$65,387,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$61,726,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,541,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$17,915
Employer contributions (assets) at end of year2014-12-31$17,913
Employer contributions (assets) at beginning of year2014-12-31$26,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,293,823
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,347
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$65,396,994
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,888,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,717,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$28,028,911
Value of total assets at end of year2013-12-31$271,019,645
Value of total assets at beginning of year2013-12-31$217,481,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$170,345
Total interest from all sources2013-12-31$2,303,602
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,002,694
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$4,002,694
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$26,667,731
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$2,022
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,297,365
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$126,197
Administrative expenses (other) incurred2013-12-31$170,345
Liabilities. Value of operating payables at end of year2013-12-31$29,347
Liabilities. Value of operating payables 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
Value of net income/loss2013-12-31$53,508,861
Value of net assets at end of year (total assets less liabilities)2013-12-31$270,990,298
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$217,481,437
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$205,857,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$156,983,396
Value of interest in pooled separate accounts at end of year2013-12-31$3,408,995
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,460,557
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$2,303,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$61,726,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$56,998,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$30,935,590
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
Contributions received in cash from employer2013-12-31$63,815
Employer contributions (assets) at end of year2013-12-31$26,608
Employer contributions (assets) at beginning of year2013-12-31$37,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,717,788
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
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$37,697,672
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,061,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,017,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$17,273,429
Value of total assets at end of year2012-12-31$217,481,437
Value of total assets at beginning of year2012-12-31$189,845,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,875
Total interest from all sources2012-12-31$4,306,781
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$16,269,593
Participant contributions at end of year2012-12-31$2,022
Participant contributions at beginning of year2012-12-31$5,494
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$956,919
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$53,571
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$43,875
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$27,635,972
Value of net assets at end of year (total assets less liabilities)2012-12-31$217,481,437
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$189,845,465
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$156,983,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$132,239,274
Value of interest in pooled separate accounts at end of year2012-12-31$3,460,557
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,334,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,306,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$56,998,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$53,936,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$16,117,462
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$46,917
Employer contributions (assets) at end of year2012-12-31$37,047
Employer contributions (assets) at beginning of year2012-12-31$275,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,017,825
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 name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$5,455,931
Total transfer of assets from this plan2011-12-31$3,625
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$19,058,114
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$10,353,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,352,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$19,453,254
Value of total assets at end of year2011-12-31$189,845,465
Value of total assets at beginning of year2011-12-31$175,688,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,635
Total interest from all sources2011-12-31$3,439,514
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$5,494
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,783,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$53,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$19,756
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$19,756
Administrative expenses (other) incurred2011-12-31$1,635
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$8,704,168
Value of net assets at end of year (total assets less liabilities)2011-12-31$189,845,465
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$175,688,991
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$132,239,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$120,067,575
Value of interest in pooled separate accounts at end of year2011-12-31$3,334,393
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,222,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,443,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,443,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,439,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$53,936,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$47,624,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,834,654
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$15,669,749
Employer contributions (assets) at end of year2011-12-31$275,993
Employer contributions (assets) at beginning of year2011-12-31$290,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,352,311
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 name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$104,190,275
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$24,084,018
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,449,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,449,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,227,798
Value of total assets at end of year2010-12-31$175,688,991
Value of total assets at beginning of year2010-12-31$49,864,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$654
Total interest from all sources2010-12-31$1,331,305
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$296,911
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$19,756
Assets. Loans (other than to participants) at end of year2010-12-31$19,756
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$21,634,122
Value of net assets at end of year (total assets less liabilities)2010-12-31$175,688,991
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$49,864,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$120,067,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$38,022,438
Value of interest in pooled separate accounts at end of year2010-12-31$3,222,818
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,001,596
Interest on participant loans2010-12-31$45
Interest earned on other investments2010-12-31$2,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,443,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,545,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,545,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,329,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$47,624,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,091,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,524,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$14,930,887
Employer contributions (assets) at end of year2010-12-31$290,902
Employer contributions (assets) at beginning of year2010-12-31$203,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,449,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558

Form 5500 Responses for TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN

2022: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71678
Policy instance 3
Insurance contract or identification number71678
Number of Individuals Covered104
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
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
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405373
Policy instance 2
Insurance contract or identification number405373
Number of Individuals Covered5361
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP46086
Policy instance 1
Insurance contract or identification numberGP46086
Number of Individuals Covered88
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $29,594
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?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
Commission paid to Insurance BrokerUSD $29,594
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71678
Policy instance 3
Insurance contract or identification number71678
Number of Individuals Covered109
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 $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 Administration1
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
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405373
Policy instance 2
Insurance contract or identification number405373
Number of Individuals Covered5573
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 $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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP46086
Policy instance 1
Insurance contract or identification numberGP46086
Number of Individuals Covered90
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $26,737
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?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
Commission paid to Insurance BrokerUSD $26,737
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP46086
Policy instance 1
Insurance contract or identification numberGP46086
Number of Individuals Covered96
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $28,709
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?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
Commission paid to Insurance BrokerUSD $28,709
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405373
Policy instance 2
Insurance contract or identification number405373
Number of Individuals Covered5862
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71678
Policy instance 3
Insurance contract or identification number71678
Number of Individuals Covered113
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 Administration1
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
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71678
Policy instance 3
Insurance contract or identification number71678
Number of Individuals Covered116
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 Administration1
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
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405373
Policy instance 2
Insurance contract or identification number405373
Number of Individuals Covered6046
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP46086
Policy instance 1
Insurance contract or identification numberGP46086
Number of Individuals Covered105
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $29,037
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?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
Commission paid to Insurance BrokerUSD $29,037
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71678
Policy instance 4
Insurance contract or identification number71678
Number of Individuals Covered122
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405373
Policy instance 3
Insurance contract or identification number405373
Number of Individuals Covered5847
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX46086
Policy instance 2
Insurance contract or identification numberEX46086
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7
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?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
Commission paid to Insurance BrokerUSD $7
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP46086
Policy instance 1
Insurance contract or identification numberGP46086
Number of Individuals Covered111
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $30,924
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?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
Commission paid to Insurance BrokerUSD $30,924
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP46086
Policy instance 1
Insurance contract or identification numberGP46086
Number of Individuals Covered120
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $34,211
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?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
Commission paid to Insurance BrokerUSD $34,211
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX46086
Policy instance 2
Insurance contract or identification numberEX46086
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $102
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?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
Commission paid to Insurance BrokerUSD $102
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71678
Policy instance 4
Insurance contract or identification number71678
Number of Individuals Covered127
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405373
Policy instance 3
Insurance contract or identification number405373
Number of Individuals Covered5856
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71678
Policy instance 4
Insurance contract or identification number71678
Number of Individuals Covered137
Insurance policy start date2015-07-21
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX46086
Policy instance 2
Insurance contract or identification numberEX46086
Number of Individuals Covered1
Insurance policy start date2015-07-21
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $37
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP46086
Policy instance 1
Insurance contract or identification numberGP46086
Number of Individuals Covered142
Insurance policy start date2015-07-21
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,468
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,468
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405373
Policy instance 3
Insurance contract or identification number405373
Number of Individuals Covered5863
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405373
Policy instance 1
Insurance contract or identification number405373
Number of Individuals Covered3954
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405373
Policy instance 1
Insurance contract or identification number405373
Number of Individuals Covered4029
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405373
Policy instance 1
Insurance contract or identification number405373
Number of Individuals Covered6345
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405373
Policy instance 1
Insurance contract or identification number405373
Number of Individuals Covered6275
Insurance policy start date2011-01-01
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 allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
FIDELITY INVESTMENTS (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number69713
Policy instance 2
Insurance contract or identification number69713
Number of Individuals Covered0
Insurance policy start date2011-01-01
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 allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151620
Policy instance 2
Insurance contract or identification number151620
Number of Individuals Covered3171
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
FIDELITY INVESTMENTS (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number69713
Policy instance 3
Insurance contract or identification number69713
Number of Individuals Covered2743
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151619
Policy instance 1
Insurance contract or identification number151619
Number of Individuals Covered1526
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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