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LEGACY HEALTH SYSTEM 403(B) PLAN 401k Plan overview

Plan NameLEGACY HEALTH SYSTEM 403(B) PLAN
Plan identification number 003

LEGACY HEALTH SYSTEM 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:LEGACY HEALTH
Employer identification number (EIN):237426300
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about LEGACY HEALTH

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1970-11-04
Company Identification Number: 9118415
Legal Registered Office Address: 1919 NW LOVEJOY ST

PORTLAND
United States of America (USA)
97209

More information about LEGACY HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY HEALTH SYSTEM 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01SONJA STEVES
0032016-01-01SONJA STEVES
0032015-01-01SONJA STEVES
0032014-01-01SONJA STEVES
0032013-01-01SONJA STEVES
0032012-01-01SONJA STEVES
0032011-01-01SONJA STEVES SONJA STEVES2012-10-03
0032009-01-01SONJA STEVES
0032009-01-012010-10-14
0032009-01-01SONJA STEVES

Plan Statistics for LEGACY HEALTH SYSTEM 403(B) PLAN

401k plan membership statisitcs for LEGACY HEALTH SYSTEM 403(B) PLAN

Measure Date Value
2022: LEGACY HEALTH SYSTEM 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0118,206
Total number of active participants reported on line 7a of the Form 55002022-01-0114,249
Number of retired or separated participants receiving benefits2022-01-01345
Number of other retired or separated participants entitled to future benefits2022-01-014,563
Total of all active and inactive participants2022-01-0119,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0139
Total participants2022-01-0119,196
Number of participants with account balances2022-01-0118,346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LEGACY HEALTH SYSTEM 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0116,939
Total number of active participants reported on line 7a of the Form 55002021-01-0113,568
Number of retired or separated participants receiving benefits2021-01-01279
Number of other retired or separated participants entitled to future benefits2021-01-014,326
Total of all active and inactive participants2021-01-0118,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0133
Total participants2021-01-0118,206
Number of participants with account balances2021-01-0117,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LEGACY HEALTH SYSTEM 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116,896
Total number of active participants reported on line 7a of the Form 55002020-01-0113,608
Number of retired or separated participants receiving benefits2020-01-01197
Number of other retired or separated participants entitled to future benefits2020-01-013,105
Total of all active and inactive participants2020-01-0116,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0129
Total participants2020-01-0116,939
Number of participants with account balances2020-01-0116,611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LEGACY HEALTH SYSTEM 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116,856
Total number of active participants reported on line 7a of the Form 55002019-01-0113,638
Number of retired or separated participants receiving benefits2019-01-01196
Number of other retired or separated participants entitled to future benefits2019-01-013,026
Total of all active and inactive participants2019-01-0116,860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0136
Total participants2019-01-0116,896
Number of participants with account balances2019-01-0116,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEGACY HEALTH SYSTEM 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0116,572
Total number of active participants reported on line 7a of the Form 55002018-01-0113,959
Number of retired or separated participants receiving benefits2018-01-01141
Number of other retired or separated participants entitled to future benefits2018-01-012,718
Total of all active and inactive participants2018-01-0116,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0128
Total participants2018-01-0116,846
Number of participants with account balances2018-01-0115,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEGACY HEALTH SYSTEM 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116,416
Total number of active participants reported on line 7a of the Form 55002017-01-0113,836
Number of retired or separated participants receiving benefits2017-01-01115
Number of other retired or separated participants entitled to future benefits2017-01-012,588
Total of all active and inactive participants2017-01-0116,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0131
Total participants2017-01-0116,570
Number of participants with account balances2017-01-0115,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEGACY HEALTH SYSTEM 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115,215
Total number of active participants reported on line 7a of the Form 55002016-01-0112,137
Number of retired or separated participants receiving benefits2016-01-0188
Number of other retired or separated participants entitled to future benefits2016-01-014,166
Total of all active and inactive participants2016-01-0116,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0125
Total participants2016-01-0116,416
Number of participants with account balances2016-01-0116,118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEGACY HEALTH SYSTEM 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114,115
Total number of active participants reported on line 7a of the Form 55002015-01-0111,402
Number of retired or separated participants receiving benefits2015-01-0185
Number of other retired or separated participants entitled to future benefits2015-01-013,707
Total of all active and inactive participants2015-01-0115,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0120
Total participants2015-01-0115,214
Number of participants with account balances2015-01-0113,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LEGACY HEALTH SYSTEM 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114,332
Total number of active participants reported on line 7a of the Form 55002014-01-0110,671
Number of retired or separated participants receiving benefits2014-01-0177
Number of other retired or separated participants entitled to future benefits2014-01-013,351
Total of all active and inactive participants2014-01-0114,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0116
Total participants2014-01-0114,115
Number of participants with account balances2014-01-0112,827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LEGACY HEALTH SYSTEM 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0113,513
Total number of active participants reported on line 7a of the Form 55002013-01-0112,223
Number of retired or separated participants receiving benefits2013-01-0177
Number of other retired or separated participants entitled to future benefits2013-01-012,021
Total of all active and inactive participants2013-01-0114,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-0114,328
Number of participants with account balances2013-01-0111,920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LEGACY HEALTH SYSTEM 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113,229
Total number of active participants reported on line 7a of the Form 55002012-01-0111,511
Number of retired or separated participants receiving benefits2012-01-0157
Number of other retired or separated participants entitled to future benefits2012-01-011,939
Total of all active and inactive participants2012-01-0113,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-0113,513
Number of participants with account balances2012-01-0110,988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LEGACY HEALTH SYSTEM 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112,340
Total number of active participants reported on line 7a of the Form 55002011-01-0111,320
Number of retired or separated participants receiving benefits2011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-011,892
Total of all active and inactive participants2011-01-0113,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0113,229
Number of participants with account balances2011-01-0110,586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LEGACY HEALTH SYSTEM 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110,947
Total number of active participants reported on line 7a of the Form 55002009-01-019,729
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,354
Total of all active and inactive participants2009-01-0111,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0112
Total participants2009-01-0111,095
Number of participants with account balances2009-01-019,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LEGACY HEALTH SYSTEM 403(B) PLAN

Measure Date Value
2022 : LEGACY HEALTH SYSTEM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-131,947,125
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$79,034,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$78,149,564
Expenses. Certain deemed distributions of participant loans2022-12-31$536,388
Value of total corrective distributions2022-12-31$76,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$141,845,286
Value of total assets at end of year2022-12-31$1,423,656,998
Value of total assets at beginning of year2022-12-31$1,634,638,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$272,040
Total interest from all sources2022-12-31$2,636,497
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$55,338,032
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$55,338,032
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$116,284,066
Participant contributions at end of year2022-12-31$14,551,262
Participant contributions at beginning of year2022-12-31$14,152,314
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$25,561,374
Other income not declared elsewhere2022-12-31$-2,137,885
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$-210,981,166
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,423,656,998
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,634,638,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,296,989,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,517,478,809
Interest on participant loans2022-12-31$796,174
Interest earned on other investments2022-12-31$1,840,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$102,802,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$90,388,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-329,629,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$-154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$78,149,564
Contract administrator fees2022-12-31$270,857
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$9,313,451
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$12,618,754
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : LEGACY HEALTH SYSTEM 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$0
Total income from all sources (including contributions)2021-12-31$316,181,322
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$73,622,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$72,641,049
Expenses. Certain deemed distributions of participant loans2021-12-31$489,627
Value of total corrective distributions2021-12-31$34,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$130,216,590
Value of total assets at end of year2021-12-31$1,634,638,164
Value of total assets at beginning of year2021-12-31$1,392,079,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$457,813
Total interest from all sources2021-12-31$2,869,855
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$60,001,748
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$60,001,748
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$107,266,062
Participant contributions at end of year2021-12-31$14,152,314
Participant contributions at beginning of year2021-12-31$14,425,385
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$22,950,528
Other income not declared elsewhere2021-12-31$1,126,865
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$242,558,627
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,634,638,164
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,392,079,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,517,478,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,276,293,334
Interest on participant loans2021-12-31$837,165
Interest earned on other investments2021-12-31$2,032,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$90,388,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$92,478,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$121,966,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$72,641,049
Contract administrator fees2021-12-31$456,630
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$12,618,754
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$8,881,973
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : LEGACY HEALTH SYSTEM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$301,872,375
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$64,301,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$63,284,550
Expenses. Certain deemed distributions of participant loans2020-12-31$547,123
Value of total corrective distributions2020-12-31$24,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$115,421,986
Value of total assets at end of year2020-12-31$1,392,079,537
Value of total assets at beginning of year2020-12-31$1,154,508,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$444,828
Total interest from all sources2020-12-31$2,755,796
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$33,998,179
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$33,998,179
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$96,642,782
Participant contributions at end of year2020-12-31$14,425,385
Participant contributions at beginning of year2020-12-31$14,666,596
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,779,204
Other income not declared elsewhere2020-12-31$778,657
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$237,571,277
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,392,079,537
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,154,508,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$3,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,276,293,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,054,977,808
Interest on participant loans2020-12-31$821,996
Interest earned on other investments2020-12-31$1,933,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$92,478,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$78,585,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$148,917,757
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$63,284,550
Contract administrator fees2020-12-31$441,280
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$8,881,973
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$6,278,077
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 name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : LEGACY HEALTH SYSTEM 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$306,632,778
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$64,911,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$63,743,102
Expenses. Certain deemed distributions of participant loans2019-12-31$700,174
Value of total corrective distributions2019-12-31$13,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$110,772,245
Value of total assets at end of year2019-12-31$1,154,508,260
Value of total assets at beginning of year2019-12-31$912,787,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$454,669
Total interest from all sources2019-12-31$2,703,823
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,675,620
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$30,675,620
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$92,952,045
Participant contributions at end of year2019-12-31$14,666,596
Participant contributions at beginning of year2019-12-31$13,544,085
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,820,200
Other income not declared elsewhere2019-12-31$1,079,745
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$241,721,227
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,154,508,260
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$912,787,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,054,977,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$819,236,797
Interest on participant loans2019-12-31$788,088
Interest earned on other investments2019-12-31$1,915,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$78,585,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$73,565,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$161,401,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$63,743,102
Contract administrator fees2019-12-31$454,669
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$6,278,077
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$6,440,876
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : LEGACY HEALTH SYSTEM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$60,620,650
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$54,277,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$53,400,114
Expenses. Certain deemed distributions of participant loans2018-12-31$416,688
Value of total corrective distributions2018-12-31$12,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$109,246,604
Value of total assets at end of year2018-12-31$912,787,033
Value of total assets at beginning of year2018-12-31$906,443,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$447,957
Total interest from all sources2018-12-31$2,398,840
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$29,975,606
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$29,975,606
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$86,183,433
Participant contributions at end of year2018-12-31$13,544,085
Participant contributions at beginning of year2018-12-31$11,423,862
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,051,886
Other income not declared elsewhere2018-12-31$-419,795
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$6,343,186
Value of net assets at end of year (total assets less liabilities)2018-12-31$912,787,033
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$906,443,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$819,236,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$822,551,886
Interest on participant loans2018-12-31$685,386
Interest earned on other investments2018-12-31$1,713,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$73,565,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$65,939,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-80,580,605
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$11,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$53,400,114
Contract administrator fees2018-12-31$445,592
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$6,440,876
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$6,528,122
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : LEGACY HEALTH SYSTEM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$227,066,461
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$49,409,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$47,839,145
Expenses. Certain deemed distributions of participant loans2017-12-31$972,890
Value of total corrective distributions2017-12-31$21,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$98,444,323
Value of total assets at end of year2017-12-31$906,443,847
Value of total assets at beginning of year2017-12-31$728,787,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$576,141
Total interest from all sources2017-12-31$2,117,664
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$27,261,610
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$27,261,610
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$78,844,917
Participant contributions at end of year2017-12-31$11,423,862
Participant contributions at beginning of year2017-12-31$10,593,689
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$66,049,797
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$19,525,790
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$153,519
Other income not declared elsewhere2017-12-31$777,547
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$177,656,734
Value of net assets at end of year (total assets less liabilities)2017-12-31$906,443,847
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$728,787,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$108,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$822,551,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$645,626,679
Interest on participant loans2017-12-31$570,502
Interest earned on other investments2017-12-31$1,547,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$65,939,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$98,465,317
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$73,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$47,839,145
Contract administrator fees2017-12-31$467,834
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$6,528,122
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$6,363,429
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : LEGACY HEALTH SYSTEM 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$56,549,419
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$120,276,514
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$45,545,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$45,009,337
Expenses. Certain deemed distributions of participant loans2016-12-31$425,719
Value of total corrective distributions2016-12-31$4,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$77,775,062
Value of total assets at end of year2016-12-31$728,787,113
Value of total assets at beginning of year2016-12-31$597,506,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$105,896
Total interest from all sources2016-12-31$487,968
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$17,240,094
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$17,239,592
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$67,652,166
Participant contributions at end of year2016-12-31$10,593,689
Participant contributions at beginning of year2016-12-31$8,107,101
Assets. Other investments not covered elsewhere at end of year2016-12-31$66,049,797
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$63,879,481
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,204,760
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$153,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$1,439,606
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$74,731,415
Value of net assets at end of year (total assets less liabilities)2016-12-31$728,787,113
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$597,506,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$75,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$645,626,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$521,369,974
Interest on participant loans2016-12-31$487,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$23,333,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$-81,864
Income. Dividends from common stock2016-12-31$502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$45,009,337
Contract administrator fees2016-12-31$30,225
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$6,363,429
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,149,723
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : LEGACY HEALTH SYSTEM 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$73,298,598
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$41,622,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$41,146,919
Expenses. Certain deemed distributions of participant loans2015-12-31$386,103
Value of total corrective distributions2015-12-31$16,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$69,277,282
Value of total assets at end of year2015-12-31$597,506,279
Value of total assets at beginning of year2015-12-31$565,829,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,919
Total interest from all sources2015-12-31$1,462,851
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$21,770,199
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$21,770,199
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$62,269,225
Participant contributions at end of year2015-12-31$8,107,101
Participant contributions at beginning of year2015-12-31$7,482,448
Assets. Other investments not covered elsewhere at end of year2015-12-31$63,879,481
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,008,057
Other income not declared elsewhere2015-12-31$156,032
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$31,676,300
Value of net assets at end of year (total assets less liabilities)2015-12-31$597,506,279
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$565,829,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$46,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$521,369,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$491,277,236
Interest on participant loans2015-12-31$460,482
Interest earned on other investments2015-12-31$1,002,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$63,586,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-19,367,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$41,146,919
Contract administrator fees2015-12-31$26,919
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,149,723
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,484,218
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : LEGACY HEALTH SYSTEM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$90,260,749
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$35,057,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$34,714,578
Expenses. Certain deemed distributions of participant loans2014-12-31$231,693
Value of total corrective distributions2014-12-31$39,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$57,613,869
Value of total assets at end of year2014-12-31$565,829,979
Value of total assets at beginning of year2014-12-31$510,626,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$71,604
Total interest from all sources2014-12-31$3,864,324
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$22,151,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$22,151,342
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$54,989,644
Participant contributions at end of year2014-12-31$7,482,448
Participant contributions at beginning of year2014-12-31$5,720,915
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,623,282
Other income not declared elsewhere2014-12-31$270,722
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$55,203,313
Value of net assets at end of year (total assets less liabilities)2014-12-31$565,829,979
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$510,626,666
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
Investment advisory and management fees2014-12-31$48,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$491,277,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$445,401,298
Interest on participant loans2014-12-31$368,334
Interest earned on other investments2014-12-31$3,495,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$63,586,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$56,866,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,360,492
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$943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$34,714,578
Contract administrator fees2014-12-31$23,038
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,484,218
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,638,405
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : LEGACY HEALTH SYSTEM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$128,117,905
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$27,623,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$26,963,379
Expenses. Certain deemed distributions of participant loans2013-12-31$566,713
Value of total corrective distributions2013-12-31$28,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$52,118,565
Value of total assets at end of year2013-12-31$510,626,666
Value of total assets at beginning of year2013-12-31$410,131,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$64,475
Total interest from all sources2013-12-31$1,737,253
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,461,750
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$11,461,750
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$49,196,123
Participant contributions at end of year2013-12-31$5,720,915
Participant contributions at beginning of year2013-12-31$4,690,765
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,900,658
Other income not declared elsewhere2013-12-31$307,328
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$100,494,868
Value of net assets at end of year (total assets less liabilities)2013-12-31$510,626,666
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$410,131,798
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
Investment advisory and management fees2013-12-31$46,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$445,401,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$350,807,854
Interest on participant loans2013-12-31$294,922
Interest earned on other investments2013-12-31$1,442,331
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$5,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$56,866,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$52,697,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$62,493,009
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$21,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,963,379
Contract administrator fees2013-12-31$18,475
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,638,405
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,930,013
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : LEGACY HEALTH SYSTEM 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$179,575
Total income from all sources (including contributions)2012-12-31$104,334,473
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$27,200,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$26,167,275
Expenses. Certain deemed distributions of participant loans2012-12-31$903,163
Value of total corrective distributions2012-12-31$520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$59,460,846
Value of total assets at end of year2012-12-31$422,237,153
Value of total assets at beginning of year2012-12-31$345,282,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$129,458
Total interest from all sources2012-12-31$1,942,602
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,356,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$10,356,568
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$44,860,303
Participant contributions at end of year2012-12-31$4,690,765
Participant contributions at beginning of year2012-12-31$4,588,104
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$4,307
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,495,188
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$183,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$179,575
Other income not declared elsewhere2012-12-31$318,123
Administrative expenses (other) incurred2012-12-31$3,948
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$77,134,057
Value of net assets at end of year (total assets less liabilities)2012-12-31$422,237,153
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$345,103,096
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
Investment advisory and management fees2012-12-31$46,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$350,807,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$276,216,035
Interest on participant loans2012-12-31$237,794
Interest earned on other investments2012-12-31$1,704,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$337,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$337,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$52,697,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$62,154,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$32,256,334
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$12,105,355
Employer contributions (assets) at end of year2012-12-31$12,105,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$26,167,275
Contract administrator fees2012-12-31$79,510
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,930,013
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,798,049
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 name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : LEGACY HEALTH SYSTEM 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,787,275
Total unrealized appreciation/depreciation of assets2011-12-31$1,787,275
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$179,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$675,416
Total income from all sources (including contributions)2011-12-31$41,153,771
Total loss/gain on sale of assets2011-12-31$182,652
Total of all expenses incurred2011-12-31$22,201,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$21,805,988
Value of total corrective distributions2011-12-31$2,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$45,875,047
Value of total assets at end of year2011-12-31$345,282,671
Value of total assets at beginning of year2011-12-31$326,826,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$392,441
Total interest from all sources2011-12-31$208,561
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,326,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,326,390
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$43,321,513
Participant contributions at end of year2011-12-31$4,588,104
Participant contributions at beginning of year2011-12-31$3,655,509
Participant contributions at end of year2011-12-31$4,307
Participant contributions at beginning of year2011-12-31$2,249
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,553,534
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$183,649
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$624,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$179,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$675,416
Other income not declared elsewhere2011-12-31$-57,793
Administrative expenses (other) incurred2011-12-31$58,016
Total non interest bearing cash at beginning of year2011-12-31$345,260
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$18,952,419
Value of net assets at end of year (total assets less liabilities)2011-12-31$345,103,096
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$326,150,677
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
Investment advisory and management fees2011-12-31$285,604
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$276,216,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$263,312,686
Interest on participant loans2011-12-31$208,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$337,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$101,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$101,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$62,154,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$56,943,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-13,168,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$21,805,988
Contract administrator fees2011-12-31$48,821
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,798,049
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,841,410
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
Aggregate proceeds on sale of assets2011-12-31$9,858,947
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,676,295
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 name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : LEGACY HEALTH SYSTEM 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,856,637
Total unrealized appreciation/depreciation of assets2010-12-31$1,856,637
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$675,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$453,055
Total income from all sources (including contributions)2010-12-31$73,992,531
Total loss/gain on sale of assets2010-12-31$66,812
Total of all expenses incurred2010-12-31$17,059,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,938,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$42,350,770
Value of total assets at end of year2010-12-31$326,826,093
Value of total assets at beginning of year2010-12-31$269,670,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$121,394
Total interest from all sources2010-12-31$146,928
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,189,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$6,189,557
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$40,795,892
Participant contributions at end of year2010-12-31$3,655,509
Participant contributions at beginning of year2010-12-31$2,515,768
Participant contributions at end of year2010-12-31$2,249
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,554,878
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$624,706
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$460,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$675,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$453,055
Other income not declared elsewhere2010-12-31$167,418
Administrative expenses (other) incurred2010-12-31$81,969
Total non interest bearing cash at end of year2010-12-31$345,260
Total non interest bearing cash at beginning of year2010-12-31$10,427
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$56,932,913
Value of net assets at end of year (total assets less liabilities)2010-12-31$326,150,677
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$269,217,764
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$263,312,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$217,423,768
Interest on participant loans2010-12-31$146,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$101,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$85,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$85,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$56,943,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$47,537,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$23,214,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,938,224
Contract administrator fees2010-12-31$39,425
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,841,410
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,637,728
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
Aggregate proceeds on sale of assets2010-12-31$66,812
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 name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : LEGACY HEALTH SYSTEM 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LEGACY HEALTH SYSTEM 403(B) PLAN

2022: LEGACY HEALTH SYSTEM 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 planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEGACY HEALTH SYSTEM 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 planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEGACY HEALTH SYSTEM 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 planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEGACY HEALTH SYSTEM 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 planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEGACY HEALTH SYSTEM 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 planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEGACY HEALTH SYSTEM 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 planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEGACY HEALTH SYSTEM 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: LEGACY HEALTH SYSTEM 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: LEGACY HEALTH SYSTEM 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: LEGACY HEALTH SYSTEM 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: LEGACY HEALTH SYSTEM 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: LEGACY HEALTH SYSTEM 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
2009: LEGACY HEALTH SYSTEM 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30627
Policy instance 2
Insurance contract or identification numberCR30627
Number of Individuals Covered95
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberLCY-001
Policy instance 1
Insurance contract or identification numberLCY-001
Number of Individuals Covered1646
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30627
Policy instance 2
Insurance contract or identification numberCR30627
Number of Individuals Covered102
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberLCY-001
Policy instance 1
Insurance contract or identification numberLCY-001
Number of Individuals Covered1643
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30627
Policy instance 2
Insurance contract or identification numberCR30627
Number of Individuals Covered108
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberLCY-001
Policy instance 1
Insurance contract or identification numberLCY-001
Number of Individuals Covered1733
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30627
Policy instance 2
Insurance contract or identification numberCR30627
Number of Individuals Covered114
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberLCY-001
Policy instance 1
Insurance contract or identification numberLCY-001
Number of Individuals Covered1719
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberCR30627
Policy instance 2
Insurance contract or identification numberCR30627
Number of Individuals Covered122
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,302
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,302
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 numberLCY-001
Policy instance 1
Insurance contract or identification numberLCY-001
Number of Individuals Covered1811
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberLCY-001
Policy instance 1
Insurance contract or identification numberLCY-001
Number of Individuals Covered9988
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberLCY-001
Policy instance 2
Insurance contract or identification numberLCY-001
Number of Individuals Covered9689
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number032789
Policy instance 1
Insurance contract or identification number032789
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number032789
Policy instance 1
Insurance contract or identification number032789
Number of Individuals Covered8934
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32789
Policy instance 2
Insurance contract or identification number32789
Number of Individuals Covered6185
Insurance policy start date2012-10-19
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?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29233
Policy instance 1
Insurance contract or identification number29233
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-10-19
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29233
Policy instance 1
Insurance contract or identification number29233
Number of Individuals Covered9041
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?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29233
Policy instance 1
Insurance contract or identification number29233
Number of Individuals Covered8204
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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