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PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 401k Plan overview

Plan NamePINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT
Plan identification number 005

PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT Benefits

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

401k Sponsoring company profile

UPMC PINNACLE has sponsored the creation of one or more 401k plans.

Company Name:UPMC PINNACLE
Employer identification number (EIN):251778658
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about UPMC PINNACLE

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 2669164

More information about UPMC PINNACLE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052019-01-01
0052018-01-01
0052017-01-01ANN GORMLEY ANN GORMLEY2018-10-15
0052016-01-01ANN GORMLEY ANN GORMLEY2017-10-13
0052015-01-01ANN GORMLEY ANN GORMLEY2016-10-13
0052014-01-01WILLIAM H PUGH RICHARD BAUM2015-10-13
0052013-01-01WILLIAM H PUGH NANCY HAMMONDS2014-10-13
0052012-01-01WILLIAM H. PUGH NANCY HAMMONDS2013-10-14
0052011-01-01WILLIAM H PUGH NANCY HAMMONDS2012-10-15
0052010-01-01WILLIAM H PUGH NANCY HAMMONDS2011-10-14
0052009-01-01WILLIAM PUGH NANCY HAMMONDS2010-10-13

Plan Statistics for PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT

401k plan membership statisitcs for PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT

Measure Date Value
2019: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2019 401k membership
Total participants, beginning-of-year2019-01-013,634
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2018 401k membership
Total participants, beginning-of-year2018-01-013,850
Total number of active participants reported on line 7a of the Form 55002018-01-012,668
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01953
Total of all active and inactive participants2018-01-013,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,634
Number of participants with account balances2018-01-013,634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2017 401k membership
Total participants, beginning-of-year2017-01-014,100
Total number of active participants reported on line 7a of the Form 55002017-01-012,867
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-01969
Total of all active and inactive participants2017-01-013,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,850
Number of participants with account balances2017-01-013,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2016 401k membership
Total participants, beginning-of-year2016-01-014,455
Total number of active participants reported on line 7a of the Form 55002016-01-013,084
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-011,006
Total of all active and inactive participants2016-01-014,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,100
Number of participants with account balances2016-01-014,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2015 401k membership
Total participants, beginning-of-year2015-01-015,639
Total number of active participants reported on line 7a of the Form 55002015-01-013,457
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01992
Total of all active and inactive participants2015-01-014,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,455
Number of participants with account balances2015-01-014,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2014 401k membership
Total participants, beginning-of-year2014-01-015,407
Total number of active participants reported on line 7a of the Form 55002014-01-014,769
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01866
Total of all active and inactive participants2014-01-015,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015,639
Number of participants with account balances2014-01-014,769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2013 401k membership
Total participants, beginning-of-year2013-01-015,444
Total number of active participants reported on line 7a of the Form 55002013-01-015,326
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01924
Total of all active and inactive participants2013-01-016,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016,253
Number of participants with account balances2013-01-015,407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2012 401k membership
Total participants, beginning-of-year2012-01-015,851
Total number of active participants reported on line 7a of the Form 55002012-01-014,410
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-011,032
Total of all active and inactive participants2012-01-015,444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015,444
Number of participants with account balances2012-01-015,444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2011 401k membership
Total participants, beginning-of-year2011-01-015,282
Total number of active participants reported on line 7a of the Form 55002011-01-014,835
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-011,014
Total of all active and inactive participants2011-01-015,851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,851
Number of participants with account balances2011-01-015,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2010 401k membership
Total participants, beginning-of-year2010-01-015,212
Total number of active participants reported on line 7a of the Form 55002010-01-014,218
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-011,063
Total of all active and inactive participants2010-01-015,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015,282
Number of participants with account balances2010-01-015,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01133
2009: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2009 401k membership
Total participants, beginning-of-year2009-01-014,807
Total number of active participants reported on line 7a of the Form 55002009-01-014,313
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01898
Total of all active and inactive participants2009-01-015,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015,212
Number of participants with account balances2009-01-015,212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01139

Financial Data on PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT

Measure Date Value
2019 : PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,623,792
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$44,750,417
Total of all expenses incurred2019-12-31$44,750,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,653,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,653,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$40,126,625
Value of total assets at beginning of year2019-12-31$40,126,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,902
Total interest from all sources2019-12-31$185,761
Total interest from all sources2019-12-31$185,761
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$170,755
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$170,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$170,755
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$170,755
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$562
Other income not declared elsewhere2019-12-31$562
Administrative expenses (other) incurred2019-12-31$96,902
Administrative expenses (other) incurred2019-12-31$96,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-40,126,625
Value of net income/loss2019-12-31$-40,126,625
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,126,625
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,126,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,126,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,126,281
Interest earned on other investments2019-12-31$185,761
Interest earned on other investments2019-12-31$185,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,000,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,000,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,266,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,266,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$44,653,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$44,653,515
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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 PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCKONLY AND ASBURY, LLP
Accountancy firm name2019-12-31MCKONLY AND ASBURY, LLP
Accountancy firm EIN2019-12-31231909723
Accountancy firm EIN2019-12-31231909723
2018 : PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 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$0
Total income from all sources (including contributions)2018-12-31$-1,627,735
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,543,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,422,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$40,126,625
Value of total assets at beginning of year2018-12-31$45,297,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$121,043
Total interest from all sources2018-12-31$349,885
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$532,571
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$532,571
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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
Other income not declared elsewhere2018-12-31$44,101
Administrative expenses (other) incurred2018-12-31$121,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,171,368
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,126,625
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,297,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,126,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,651,625
Interest earned on other investments2018-12-31$349,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,000,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,646,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,554,292
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,422,590
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 name2018-12-31MCKONLY AND ASBURY, LLP
Accountancy firm EIN2018-12-31231909723
2017 : PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 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$6,567,171
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,919,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,824,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$45,297,993
Value of total assets at beginning of year2017-12-31$41,650,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$94,814
Total interest from all sources2017-12-31$342,952
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$464,232
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$464,232
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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
Other income not declared elsewhere2017-12-31$52,079
Administrative expenses (other) incurred2017-12-31$94,814
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$3,647,398
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,297,993
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$41,650,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,651,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,021,253
Interest earned on other investments2017-12-31$342,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,646,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,629,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,707,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,824,959
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 name2017-12-31MCKONLY AND ASBURY, LLP
Accountancy firm EIN2017-12-31231909723
2016 : PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,331,791
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,354,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,293,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$41,650,595
Value of total assets at beginning of year2016-12-31$42,673,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$60,608
Total interest from all sources2016-12-31$344,982
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$458,622
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$458,622
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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
Other income not declared elsewhere2016-12-31$76,647
Administrative expenses (other) incurred2016-12-31$60,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,022,749
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,650,595
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,673,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,021,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,982,136
Interest earned on other investments2016-12-31$344,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,629,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,691,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,451,540
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,293,932
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 name2016-12-31MCKONLY AND ASBURY, LLP
Accountancy firm EIN2016-12-31231909723
2015 : PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 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$652,486
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,298,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,228,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$42,673,344
Value of total assets at beginning of year2015-12-31$47,319,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$70,746
Total interest from all sources2015-12-31$337,347
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$485,659
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$485,659
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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
Other income not declared elsewhere2015-12-31$85,490
Administrative expenses (other) incurred2015-12-31$70,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,646,272
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,673,344
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,319,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$30,982,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,046,675
Interest earned on other investments2015-12-31$337,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$684,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$684,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$51
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,691,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,588,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-256,010
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$5,228,012
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 name2015-12-31MCKONLY AND ASBURY, LLP
Accountancy firm EIN2015-12-31231909723
2014 : PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 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$2,939,662
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,963,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,872,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,739
Value of total assets at end of year2014-12-31$47,319,616
Value of total assets at beginning of year2014-12-31$48,343,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$90,610
Total interest from all sources2014-12-31$347,923
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$583,334
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$583,334
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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
Other income not declared elsewhere2014-12-31$97,252
Administrative expenses (other) incurred2014-12-31$90,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,023,839
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,319,616
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$48,343,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,046,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$35,568,547
Interest earned on other investments2014-12-31$347,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$684,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$753,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$753,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,588,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,021,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,906,414
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$4,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,872,891
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 name2014-12-31MCKONLY AND ASBURY, LLP
Accountancy firm EIN2014-12-31231909723
2013 : PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 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$13,136,177
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,003,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,914,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,091,021
Value of total assets at end of year2013-12-31$48,343,455
Value of total assets at beginning of year2013-12-31$39,210,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$88,605
Total interest from all sources2013-12-31$355,746
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$548,417
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$548,417
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$90,030
Other income not declared elsewhere2013-12-31$69,350
Administrative expenses (other) incurred2013-12-31$88,605
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$9,132,912
Value of net assets at end of year (total assets less liabilities)2013-12-31$48,343,455
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$39,210,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$35,568,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,084,420
Interest earned on other investments2013-12-31$355,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$753,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$836,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$836,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,021,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,290,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,071,643
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$6,000,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,914,660
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 name2013-12-31MCKONLY AND ASBURY, LLP
Accountancy firm EIN2013-12-31231909723
2012 : PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,003,175
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,690,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,690,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,121,188
Value of total assets at end of year2012-12-31$39,210,543
Value of total assets at beginning of year2012-12-31$31,898,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$552
Total interest from all sources2012-12-31$323,634
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$457,185
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$457,185
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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
Administrative expenses (other) incurred2012-12-31$552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,312,542
Value of net assets at end of year (total assets less liabilities)2012-12-31$39,210,543
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,898,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$27,084,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,268,482
Interest earned on other investments2012-12-31$323,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$836,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$743,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$743,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,290,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,834,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,101,168
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$6,121,188
Employer contributions (assets) at beginning of year2012-12-31$52,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,690,081
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 name2012-12-31MCKONLY AND ASBURY, LLP
Accountancy firm EIN2012-12-31231909723
2011 : PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,202,769
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,524,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,524,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,357,562
Value of total assets at end of year2011-12-31$31,898,001
Value of total assets at beginning of year2011-12-31$27,220,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$389
Total interest from all sources2011-12-31$309,567
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$347,465
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$347,465
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$389
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$4,677,806
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,898,001
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,220,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,268,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,141,597
Interest earned on other investments2011-12-31$309,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$743,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$600,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$600,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,834,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,424,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-811,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,357,562
Employer contributions (assets) at end of year2011-12-31$52,140
Employer contributions (assets) at beginning of year2011-12-31$53,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,524,574
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCKONLY AND ASBURY, LLP
Accountancy firm EIN2011-12-31231909723
2010 : PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$201,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$90,340
Total income from all sources (including contributions)2010-12-31$8,633,280
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$922,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$922,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,429,308
Value of total assets at end of year2010-12-31$27,220,195
Value of total assets at beginning of year2010-12-31$19,398,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$256,310
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$287,567
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$287,567
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$92,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$90,340
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,710,293
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,220,195
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,308,391
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$18,141,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,521,207
Interest earned on other investments2010-12-31$256,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$600,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$523,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$523,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,424,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,353,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,660,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,336,935
Employer contributions (assets) at end of year2010-12-31$53,392
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$922,987
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 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 PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT

2019: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 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 filingYes
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: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 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: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 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: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 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: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 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: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 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: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 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: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PINNACLE HEALTH SYSTEM RETIREMENT INVESTMENT ACCT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number340047
Policy instance 1
Insurance contract or identification number340047
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number340047
Policy instance 1
Insurance contract or identification number340047
Number of Individuals Covered3634
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number340047
Policy instance 1
Insurance contract or identification number340047
Number of Individuals Covered3850
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number340047
Policy instance 1
Insurance contract or identification number340047
Number of Individuals Covered4455
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number340047
Policy instance 1
Insurance contract or identification number340047
Number of Individuals Covered5639
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number340047
Policy instance 1
Insurance contract or identification number340047
Number of Individuals Covered6253
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number340047
Policy instance 1
Insurance contract or identification number340047
Number of Individuals Covered5444
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number340047
Policy instance 1
Insurance contract or identification number340047
Number of Individuals Covered5253
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number340047
Policy instance 1
Insurance contract or identification number340047
Number of Individuals Covered5282
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 $11,505
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

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