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PINNACLE HEALTH SYSTEM 401K PLAN 401k Plan overview

Plan NamePINNACLE HEALTH SYSTEM 401K PLAN
Plan identification number 006

PINNACLE HEALTH SYSTEM 401K PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01ANN GORMLEY ANN GORMLEY2018-10-15
0062016-01-01ANN GORMLEY ANN GORMLEY2017-10-13
0062015-01-01ANN GORMLEY ANN GORMLEY2016-10-13
0062014-01-01WILLIAM H PUGH RICHARD BAUM2015-10-13
0062013-01-01WILLIAM H PUGH NANCY HAMMONDS2014-10-13
0062012-01-01WILLIAM H. PUGH NANCY HAMMONDS2013-10-14
0062011-04-10WILLIAM H PUGH NANCY HAMMONDS2012-10-15

Plan Statistics for PINNACLE HEALTH SYSTEM 401K PLAN

401k plan membership statisitcs for PINNACLE HEALTH SYSTEM 401K PLAN

Measure Date Value
2022: PINNACLE HEALTH SYSTEM 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,429
Total number of active participants reported on line 7a of the Form 55002022-01-011,031
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01295
Total of all active and inactive participants2022-01-011,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,331
Number of participants with account balances2022-01-011,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PINNACLE HEALTH SYSTEM 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,548
Total number of active participants reported on line 7a of the Form 55002021-01-011,093
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01332
Total of all active and inactive participants2021-01-011,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,429
Number of participants with account balances2021-01-011,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: PINNACLE HEALTH SYSTEM 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,708
Total number of active participants reported on line 7a of the Form 55002020-01-011,236
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01308
Total of all active and inactive participants2020-01-011,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,548
Number of participants with account balances2020-01-011,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: PINNACLE HEALTH SYSTEM 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,839
Total number of active participants reported on line 7a of the Form 55002019-01-011,371
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01332
Total of all active and inactive participants2019-01-011,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,708
Number of participants with account balances2019-01-011,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: PINNACLE HEALTH SYSTEM 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01738
Total number of active participants reported on line 7a of the Form 55002018-01-011,529
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01308
Total of all active and inactive participants2018-01-011,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,839
Number of participants with account balances2018-01-011,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: PINNACLE HEALTH SYSTEM 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01645
Total number of active participants reported on line 7a of the Form 55002017-01-01632
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01106
Total of all active and inactive participants2017-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01738
Number of participants with account balances2017-01-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: PINNACLE HEALTH SYSTEM 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01692
Total number of active participants reported on line 7a of the Form 55002016-01-01543
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01102
Total of all active and inactive participants2016-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01645
Number of participants with account balances2016-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: PINNACLE HEALTH SYSTEM 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01678
Total number of active participants reported on line 7a of the Form 55002015-01-01602
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0190
Total of all active and inactive participants2015-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01692
Number of participants with account balances2015-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: PINNACLE HEALTH SYSTEM 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01687
Total number of active participants reported on line 7a of the Form 55002014-01-01610
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0168
Total of all active and inactive participants2014-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01678
Number of participants with account balances2014-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: PINNACLE HEALTH SYSTEM 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01663
Total number of active participants reported on line 7a of the Form 55002013-01-01623
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01687
Number of participants with account balances2013-01-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: PINNACLE HEALTH SYSTEM 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01178
Total number of active participants reported on line 7a of the Form 55002012-01-01611
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01663
Number of participants with account balances2012-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: PINNACLE HEALTH SYSTEM 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-10170
Total number of active participants reported on line 7a of the Form 55002011-04-10177
Number of retired or separated participants receiving benefits2011-04-100
Number of other retired or separated participants entitled to future benefits2011-04-101
Total of all active and inactive participants2011-04-10178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-100
Total participants2011-04-10178
Number of participants with account balances2011-04-10178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-103

Financial Data on PINNACLE HEALTH SYSTEM 401K PLAN

Measure Date Value
2022 : PINNACLE HEALTH SYSTEM 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-14,444,825
Total of all expenses incurred2022-12-31$4,084,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,841,372
Expenses. Certain deemed distributions of participant loans2022-12-31$21,442
Value of total assets at end of year2022-12-31$71,827,163
Value of total assets at beginning of year2022-12-31$90,356,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$221,463
Total interest from all sources2022-12-31$275,648
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$954,591
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$954,591
Administrative expenses professional fees incurred2022-12-31$14,619
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
Participant contributions at end of year2022-12-31$111,661
Participant contributions at beginning of year2022-12-31$242,401
Assets. Other investments not covered elsewhere at end of year2022-12-31$661,446
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$778,744
Other income not declared elsewhere2022-12-31$-140,551
Administrative expenses (other) incurred2022-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,529,102
Value of net assets at end of year (total assets less liabilities)2022-12-31$71,827,163
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$90,356,265
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$77,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$61,886,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$81,018,499
Interest on participant loans2022-12-31$10,567
Interest earned on other investments2022-12-31$265,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,167,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,316,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,534,513
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,841,372
Contract administrator fees2022-12-31$129,243
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 name2022-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-12-31251408703
2021 : PINNACLE HEALTH SYSTEM 401K 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$12,037,254
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,531,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,288,958
Expenses. Certain deemed distributions of participant loans2021-12-31$12,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,444
Value of total assets at end of year2021-12-31$90,356,265
Value of total assets at beginning of year2021-12-31$84,850,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$229,863
Total interest from all sources2021-12-31$286,102
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$869,553
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$869,553
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
Participant contributions at end of year2021-12-31$242,401
Participant contributions at beginning of year2021-12-31$440,555
Assets. Other investments not covered elsewhere at end of year2021-12-31$778,744
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$551,926
Other income not declared elsewhere2021-12-31$220,969
Administrative expenses (other) incurred2021-12-31$229,863
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$5,506,201
Value of net assets at end of year (total assets less liabilities)2021-12-31$90,356,265
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$84,850,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$81,018,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$74,502,562
Interest on participant loans2021-12-31$21,289
Interest earned on other investments2021-12-31$264,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,316,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,355,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,659,186
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
Contributions received in cash from employer2021-12-31$1,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,288,958
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 name2021-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2021-12-31231909723
2020 : PINNACLE HEALTH SYSTEM 401K 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$11,580,139
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,291,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,085,935
Expenses. Certain deemed distributions of participant loans2020-12-31$14,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,200
Value of total assets at end of year2020-12-31$84,850,064
Value of total assets at beginning of year2020-12-31$80,561,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$190,912
Total interest from all sources2020-12-31$280,841
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,063,132
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$1,063,132
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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
Participant contributions at end of year2020-12-31$440,555
Participant contributions at beginning of year2020-12-31$735,233
Assets. Other investments not covered elsewhere at end of year2020-12-31$551,926
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$460,272
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$708,973
Other income not declared elsewhere2020-12-31$177,057
Administrative expenses (other) incurred2020-12-31$190,912
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$4,288,850
Value of net assets at end of year (total assets less liabilities)2020-12-31$84,850,064
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$80,561,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$74,502,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$70,711,032
Interest on participant loans2020-12-31$31,253
Interest earned on other investments2020-12-31$249,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,355,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,945,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,053,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,085,935
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 name2020-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2020-12-31231909723
2019 : PINNACLE HEALTH SYSTEM 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$19,669,575
Total income from all sources (including contributions)2019-12-31$19,669,575
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$6,954,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,745,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,745,846
Expenses. Certain deemed distributions of participant loans2019-12-31$7,937
Expenses. Certain deemed distributions of participant loans2019-12-31$7,937
Value of total corrective distributions2019-12-31$10,329
Value of total corrective distributions2019-12-31$10,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,980,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,980,044
Value of total assets at end of year2019-12-31$80,561,214
Value of total assets at end of year2019-12-31$80,561,214
Value of total assets at beginning of year2019-12-31$67,846,208
Value of total assets at beginning of year2019-12-31$67,846,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$190,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$190,457
Total interest from all sources2019-12-31$258,842
Total interest from all sources2019-12-31$258,842
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,258,241
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,258,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,258,241
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,258,241
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
Contributions received from participants2019-12-31$2,524,862
Contributions received from participants2019-12-31$2,524,862
Participant contributions at end of year2019-12-31$735,233
Participant contributions at end of year2019-12-31$735,233
Participant contributions at beginning of year2019-12-31$722,918
Participant contributions at beginning of year2019-12-31$722,918
Assets. Other investments not covered elsewhere at end of year2019-12-31$460,272
Assets. Other investments not covered elsewhere at end of year2019-12-31$460,272
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$335,756
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$335,756
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$859,409
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$859,409
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$708,973
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$708,973
Other income not declared elsewhere2019-12-31$166,611
Other income not declared elsewhere2019-12-31$166,611
Administrative expenses (other) incurred2019-12-31$190,457
Administrative expenses (other) incurred2019-12-31$190,457
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$12,715,006
Value of net income/loss2019-12-31$12,715,006
Value of net assets at end of year (total assets less liabilities)2019-12-31$80,561,214
Value of net assets at end of year (total assets less liabilities)2019-12-31$80,561,214
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$67,846,208
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$67,846,208
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$70,711,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$70,711,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$59,607,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$59,607,755
Interest on participant loans2019-12-31$36,852
Interest on participant loans2019-12-31$36,852
Interest earned on other investments2019-12-31$221,990
Interest earned on other investments2019-12-31$221,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,945,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,945,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,179,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,179,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,005,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,005,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,595,773
Contributions received in cash from employer2019-12-31$1,595,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,745,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,745,846
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCKONLY & ASBURY, LLP
Accountancy firm name2019-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2019-12-31231909723
Accountancy firm EIN2019-12-31231909723
2018 : PINNACLE HEALTH SYSTEM 401K 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$1,767,701
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,358,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,107,138
Expenses. Certain deemed distributions of participant loans2018-12-31$19,927
Value of total corrective distributions2018-12-31$47,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,325,185
Value of total assets at end of year2018-12-31$67,846,208
Value of total assets at beginning of year2018-12-31$71,436,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$183,887
Total interest from all sources2018-12-31$212,157
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,050,359
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$1,050,359
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
Contributions received from participants2018-12-31$3,673,197
Participant contributions at end of year2018-12-31$722,918
Participant contributions at beginning of year2018-12-31$739,308
Assets. Other investments not covered elsewhere at end of year2018-12-31$335,756
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$320,974
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$269,418
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$188,076
Other income not declared elsewhere2018-12-31$51,506
Administrative expenses (other) incurred2018-12-31$183,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,590,635
Value of net assets at end of year (total assets less liabilities)2018-12-31$67,846,208
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$71,436,843
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$59,607,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$62,658,265
Interest on participant loans2018-12-31$34,148
Interest earned on other investments2018-12-31$178,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,179,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,021,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,871,506
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$2,382,570
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$508,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,107,138
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 & ASBURY, LLP
Accountancy firm EIN2018-12-31231909723
2017 : PINNACLE HEALTH SYSTEM 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$36,522,626
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$8,933,274
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,049,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$962,690
Expenses. Certain deemed distributions of participant loans2017-12-31$-440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,664,451
Value of total assets at end of year2017-12-31$71,436,843
Value of total assets at beginning of year2017-12-31$27,030,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$86,812
Total interest from all sources2017-12-31$106,903
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$390,136
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$390,136
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
Contributions received from participants2017-12-31$1,762,025
Participant contributions at end of year2017-12-31$739,308
Participant contributions at beginning of year2017-12-31$198,250
Assets. Other investments not covered elsewhere at end of year2017-12-31$320,974
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$245,289
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$748,552
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$188,076
Other income not declared elsewhere2017-12-31$79,353
Administrative expenses (other) incurred2017-12-31$86,812
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$7,884,212
Value of net assets at end of year (total assets less liabilities)2017-12-31$71,436,843
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,030,005
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$62,658,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,549,430
Interest on participant loans2017-12-31$10,020
Interest earned on other investments2017-12-31$96,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,021,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,037,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,692,431
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$1,153,874
Employer contributions (assets) at end of year2017-12-31$508,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$962,690
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 & ASBURY, LLC
Accountancy firm EIN2017-12-31231909723
2016 : PINNACLE HEALTH SYSTEM 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$4,375,537
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,599,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,554,215
Expenses. Certain deemed distributions of participant loans2016-12-31$2,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,568,152
Value of total assets at end of year2016-12-31$27,030,005
Value of total assets at beginning of year2016-12-31$24,253,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,068
Total interest from all sources2016-12-31$90,811
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$338,367
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$338,367
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
Contributions received from participants2016-12-31$1,554,035
Participant contributions at end of year2016-12-31$198,250
Participant contributions at beginning of year2016-12-31$235,253
Assets. Other investments not covered elsewhere at end of year2016-12-31$245,289
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$194,501
Other income not declared elsewhere2016-12-31$61,663
Administrative expenses (other) incurred2016-12-31$43,068
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$2,776,103
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,030,005
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,253,902
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$23,549,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,497,974
Interest on participant loans2016-12-31$9,107
Interest earned on other investments2016-12-31$81,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,037,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,326,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,316,544
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$1,014,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,554,215
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 & ASBURY, LLP
Accountancy firm EIN2016-12-31231909723
2015 : PINNACLE HEALTH SYSTEM 401K 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$2,755,814
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,649,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,603,065
Expenses. Certain deemed distributions of participant loans2015-12-31$1,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,717,280
Value of total assets at end of year2015-12-31$24,253,902
Value of total assets at beginning of year2015-12-31$23,147,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,269
Total interest from all sources2015-12-31$69,563
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$302,742
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$302,742
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
Contributions received from participants2015-12-31$1,422,554
Participant contributions at end of year2015-12-31$235,253
Participant contributions at beginning of year2015-12-31$131,065
Assets. Other investments not covered elsewhere at end of year2015-12-31$194,501
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$286,265
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$316,642
Other income not declared elsewhere2015-12-31$46,272
Administrative expenses (other) incurred2015-12-31$44,269
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$1,106,536
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,253,902
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,147,366
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$21,497,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,749,926
Interest on participant loans2015-12-31$7,501
Interest earned on other investments2015-12-31$62,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,326,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,980,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-380,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$978,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,603,065
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 & ASBURY, LLP
Accountancy firm EIN2015-12-31231909723
2014 : PINNACLE HEALTH SYSTEM 401K 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$3,645,892
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,182,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,126,519
Expenses. Certain deemed distributions of participant loans2014-12-31$12,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,177,855
Value of total assets at end of year2014-12-31$23,147,366
Value of total assets at beginning of year2014-12-31$20,683,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$43,027
Total interest from all sources2014-12-31$61,548
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$268,903
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$268,903
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
Contributions received from participants2014-12-31$1,308,361
Participant contributions at end of year2014-12-31$131,065
Participant contributions at beginning of year2014-12-31$107,461
Assets. Other investments not covered elsewhere at end of year2014-12-31$286,265
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$267,695
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,718
Other income not declared elsewhere2014-12-31$56,944
Administrative expenses (other) incurred2014-12-31$43,027
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$2,463,827
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,147,366
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,683,539
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$20,749,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,622,338
Interest on participant loans2014-12-31$4,928
Interest earned on other investments2014-12-31$56,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,980,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,686,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,080,642
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$860,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,126,519
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 & ASBURY, LLP
Accountancy firm EIN2014-12-31231909723
2013 : PINNACLE HEALTH SYSTEM 401K 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$7,324,416
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,144,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,097,257
Value of total corrective distributions2013-12-31$1,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,771,943
Value of total assets at end of year2013-12-31$20,683,539
Value of total assets at beginning of year2013-12-31$14,503,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$45,703
Total interest from all sources2013-12-31$48,215
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$214,631
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$214,631
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
Contributions received from participants2013-12-31$2,175,053
Participant contributions at end of year2013-12-31$107,461
Participant contributions at beginning of year2013-12-31$137,148
Assets. Other investments not covered elsewhere at end of year2013-12-31$267,695
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$257,942
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$168,411
Other income not declared elsewhere2013-12-31$54,614
Administrative expenses (other) incurred2013-12-31$45,703
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$6,180,250
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,683,539
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,503,289
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$18,622,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,949,444
Interest on participant loans2013-12-31$5,055
Interest earned on other investments2013-12-31$43,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,686,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,158,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,235,013
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$1,428,479
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,097,257
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 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$9,809,517
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$4,235,512
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$606,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$602,452
Expenses. Certain deemed distributions of participant loans2012-12-31$1,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,047,858
Value of total assets at end of year2012-12-31$14,503,289
Value of total assets at beginning of year2012-12-31$1,064,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,861
Total interest from all sources2012-12-31$22,534
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$136,437
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$136,437
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
Contributions received from participants2012-12-31$1,658,267
Participant contributions at end of year2012-12-31$137,148
Assets. Other investments not covered elsewhere at end of year2012-12-31$257,942
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$219,279
Other income not declared elsewhere2012-12-31$6,351
Administrative expenses (other) incurred2012-12-31$2,861
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$3,628,962
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,503,289
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,064,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,949,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$960,133
Interest on participant loans2012-12-31$3,543
Interest earned on other investments2012-12-31$18,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,158,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$97,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,022,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,170,312
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$7,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$602,452
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 401K PLAN 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$1,066,613
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,073,727
Value of total assets at end of year2011-12-31$1,064,810
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11
Total interest from all sources2011-12-31$740
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,196
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$9,196
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
Contributions received from participants2011-12-31$594,341
Administrative expenses (other) incurred2011-12-31$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,064,810
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,064,810
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$960,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest earned on other investments2011-12-31$740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$97,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-17,050
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$479,386
Employer contributions (assets) at end of year2011-12-31$7,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,792
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

Form 5500 Responses for PINNACLE HEALTH SYSTEM 401K PLAN

2022: PINNACLE HEALTH SYSTEM 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: PINNACLE HEALTH SYSTEM 401K 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: PINNACLE HEALTH SYSTEM 401K 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: PINNACLE HEALTH SYSTEM 401K 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: PINNACLE HEALTH SYSTEM 401K 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: PINNACLE HEALTH SYSTEM 401K 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: PINNACLE HEALTH SYSTEM 401K 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: PINNACLE HEALTH SYSTEM 401K 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: PINNACLE HEALTH SYSTEM 401K 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: PINNACLE HEALTH SYSTEM 401K 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: PINNACLE HEALTH SYSTEM 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PINNACLE HEALTH SYSTEM 401K PLAN 2011 form 5500 responses
2011-04-10Type of plan entitySingle employer plan
2011-04-10First time form 5500 has been submittedYes
2011-04-10Submission has been amendedNo
2011-04-10This submission is the final filingNo
2011-04-10This return/report is a short plan year return/report (less than 12 months)Yes
2011-04-10Plan is a collectively bargained planNo
2011-04-10Plan funding arrangement – InsuranceYes
2011-04-10Plan funding arrangement – TrustYes
2011-04-10Plan benefit arrangement – InsuranceYes
2011-04-10Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered1331
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered1429
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered1548
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered1708
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered1839
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered881
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 number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered738
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 number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered692
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered231
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered687
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number00725
Policy instance 1
Insurance contract or identification number00725
Number of Individuals Covered663
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number00725
Policy instance 1
Insurance contract or identification number00725
Number of Individuals Covered178
Insurance policy start date2011-04-10
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

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