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THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 401k Plan overview

Plan NameTHE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN
Plan identification number 002

THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:TORRANCE HEALTH ASSOCIATION
Employer identification number (EIN):330073515
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DEDRA AMBRIZ
0022017-01-01DEDRA AMBRIZ
0022016-01-01DEDRA AMBRIZ
0022015-01-01DEDRA AMBRIZ
0022014-01-01DEDRA AMBRIZ
0022013-01-01DEDRA AMBRIZ
0022012-01-01DEDRA AMBRIZ DEDRA AMBRIZ2013-10-15
0022011-01-01DEDRA AMBRIZ2013-10-17 DEDRA AMBRIZ2013-10-17
0022010-01-01DEDRA AMBRIZ2013-11-20 DEDRA AMBRIZ2013-11-20

Plan Statistics for THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN

401k plan membership statisitcs for THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN

Measure Date Value
2022: THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,647
Total number of active participants reported on line 7a of the Form 55002022-01-015,063
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01756
Total of all active and inactive participants2022-01-015,826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-015,834
Number of participants with account balances2022-01-014,569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01160
2021: THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,299
Total number of active participants reported on line 7a of the Form 55002021-01-014,818
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01818
Total of all active and inactive participants2021-01-015,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-015,647
Number of participants with account balances2021-01-014,802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01118
2020: THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,930
Total number of active participants reported on line 7a of the Form 55002020-01-014,641
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01655
Total of all active and inactive participants2020-01-015,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-015,299
Number of participants with account balances2020-01-014,438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01109
2019: THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,238
Total number of active participants reported on line 7a of the Form 55002019-01-014,426
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01500
Total of all active and inactive participants2019-01-014,929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-014,930
Number of participants with account balances2019-01-012,546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01186
2018: THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,031
Total number of active participants reported on line 7a of the Form 55002018-01-014,903
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01333
Total of all active and inactive participants2018-01-015,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-015,238
Number of participants with account balances2018-01-012,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01209
2017: THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,735
Total number of active participants reported on line 7a of the Form 55002017-01-012,913
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01117
Total of all active and inactive participants2017-01-013,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-013,031
Number of participants with account balances2017-01-011,962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01142
2016: THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,194
Total number of active participants reported on line 7a of the Form 55002016-01-012,604
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01130
Total of all active and inactive participants2016-01-012,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,735
Number of participants with account balances2016-01-011,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0199
2015: THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,437
Total number of active participants reported on line 7a of the Form 55002015-01-012,008
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01185
Total of all active and inactive participants2015-01-012,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,194
Number of participants with account balances2015-01-011,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0143
2014: THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01747
Total number of active participants reported on line 7a of the Form 55002014-01-011,405
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-011,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,437
Number of participants with account balances2014-01-01914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0137
2013: THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01379
Total number of active participants reported on line 7a of the Form 55002013-01-01744
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01744
Number of participants with account balances2013-01-01667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0128
2012: THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0167
Total number of active participants reported on line 7a of the Form 55002012-01-01379
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01379
Number of participants with account balances2012-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117

Financial Data on THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN

Measure Date Value
2022 : THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$9,653,461
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,362,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,247,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,188,831
Value of total assets at end of year2022-12-31$62,826,168
Value of total assets at beginning of year2022-12-31$55,535,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$115,437
Total interest from all sources2022-12-31$173,470
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,040,785
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$2,040,785
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$100,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$-951
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$7,290,851
Value of net assets at end of year (total assets less liabilities)2022-12-31$62,826,168
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$55,535,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$52,623,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,990,305
Interest earned on other investments2022-12-31$173,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,915,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,939,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,748,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$18,188,831
Employer contributions (assets) at end of year2022-12-31$1,286,563
Employer contributions (assets) at beginning of year2022-12-31$605,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,247,173
Contract administrator fees2022-12-31$115,437
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 name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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$22,590,587
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,785,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,681,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,007,416
Value of total assets at end of year2021-12-31$55,535,317
Value of total assets at beginning of year2021-12-31$34,730,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$104,305
Total interest from all sources2021-12-31$144,277
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,367,924
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$2,367,924
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000,000
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
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$20,805,034
Value of net assets at end of year (total assets less liabilities)2021-12-31$55,535,317
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,730,283
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$47,990,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,504,227
Interest earned on other investments2021-12-31$144,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,939,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,348,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,070,970
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$18,007,416
Employer contributions (assets) at end of year2021-12-31$605,082
Employer contributions (assets) at beginning of year2021-12-31$877,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,681,248
Contract administrator fees2021-12-31$104,305
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 name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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$15,060,182
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$768,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$723,740
Value of total corrective distributions2020-12-31$240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,253,945
Value of total assets at end of year2020-12-31$34,730,283
Value of total assets at beginning of year2020-12-31$20,438,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,802
Total interest from all sources2020-12-31$79,559
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,177,524
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$1,177,524
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000,000
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
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$14,291,400
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,730,283
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,438,883
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$29,504,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,861,753
Interest earned on other investments2020-12-31$79,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,348,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,367,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,549,154
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$11,253,945
Employer contributions (assets) at end of year2020-12-31$877,300
Employer contributions (assets) at beginning of year2020-12-31$209,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$723,740
Contract administrator fees2020-12-31$44,802
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 name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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$7,335,321
Total income from all sources (including contributions)2019-12-31$7,335,321
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$750,995
Total of all expenses incurred2019-12-31$750,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$701,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$701,299
Value of total corrective distributions2019-12-31$2,234
Value of total corrective distributions2019-12-31$2,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,687,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,687,791
Value of total assets at end of year2019-12-31$20,438,883
Value of total assets at end of year2019-12-31$20,438,883
Value of total assets at beginning of year2019-12-31$13,854,557
Value of total assets at beginning of year2019-12-31$13,854,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,462
Total interest from all sources2019-12-31$51,847
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$558,112
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$558,112
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$558,112
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000,000
Value of fidelity bond cover2019-12-31$100,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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$6,584,326
Value of net income/loss2019-12-31$6,584,326
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,438,883
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,438,883
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,854,557
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,854,557
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$17,861,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,861,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,938,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,938,882
Interest earned on other investments2019-12-31$51,847
Interest earned on other investments2019-12-31$51,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,367,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,367,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,878,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,878,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,037,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,037,571
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
Contributions received in cash from employer2019-12-31$4,687,791
Contributions received in cash from employer2019-12-31$4,687,791
Employer contributions (assets) at end of year2019-12-31$209,242
Employer contributions (assets) at end of year2019-12-31$209,242
Employer contributions (assets) at beginning of year2019-12-31$37,295
Employer contributions (assets) at beginning of year2019-12-31$37,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$701,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$701,299
Contract administrator fees2019-12-31$47,462
Contract administrator fees2019-12-31$47,462
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
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 name2019-12-31ERNST & YOUNG LLP
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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$2,971,699
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$532,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$513,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,651,518
Value of total assets at end of year2018-12-31$13,854,557
Value of total assets at beginning of year2018-12-31$11,415,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,584
Total interest from all sources2018-12-31$44,376
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$487,161
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$487,161
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
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$2,439,456
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,854,557
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,415,101
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$11,938,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,537,881
Interest earned on other investments2018-12-31$44,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,878,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,341,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,211,356
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$3,651,518
Employer contributions (assets) at end of year2018-12-31$37,295
Employer contributions (assets) at beginning of year2018-12-31$535,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$513,659
Contract administrator fees2018-12-31$18,584
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 name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,319,087
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$429,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$428,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,340,256
Value of total assets at end of year2017-12-31$11,171,101
Value of total assets at beginning of year2017-12-31$7,281,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$844
Total interest from all sources2017-12-31$50,835
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$370,562
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$370,562
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,889,752
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,171,101
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,281,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$840
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,537,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,976,350
Interest earned on other investments2017-12-31$50,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,341,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,282,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$557,434
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$3,340,256
Employer contributions (assets) at end of year2017-12-31$291,634
Employer contributions (assets) at beginning of year2017-12-31$22,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$428,491
Contract administrator fees2017-12-31$4
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 name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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$2,631,502
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$176,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$176,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,334,376
Value of total assets at end of year2016-12-31$7,281,349
Value of total assets at beginning of year2016-12-31$4,826,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16
Total interest from all sources2016-12-31$79,282
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$106,979
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$106,979
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$799
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$2,455,185
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,281,349
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,826,164
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$3,976,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,488,952
Interest earned on other investments2016-12-31$79,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,282,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,190,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$110,066
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$2,334,376
Employer contributions (assets) at end of year2016-12-31$22,571
Employer contributions (assets) at beginning of year2016-12-31$146,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$176,301
Contract administrator fees2016-12-31$16
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 name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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$2,083,018
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$203,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$203,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,026,193
Value of total assets at end of year2015-12-31$4,826,164
Value of total assets at beginning of year2015-12-31$2,947,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6
Total interest from all sources2015-12-31$50,570
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$126,780
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$126,780
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000,000
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
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$1,879,104
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,826,164
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,947,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,488,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,648,831
Interest earned on other investments2015-12-31$50,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,190,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,253,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-120,525
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$2,026,193
Employer contributions (assets) at end of year2015-12-31$146,964
Employer contributions (assets) at beginning of year2015-12-31$45,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$203,908
Contract administrator fees2015-12-31$6
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 name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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$1,457,807
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$18,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,356,033
Value of total assets at end of year2014-12-31$2,947,060
Value of total assets at beginning of year2014-12-31$1,507,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$27,337
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$137,271
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$137,271
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,439,283
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,947,060
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,507,777
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$1,648,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$833,430
Interest earned on other investments2014-12-31$27,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,253,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$610,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-62,834
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$1,356,033
Employer contributions (assets) at end of year2014-12-31$45,196
Employer contributions (assets) at beginning of year2014-12-31$64,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,524
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 name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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$36,726
Total income from all sources (including contributions)2013-12-31$923,291
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$840,573
Value of total assets at end of year2013-12-31$1,449,864
Value of total assets at beginning of year2013-12-31$573,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$11,922
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$28,666
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$28,666
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$36,726
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$913,019
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,449,864
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$536,845
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$833,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$332,580
Interest earned on other investments2013-12-31$11,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$610,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$238,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$42,130
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$840,573
Employer contributions (assets) at end of year2013-12-31$6,346
Employer contributions (assets) at beginning of year2013-12-31$2,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,272
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$36,726
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$89
Total income from all sources (including contributions)2012-12-31$482,854
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$465,713
Value of total assets at end of year2012-12-31$573,571
Value of total assets at beginning of year2012-12-31$59,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$3,162
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,951
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$3,951
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$82
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$36,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$89
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$477,500
Value of net assets at end of year (total assets less liabilities)2012-12-31$536,845
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$59,345
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$332,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,128
Interest earned on other investments2012-12-31$3,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$238,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$24,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,028
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$465,713
Employer contributions (assets) at end of year2012-12-31$2,746
Employer contributions (assets) at beginning of year2012-12-31$6,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,354
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596

Form 5500 Responses for THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN

2022: THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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: THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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: THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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: THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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: THE TORRANCE HEALTH ASSOCIATION INC 401(A) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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: THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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: THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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: THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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: THE TORRANCE HEALTH ASSOCIATION INC 401(A) 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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893203087
Policy instance 1
Insurance contract or identification number893203087
Number of Individuals Covered4208
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,321
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,321
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893203087
Policy instance 1
Insurance contract or identification number893203087
Number of Individuals Covered4439
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,912
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,912
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893203087
Policy instance 1
Insurance contract or identification number893203087
Number of Individuals Covered4152
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,575
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,575
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893203087
Policy instance 1
Insurance contract or identification number893203087
Number of Individuals Covered2353
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,514
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,514
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893203087
Policy instance 1
Insurance contract or identification number893203087
Number of Individuals Covered2235
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,040
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,040
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893203087
Policy instance 1
Insurance contract or identification number893203087
Number of Individuals Covered1857
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,805
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,805
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893203087
Policy instance 1
Insurance contract or identification number893203087
Number of Individuals Covered1262
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,395
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,395
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893203087
Policy instance 1
Insurance contract or identification number893203087
Number of Individuals Covered910
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,224
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,224
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893203087
Policy instance 1
Insurance contract or identification number893203087
Number of Individuals Covered653
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $877
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $877
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893203087
Policy instance 1
Insurance contract or identification number893203087
Number of Individuals Covered379
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $223
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $223
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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