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LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 401k Plan overview

Plan NameLOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN
Plan identification number 001

LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOMA LINDA UNIVERSITY HEALTH CARE has sponsored the creation of one or more 401k plans.

Company Name:LOMA LINDA UNIVERSITY HEALTH CARE
Employer identification number (EIN):330364239
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about LOMA LINDA UNIVERSITY HEALTH CARE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1634489

More information about LOMA LINDA UNIVERSITY HEALTH CARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01BARBARA SHARP BARBARA SHARP2018-10-14
0012016-01-01BARBARA SHARP BARBARA SHARP2017-10-03
0012015-01-01BARBARA SHARP BARBARA SHARP2016-10-17
0012014-01-01BARBARA SHARP BARBARA SHARP2015-10-15
0012013-01-01BARBARA SHARP BARBARA SHARP2014-10-14
0012012-01-01BARBARA SHARP BARBARA SHARP2013-10-14
0012011-01-01BARBARA SHARP
0012010-01-01BARBARA SHARP
0012009-01-01BARBARA SHARP
0012009-01-01BARBARA SHARP

Plan Statistics for LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN

401k plan membership statisitcs for LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN

Measure Date Value
2019: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,802
Total number of active participants reported on line 7a of the Form 55002019-01-013,744
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012,507
Total of all active and inactive participants2019-01-016,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0122
Total participants2019-01-016,273
Number of participants with account balances2019-01-015,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01223
2018: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,317
Total number of active participants reported on line 7a of the Form 55002018-01-013,520
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,264
Total of all active and inactive participants2018-01-015,784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-015,799
Number of participants with account balances2018-01-014,862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01189
2017: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,336
Total number of active participants reported on line 7a of the Form 55002017-01-013,289
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012,009
Total of all active and inactive participants2017-01-015,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-015,310
Number of participants with account balances2017-01-014,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01181
2016: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,945
Total number of active participants reported on line 7a of the Form 55002016-01-012,431
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,884
Total of all active and inactive participants2016-01-014,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0115
Total participants2016-01-014,330
Number of participants with account balances2016-01-013,669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0198
2015: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,629
Total number of active participants reported on line 7a of the Form 55002015-01-012,232
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,705
Total of all active and inactive participants2015-01-013,937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-013,940
Number of participants with account balances2015-01-013,408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01177
2014: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,594
Total number of active participants reported on line 7a of the Form 55002014-01-012,403
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,225
Total of all active and inactive participants2014-01-013,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-013,629
Number of participants with account balances2014-01-013,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0183
2013: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,820
Total number of active participants reported on line 7a of the Form 55002013-01-012,166
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,313
Total of all active and inactive participants2013-01-013,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-013,480
Number of participants with account balances2013-01-013,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01126
2012: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,568
Total number of active participants reported on line 7a of the Form 55002012-01-012,208
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,606
Total of all active and inactive participants2012-01-013,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-013,815
Number of participants with account balances2012-01-013,407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01102
2011: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,499
Total number of active participants reported on line 7a of the Form 55002011-01-011,967
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,586
Total of all active and inactive participants2011-01-013,553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-013,554
Number of participants with account balances2011-01-013,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01126
2010: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,346
Total number of active participants reported on line 7a of the Form 55002010-01-012,042
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,450
Total of all active and inactive participants2010-01-013,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-013,493
Number of participants with account balances2010-01-013,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01111
2009: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,098
Total number of active participants reported on line 7a of the Form 55002009-01-012,014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,328
Total of all active and inactive participants2009-01-013,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-013,343
Number of participants with account balances2009-01-012,988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0180

Financial Data on LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN

Measure Date Value
2019 : LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT 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$99,485,182
Total income from all sources (including contributions)2019-12-31$99,485,182
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$15,312,522
Total of all expenses incurred2019-12-31$15,312,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,502,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,502,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$31,639,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$31,639,032
Value of total assets at end of year2019-12-31$451,836,779
Value of total assets at end of year2019-12-31$451,836,779
Value of total assets at beginning of year2019-12-31$367,664,119
Value of total assets at beginning of year2019-12-31$367,664,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$810,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$810,117
Total interest from all sources2019-12-31$192,674
Total interest from all sources2019-12-31$192,674
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,225,952
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,225,952
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$18,225,952
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,225,952
Administrative expenses professional fees incurred2019-12-31$810,117
Administrative expenses professional fees incurred2019-12-31$810,117
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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
Participant contributions at end of year2019-12-31$3,244,422
Participant contributions at end of year2019-12-31$3,244,422
Participant contributions at beginning of year2019-12-31$3,134,858
Participant contributions at beginning of year2019-12-31$3,134,858
Assets. Other investments not covered elsewhere at end of year2019-12-31$58,678,467
Assets. Other investments not covered elsewhere at end of year2019-12-31$58,678,467
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$64,241,375
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$64,241,375
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$685,434
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$685,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,030
Other income not declared elsewhere2019-12-31$6,541,346
Other income not declared elsewhere2019-12-31$6,541,346
Total non interest bearing cash at end of year2019-12-31$193,324,023
Total non interest bearing cash at end of year2019-12-31$193,324,023
Total non interest bearing cash at beginning of year2019-12-31$463,043
Total non interest bearing cash at beginning of year2019-12-31$463,043
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$84,172,660
Value of net income/loss2019-12-31$84,172,660
Value of net assets at end of year (total assets less liabilities)2019-12-31$451,836,779
Value of net assets at end of year (total assets less liabilities)2019-12-31$451,836,779
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$367,664,119
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$367,664,119
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$115,929,806
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$115,929,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$218,446,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$218,446,374
Interest on participant loans2019-12-31$192,674
Interest on participant loans2019-12-31$192,674
Value of interest in common/collective trusts at end of year2019-12-31$49,706,463
Value of interest in common/collective trusts at end of year2019-12-31$49,706,463
Value of interest in common/collective trusts at beginning of year2019-12-31$50,344,104
Value of interest in common/collective trusts at beginning of year2019-12-31$50,344,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$41,606,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$41,606,269
Net investment gain/loss from pooled separate accounts2019-12-31$5,411
Net investment gain/loss from pooled separate accounts2019-12-31$5,411
Net investment gain or loss from common/collective trusts2019-12-31$1,274,498
Net investment gain or loss from common/collective trusts2019-12-31$1,274,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$30,953,598
Contributions received in cash from employer2019-12-31$30,953,598
Employer contributions (assets) at end of year2019-12-31$30,953,598
Employer contributions (assets) at end of year2019-12-31$30,953,598
Employer contributions (assets) at beginning of year2019-12-31$31,024,335
Employer contributions (assets) at beginning of year2019-12-31$31,024,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,502,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,502,405
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 name2019-12-31MOSS ADAMS LLP
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT 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$13,080,485
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,113,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,622,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$31,234,175
Value of total assets at end of year2018-12-31$367,664,119
Value of total assets at beginning of year2018-12-31$366,697,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$490,672
Total interest from all sources2018-12-31$188,509
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$16,746,840
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$16,746,840
Administrative expenses professional fees incurred2018-12-31$490,672
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Participant contributions at end of year2018-12-31$3,134,858
Participant contributions at beginning of year2018-12-31$2,976,648
Assets. Other investments not covered elsewhere at end of year2018-12-31$64,241,375
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$67,387,755
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$206,409
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$10,030
Other income not declared elsewhere2018-12-31$-1,563,637
Total non interest bearing cash at end of year2018-12-31$463,043
Total non interest bearing cash at beginning of year2018-12-31$313,071
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$966,976
Value of net assets at end of year (total assets less liabilities)2018-12-31$367,664,119
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$366,697,143
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$218,446,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$219,124,060
Income. Interest from loans (other than to participants)2018-12-31$188,509
Value of interest in common/collective trusts at end of year2018-12-31$50,344,104
Value of interest in common/collective trusts at beginning of year2018-12-31$49,705,975
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$43,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-36,337,879
Net investment gain/loss from pooled separate accounts2018-12-31$2,426
Net investment gain or loss from common/collective trusts2018-12-31$2,810,051
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$31,027,766
Employer contributions (assets) at end of year2018-12-31$31,024,335
Employer contributions (assets) at beginning of year2018-12-31$27,189,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,579,626
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT 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$71,522,433
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$14,003,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,455,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$29,268,677
Value of total assets at end of year2017-12-31$366,697,143
Value of total assets at beginning of year2017-12-31$309,178,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$547,974
Total interest from all sources2017-12-31$148,600
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,413,552
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$9,413,552
Administrative expenses professional fees incurred2017-12-31$547,974
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Participant contributions at end of year2017-12-31$2,976,648
Participant contributions at beginning of year2017-12-31$3,001,949
Assets. Other investments not covered elsewhere at end of year2017-12-31$67,387,755
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$61,155,694
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,079,043
Other income not declared elsewhere2017-12-31$4,846,975
Total non interest bearing cash at end of year2017-12-31$313,071
Total non interest bearing cash at beginning of year2017-12-31$261,533
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$57,518,918
Value of net assets at end of year (total assets less liabilities)2017-12-31$366,697,143
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$309,178,225
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$219,124,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$171,813,326
Interest on participant loans2017-12-31$148,600
Value of interest in common/collective trusts at end of year2017-12-31$49,705,975
Value of interest in common/collective trusts at beginning of year2017-12-31$48,980,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$69,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$27,032,779
Net investment gain or loss from common/collective trusts2017-12-31$811,850
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$27,189,634
Employer contributions (assets) at end of year2017-12-31$27,189,634
Employer contributions (assets) at beginning of year2017-12-31$23,964,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,385,921
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,889,685
Total unrealized appreciation/depreciation of assets2016-12-31$1,889,685
Total transfer of assets to this plan2016-12-31$9,741
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$191,181
Total income from all sources (including contributions)2016-12-31$39,793,439
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$12,788,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,227,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,543,693
Value of total assets at end of year2016-12-31$309,178,225
Value of total assets at beginning of year2016-12-31$282,354,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$560,876
Total interest from all sources2016-12-31$145,815
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,390,123
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$7,390,123
Administrative expenses professional fees incurred2016-12-31$560,876
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Participant contributions at end of year2016-12-31$3,001,949
Participant contributions at beginning of year2016-12-31$3,293,767
Assets. Other investments not covered elsewhere at end of year2016-12-31$61,155,694
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$58,558,300
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$578,770
Total non interest bearing cash at end of year2016-12-31$261,533
Total non interest bearing cash at beginning of year2016-12-31$32,760
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$27,004,746
Value of net assets at end of year (total assets less liabilities)2016-12-31$309,178,225
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$282,163,738
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$171,813,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$147,156,944
Interest on participant loans2016-12-31$145,815
Value of interest in common/collective trusts at end of year2016-12-31$48,980,800
Value of interest in common/collective trusts at beginning of year2016-12-31$51,278,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$182,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$182,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,070,156
Net investment gain or loss from common/collective trusts2016-12-31$753,967
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$23,964,923
Employer contributions (assets) at end of year2016-12-31$23,964,923
Employer contributions (assets) at beginning of year2016-12-31$21,851,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,227,817
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$191,181
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,117,442
Total unrealized appreciation/depreciation of assets2015-12-31$-1,117,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$191,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$84,866
Total income from all sources (including contributions)2015-12-31$20,305,510
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,630,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,495,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$21,986,458
Value of total assets at end of year2015-12-31$282,354,919
Value of total assets at beginning of year2015-12-31$276,573,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$135,564
Total interest from all sources2015-12-31$155,512
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,423,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$9,423,462
Administrative expenses professional fees incurred2015-12-31$135,564
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Participant contributions at end of year2015-12-31$3,293,767
Participant contributions at beginning of year2015-12-31$2,920,965
Assets. Other investments not covered elsewhere at end of year2015-12-31$58,558,300
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$62,593,862
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$134,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,900
Total non interest bearing cash at end of year2015-12-31$32,760
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$5,674,891
Value of net assets at end of year (total assets less liabilities)2015-12-31$282,163,738
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$276,488,847
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$147,156,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$137,731,083
Interest on participant loans2015-12-31$155,512
Value of interest in common/collective trusts at end of year2015-12-31$51,278,699
Value of interest in common/collective trusts at beginning of year2015-12-31$53,233,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$182,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$96,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$96,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,871,403
Net investment gain or loss from common/collective trusts2015-12-31$728,923
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$21,851,845
Employer contributions (assets) at end of year2015-12-31$21,851,845
Employer contributions (assets) at beginning of year2015-12-31$19,998,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,495,055
Liabilities. Value of benefit claims payable at end of year2015-12-31$191,181
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$82,966
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT 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$84,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$164,959
Total income from all sources (including contributions)2014-12-31$32,097,463
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$20,846,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,720,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$20,743,905
Value of total assets at end of year2014-12-31$276,573,713
Value of total assets at beginning of year2014-12-31$265,402,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$126,208
Total interest from all sources2014-12-31$146,786
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,528,575
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$8,528,575
Administrative expenses professional fees incurred2014-12-31$43,652
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Participant contributions at end of year2014-12-31$2,920,965
Participant contributions at beginning of year2014-12-31$2,911,098
Assets. Other investments not covered elsewhere at end of year2014-12-31$62,593,862
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$65,253,522
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$745,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$100,000
Other income not declared elsewhere2014-12-31$1,563,527
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$11,251,154
Value of net assets at end of year (total assets less liabilities)2014-12-31$276,488,847
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$265,237,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$82,556
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$137,731,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$124,369,501
Interest on participant loans2014-12-31$146,786
Value of interest in common/collective trusts at end of year2014-12-31$53,233,368
Value of interest in common/collective trusts at beginning of year2014-12-31$54,623,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$96,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$231,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$231,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$345,323
Net investment gain or loss from common/collective trusts2014-12-31$769,347
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$19,998,037
Employer contributions (assets) at end of year2014-12-31$19,998,037
Employer contributions (assets) at beginning of year2014-12-31$18,013,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,720,101
Liabilities. Value of benefit claims payable at end of year2014-12-31$82,966
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$64,959
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS, LLP
Accountancy firm EIN2014-12-31910189318
2013 : LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT 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$164,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$140,588
Total income from all sources (including contributions)2013-12-31$50,953,703
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,904,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,757,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$18,375,389
Value of total assets at end of year2013-12-31$265,402,652
Value of total assets at beginning of year2013-12-31$230,329,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$147,258
Total interest from all sources2013-12-31$122,571
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,314,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,314,309
Administrative expenses professional fees incurred2013-12-31$70,709
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Participant contributions at end of year2013-12-31$2,911,098
Participant contributions at beginning of year2013-12-31$2,157,064
Assets. Other investments not covered elsewhere at end of year2013-12-31$65,253,522
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$39,538,427
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$361,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$100,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$16,779
Other income not declared elsewhere2013-12-31$4,080,920
Liabilities. Value of operating payables at beginning of year2013-12-31$4,375
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$35,048,851
Value of net assets at end of year (total assets less liabilities)2013-12-31$265,237,693
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$230,188,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$76,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$124,369,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$102,743,025
Interest on participant loans2013-12-31$122,571
Value of interest in common/collective trusts at end of year2013-12-31$54,623,494
Value of interest in common/collective trusts at beginning of year2013-12-31$50,056,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$231,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$787,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$787,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$23,287,325
Net investment gain or loss from common/collective trusts2013-12-31$773,189
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$18,013,566
Employer contributions (assets) at end of year2013-12-31$18,013,566
Employer contributions (assets) at beginning of year2013-12-31$18,003,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,757,594
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$17,042,884
Liabilities. Value of benefit claims payable at end of year2013-12-31$64,959
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$119,434
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS, LLP
Accountancy firm EIN2013-12-31910189318
2012 : LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,692,893
Total unrealized appreciation/depreciation of assets2012-12-31$1,692,893
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$140,588
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$35,218
Total income from all sources (including contributions)2012-12-31$37,342,224
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,691,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,231,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,025,938
Value of total assets at end of year2012-12-31$230,329,430
Value of total assets at beginning of year2012-12-31$202,573,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$459,675
Total interest from all sources2012-12-31$115,015
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,813,323
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$3,275,456
Assets. Real estate other than employer real property at beginning of year2012-12-31$225,000
Administrative expenses professional fees incurred2012-12-31$192,104
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$25,652
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
Participant contributions at end of year2012-12-31$2,157,064
Participant contributions at beginning of year2012-12-31$2,013,427
Assets. Other investments not covered elsewhere at end of year2012-12-31$39,538,427
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,946,017
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$16,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$16,914
Other income not declared elsewhere2012-12-31$3,257,216
Liabilities. Value of operating payables at end of year2012-12-31$4,375
Liabilities. Value of operating payables at beginning of year2012-12-31$3,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$27,650,644
Value of net assets at end of year (total assets less liabilities)2012-12-31$230,188,842
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$202,538,198
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
Assets. partnership/joint venture interests at beginning of year2012-12-31$116,934
Investment advisory and management fees2012-12-31$267,571
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$102,743,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$112,580,049
Interest on participant loans2012-12-31$115,001
Value of interest in common/collective trusts at end of year2012-12-31$50,056,820
Value of interest in common/collective trusts at beginning of year2012-12-31$45,648,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$787,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,878,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,878,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$14
Asset value of US Government securities at beginning of year2012-12-31$101,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,593,410
Net investment gain or loss from common/collective trusts2012-12-31$844,429
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$18,005,588
Employer contributions (assets) at end of year2012-12-31$18,003,965
Employer contributions (assets) at beginning of year2012-12-31$12,572,754
Income. Dividends from common stock2012-12-31$537,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,231,905
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$946,023
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$17,042,884
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$19,519,345
Liabilities. Value of benefit claims payable at end of year2012-12-31$119,434
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$14,719
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS, LLP
Accountancy firm EIN2012-12-31910189318
2011 : LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,945,401
Total unrealized appreciation/depreciation of assets2011-12-31$-1,945,401
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$35,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,272
Total income from all sources (including contributions)2011-12-31$14,865,768
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$10,654,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,103,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,168,819
Value of total assets at end of year2011-12-31$202,573,416
Value of total assets at beginning of year2011-12-31$198,339,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$551,197
Total interest from all sources2011-12-31$143,110
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,588,147
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$2,919,011
Assets. Real estate other than employer real property at end of year2011-12-31$225,000
Assets. Real estate other than employer real property at beginning of year2011-12-31$225,000
Administrative expenses professional fees incurred2011-12-31$140,912
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$25,652
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$468,668
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Participant contributions at end of year2011-12-31$2,013,427
Participant contributions at beginning of year2011-12-31$1,755,542
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,946,017
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,649,668
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$177,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$16,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$10,057
Other income not declared elsewhere2011-12-31$-33,345
Liabilities. Value of operating payables at end of year2011-12-31$3,585
Liabilities. Value of operating payables at beginning of year2011-12-31$3,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,211,499
Value of net assets at end of year (total assets less liabilities)2011-12-31$202,538,198
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$198,326,699
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
Assets. partnership/joint venture interests at end of year2011-12-31$116,934
Assets. partnership/joint venture interests at beginning of year2011-12-31$137,259
Investment advisory and management fees2011-12-31$410,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$112,580,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$111,238,726
Interest on participant loans2011-12-31$109,058
Income. Interest from US Government securities2011-12-31$1,370
Income. Interest from corporate debt instruments2011-12-31$29,298
Value of interest in common/collective trusts at end of year2011-12-31$45,648,142
Value of interest in common/collective trusts at beginning of year2011-12-31$40,390,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,878,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,431,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,431,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,384
Asset value of US Government securities at end of year2011-12-31$101,553
Asset value of US Government securities at beginning of year2011-12-31$1,088,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,855,804
Net investment gain or loss from common/collective trusts2011-12-31$800,242
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$16,991,666
Employer contributions (assets) at end of year2011-12-31$12,572,754
Employer contributions (assets) at beginning of year2011-12-31$11,757,349
Income. Dividends from preferred stock2011-12-31$10,240
Income. Dividends from common stock2011-12-31$658,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,103,072
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$946,023
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,250,003
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$19,519,345
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$19,948,679
Liabilities. Value of benefit claims payable at end of year2011-12-31$14,719
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MOSS ADAMS, LLP
Accountancy firm EIN2011-12-31910189318
2010 : LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$-45,000
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,165,656
Total unrealized appreciation/depreciation of assets2010-12-31$2,120,656
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$158,168
Total income from all sources (including contributions)2010-12-31$33,103,973
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,515,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,968,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,824,344
Value of total assets at end of year2010-12-31$198,339,971
Value of total assets at beginning of year2010-12-31$172,896,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$547,391
Total interest from all sources2010-12-31$141,057
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,898,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,305,613
Assets. Real estate other than employer real property at end of year2010-12-31$225,000
Assets. Real estate other than employer real property at beginning of year2010-12-31$270,000
Administrative expenses professional fees incurred2010-12-31$175,775
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$468,668
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$1,077,603
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$1,755,542
Participant contributions at beginning of year2010-12-31$1,533,966
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,649,668
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,344,471
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$257,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$10,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$24,258
Other income not declared elsewhere2010-12-31$61,060
Liabilities. Value of operating payables at end of year2010-12-31$3,215
Liabilities. Value of operating payables at beginning of year2010-12-31$2,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$25,588,143
Value of net assets at end of year (total assets less liabilities)2010-12-31$198,326,699
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$172,738,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$137,259
Assets. partnership/joint venture interests at beginning of year2010-12-31$132,603
Investment advisory and management fees2010-12-31$371,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$111,238,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$94,397,873
Interest on participant loans2010-12-31$108,861
Income. Interest from US Government securities2010-12-31$1,285
Income. Interest from corporate debt instruments2010-12-31$19,367
Value of interest in common/collective trusts at end of year2010-12-31$40,390,034
Value of interest in common/collective trusts at beginning of year2010-12-31$36,074,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,431,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,939,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,939,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11,544
Asset value of US Government securities at end of year2010-12-31$1,088,036
Asset value of US Government securities at beginning of year2010-12-31$337,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,357,978
Net investment gain or loss from common/collective trusts2010-12-31$700,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$15,567,138
Employer contributions (assets) at end of year2010-12-31$11,757,349
Employer contributions (assets) at beginning of year2010-12-31$10,943,518
Income. Dividends from preferred stock2010-12-31$36,252
Income. Dividends from common stock2010-12-31$556,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,968,439
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,250,003
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,225,282
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$19,948,679
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$17,620,566
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$131,368
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MOSS ADAMS, LLP
Accountancy firm EIN2010-12-31910189318
2009 : LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN

2019: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT 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: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT 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: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT 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: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOMA LINDA UNIVERSITY HEALTH CARE MULTIPLE EMPLOYER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number390208
Policy instance 1
Insurance contract or identification number390208
Number of Individuals Covered26
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number390208
Policy instance 1
Insurance contract or identification number390208
Number of Individuals Covered28
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number390208
Policy instance 1
Insurance contract or identification number390208
Number of Individuals Covered29
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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