?>
Logo

LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN 401k Plan overview

Plan NameLOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN
Plan identification number 003

LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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 TSA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01
0032018-01-01
0032017-01-01BARBARA SHARP BARBARA SHARP2018-10-14
0032016-01-01BARBARA SHARP BARBARA SHARP2017-10-03
0032015-01-01BARBARA SHARP BARBARA SHARP2016-10-17
0032014-01-01BARBARA SHARP BARBARA SHARP2015-10-15
0032013-01-01BARBARA SHARP BARBARA SHARP2014-10-14
0032012-01-01BARBARA SHARP BARBARA SHARP2013-10-14
0032011-01-01BARBARA SHARP
0032009-01-01BARBARA SHARP
0032009-01-01BARBARA SHARP

Plan Statistics for LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN

401k plan membership statisitcs for LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN

Measure Date Value
2019: LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,152
Total number of active participants reported on line 7a of the Form 55002019-01-013,678
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01696
Total of all active and inactive participants2019-01-014,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-014,385
Number of participants with account balances2019-01-012,394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,928
Total number of active participants reported on line 7a of the Form 55002018-01-013,485
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01654
Total of all active and inactive participants2018-01-014,139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-014,146
Number of participants with account balances2018-01-012,233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,761
Total number of active participants reported on line 7a of the Form 55002017-01-013,264
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01650
Total of all active and inactive participants2017-01-013,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-013,921
Number of participants with account balances2017-01-012,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,905
Total number of active participants reported on line 7a of the Form 55002016-01-012,362
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01672
Total of all active and inactive participants2016-01-013,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-013,042
Number of participants with account balances2016-01-011,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,811
Total number of active participants reported on line 7a of the Form 55002015-01-012,268
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01630
Total of all active and inactive participants2015-01-012,898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-012,900
Number of participants with account balances2015-01-011,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,818
Total number of active participants reported on line 7a of the Form 55002014-01-012,371
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01439
Total of all active and inactive participants2014-01-012,810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012,811
Number of participants with account balances2014-01-011,642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,679
Total number of active participants reported on line 7a of the Form 55002013-01-012,381
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01420
Total of all active and inactive participants2013-01-012,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,802
Number of participants with account balances2013-01-011,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,541
Total number of active participants reported on line 7a of the Form 55002012-01-012,203
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01473
Total of all active and inactive participants2012-01-012,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,676
Number of participants with account balances2012-01-011,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,483
Total number of active participants reported on line 7a of the Form 55002011-01-012,062
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01463
Total of all active and inactive participants2011-01-012,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,525
Number of participants with account balances2011-01-011,413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,350
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 benefits2009-01-01443
Total of all active and inactive participants2009-01-012,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,458
Number of participants with account balances2009-01-011,366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN

Measure Date Value
2019 : LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$47,126,362
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,862,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,621,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,409,176
Value of total assets at end of year2019-12-31$171,617,659
Value of total assets at beginning of year2019-12-31$132,354,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$241,152
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,744,161
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$9,744,161
Administrative expenses professional fees incurred2019-12-31$241,152
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$17,409,176
Participant contributions at end of year2019-12-31$696,864
Participant contributions at beginning of year2019-12-31$86,298
Total non interest bearing cash at end of year2019-12-31$106,302,085
Total non interest bearing cash at beginning of year2019-12-31$98,390
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$39,263,476
Value of net assets at end of year (total assets less liabilities)2019-12-31$171,617,659
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$132,354,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$64,618,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$116,016,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$16,152,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$16,152,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,973,025
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,621,734
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : LOMA LINDA UNIVERSITY HEALTH CARE TSA 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$7,839,504
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,578,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,453,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,152,192
Value of total assets at end of year2018-12-31$132,354,183
Value of total assets at beginning of year2018-12-31$129,092,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$124,542
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,290,750
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$9,290,750
Administrative expenses professional fees incurred2018-12-31$124,542
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
Participant contributions at end of year2018-12-31$86,298
Participant contributions at beginning of year2018-12-31$116,285
Total non interest bearing cash at end of year2018-12-31$98,390
Total non interest bearing cash at beginning of year2018-12-31$59,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,261,467
Value of net assets at end of year (total assets less liabilities)2018-12-31$132,354,183
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$129,092,716
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$116,016,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$114,843,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$16,152,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$14,073,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$14,073,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-17,603,438
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$16,152,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,453,495
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 TSA 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$31,572,577
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,559,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,424,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,068,926
Value of total assets at end of year2017-12-31$129,092,716
Value of total assets at beginning of year2017-12-31$101,080,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$135,625
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,401,108
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,401,108
Administrative expenses professional fees incurred2017-12-31$135,625
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$13,928,377
Participant contributions at end of year2017-12-31$116,285
Participant contributions at beginning of year2017-12-31$68,291
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$140,549
Total non interest bearing cash at end of year2017-12-31$59,838
Total non interest bearing cash at beginning of year2017-12-31$41,231
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$28,012,656
Value of net assets at end of year (total assets less liabilities)2017-12-31$129,092,716
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$101,080,060
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$114,843,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$87,680,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$14,073,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$13,290,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$13,290,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,102,543
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,424,296
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 TSA PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from 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$0
Total income from all sources (including contributions)2016-12-31$16,969,977
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,943,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,841,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,140,522
Value of total assets at end of year2016-12-31$101,080,060
Value of total assets at beginning of year2016-12-31$88,063,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$102,222
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,722,802
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,722,802
Administrative expenses professional fees incurred2016-12-31$102,222
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
Contributions received from participants2016-12-31$12,138,803
Participant contributions at end of year2016-12-31$68,291
Participant contributions at beginning of year2016-12-31$3,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,719
Total non interest bearing cash at end of year2016-12-31$41,231
Total non interest bearing cash at beginning of year2016-12-31$18,139
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$13,026,193
Value of net assets at end of year (total assets less liabilities)2016-12-31$101,080,060
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$88,063,608
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$87,680,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$74,989,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$13,290,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$13,052,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$13,052,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,106,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,841,562
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 TSA 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$50,811
Total income from all sources (including contributions)2015-12-31$11,220,193
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,253,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,238,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,026,577
Value of total assets at end of year2015-12-31$88,063,608
Value of total assets at beginning of year2015-12-31$80,148,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,852
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,933,794
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,933,794
Administrative expenses professional fees incurred2015-12-31$15,852
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
Contributions received from participants2015-12-31$12,011,928
Participant contributions at end of year2015-12-31$3,000
Participant contributions at beginning of year2015-12-31$3,833
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,649
Liabilities. Value of operating payables at beginning of year2015-12-31$360
Total non interest bearing cash at end of year2015-12-31$18,139
Total non interest bearing cash at beginning of year2015-12-31$53,397
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$7,966,278
Value of net assets at end of year (total assets less liabilities)2015-12-31$88,063,608
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$80,097,330
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$74,989,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$67,160,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$13,052,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,930,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,930,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,740,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,238,063
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$50,451
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 TSA 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$50,811
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$36,819
Total income from all sources (including contributions)2014-12-31$14,317,240
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,335,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,324,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,639,202
Value of total assets at end of year2014-12-31$80,148,141
Value of total assets at beginning of year2014-12-31$69,152,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,548
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,137,595
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,137,595
Administrative expenses professional fees incurred2014-12-31$10,219
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
Contributions received from participants2014-12-31$10,437,664
Participant contributions at end of year2014-12-31$3,833
Participant contributions at beginning of year2014-12-31$59,900
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$201,538
Other income not declared elsewhere2014-12-31$-2
Liabilities. Value of operating payables at end of year2014-12-31$360
Liabilities. Value of operating payables at beginning of year2014-12-31$247
Total non interest bearing cash at end of year2014-12-31$53,397
Total non interest bearing cash at beginning of year2014-12-31$36,926
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$10,981,705
Value of net assets at end of year (total assets less liabilities)2014-12-31$80,097,330
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$69,115,625
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$329
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$67,160,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,625,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12,930,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12,430,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12,430,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-459,555
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,324,987
Liabilities. Value of benefit claims payable at end of year2014-12-31$50,451
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$36,572
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 TSA 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$36,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,119
Total income from all sources (including contributions)2013-12-31$19,009,264
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,183,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,162,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,718,711
Value of total assets at end of year2013-12-31$69,152,444
Value of total assets at beginning of year2013-12-31$52,302,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,696
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,930,891
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,930,891
Administrative expenses professional fees incurred2013-12-31$20,541
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
Contributions received from participants2013-12-31$9,718,711
Participant contributions at end of year2013-12-31$59,900
Participant contributions at beginning of year2013-12-31$43,198
Liabilities. Value of operating payables at end of year2013-12-31$247
Liabilities. Value of operating payables at beginning of year2013-12-31$480
Total non interest bearing cash at end of year2013-12-31$36,926
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$16,825,640
Value of net assets at end of year (total assets less liabilities)2013-12-31$69,115,625
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$52,289,985
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$155
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$56,625,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$41,496,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12,430,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,762,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,762,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,359,662
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,162,928
Liabilities. Value of benefit claims payable at end of year2013-12-31$36,572
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$11,639
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 TSA 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$12,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$420
Total income from all sources (including contributions)2012-12-31$14,090,663
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,709,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,669,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,293,067
Value of total assets at end of year2012-12-31$52,302,104
Value of total assets at beginning of year2012-12-31$39,909,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,779
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,258,557
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,258,557
Administrative expenses professional fees incurred2012-12-31$40,779
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
Contributions received from participants2012-12-31$9,158,628
Participant contributions at end of year2012-12-31$43,198
Participant contributions at beginning of year2012-12-31$71,386
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$134,439
Liabilities. Value of operating payables at end of year2012-12-31$480
Liabilities. Value of operating payables at beginning of year2012-12-31$420
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$12,380,843
Value of net assets at end of year (total assets less liabilities)2012-12-31$52,289,985
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$39,909,142
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$41,496,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$30,644,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,762,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,194,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,194,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,539,039
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,669,041
Liabilities. Value of benefit claims payable at end of year2012-12-31$11,639
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 TSA PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$420
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,115
Total income from all sources (including contributions)2011-12-31$8,247,883
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$862,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$840,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,059,779
Value of total assets at end of year2011-12-31$39,909,562
Value of total assets at beginning of year2011-12-31$32,544,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,492
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$717,914
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$717,914
Administrative expenses professional fees incurred2011-12-31$21,492
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
Contributions received from participants2011-12-31$8,252,734
Participant contributions at end of year2011-12-31$71,386
Participant contributions at beginning of year2011-12-31$53,224
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$807,045
Liabilities. Value of operating payables at end of year2011-12-31$420
Liabilities. Value of operating payables at beginning of year2011-12-31$610
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$7,385,721
Value of net assets at end of year (total assets less liabilities)2011-12-31$39,909,142
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,523,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$30,644,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,467,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,194,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,024,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,024,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,529,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$840,670
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$20,505
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS, LLP
Accountancy firm EIN2011-12-31910189318
2010 : LOMA LINDA UNIVERSITY HEALTH CARE TSA PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$553
Total income from all sources (including contributions)2010-12-31$11,126,351
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,008,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$958,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,277,149
Value of total assets at end of year2010-12-31$32,544,536
Value of total assets at beginning of year2010-12-31$22,406,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$50,211
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$709,640
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$709,640
Administrative expenses professional fees incurred2010-12-31$34,944
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
Contributions received from participants2010-12-31$7,688,363
Participant contributions at end of year2010-12-31$53,224
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$588,786
Administrative expenses (other) incurred2010-12-31$15,267
Liabilities. Value of operating payables at end of year2010-12-31$610
Liabilities. Value of operating payables at beginning of year2010-12-31$553
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$10,117,963
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,523,421
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,405,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,467,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,829,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,024,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,576,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,576,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,139,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$958,177
Liabilities. Value of benefit claims payable at end of year2010-12-31$20,505
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS, LLP
Accountancy firm EIN2010-12-31910189318
2009 : LOMA LINDA UNIVERSITY HEALTH CARE TSA 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 TSA PLAN

2019: LOMA LINDA UNIVERSITY HEALTH CARE TSA 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOMA LINDA UNIVERSITY HEALTH CARE TSA 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOMA LINDA UNIVERSITY HEALTH CARE TSA 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOMA LINDA UNIVERSITY HEALTH CARE TSA 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 TSA 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 TSA 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 TSA 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 TSA 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 TSA 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
2009: LOMA LINDA UNIVERSITY HEALTH CARE TSA 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3