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THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 401k Plan overview

Plan NameTHE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN
Plan identification number 002

THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN Benefits

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

401k Sponsoring company profile

BETHANY CIRCLE OF KING'S DAUGHTERS' OF MADISON, INDIANA INC., DBA KING has sponsored the creation of one or more 401k plans.

Company Name:BETHANY CIRCLE OF KING'S DAUGHTERS' OF MADISON, INDIANA INC., DBA KING
Employer identification number (EIN):350895832
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN PRICE JOHN PRICE2018-10-12
0022016-01-01JOHN PRICE JOHN PRICE2017-10-04
0022015-01-01JOHN PRICE JOHN PRICE2016-10-13
0022014-01-01STEPHEN H. MEACHAM STEPHEN H. MEACHAM2015-10-12
0022013-01-01STEPHEN H. MEACHAM STEPHEN H. MEACHAM2014-10-09
0022012-01-01STEPHEN MEACHAM STEPHEN MEACHAM2013-10-10
0022011-01-01STEPHEN MEACHAM STEPHEN MEACHAM2012-10-12
0022010-01-01STEPHEN MEACHAM2011-10-11

Plan Statistics for THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN

401k plan membership statisitcs for THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN

Measure Date Value
2023: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,106
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,133
Total number of active participants reported on line 7a of the Form 55002022-01-01740
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01260
Total of all active and inactive participants2022-01-011,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,001
Number of participants with account balances2022-01-01984
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,082
Total number of active participants reported on line 7a of the Form 55002021-01-01875
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01226
Total of all active and inactive participants2021-01-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,101
Number of participants with account balances2021-01-011,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,104
Total number of active participants reported on line 7a of the Form 55002020-01-01897
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01159
Total of all active and inactive participants2020-01-011,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,056
Number of participants with account balances2020-01-011,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0131
2019: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,110
Total number of active participants reported on line 7a of the Form 55002019-01-01891
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01167
Total of all active and inactive participants2019-01-011,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,060
Number of participants with account balances2019-01-011,040
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0135
2018: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,087
Total number of active participants reported on line 7a of the Form 55002018-01-01903
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01144
Total of all active and inactive participants2018-01-011,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,047
Number of participants with account balances2018-01-011,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0150
2017: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,079
Total number of active participants reported on line 7a of the Form 55002017-01-01926
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01144
Total of all active and inactive participants2017-01-011,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,070
Number of participants with account balances2017-01-011,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01129
2016: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,117
Total number of active participants reported on line 7a of the Form 55002016-01-01957
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01112
Total of all active and inactive participants2016-01-011,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,070
Number of participants with account balances2016-01-011,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01133
2015: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,218
Total number of active participants reported on line 7a of the Form 55002015-01-01926
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01126
Total of all active and inactive participants2015-01-011,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,052
Number of participants with account balances2015-01-011,041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01117
2014: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,293
Total number of active participants reported on line 7a of the Form 55002014-01-01911
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01318
Total of all active and inactive participants2014-01-011,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,233
Number of participants with account balances2014-01-011,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01146
2013: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,121
Total number of active participants reported on line 7a of the Form 55002013-01-01956
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01264
Total of all active and inactive participants2013-01-011,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,224
Number of participants with account balances2013-01-011,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0171
2012: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,023
Total number of active participants reported on line 7a of the Form 55002012-01-01929
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01183
Total of all active and inactive participants2012-01-011,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,114
Number of participants with account balances2012-01-011,113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0183
2011: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,041
Total number of active participants reported on line 7a of the Form 55002011-01-01866
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01145
Total of all active and inactive participants2011-01-011,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,015
Number of participants with account balances2011-01-011,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0175

Financial Data on THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN

Measure Date Value
2023 : THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-04-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-28$0
Total income from all sources (including contributions)2023-04-28$4,314,766
Total loss/gain on sale of assets2023-04-28$0
Total of all expenses incurred2023-04-28$94,328,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-28$94,236,003
Value of total corrective distributions2023-04-28$3,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-28$38,885
Value of total assets at end of year2023-04-28$0
Value of total assets at beginning of year2023-04-28$90,013,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-28$88,980
Total interest from all sources2023-04-28$38,342
Total dividends received (eg from common stock, registered investment company shares)2023-04-28$97,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-04-28$0
Total dividends received from registered investment company shares (eg mutual funds)2023-04-28$97,348
Was this plan covered by a fidelity bond2023-04-28No
If this is an individual account plan, was there a blackout period2023-04-28No
Were there any nonexempt tranactions with any party-in-interest2023-04-28No
Participant contributions at beginning of year2023-04-28$189,497
Income. Received or receivable in cash from other sources (including rollovers)2023-04-28$38,885
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-04-28$27
Other income not declared elsewhere2023-04-28$-24,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-28No
Value of net income/loss2023-04-28$-90,013,493
Value of net assets at end of year (total assets less liabilities)2023-04-28$0
Value of net assets at beginning of year (total assets less liabilities)2023-04-28$90,013,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-28No
Were any leases to which the plan was party in default or uncollectible2023-04-28No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-28$74,808,050
Value of interest in pooled separate accounts at beginning of year2023-04-28$5,379,114
Interest on participant loans2023-04-28$-404
Interest earned on other investments2023-04-28$38,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-04-28$9,636,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-28$3,969,732
Net investment gain/loss from pooled separate accounts2023-04-28$195,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-28No
Was there a failure to transmit to the plan any participant contributions2023-04-28Yes
Has the plan failed to provide any benefit when due under the plan2023-04-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-28$94,235,976
Contract administrator fees2023-04-28$88,980
Did the plan have assets held for investment2023-04-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-28Yes
Opinion of an independent qualified public accountant for this plan2023-04-28Unqualified
Accountancy firm name2023-04-28BLUE & CO., LLC
Accountancy firm EIN2023-04-28351178661
2022 : THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,775,853
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,878,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,855,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,451,803
Value of total assets at end of year2022-12-31$90,013,493
Value of total assets at beginning of year2022-12-31$111,667,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,997
Total interest from all sources2022-12-31$154,559
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,358,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,358,784
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,403,153
Participant contributions at end of year2022-12-31$189,497
Participant contributions at beginning of year2022-12-31$161,407
Participant contributions at beginning of year2022-12-31$119,076
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,724
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$51
Other income not declared elsewhere2022-12-31$-1,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,653,853
Value of net assets at end of year (total assets less liabilities)2022-12-31$90,013,493
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$111,667,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$74,808,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$91,830,726
Value of interest in pooled separate accounts at end of year2022-12-31$5,379,114
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,219,573
Interest on participant loans2022-12-31$8,266
Interest earned on other investments2022-12-31$146,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,636,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,262,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,732,502
Net investment gain/loss from pooled separate accounts2022-12-31$-1,007,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,034,926
Employer contributions (assets) at beginning of year2022-12-31$73,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,854,952
Contract administrator fees2022-12-31$22,997
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLUE & CO., LLC
Accountancy firm EIN2022-12-31351178661
2021 : THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$19,145,582
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,661,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,647,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,085,190
Value of total assets at end of year2021-12-31$111,667,346
Value of total assets at beginning of year2021-12-31$102,182,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,019
Total interest from all sources2021-12-31$163,966
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,104,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,104,070
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,684,442
Participant contributions at end of year2021-12-31$161,407
Participant contributions at beginning of year2021-12-31$211,657
Participant contributions at end of year2021-12-31$119,076
Participant contributions at beginning of year2021-12-31$118,139
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$228,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,484,545
Value of net assets at end of year (total assets less liabilities)2021-12-31$111,667,346
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$102,182,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$91,830,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$81,624,426
Value of interest in pooled separate accounts at end of year2021-12-31$8,219,573
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,377,179
Interest on participant loans2021-12-31$10,554
Interest earned on other investments2021-12-31$153,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,262,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,786,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,536,132
Net investment gain/loss from pooled separate accounts2021-12-31$1,256,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,172,319
Employer contributions (assets) at end of year2021-12-31$73,747
Employer contributions (assets) at beginning of year2021-12-31$64,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,647,018
Contract administrator fees2021-12-31$14,019
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLUE AND CO., LLC.
Accountancy firm EIN2021-12-31351178661
2020 : THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$16,378,363
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,048,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,032,988
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,679,465
Value of total assets at end of year2020-12-31$102,182,801
Value of total assets at beginning of year2020-12-31$93,852,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,119
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$203,378
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,188,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,188,108
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$3,306,899
Participant contributions at end of year2020-12-31$211,657
Participant contributions at beginning of year2020-12-31$289,049
Participant contributions at end of year2020-12-31$118,139
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$450,677
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$6,346
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,330,256
Value of net assets at end of year (total assets less liabilities)2020-12-31$102,182,801
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$93,852,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$81,624,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$76,009,212
Value of interest in pooled separate accounts at end of year2020-12-31$7,377,179
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,558,014
Interest on participant loans2020-12-31$13,627
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$189,751
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,786,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,996,270
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,665,313
Net investment gain/loss from pooled separate accounts2020-12-31$635,753
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,921,889
Employer contributions (assets) at end of year2020-12-31$64,455
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,032,988
Contract administrator fees2020-12-31$15,119
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BLUE & CO., LLC
Accountancy firm EIN2020-12-31351178661
2019 : THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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$20,618,643
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,430,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,411,414
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,155,698
Value of total assets at end of year2019-12-31$93,852,545
Value of total assets at beginning of year2019-12-31$78,664,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,346
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$180,589
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,485,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,485,121
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$3,071,106
Participant contributions at end of year2019-12-31$289,049
Participant contributions at beginning of year2019-12-31$280,473
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$214,630
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$15,187,883
Value of net assets at end of year (total assets less liabilities)2019-12-31$93,852,545
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$78,664,662
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$76,009,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$62,094,889
Value of interest in pooled separate accounts at end of year2019-12-31$6,558,014
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,275,891
Interest on participant loans2019-12-31$14,476
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$166,113
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,996,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,013,409
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,894,279
Net investment gain/loss from pooled separate accounts2019-12-31$902,956
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,869,962
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,411,414
Contract administrator fees2019-12-31$19,346
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31BLUE & CO., LLC
Accountancy firm EIN2019-12-31351178661
2018 : THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$-675,848
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,929,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,910,414
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,105,425
Value of total assets at end of year2018-12-31$78,664,662
Value of total assets at beginning of year2018-12-31$89,269,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,595
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$183,212
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,421,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,421,292
Administrative expenses professional fees incurred2018-12-31$2,543
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$3,041,898
Participant contributions at end of year2018-12-31$280,473
Participant contributions at beginning of year2018-12-31$350,678
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$175,577
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$325
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,604,857
Value of net assets at end of year (total assets less liabilities)2018-12-31$78,664,662
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$89,269,519
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$62,094,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$73,319,893
Value of interest in pooled separate accounts at end of year2018-12-31$5,275,891
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,803,312
Interest on participant loans2018-12-31$16,604
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$166,608
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,013,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,795,636
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,154,733
Net investment gain/loss from pooled separate accounts2018-12-31$-231,044
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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$1,887,950
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,910,089
Contract administrator fees2018-12-31$16,050
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31BLUE AND CO., LLC
Accountancy firm EIN2018-12-31351178661
2017 : THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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$16,524,116
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,713,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,696,492
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,925,520
Value of total assets at end of year2017-12-31$89,269,519
Value of total assets at beginning of year2017-12-31$80,459,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,290
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$193,200
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,475,598
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$1,475,598
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$2,988,057
Participant contributions at end of year2017-12-31$350,678
Participant contributions at beginning of year2017-12-31$321,199
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$218,202
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$3
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,810,334
Value of net assets at end of year (total assets less liabilities)2017-12-31$89,269,519
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$80,459,185
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$73,319,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$63,966,827
Value of interest in pooled separate accounts at end of year2017-12-31$3,803,312
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,355,522
Interest on participant loans2017-12-31$14,509
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$178,691
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,795,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,815,637
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,407,205
Net investment gain/loss from pooled separate accounts2017-12-31$522,590
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,719,261
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,696,492
Contract administrator fees2017-12-31$17,290
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31BLUE @ CO., LLC
Accountancy firm EIN2017-12-31351178661
2016 : THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,586,390
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,682,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,600,428
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,805,892
Value of total assets at end of year2016-12-31$80,459,185
Value of total assets at beginning of year2016-12-31$84,555,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$82,135
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$183,078
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,083,613
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$1,083,613
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$2,944,581
Participant contributions at end of year2016-12-31$321,199
Participant contributions at beginning of year2016-12-31$290,343
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$257,047
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$117,189
Administrative expenses (other) incurred2016-12-31$27
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-4,096,173
Value of net assets at end of year (total assets less liabilities)2016-12-31$80,459,185
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$84,555,358
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$63,966,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$70,060,204
Value of interest in pooled separate accounts at end of year2016-12-31$3,355,522
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,282,878
Interest on participant loans2016-12-31$13,112
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$169,966
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$6,222,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,815,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,699,681
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,861,347
Net investment gain/loss from pooled separate accounts2016-12-31$553,124
Net investment gain or loss from common/collective trusts2016-12-31$-17,853
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,604,264
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,600,428
Contract administrator fees2016-12-31$82,108
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31BLUE & CO., LLC
Accountancy firm EIN2016-12-31351178661
2015 : THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,865,689
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,012,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,867,448
Expenses. Certain deemed distributions of participant loans2015-12-31$8,150
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,775,781
Value of total assets at end of year2015-12-31$84,555,358
Value of total assets at beginning of year2015-12-31$89,702,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$137,091
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$49,545
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,064,382
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$1,064,382
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$2,962,799
Participant contributions at end of year2015-12-31$290,343
Participant contributions at beginning of year2015-12-31$245,941
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$179,282
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$48
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-5,147,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$84,555,358
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$89,702,358
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$21,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$70,060,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$78,633,277
Value of interest in pooled separate accounts at end of year2015-12-31$2,282,878
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$10,227
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$39,318
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$6,222,252
Value of interest in common/collective trusts at beginning of year2015-12-31$10,806,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$16,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$16,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,699,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,062,326
Net investment gain/loss from pooled separate accounts2015-12-31$-81,706
Net investment gain or loss from common/collective trusts2015-12-31$120,013
Net gain/loss from 103.12 investment entities2015-12-31$0
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$1,633,700
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,867,448
Contract administrator fees2015-12-31$115,821
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31BLUE & CO., LLC
Accountancy firm EIN2015-12-31351178661
2014 : THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,590,607
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,234,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,899,957
Value of total corrective distributions2014-12-31$4,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,572,032
Value of total assets at end of year2014-12-31$89,702,358
Value of total assets at beginning of year2014-12-31$86,346,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$330,492
Total interest from all sources2014-12-31$11,573
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,217,453
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$1,217,453
Administrative expenses professional fees incurred2014-12-31$49,427
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$2,842,645
Participant contributions at end of year2014-12-31$245,941
Participant contributions at beginning of year2014-12-31$365,642
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$117,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,355,786
Value of net assets at end of year (total assets less liabilities)2014-12-31$89,702,358
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$86,346,572
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$281,065
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$78,633,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$74,758,464
Interest on participant loans2014-12-31$11,573
Value of interest in common/collective trusts at end of year2014-12-31$10,806,409
Value of interest in common/collective trusts at beginning of year2014-12-31$11,038,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$16,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$184,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$184,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,682,600
Net investment gain or loss from common/collective trusts2014-12-31$106,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,611,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,899,957
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 name2014-12-31BLUE & CO LLC
Accountancy firm EIN2014-12-31351178661
2013 : THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$18,653,789
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,912,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,607,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,304,101
Value of total assets at end of year2013-12-31$86,346,572
Value of total assets at beginning of year2013-12-31$74,605,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$304,759
Total interest from all sources2013-12-31$11,829
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$969,530
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$969,530
Administrative expenses professional fees incurred2013-12-31$47,306
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$3,094,797
Participant contributions at end of year2013-12-31$365,642
Participant contributions at beginning of year2013-12-31$273,109
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$346,193
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$11,741,256
Value of net assets at end of year (total assets less liabilities)2013-12-31$86,346,572
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$74,605,316
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$257,453
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$74,758,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$61,438,580
Interest on participant loans2013-12-31$11,829
Value of interest in common/collective trusts at end of year2013-12-31$11,038,087
Value of interest in common/collective trusts at beginning of year2013-12-31$12,537,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$184,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$356,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$356,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,143,802
Net investment gain or loss from common/collective trusts2013-12-31$224,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,863,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,607,774
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 name2013-12-31BLUE & CO LLC
Accountancy firm EIN2013-12-31351178661
2012 : THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,794,152
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,563,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,293,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,857,260
Value of total assets at end of year2012-12-31$74,605,316
Value of total assets at beginning of year2012-12-31$68,374,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$269,122
Total interest from all sources2012-12-31$8,505
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,049,778
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$1,049,778
Administrative expenses professional fees incurred2012-12-31$38,484
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$2,949,932
Participant contributions at end of year2012-12-31$273,109
Participant contributions at beginning of year2012-12-31$185,764
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$61,766
Administrative expenses (other) incurred2012-12-31$29,848
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$6,231,095
Value of net assets at end of year (total assets less liabilities)2012-12-31$74,605,316
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$68,374,221
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
Investment advisory and management fees2012-12-31$200,790
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$61,438,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$56,247,144
Interest on participant loans2012-12-31$8,505
Value of interest in common/collective trusts at end of year2012-12-31$12,537,440
Value of interest in common/collective trusts at beginning of year2012-12-31$11,923,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$356,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$18,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$18,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,701,385
Net investment gain or loss from common/collective trusts2012-12-31$177,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,845,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,293,935
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLUE & CO., LLC
Accountancy firm EIN2012-12-31351178661
2011 : THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,291,052
Total unrealized appreciation/depreciation of assets2011-12-31$-2,291,052
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,044,365
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,595,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,311,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,183,183
Value of total assets at end of year2011-12-31$68,374,221
Value of total assets at beginning of year2011-12-31$69,925,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$283,787
Total interest from all sources2011-12-31$5,574
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,159,434
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$2,159,434
Administrative expenses professional fees incurred2011-12-31$41,949
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$2,966,544
Participant contributions at end of year2011-12-31$185,764
Participant contributions at beginning of year2011-12-31$90,018
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$67,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,550,933
Value of net assets at end of year (total assets less liabilities)2011-12-31$68,374,221
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$69,925,154
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
Investment advisory and management fees2011-12-31$241,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$56,247,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$60,192,303
Interest on participant loans2011-12-31$5,574
Value of interest in common/collective trusts at end of year2011-12-31$11,923,104
Value of interest in common/collective trusts at beginning of year2011-12-31$9,630,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$18,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$12,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$12,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-12,774
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$2,149,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,311,511
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 name2011-12-31BLUE & CO, LLC
Accountancy firm EIN2011-12-31351178661

Form 5500 Responses for THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN

2023: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE KINGS DAUGHTERS HOSPITAL AND HEALTH SERVICES 401K 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462035
Policy instance 2
Insurance contract or identification number462035
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-04-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-04-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462035
Policy instance 2
Insurance contract or identification number462035
Number of Individuals Covered1001
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1001
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462035
Policy instance 2
Insurance contract or identification number462035
Number of Individuals Covered1101
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1101
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462035
Policy instance 2
Insurance contract or identification number462035
Number of Individuals Covered1056
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1056
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462035
Policy instance 2
Insurance contract or identification number462035
Number of Individuals Covered1060
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1060
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462035
Policy instance 2
Insurance contract or identification number462035
Number of Individuals Covered1070
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1070
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462035
Policy instance 2
Insurance contract or identification number462035
Number of Individuals Covered1052
Insurance policy start date2015-05-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1052
Insurance policy start date2015-05-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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