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PALOS HEALTH 403(B) RETIREMENT PLAN 401k Plan overview

Plan NamePALOS HEALTH 403(B) RETIREMENT PLAN
Plan identification number 003

PALOS HEALTH 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PALOS COMMUNITY HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:PALOS COMMUNITY HOSPITAL
Employer identification number (EIN):362169179
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALOS HEALTH 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MARY DENISIENKO
0032016-01-01MARY DENISIENKO
0032015-01-01MARY DENISIENKO
0032014-01-01MARY DENISIENKO
0032013-01-01MARY DENISIENKO
0032012-01-01MARY DENISIENKO MARY DENISIENKO2013-10-13
0032011-01-01MARY DENISIENKO
0032009-01-01MARY DENISIENKO

Plan Statistics for PALOS HEALTH 403(B) RETIREMENT PLAN

401k plan membership statisitcs for PALOS HEALTH 403(B) RETIREMENT PLAN

Measure Date Value
2022: PALOS HEALTH 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,796
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PALOS HEALTH 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,836
Total number of active participants reported on line 7a of the Form 55002021-01-012,983
Number of retired or separated participants receiving benefits2021-01-0187
Number of other retired or separated participants entitled to future benefits2021-01-01708
Total of all active and inactive participants2021-01-013,778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0118
Total participants2021-01-013,796
Number of participants with account balances2021-01-012,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PALOS HEALTH 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,709
Total number of active participants reported on line 7a of the Form 55002020-01-013,056
Number of retired or separated participants receiving benefits2020-01-0162
Number of other retired or separated participants entitled to future benefits2020-01-01697
Total of all active and inactive participants2020-01-013,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0121
Total participants2020-01-013,836
Number of participants with account balances2020-01-012,677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PALOS HEALTH 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,625
Total number of active participants reported on line 7a of the Form 55002019-01-012,915
Number of retired or separated participants receiving benefits2019-01-01135
Number of other retired or separated participants entitled to future benefits2019-01-01658
Total of all active and inactive participants2019-01-013,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,708
Number of participants with account balances2019-01-012,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PALOS HEALTH 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,597
Total number of active participants reported on line 7a of the Form 55002018-01-012,906
Number of retired or separated participants receiving benefits2018-01-01154
Number of other retired or separated participants entitled to future benefits2018-01-01564
Total of all active and inactive participants2018-01-013,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,624
Number of participants with account balances2018-01-012,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PALOS HEALTH 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,428
Total number of active participants reported on line 7a of the Form 55002017-01-012,927
Number of retired or separated participants receiving benefits2017-01-0177
Number of other retired or separated participants entitled to future benefits2017-01-01559
Total of all active and inactive participants2017-01-013,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-013,575
Number of participants with account balances2017-01-012,656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PALOS HEALTH 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,444
Total number of active participants reported on line 7a of the Form 55002016-01-012,904
Number of retired or separated participants receiving benefits2016-01-0174
Number of other retired or separated participants entitled to future benefits2016-01-01442
Total of all active and inactive participants2016-01-013,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-013,428
Number of participants with account balances2016-01-012,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PALOS HEALTH 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,332
Total number of active participants reported on line 7a of the Form 55002015-01-012,863
Number of retired or separated participants receiving benefits2015-01-0159
Number of other retired or separated participants entitled to future benefits2015-01-01515
Total of all active and inactive participants2015-01-013,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-013,443
Number of participants with account balances2015-01-012,689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PALOS HEALTH 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,365
Total number of active participants reported on line 7a of the Form 55002014-01-012,807
Number of retired or separated participants receiving benefits2014-01-0154
Number of other retired or separated participants entitled to future benefits2014-01-01464
Total of all active and inactive participants2014-01-013,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-013,332
Number of participants with account balances2014-01-012,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PALOS HEALTH 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,551
Total number of active participants reported on line 7a of the Form 55002013-01-012,928
Number of retired or separated participants receiving benefits2013-01-0138
Number of other retired or separated participants entitled to future benefits2013-01-01394
Total of all active and inactive participants2013-01-013,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-013,365
Number of participants with account balances2013-01-012,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PALOS HEALTH 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,673
Total number of active participants reported on line 7a of the Form 55002012-01-013,137
Number of retired or separated participants receiving benefits2012-01-0131
Number of other retired or separated participants entitled to future benefits2012-01-01379
Total of all active and inactive participants2012-01-013,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-013,551
Number of participants with account balances2012-01-012,796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PALOS HEALTH 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,550
Total number of active participants reported on line 7a of the Form 55002011-01-013,228
Number of retired or separated participants receiving benefits2011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-01430
Total of all active and inactive participants2011-01-013,673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,673
Number of participants with account balances2011-01-012,874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PALOS HEALTH 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,087
Total number of active participants reported on line 7a of the Form 55002009-01-013,453
Number of retired or separated participants receiving benefits2009-01-0162
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-013,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-013,561
Number of participants with account balances2009-01-012,843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on PALOS HEALTH 403(B) RETIREMENT PLAN

Measure Date Value
2022 : PALOS HEALTH 403(B) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-10-25$-41,697,863
Total of all expenses incurred2022-10-25$321,521,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-25$321,186,353
Expenses. Certain deemed distributions of participant loans2022-10-25$194,397
Value of total assets at end of year2022-10-25$0
Value of total assets at beginning of year2022-10-25$363,219,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-25$140,871
Total interest from all sources2022-10-25$57,602
Total dividends received (eg from common stock, registered investment company shares)2022-10-25$1,013,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-25Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-10-25$0
Total dividends received from registered investment company shares (eg mutual funds)2022-10-25$1,013,070
Administrative expenses professional fees incurred2022-10-25$5,633
Was this plan covered by a fidelity bond2022-10-25Yes
Value of fidelity bond cover2022-10-25$10,000,000
If this is an individual account plan, was there a blackout period2022-10-25No
Were there any nonexempt tranactions with any party-in-interest2022-10-25No
Participant contributions at end of year2022-10-25$0
Participant contributions at beginning of year2022-10-25$1,984,909
Assets. Other investments not covered elsewhere at end of year2022-10-25$0
Assets. Other investments not covered elsewhere at beginning of year2022-10-25$44,196,327
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-10-25$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-10-25$8,888
Other income not declared elsewhere2022-10-25$441,976
Administrative expenses (other) incurred2022-10-25$135,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-25No
Value of net income/loss2022-10-25$-363,219,484
Value of net assets at end of year (total assets less liabilities)2022-10-25$0
Value of net assets at beginning of year (total assets less liabilities)2022-10-25$363,219,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-25No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-25No
Were any leases to which the plan was party in default or uncollectible2022-10-25No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-25$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-25$317,029,360
Interest on participant loans2022-10-25$57,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-25$-43,210,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-25No
Was there a failure to transmit to the plan any participant contributions2022-10-25No
Has the plan failed to provide any benefit when due under the plan2022-10-25No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-25$321,186,353
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-10-25No
Did the plan have assets held for investment2022-10-25No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-25No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-25Yes
Opinion of an independent qualified public accountant for this plan2022-10-25Unqualified
Accountancy firm name2022-10-25WIPFLI LLP
Accountancy firm EIN2022-10-25390758449
2021 : PALOS HEALTH 403(B) RETIREMENT PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$201,091
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$53,861
Total income from all sources (including contributions)2021-12-31$60,475,316
Total of all expenses incurred2021-12-31$50,368,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$49,775,184
Expenses. Certain deemed distributions of participant loans2021-12-31$366,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,751,445
Value of total assets at end of year2021-12-31$363,219,484
Value of total assets at beginning of year2021-12-31$352,964,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$226,495
Total interest from all sources2021-12-31$126,023
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,514,551
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$5,514,551
Administrative expenses professional fees incurred2021-12-31$16,300
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,132,912
Participant contributions at end of year2021-12-31$1,984,909
Participant contributions at beginning of year2021-12-31$2,991,236
Assets. Other investments not covered elsewhere at end of year2021-12-31$44,196,327
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$47,924,507
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,840,974
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8,888
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$23,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$53,861
Other income not declared elsewhere2021-12-31$1,101,170
Administrative expenses (other) incurred2021-12-31$176,196
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$10,107,293
Value of net assets at end of year (total assets less liabilities)2021-12-31$363,219,484
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$352,911,100
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
Investment advisory and management fees2021-12-31$33,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$317,029,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$302,025,947
Interest on participant loans2021-12-31$126,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$35,982,127
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$5,777,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$49,775,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : PALOS HEALTH 403(B) RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$53,861
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$55,229
Total income from all sources (including contributions)2020-12-31$62,005,050
Total of all expenses incurred2020-12-31$35,526,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$34,845,050
Expenses. Certain deemed distributions of participant loans2020-12-31$352,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$24,911,435
Value of total assets at end of year2020-12-31$352,964,961
Value of total assets at beginning of year2020-12-31$326,487,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$328,910
Total interest from all sources2020-12-31$219,631
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,604,454
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$5,604,454
Administrative expenses professional fees incurred2020-12-31$17,400
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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
Contributions received from participants2020-12-31$11,375,852
Participant contributions at end of year2020-12-31$2,991,236
Participant contributions at beginning of year2020-12-31$3,927,169
Assets. Other investments not covered elsewhere at end of year2020-12-31$47,924,507
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$37,411,656
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,136,540
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$23,271
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 end of year2020-12-31$53,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$55,229
Other income not declared elsewhere2020-12-31$1,174,308
Administrative expenses (other) incurred2020-12-31$130,991
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$26,478,855
Value of net assets at end of year (total assets less liabilities)2020-12-31$352,911,100
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$326,432,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$59,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$302,025,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$276,128,362
Interest on participant loans2020-12-31$219,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,020,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,020,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$30,095,222
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$8,399,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$34,845,050
Contract administrator fees2020-12-31$121,232
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : PALOS HEALTH 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$55,229
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$54,485
Total income from all sources (including contributions)2019-12-31$75,908,379
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$21,656,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,214,913
Expenses. Certain deemed distributions of participant loans2019-12-31$114,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,234,768
Value of total assets at end of year2019-12-31$326,487,474
Value of total assets at beginning of year2019-12-31$272,234,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$327,218
Total interest from all sources2019-12-31$378,474
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,379,853
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$10,379,853
Administrative expenses professional fees incurred2019-12-31$78,375
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,156,941
Participant contributions at end of year2019-12-31$3,927,169
Participant contributions at beginning of year2019-12-31$4,142,210
Assets. Other investments not covered elsewhere at end of year2019-12-31$37,411,656
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$38,226,155
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,990,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$55,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$54,485
Other income not declared elsewhere2019-12-31$797,196
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$54,251,732
Value of net assets at end of year (total assets less liabilities)2019-12-31$326,432,245
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$272,180,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$276,128,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$220,635,155
Interest on participant loans2019-12-31$222,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,020,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,231,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,231,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$156,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$42,118,088
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$8,087,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,214,913
Contract administrator fees2019-12-31$248,843
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : PALOS HEALTH 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$54,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$53,841
Total income from all sources (including contributions)2018-12-31$8,894,564
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$18,141,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,811,657
Expenses. Certain deemed distributions of participant loans2018-12-31$39,601
Value of total corrective distributions2018-12-31$90
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,299,683
Value of total assets at end of year2018-12-31$272,234,998
Value of total assets at beginning of year2018-12-31$281,480,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$289,806
Total interest from all sources2018-12-31$306,598
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,667,702
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$10,667,702
Administrative expenses professional fees incurred2018-12-31$45,925
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$10,734,732
Participant contributions at end of year2018-12-31$4,142,210
Participant contributions at beginning of year2018-12-31$3,806,151
Assets. Other investments not covered elsewhere at end of year2018-12-31$38,226,155
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$36,034,850
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,256,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$54,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$53,841
Other income not declared elsewhere2018-12-31$694,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,246,590
Value of net assets at end of year (total assets less liabilities)2018-12-31$272,180,513
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$281,427,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$220,635,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$232,708,151
Interest on participant loans2018-12-31$193,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,231,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8,931,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8,931,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$112,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-24,074,090
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$8,308,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,811,657
Contract administrator fees2018-12-31$243,881
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : PALOS HEALTH 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$53,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$56,819
Total income from all sources (including contributions)2017-12-31$59,183,270
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$16,529,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,197,074
Expenses. Certain deemed distributions of participant loans2017-12-31$80,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,623,953
Value of total assets at end of year2017-12-31$281,480,944
Value of total assets at beginning of year2017-12-31$238,830,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$252,172
Total interest from all sources2017-12-31$193,391
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,198,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$9,198,154
Administrative expenses professional fees incurred2017-12-31$16,600
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$10,401,944
Participant contributions at end of year2017-12-31$3,806,151
Participant contributions at beginning of year2017-12-31$3,741,334
Assets. Other investments not covered elsewhere at end of year2017-12-31$36,034,850
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$35,036,279
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,783,759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$53,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$56,819
Other income not declared elsewhere2017-12-31$658,408
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$42,653,753
Value of net assets at end of year (total assets less liabilities)2017-12-31$281,427,103
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$238,773,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$232,708,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$190,606,162
Interest on participant loans2017-12-31$161,922
Interest earned on other investments2017-12-31$173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8,931,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$9,446,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$9,446,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$31,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$27,509,364
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$8,438,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,197,074
Contract administrator fees2017-12-31$235,572
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : PALOS HEALTH 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$56,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$61,847
Total income from all sources (including contributions)2016-12-31$35,129,907
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,858,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,505,469
Expenses. Certain deemed distributions of participant loans2016-12-31$101,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,851,599
Value of total assets at end of year2016-12-31$238,830,169
Value of total assets at beginning of year2016-12-31$219,563,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$251,011
Total interest from all sources2016-12-31$156,758
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,979,478
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$4,979,478
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,241,085
Participant contributions at end of year2016-12-31$3,741,334
Participant contributions at beginning of year2016-12-31$3,609,317
Assets. Other investments not covered elsewhere at end of year2016-12-31$35,036,279
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$32,664,453
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,030,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$56,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$61,847
Other income not declared elsewhere2016-12-31$591,231
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$19,271,605
Value of net assets at end of year (total assets less liabilities)2016-12-31$238,773,350
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$219,501,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$190,606,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$173,757,374
Interest on participant loans2016-12-31$149,387
Interest earned on other investments2016-12-31$38
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,446,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,532,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,532,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$7,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,550,841
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$8,580,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,505,469
Contract administrator fees2016-12-31$251,011
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : PALOS HEALTH 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$61,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$62,445
Total income from all sources (including contributions)2015-12-31$20,666,194
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$16,141,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,736,765
Expenses. Certain deemed distributions of participant loans2015-12-31$143,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$21,306,826
Value of total assets at end of year2015-12-31$219,563,592
Value of total assets at beginning of year2015-12-31$215,039,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$261,665
Total interest from all sources2015-12-31$164,946
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,140,923
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$3,140,923
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,436,318
Participant contributions at end of year2015-12-31$3,609,317
Participant contributions at beginning of year2015-12-31$3,689,228
Assets. Other investments not covered elsewhere at end of year2015-12-31$32,664,453
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,649,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$61,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$62,445
Other income not declared elsewhere2015-12-31$547,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,524,519
Value of net assets at end of year (total assets less liabilities)2015-12-31$219,501,745
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$214,977,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$173,757,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$169,683,481
Interest on participant loans2015-12-31$160,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,532,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,888,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,888,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$31,778,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,493,670
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$9,221,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,736,765
Contract administrator fees2015-12-31$261,665
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BIK & CO, LLP
Accountancy firm EIN2015-12-31363244618
2014 : PALOS HEALTH 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$62,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$64,216
Total income from all sources (including contributions)2014-12-31$32,989,824
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$16,440,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,047,767
Expenses. Certain deemed distributions of participant loans2014-12-31$126,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$21,411,372
Value of total assets at end of year2014-12-31$215,039,671
Value of total assets at beginning of year2014-12-31$198,491,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$265,602
Total interest from all sources2014-12-31$709,221
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,524,459
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$4,524,459
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$10,197,407
Participant contributions at end of year2014-12-31$3,689,228
Participant contributions at beginning of year2014-12-31$3,539,840
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,038,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$62,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$64,216
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$16,549,543
Value of net assets at end of year (total assets less liabilities)2014-12-31$214,977,226
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$198,427,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$169,683,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$152,230,816
Interest on participant loans2014-12-31$149,777
Interest earned on other investments2014-12-31$554,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,888,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$10,237,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$10,237,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$31,778,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$32,484,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,344,772
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$9,175,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,047,767
Contract administrator fees2014-12-31$265,602
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 name2014-12-31BIK & CO, LLP
Accountancy firm EIN2014-12-31363244618
2013 : PALOS HEALTH 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,683
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$64,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$81,719
Total income from all sources (including contributions)2013-12-31$46,119,622
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,611,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,278,893
Expenses. Certain deemed distributions of participant loans2013-12-31$65,229
Value of total corrective distributions2013-12-31$1,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,480,643
Value of total assets at end of year2013-12-31$198,491,899
Value of total assets at beginning of year2013-12-31$163,999,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$265,922
Total interest from all sources2013-12-31$676,873
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,338,111
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$3,338,111
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$10,481,319
Participant contributions at end of year2013-12-31$3,539,840
Participant contributions at beginning of year2013-12-31$3,218,387
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$407,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$64,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$81,719
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$34,508,493
Value of net assets at end of year (total assets less liabilities)2013-12-31$198,427,683
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$163,917,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$152,230,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$119,501,910
Interest on participant loans2013-12-31$132,995
Interest earned on other investments2013-12-31$534,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$10,237,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,734,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,734,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$9,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$32,484,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$30,544,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$21,623,995
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$9,591,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,278,893
Contract administrator fees2013-12-31$265,922
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 name2013-12-31BIK & CO, LLP
Accountancy firm EIN2013-12-31363244618
2012 : PALOS HEALTH 403(B) RETIREMENT 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$81,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$144,252
Total income from all sources (including contributions)2012-12-31$35,377,568
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,012,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,371,824
Expenses. Certain deemed distributions of participant loans2012-12-31$211,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,995,057
Value of total assets at end of year2012-12-31$163,999,226
Value of total assets at beginning of year2012-12-31$138,696,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$428,752
Total interest from all sources2012-12-31$723,123
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,485,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,485,953
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$10,202,822
Participant contributions at end of year2012-12-31$3,218,387
Participant contributions at beginning of year2012-12-31$2,945,065
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,229,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$51,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$81,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$144,252
Total non interest bearing cash at beginning of year2012-12-31$3,321
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$25,365,344
Value of net assets at end of year (total assets less liabilities)2012-12-31$163,917,507
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$138,552,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$119,501,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$96,727,288
Interest on participant loans2012-12-31$124,004
Interest earned on other investments2012-12-31$580,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,734,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$10,044,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$10,044,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$18,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$30,544,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$28,924,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,173,435
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$9,562,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,371,824
Contract administrator fees2012-12-31$428,752
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 name2012-12-31BIK & CO, LLP
Accountancy firm EIN2012-12-31363244618
2011 : PALOS HEALTH 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$144,252
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$111,761
Total income from all sources (including contributions)2011-12-31$21,057,028
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,385,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,016,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$20,720,452
Value of total assets at end of year2011-12-31$138,696,415
Value of total assets at beginning of year2011-12-31$122,992,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$369,658
Total interest from all sources2011-12-31$839,540
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,540,040
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$2,540,040
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$10,305,725
Participant contributions at end of year2011-12-31$2,945,065
Participant contributions at beginning of year2011-12-31$2,457,499
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$783,472
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$51,471
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$39,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$144,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$111,761
Total non interest bearing cash at end of year2011-12-31$3,321
Total non interest bearing cash at beginning of year2011-12-31$696
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$15,671,064
Value of net assets at end of year (total assets less liabilities)2011-12-31$138,552,163
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$122,881,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$96,727,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$86,721,952
Interest on participant loans2011-12-31$107,247
Interest earned on other investments2011-12-31$724,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$10,044,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,473,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,473,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$28,924,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$24,299,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,043,004
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$9,631,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,016,306
Contract administrator fees2011-12-31$369,658
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31BIK & CO, LLP
Accountancy firm EIN2011-12-31363244618
2010 : PALOS HEALTH 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$111,761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$128,753
Total income from all sources (including contributions)2010-12-31$31,416,227
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,615,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,324,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$20,845,804
Value of total assets at end of year2010-12-31$122,992,860
Value of total assets at beginning of year2010-12-31$96,209,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$291,442
Total interest from all sources2010-12-31$743,083
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,030,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,030,453
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,695,289
Participant contributions at end of year2010-12-31$2,457,499
Participant contributions at beginning of year2010-12-31$1,610,402
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,672,124
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$39,338
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,652,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$111,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$128,753
Total non interest bearing cash at end of year2010-12-31$696
Total non interest bearing cash at beginning of year2010-12-31$1,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$26,800,551
Value of net assets at end of year (total assets less liabilities)2010-12-31$122,881,099
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$96,080,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$86,721,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$65,424,199
Interest on participant loans2010-12-31$90,349
Interest earned on other investments2010-12-31$648,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,473,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$10,764,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$10,764,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$24,299,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$13,755,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,796,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,478,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,324,234
Contract administrator fees2010-12-31$291,442
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BIK & CO, LLP
Accountancy firm EIN2010-12-31363244618
2009 : PALOS HEALTH 403(B) RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$9,111,990
Amount contributed by the employer to the plan for this plan year2009-12-31$9,111,990

Form 5500 Responses for PALOS HEALTH 403(B) RETIREMENT PLAN

2022: PALOS HEALTH 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: PALOS HEALTH 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: PALOS HEALTH 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: PALOS HEALTH 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PALOS HEALTH 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PALOS HEALTH 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PALOS HEALTH 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PALOS HEALTH 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PALOS HEALTH 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PALOS HEALTH 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PALOS HEALTH 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PALOS HEALTH 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PALOS HEALTH 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTA069929
Policy instance 1
Insurance contract or identification numberTA069929
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-25
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTA069929
Policy instance 1
Insurance contract or identification numberTA069929
Number of Individuals Covered2494
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTA069929
Policy instance 2
Insurance contract or identification numberTA069929
Number of Individuals Covered2677
Insurance policy start date2020-03-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893150-007
Policy instance 1
Insurance contract or identification number893150-007
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-04-02
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893150-007
Policy instance 1
Insurance contract or identification number893150-007
Number of Individuals Covered708
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893150-007
Policy instance 1
Insurance contract or identification number893150-007
Number of Individuals Covered783
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893150-007
Policy instance 1
Insurance contract or identification number893150-007
Number of Individuals Covered847
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893150-007
Policy instance 1
Insurance contract or identification number893150-007
Number of Individuals Covered919
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893150-007
Policy instance 1
Insurance contract or identification number893150-007
Number of Individuals Covered950
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTW080086
Policy instance 1
Insurance contract or identification numberTW080086
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893150-007
Policy instance 2
Insurance contract or identification number893150-007
Number of Individuals Covered1047
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTW080086
Policy instance 2
Insurance contract or identification numberTW080086
Number of Individuals Covered963
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893150-007
Policy instance 1
Insurance contract or identification number893150-007
Number of Individuals Covered1100
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 )
Policy contract numberTW080086
Policy instance 2
Insurance contract or identification numberTW080086
Number of Individuals Covered1036
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893150-007
Policy instance 1
Insurance contract or identification number893150-007
Number of Individuals Covered1104
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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