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OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameOSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN
Plan identification number 002

OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OTTAWA REGIONAL HOSPITAL & HEALTHCARE CENTER has sponsored the creation of one or more 401k plans.

Company Name:OTTAWA REGIONAL HOSPITAL & HEALTHCARE CENTER
Employer identification number (EIN):362604009
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-05-01SISTERDIANEMARIE MCGREW SISTERDIANEMARIE MCGREW2018-06-01
0022016-05-01DIANE MCGREW DIANE MCGREW2018-02-14
0022015-05-01ROBERT GIBSON ROBERT GIBSON2017-02-15
0022014-05-01ROBERT GIBSON ROBERT GIBSON2016-02-15
0022013-05-01ROBERT GIBSON ROBERT GIBSON2015-02-13
0022012-05-01ROBERT GIBSON ROBERT GIBSON2014-02-13
0022011-05-01ROBERT GIBSON ROBERT GIBSON2013-01-31
0022010-05-01ROBERT GIBSON ROBERT GIBSON2012-02-14
0022009-05-01ROBERT GIBSON ROBERT GIBSON2011-02-15

Plan Statistics for OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2017: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01550
Total number of active participants reported on line 7a of the Form 55002017-05-010
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-010
Total participants2017-05-010
Number of participants with account balances2017-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-010
2016: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01606
Total number of active participants reported on line 7a of the Form 55002016-05-01484
Number of retired or separated participants receiving benefits2016-05-011
Number of other retired or separated participants entitled to future benefits2016-05-0160
Total of all active and inactive participants2016-05-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-012
Total participants2016-05-01547
Number of participants with account balances2016-05-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-010
2015: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01671
Total number of active participants reported on line 7a of the Form 55002015-05-01537
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-0167
Total of all active and inactive participants2015-05-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-012
Total participants2015-05-01606
Number of participants with account balances2015-05-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-017
2014: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01718
Total number of active participants reported on line 7a of the Form 55002014-05-01615
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-0156
Total of all active and inactive participants2014-05-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-012
Total participants2014-05-01673
Number of participants with account balances2014-05-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-016
2013: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01736
Total number of active participants reported on line 7a of the Form 55002013-05-01661
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-0152
Total of all active and inactive participants2013-05-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-013
Total participants2013-05-01716
Number of participants with account balances2013-05-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-0114
2012: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01757
Total number of active participants reported on line 7a of the Form 55002012-05-01660
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-0147
Total of all active and inactive participants2012-05-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-013
Total participants2012-05-01710
Number of participants with account balances2012-05-01654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-0115
2011: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01770
Total number of active participants reported on line 7a of the Form 55002011-05-01708
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-0151
Total of all active and inactive participants2011-05-01759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-014
Total participants2011-05-01763
Number of participants with account balances2011-05-01667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-0114
2010: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-01803
Total number of active participants reported on line 7a of the Form 55002010-05-01727
Number of retired or separated participants receiving benefits2010-05-010
Number of other retired or separated participants entitled to future benefits2010-05-0165
Total of all active and inactive participants2010-05-01792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-013
Total participants2010-05-01795
Number of participants with account balances2010-05-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-0136
2009: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01726
Total number of active participants reported on line 7a of the Form 55002009-05-01735
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-01102
Total of all active and inactive participants2009-05-01837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-011
Total participants2009-05-01838
Number of participants with account balances2009-05-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-0137

Financial Data on OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2017 : OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-11-17$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-11-17$0
Total unrealized appreciation/depreciation of assets2017-11-17$0
Total transfer of assets to this plan2017-11-17$0
Total transfer of assets from this plan2017-11-17$34,701,800
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-17$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-17$0
Total income from all sources (including contributions)2017-11-17$2,918,343
Total loss/gain on sale of assets2017-11-17$0
Total of all expenses incurred2017-11-17$6,506,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-17$6,431,241
Value of total corrective distributions2017-11-17$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-17$2,088
Value of total assets at end of year2017-11-17$0
Value of total assets at beginning of year2017-11-17$38,289,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-17$75,014
Total income from rents2017-11-17$0
Total interest from all sources2017-11-17$7,886
Total dividends received (eg from common stock, registered investment company shares)2017-11-17$15,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-17No
Total dividends received from registered investment company shares (eg mutual funds)2017-11-17$15,197
Administrative expenses professional fees incurred2017-11-17$0
Was this plan covered by a fidelity bond2017-11-17No
Value of fidelity bond cover2017-11-17$0
If this is an individual account plan, was there a blackout period2017-11-17Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-11-17$0
Were there any nonexempt tranactions with any party-in-interest2017-11-17No
Amount of non-exempt transactions with any party-in-interest2017-11-17$0
Contributions received from participants2017-11-17$-260
Participant contributions at end of year2017-11-17$0
Participant contributions at beginning of year2017-11-17$0
Income. Received or receivable in cash from other sources (including rollovers)2017-11-17$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-11-17$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-11-17$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-11-17$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-11-17$0
Other income not declared elsewhere2017-11-17$60,680
Administrative expenses (other) incurred2017-11-17$0
Liabilities. Value of operating payables at beginning of year2017-11-17$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-17No
Value of net income/loss2017-11-17$-3,587,912
Value of net assets at end of year (total assets less liabilities)2017-11-17$0
Value of net assets at beginning of year (total assets less liabilities)2017-11-17$38,289,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-17No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-17No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-11-17$0
Were any leases to which the plan was party in default or uncollectible2017-11-17No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-11-17$0
Investment advisory and management fees2017-11-17$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-11-17$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-11-17$5,323,752
Value of interest in pooled separate accounts at end of year2017-11-17$0
Value of interest in pooled separate accounts at beginning of year2017-11-17$30,520,211
Income. Interest from loans (other than to participants)2017-11-17$0
Interest earned on other investments2017-11-17$7,886
Income. Interest from US Government securities2017-11-17$0
Income. Interest from corporate debt instruments2017-11-17$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-11-17$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-11-17$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-11-17$2,445,749
Expenses. Payments to insurance carriers foe the provision of benefits2017-11-17$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-11-17$418,354
Net investment gain/loss from pooled separate accounts2017-11-17$2,414,138
Net investment gain or loss from common/collective trusts2017-11-17$0
Net gain/loss from 103.12 investment entities2017-11-17$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-17No
Was there a failure to transmit to the plan any participant contributions2017-11-17No
Has the plan failed to provide any benefit when due under the plan2017-11-17No
Contributions received in cash from employer2017-11-17$2,348
Employer contributions (assets) at end of year2017-11-17$0
Employer contributions (assets) at beginning of year2017-11-17$0
Income. Dividends from preferred stock2017-11-17$0
Income. Dividends from common stock2017-11-17$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-17$6,431,241
Contract administrator fees2017-11-17$75,014
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-11-17Yes
Liabilities. Value of benefit claims payable at beginning of year2017-11-17$0
Did the plan have assets held for investment2017-11-17No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-17No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-17Yes
Aggregate proceeds on sale of assets2017-11-17$0
Aggregate carrying amount (costs) on sale of assets2017-11-17$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-11-17$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-17Yes
Opinion of an independent qualified public accountant for this plan2017-11-17Disclaimer
Accountancy firm name2017-11-17RMS US LLP
Accountancy firm EIN2017-11-17430174325
Unrealized appreciation/depreciation of real estate assets2017-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-04-30$0
Total unrealized appreciation/depreciation of assets2017-04-30$0
Total transfer of assets to this plan2017-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total income from all sources (including contributions)2017-04-30$4,254,739
Total loss/gain on sale of assets2017-04-30$0
Total of all expenses incurred2017-04-30$4,582,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$4,572,341
Expenses. Certain deemed distributions of participant loans2017-04-30$0
Value of total corrective distributions2017-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$0
Value of total assets at end of year2017-04-30$38,289,712
Value of total assets at beginning of year2017-04-30$38,617,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$9,792
Total income from rents2017-04-30$0
Total interest from all sources2017-04-30$16,948
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$57,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$57,735
Administrative expenses professional fees incurred2017-04-30$0
Was this plan covered by a fidelity bond2017-04-30No
Value of fidelity bond cover2017-04-30$0
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Amount of non-exempt transactions with any party-in-interest2017-04-30$0
Contributions received from participants2017-04-30$0
Participant contributions at end of year2017-04-30$0
Participant contributions at end of year2017-04-30$0
Participant contributions at beginning of year2017-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-04-30$0
Other income not declared elsewhere2017-04-30$-5,070
Administrative expenses (other) incurred2017-04-30$0
Liabilities. Value of operating payables at beginning of year2017-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$-327,394
Value of net assets at end of year (total assets less liabilities)2017-04-30$38,289,712
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$38,617,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-04-30$0
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-04-30$0
Investment advisory and management fees2017-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$5,323,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$4,825,144
Value of interest in pooled separate accounts at end of year2017-04-30$30,520,211
Value of interest in pooled separate accounts at beginning of year2017-04-30$30,771,071
Interest on participant loans2017-04-30$0
Income. Interest from loans (other than to participants)2017-04-30$0
Interest earned on other investments2017-04-30$16,948
Income. Interest from US Government securities2017-04-30$0
Income. Interest from corporate debt instruments2017-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-04-30$2,445,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-04-30$3,020,891
Expenses. Payments to insurance carriers foe the provision of benefits2017-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$456,192
Net investment gain/loss from pooled separate accounts2017-04-30$3,728,934
Net investment gain or loss from common/collective trusts2017-04-30$0
Net gain/loss from 103.12 investment entities2017-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$0
Employer contributions (assets) at end of year2017-04-30$0
Employer contributions (assets) at beginning of year2017-04-30$0
Income. Dividends from preferred stock2017-04-30$0
Income. Dividends from common stock2017-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$4,572,341
Contract administrator fees2017-04-30$9,792
Liabilities. Value of benefit claims payable at beginning of year2017-04-30$0
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Aggregate proceeds on sale of assets2017-04-30$0
Aggregate carrying amount (costs) on sale of assets2017-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30Yes
Opinion of an independent qualified public accountant for this plan2017-04-30Disclaimer
Accountancy firm name2017-04-30RSM US LLP
Accountancy firm EIN2017-04-30430174325
2016 : OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-04-30$0
Total unrealized appreciation/depreciation of assets2016-04-30$0
Total transfer of assets to this plan2016-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total income from all sources (including contributions)2016-04-30$-478,436
Total loss/gain on sale of assets2016-04-30$0
Total of all expenses incurred2016-04-30$3,439,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$3,431,090
Value of total corrective distributions2016-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$46,900
Value of total assets at end of year2016-04-30$38,617,106
Value of total assets at beginning of year2016-04-30$42,534,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$8,281
Total income from rents2016-04-30$0
Total interest from all sources2016-04-30$22,323
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$38,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$38,724
Administrative expenses professional fees incurred2016-04-30$0
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$1,000,000
If this is an individual account plan, was there a blackout period2016-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Amount of non-exempt transactions with any party-in-interest2016-04-30$0
Contributions received from participants2016-04-30$0
Participant contributions at end of year2016-04-30$0
Participant contributions at beginning of year2016-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-04-30$46,900
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-04-30$8,971
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-04-30$0
Other income not declared elsewhere2016-04-30$8,259
Administrative expenses (other) incurred2016-04-30$0
Liabilities. Value of operating payables at beginning of year2016-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-3,917,807
Value of net assets at end of year (total assets less liabilities)2016-04-30$38,617,106
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$42,534,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-04-30$0
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-04-30$0
Investment advisory and management fees2016-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$4,825,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$5,169,867
Value of interest in pooled separate accounts at end of year2016-04-30$30,771,071
Value of interest in pooled separate accounts at beginning of year2016-04-30$33,460,109
Income. Interest from loans (other than to participants)2016-04-30$0
Interest earned on other investments2016-04-30$22,323
Income. Interest from US Government securities2016-04-30$0
Income. Interest from corporate debt instruments2016-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-04-30$3,020,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-04-30$3,296,785
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-236,747
Net investment gain/loss from pooled separate accounts2016-04-30$-357,895
Net investment gain or loss from common/collective trusts2016-04-30$0
Net gain/loss from 103.12 investment entities2016-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$0
Employer contributions (assets) at end of year2016-04-30$0
Employer contributions (assets) at beginning of year2016-04-30$608,152
Income. Dividends from preferred stock2016-04-30$0
Income. Dividends from common stock2016-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$3,422,119
Contract administrator fees2016-04-30$8,281
Liabilities. Value of benefit claims payable at beginning of year2016-04-30$0
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Aggregate proceeds on sale of assets2016-04-30$0
Aggregate carrying amount (costs) on sale of assets2016-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30RSM US LLP
Accountancy firm EIN2016-04-30430174325
2015 : OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-04-30$0
Total unrealized appreciation/depreciation of assets2015-04-30$0
Total transfer of assets to this plan2015-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total income from all sources (including contributions)2015-04-30$5,046,880
Total loss/gain on sale of assets2015-04-30$0
Total of all expenses incurred2015-04-30$3,772,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$3,743,406
Expenses. Certain deemed distributions of participant loans2015-04-30$4,506
Value of total corrective distributions2015-04-30$17,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$1,856,430
Value of total assets at end of year2015-04-30$42,534,913
Value of total assets at beginning of year2015-04-30$41,260,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$6,916
Total income from rents2015-04-30$0
Total interest from all sources2015-04-30$27,347
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$42,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$42,212
Administrative expenses professional fees incurred2015-04-30$0
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$1,000,000
If this is an individual account plan, was there a blackout period2015-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Amount of non-exempt transactions with any party-in-interest2015-04-30$0
Contributions received from participants2015-04-30$1,248,279
Participant contributions at end of year2015-04-30$0
Participant contributions at beginning of year2015-04-30$11,314
Participant contributions at end of year2015-04-30$0
Participant contributions at beginning of year2015-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-04-30$0
Other income not declared elsewhere2015-04-30$24,610
Administrative expenses (other) incurred2015-04-30$0
Liabilities. Value of operating payables at beginning of year2015-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$1,274,157
Value of net assets at end of year (total assets less liabilities)2015-04-30$42,534,913
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$41,260,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-04-30$0
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-04-30$0
Investment advisory and management fees2015-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$5,169,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$4,926,986
Value of interest in pooled separate accounts at end of year2015-04-30$33,460,109
Value of interest in pooled separate accounts at beginning of year2015-04-30$31,785,006
Interest on participant loans2015-04-30$268
Income. Interest from loans (other than to participants)2015-04-30$0
Interest earned on other investments2015-04-30$27,079
Income. Interest from US Government securities2015-04-30$0
Income. Interest from corporate debt instruments2015-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-04-30$3,296,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-04-30$3,740,217
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$342,010
Net investment gain/loss from pooled separate accounts2015-04-30$2,754,271
Net investment gain or loss from common/collective trusts2015-04-30$0
Net gain/loss from 103.12 investment entities2015-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$608,151
Employer contributions (assets) at end of year2015-04-30$608,152
Employer contributions (assets) at beginning of year2015-04-30$797,233
Income. Dividends from preferred stock2015-04-30$0
Income. Dividends from common stock2015-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$3,743,406
Contract administrator fees2015-04-30$6,916
Liabilities. Value of benefit claims payable at beginning of year2015-04-30$0
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Aggregate proceeds on sale of assets2015-04-30$0
Aggregate carrying amount (costs) on sale of assets2015-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30RSM US LLP
Accountancy firm EIN2015-04-30430174325
2014 : OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-04-30$0
Total unrealized appreciation/depreciation of assets2014-04-30$0
Total transfer of assets to this plan2014-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total income from all sources (including contributions)2014-04-30$6,634,520
Total loss/gain on sale of assets2014-04-30$0
Total of all expenses incurred2014-04-30$2,927,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$2,912,988
Expenses. Certain deemed distributions of participant loans2014-04-30$0
Value of total corrective distributions2014-04-30$8,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$2,602,190
Value of total assets at end of year2014-04-30$41,260,756
Value of total assets at beginning of year2014-04-30$37,553,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$5,449
Total income from rents2014-04-30$0
Total interest from all sources2014-04-30$37,973
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$33,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$33,503
Administrative expenses professional fees incurred2014-04-30$0
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$1,000,000
If this is an individual account plan, was there a blackout period2014-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Amount of non-exempt transactions with any party-in-interest2014-04-30$0
Contributions received from participants2014-04-30$1,731,220
Participant contributions at end of year2014-04-30$11,314
Participant contributions at beginning of year2014-04-30$30,960
Participant contributions at end of year2014-04-30$0
Participant contributions at beginning of year2014-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-04-30$73,737
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-04-30$0
Other income not declared elsewhere2014-04-30$-73,019
Administrative expenses (other) incurred2014-04-30$0
Liabilities. Value of operating payables at beginning of year2014-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$3,707,465
Value of net assets at end of year (total assets less liabilities)2014-04-30$41,260,756
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$37,553,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-04-30$0
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-04-30$0
Investment advisory and management fees2014-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$4,926,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$4,258,695
Value of interest in pooled separate accounts at end of year2014-04-30$31,785,006
Value of interest in pooled separate accounts at beginning of year2014-04-30$28,438,858
Interest on participant loans2014-04-30$844
Income. Interest from loans (other than to participants)2014-04-30$0
Interest earned on other investments2014-04-30$37,129
Income. Interest from US Government securities2014-04-30$0
Income. Interest from corporate debt instruments2014-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-04-30$3,740,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-04-30$3,966,782
Expenses. Payments to insurance carriers foe the provision of benefits2014-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$505,592
Net investment gain/loss from pooled separate accounts2014-04-30$3,528,281
Net investment gain or loss from common/collective trusts2014-04-30$0
Net gain/loss from 103.12 investment entities2014-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$797,233
Employer contributions (assets) at end of year2014-04-30$797,233
Employer contributions (assets) at beginning of year2014-04-30$857,996
Income. Dividends from preferred stock2014-04-30$0
Income. Dividends from common stock2014-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$2,912,988
Contract administrator fees2014-04-30$5,449
Liabilities. Value of benefit claims payable at beginning of year2014-04-30$0
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$0
Aggregate carrying amount (costs) on sale of assets2014-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30MCGLADREY LLP
Accountancy firm EIN2014-04-30420714325
2013 : OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-04-30$0
Total unrealized appreciation/depreciation of assets2013-04-30$0
Total transfer of assets to this plan2013-04-30$0
Total transfer of assets from this plan2013-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total income from all sources (including contributions)2013-04-30$6,191,792
Total loss/gain on sale of assets2013-04-30$0
Total of all expenses incurred2013-04-30$2,493,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$2,488,999
Expenses. Certain deemed distributions of participant loans2013-04-30$0
Value of total corrective distributions2013-04-30$1,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$2,501,390
Value of total assets at end of year2013-04-30$37,553,291
Value of total assets at beginning of year2013-04-30$33,854,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$3,164
Total income from rents2013-04-30$0
Total interest from all sources2013-04-30$91,437
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$37,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$37,983
Administrative expenses professional fees incurred2013-04-30$0
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$1,000,000
If this is an individual account plan, was there a blackout period2013-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Amount of non-exempt transactions with any party-in-interest2013-04-30$0
Contributions received from participants2013-04-30$1,601,166
Participant contributions at end of year2013-04-30$30,960
Participant contributions at beginning of year2013-04-30$66,428
Participant contributions at end of year2013-04-30$0
Participant contributions at beginning of year2013-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-04-30$42,228
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-04-30$1,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-04-30$0
Other income not declared elsewhere2013-04-30$2,924
Administrative expenses (other) incurred2013-04-30$0
Liabilities. Value of operating payables at beginning of year2013-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$3,698,382
Value of net assets at end of year (total assets less liabilities)2013-04-30$37,553,291
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$33,854,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-04-30$0
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-04-30$0
Investment advisory and management fees2013-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$4,258,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$3,668,519
Value of interest in pooled separate accounts at end of year2013-04-30$28,438,858
Value of interest in pooled separate accounts at beginning of year2013-04-30$24,965,771
Interest on participant loans2013-04-30$1,992
Income. Interest from loans (other than to participants)2013-04-30$0
Interest earned on other investments2013-04-30$89,445
Income. Interest from US Government securities2013-04-30$0
Income. Interest from corporate debt instruments2013-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-04-30$3,966,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-04-30$5,100,935
Expenses. Payments to insurance carriers foe the provision of benefits2013-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$386,303
Net investment gain/loss from pooled separate accounts2013-04-30$3,171,755
Net investment gain or loss from common/collective trusts2013-04-30$0
Net gain/loss from 103.12 investment entities2013-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$857,996
Employer contributions (assets) at end of year2013-04-30$857,996
Employer contributions (assets) at beginning of year2013-04-30$53,256
Income. Dividends from preferred stock2013-04-30$0
Income. Dividends from common stock2013-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$2,487,599
Contract administrator fees2013-04-30$3,164
Liabilities. Value of benefit claims payable at beginning of year2013-04-30$0
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$0
Aggregate carrying amount (costs) on sale of assets2013-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30MCGLADREY LLP
Accountancy firm EIN2013-04-30420714325
2012 : OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$0
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total transfer of assets to this plan2012-04-30$0
Total transfer of assets from this plan2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total income from all sources (including contributions)2012-04-30$2,868,411
Total loss/gain on sale of assets2012-04-30$0
Total of all expenses incurred2012-04-30$2,615,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$2,583,658
Expenses. Certain deemed distributions of participant loans2012-04-30$0
Value of total corrective distributions2012-04-30$28,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$2,492,061
Value of total assets at end of year2012-04-30$33,854,909
Value of total assets at beginning of year2012-04-30$33,601,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$3,381
Total income from rents2012-04-30$0
Total interest from all sources2012-04-30$123,021
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$26,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$26,166
Administrative expenses professional fees incurred2012-04-30$0
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$1,000,000
If this is an individual account plan, was there a blackout period2012-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Amount of non-exempt transactions with any party-in-interest2012-04-30$0
Contributions received from participants2012-04-30$1,593,238
Participant contributions at end of year2012-04-30$66,428
Participant contributions at beginning of year2012-04-30$133,590
Participant contributions at end of year2012-04-30$0
Participant contributions at beginning of year2012-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-04-30$105,005
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-04-30$0
Other income not declared elsewhere2012-04-30$38,288
Administrative expenses (other) incurred2012-04-30$0
Liabilities. Value of operating payables at beginning of year2012-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$253,269
Value of net assets at end of year (total assets less liabilities)2012-04-30$33,854,909
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$33,601,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-04-30$0
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-04-30$0
Investment advisory and management fees2012-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$3,668,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$5,544,780
Value of interest in pooled separate accounts at end of year2012-04-30$24,965,771
Value of interest in pooled separate accounts at beginning of year2012-04-30$22,573,809
Interest on participant loans2012-04-30$4,213
Income. Interest from loans (other than to participants)2012-04-30$0
Interest earned on other investments2012-04-30$118,808
Income. Interest from US Government securities2012-04-30$0
Income. Interest from corporate debt instruments2012-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-04-30$5,100,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-04-30$5,305,817
Expenses. Payments to insurance carriers foe the provision of benefits2012-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$-382,404
Net investment gain/loss from pooled separate accounts2012-04-30$571,279
Net investment gain or loss from common/collective trusts2012-04-30$0
Net gain/loss from 103.12 investment entities2012-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$793,818
Employer contributions (assets) at end of year2012-04-30$53,256
Employer contributions (assets) at beginning of year2012-04-30$43,644
Income. Dividends from preferred stock2012-04-30$0
Income. Dividends from common stock2012-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$2,583,658
Contract administrator fees2012-04-30$3,381
Liabilities. Value of benefit claims payable at beginning of year2012-04-30$0
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$0
Aggregate carrying amount (costs) on sale of assets2012-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30MCGLADREY LLP
Accountancy firm EIN2012-04-30420714325
2011 : OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$0
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total transfer of assets to this plan2011-04-30$0
Total transfer of assets from this plan2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$6,645,235
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$1,915,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$1,912,076
Expenses. Certain deemed distributions of participant loans2011-04-30$0
Value of total corrective distributions2011-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$2,521,703
Value of total assets at end of year2011-04-30$33,601,640
Value of total assets at beginning of year2011-04-30$28,872,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$3,830
Total income from rents2011-04-30$0
Total interest from all sources2011-04-30$155,072
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$30,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$30,364
Administrative expenses professional fees incurred2011-04-30$0
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$1,000,000
If this is an individual account plan, was there a blackout period2011-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Amount of non-exempt transactions with any party-in-interest2011-04-30$0
Contributions received from participants2011-04-30$1,533,126
Participant contributions at end of year2011-04-30$133,590
Participant contributions at beginning of year2011-04-30$130,363
Participant contributions at end of year2011-04-30$0
Participant contributions at beginning of year2011-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-04-30$117,743
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-04-30$0
Other income not declared elsewhere2011-04-30$12,242
Administrative expenses (other) incurred2011-04-30$0
Liabilities. Value of operating payables at beginning of year2011-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$4,729,329
Value of net assets at end of year (total assets less liabilities)2011-04-30$33,601,640
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$28,872,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-04-30$0
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-04-30$0
Investment advisory and management fees2011-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$5,544,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$4,628,763
Value of interest in pooled separate accounts at end of year2011-04-30$22,573,809
Value of interest in pooled separate accounts at beginning of year2011-04-30$18,470,645
Interest on participant loans2011-04-30$6,139
Income. Interest from loans (other than to participants)2011-04-30$0
Interest earned on other investments2011-04-30$148,933
Income. Interest from US Government securities2011-04-30$0
Income. Interest from corporate debt instruments2011-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-04-30$5,305,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-04-30$5,622,688
Expenses. Payments to insurance carriers foe the provision of benefits2011-04-30$47,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$661,497
Net investment gain/loss from pooled separate accounts2011-04-30$3,264,357
Net investment gain or loss from common/collective trusts2011-04-30$0
Net gain/loss from 103.12 investment entities2011-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30Yes
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$870,834
Employer contributions (assets) at end of year2011-04-30$43,644
Employer contributions (assets) at beginning of year2011-04-30$19,852
Income. Dividends from preferred stock2011-04-30$0
Income. Dividends from common stock2011-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$1,864,478
Contract administrator fees2011-04-30$3,830
Liabilities. Value of benefit claims payable at beginning of year2011-04-30$0
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$0
Aggregate carrying amount (costs) on sale of assets2011-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30MCGLADREY & PULLEN, LLP
Accountancy firm EIN2011-04-30420714325
2010 : OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN

2017: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01This submission is the final filingYes
2017-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2010: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement – InsuranceYes
2010-05-01Plan benefit arrangement - TrustYes
2009: OSF SAINT ELIZABETH MEDICAL CENTER PROFIT SHARING AND 401(K) PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number376843
Policy instance 1
Insurance contract or identification number376843
Number of Individuals Covered0
Insurance policy start date2017-05-01
Insurance policy end date2017-11-17
Total amount of commissions paid to insurance brokerUSD $8,406
Total amount of fees paid to insurance companyUSD $2,492
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,406
Amount paid for insurance broker fees2492
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker namePRINCIPAL SECURITIES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number376843
Policy instance 1
Insurance contract or identification number376843
Number of Individuals Covered606
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $16,689
Total amount of fees paid to insurance companyUSD $17,696
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,689
Amount paid for insurance broker fees17696
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameWAYLAND, KATHLEEN A.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number376843
Policy instance 1
Insurance contract or identification number376843
Number of Individuals Covered673
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $17,057
Total amount of fees paid to insurance companyUSD $18,775
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,057
Amount paid for insurance broker fees18775
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameWAYLAND, KATHLEEN A.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number376843
Policy instance 1
Insurance contract or identification number376843
Number of Individuals Covered716
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $16,154
Total amount of fees paid to insurance companyUSD $19,839
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,154
Amount paid for insurance broker fees19839
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameWAYLAND, KATHLEEN A.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number376843
Policy instance 1
Insurance contract or identification number376843
Number of Individuals Covered710
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $12,354
Total amount of fees paid to insurance companyUSD $18,632
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,354
Amount paid for insurance broker fees18632
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameWAYLAND, KATHLEEN A.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number376843
Policy instance 1
Insurance contract or identification number376843
Number of Individuals Covered763
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $23,288
Total amount of fees paid to insurance companyUSD $20,487
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number376843
Policy instance 1
Insurance contract or identification number376843
Number of Individuals Covered795
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $4,559
Total amount of fees paid to insurance companyUSD $16,629
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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