?>
Logo

SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 401k Plan overview

Plan NameSWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN
Plan identification number 004

SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN Benefits

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

401k Sponsoring company profile

SWEDISHAMERICAN HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:SWEDISHAMERICAN HEALTH SYSTEM
Employer identification number (EIN):363241458
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01CYNTHIA J. THOMPSON CYNTHIA J. THOMPSON2018-10-05
0042016-01-01CYNTHIA J. THOMPSON CYNTHIA J. THOMPSON2017-10-04
0042015-01-01CYNTHIA J. THOMPSON CYNTHIA J. THOMPSON2016-09-13
0042014-01-01CYNTHIA J. THOMPSON CYNTHIA J. THOMPSON2015-10-14
0042013-01-01CYNTHIA J. THOMPSON CYNTHIA J. THOMPSON2014-10-09
0042012-01-01CYNTHIA J. THOMPSON
0042011-01-01CYNTHIA J. THOMPSON CYNTHIA J. THOMPSON2012-10-09
0042009-01-01CYNTHIA J. THOMPSON CYNTHIA J. THOMPSON2010-10-14

Plan Statistics for SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN

401k plan membership statisitcs for SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN

Measure Date Value
2022: SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,871
Total number of active participants reported on line 7a of the Form 55002022-01-013,655
Number of retired or separated participants receiving benefits2022-01-01548
Number of other retired or separated participants entitled to future benefits2022-01-011,263
Total of all active and inactive participants2022-01-015,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0122
Total participants2022-01-015,488
Number of participants with account balances2022-01-015,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,512
Total number of active participants reported on line 7a of the Form 55002021-01-013,571
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-011,240
Total of all active and inactive participants2021-01-014,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-014,835
Number of participants with account balances2021-01-014,444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,236
Total number of active participants reported on line 7a of the Form 55002020-01-013,468
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01993
Total of all active and inactive participants2020-01-014,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0120
Total participants2020-01-014,486
Number of participants with account balances2020-01-014,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,018
Total number of active participants reported on line 7a of the Form 55002019-01-013,254
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01922
Total of all active and inactive participants2019-01-014,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-014,198
Number of participants with account balances2019-01-013,907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,921
Total number of active participants reported on line 7a of the Form 55002018-01-013,171
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01774
Total of all active and inactive participants2018-01-013,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0116
Total participants2018-01-013,964
Number of participants with account balances2018-01-013,734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,631
Total number of active participants reported on line 7a of the Form 55002017-01-013,080
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01816
Total of all active and inactive participants2017-01-013,899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0115
Total participants2017-01-013,914
Number of participants with account balances2017-01-013,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,594
Total number of active participants reported on line 7a of the Form 55002016-01-012,936
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01675
Total of all active and inactive participants2016-01-013,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0116
Total participants2016-01-013,630
Number of participants with account balances2016-01-013,453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,432
Total number of active participants reported on line 7a of the Form 55002015-01-012,894
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01575
Total of all active and inactive participants2015-01-013,473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0113
Total participants2015-01-013,486
Number of participants with account balances2015-01-013,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,304
Total number of active participants reported on line 7a of the Form 55002014-01-012,781
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01525
Total of all active and inactive participants2014-01-013,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-013,319
Number of participants with account balances2014-01-013,118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,276
Total number of active participants reported on line 7a of the Form 55002013-01-012,716
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01476
Total of all active and inactive participants2013-01-013,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0113
Total participants2013-01-013,205
Number of participants with account balances2013-01-013,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,435
Total number of active participants reported on line 7a of the Form 55002012-01-012,737
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01426
Total of all active and inactive participants2012-01-013,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-013,174
Number of participants with account balances2012-01-012,887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,320
Total number of active participants reported on line 7a of the Form 55002011-01-012,872
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01449
Total of all active and inactive participants2011-01-013,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-013,330
Number of participants with account balances2011-01-012,873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,115
Total number of active participants reported on line 7a of the Form 55002009-01-012,647
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01314
Total of all active and inactive participants2009-01-012,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-012,967
Number of participants with account balances2009-01-012,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN

Measure Date Value
2022 : SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-22,372,471
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$30,811,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$30,381,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$29,096,138
Value of total assets at end of year2022-12-31$321,440,005
Value of total assets at beginning of year2022-12-31$374,623,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$429,410
Total interest from all sources2022-12-31$1,063,995
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,936,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,936,847
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$16,017,854
Participant contributions at end of year2022-12-31$4,043,713
Participant contributions at beginning of year2022-12-31$4,445,162
Participant contributions at end of year2022-12-31$887,838
Participant contributions at beginning of year2022-12-31$799,110
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,162,436
Administrative expenses (other) incurred2022-12-31$15,840
Total non interest bearing cash at end of year2022-12-31$31
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-53,183,612
Value of net assets at end of year (total assets less liabilities)2022-12-31$321,440,005
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$374,623,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$413,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$269,252,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$321,118,614
Interest on participant loans2022-12-31$198,856
Interest earned on other investments2022-12-31$865,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$38,930,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$39,917,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-61,469,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$10,915,848
Employer contributions (assets) at end of year2022-12-31$8,325,408
Employer contributions (assets) at beginning of year2022-12-31$8,343,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$30,381,731
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$68,801,606
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$33,982,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$33,530,669
Expenses. Certain deemed distributions of participant loans2021-12-31$19,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$27,839,959
Value of total assets at end of year2021-12-31$374,623,617
Value of total assets at beginning of year2021-12-31$339,804,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$432,898
Total interest from all sources2021-12-31$1,143,078
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$17,394,639
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$17,394,639
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
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$15,194,029
Participant contributions at end of year2021-12-31$4,445,162
Participant contributions at beginning of year2021-12-31$4,383,034
Participant contributions at end of year2021-12-31$799,110
Participant contributions at beginning of year2021-12-31$665,678
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,855,791
Administrative expenses (other) incurred2021-12-31$14,730
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$34,818,649
Value of net assets at end of year (total assets less liabilities)2021-12-31$374,623,617
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$339,804,968
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$418,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$321,118,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$288,560,912
Interest on participant loans2021-12-31$244,227
Interest earned on other investments2021-12-31$898,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$39,917,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$40,215,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,423,930
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$10,790,139
Employer contributions (assets) at end of year2021-12-31$8,343,362
Employer contributions (assets) at beginning of year2021-12-31$5,979,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$33,530,669
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 name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$63,345,012
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$23,209,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$22,804,953
Expenses. Certain deemed distributions of participant loans2020-12-31$10,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$22,252,684
Value of total assets at end of year2020-12-31$339,804,968
Value of total assets at beginning of year2020-12-31$299,669,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$393,922
Total interest from all sources2020-12-31$1,087,699
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,628,545
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$8,628,545
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$13,437,091
Participant contributions at end of year2020-12-31$4,383,034
Participant contributions at beginning of year2020-12-31$4,945,239
Participant contributions at end of year2020-12-31$665,678
Participant contributions at beginning of year2020-12-31$772,702
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,739,613
Administrative expenses (other) incurred2020-12-31$8,660
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$40,135,433
Value of net assets at end of year (total assets less liabilities)2020-12-31$339,804,968
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$299,669,535
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$385,262
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$288,560,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$251,818,403
Interest on participant loans2020-12-31$233,432
Interest earned on other investments2020-12-31$854,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$40,215,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$34,808,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$31,376,084
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$7,075,980
Employer contributions (assets) at end of year2020-12-31$5,979,420
Employer contributions (assets) at beginning of year2020-12-31$7,324,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$22,804,953
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 name2020-12-31MCGLADREY LLP
Accountancy firm EIN2020-12-31420714325
2019 : SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$71,825,542
Total income from all sources (including contributions)2019-12-31$71,825,542
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$27,979,931
Total of all expenses incurred2019-12-31$27,979,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,616,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,616,971
Expenses. Certain deemed distributions of participant loans2019-12-31$-28,443
Expenses. Certain deemed distributions of participant loans2019-12-31$-28,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,190,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,190,685
Value of total assets at end of year2019-12-31$299,669,535
Value of total assets at end of year2019-12-31$299,669,535
Value of total assets at beginning of year2019-12-31$255,823,924
Value of total assets at beginning of year2019-12-31$255,823,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$391,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$391,403
Total interest from all sources2019-12-31$1,063,707
Total interest from all sources2019-12-31$1,063,707
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,685,844
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,685,844
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$8,685,844
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,685,844
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
Value of fidelity bond cover2019-12-31$15,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$13,564,528
Contributions received from participants2019-12-31$13,564,528
Participant contributions at end of year2019-12-31$4,945,239
Participant contributions at end of year2019-12-31$4,945,239
Participant contributions at beginning of year2019-12-31$4,924,681
Participant contributions at beginning of year2019-12-31$4,924,681
Participant contributions at end of year2019-12-31$772,702
Participant contributions at end of year2019-12-31$772,702
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$943,110
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$943,110
Administrative expenses (other) incurred2019-12-31$15,710
Administrative expenses (other) incurred2019-12-31$15,710
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$43,845,611
Value of net income/loss2019-12-31$43,845,611
Value of net assets at end of year (total assets less liabilities)2019-12-31$299,669,535
Value of net assets at end of year (total assets less liabilities)2019-12-31$299,669,535
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$255,823,924
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$255,823,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$375,693
Investment advisory and management fees2019-12-31$375,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$251,818,403
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$251,818,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$210,069,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$210,069,262
Interest on participant loans2019-12-31$266,563
Interest on participant loans2019-12-31$266,563
Interest earned on other investments2019-12-31$797,144
Interest earned on other investments2019-12-31$797,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$34,808,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$34,808,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$34,046,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$34,046,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$37,885,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$37,885,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,683,047
Contributions received in cash from employer2019-12-31$9,683,047
Employer contributions (assets) at end of year2019-12-31$7,324,403
Employer contributions (assets) at end of year2019-12-31$7,324,403
Employer contributions (assets) at beginning of year2019-12-31$6,783,212
Employer contributions (assets) at beginning of year2019-12-31$6,783,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,616,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,616,971
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCGLADREY LLP
Accountancy firm name2019-12-31MCGLADREY LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$9,078,290
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$25,850,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$25,436,560
Expenses. Certain deemed distributions of participant loans2018-12-31$28,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,151,795
Value of total assets at end of year2018-12-31$255,823,924
Value of total assets at beginning of year2018-12-31$272,595,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$385,181
Total interest from all sources2018-12-31$950,984
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,771,797
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$9,771,797
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
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$12,160,105
Participant contributions at end of year2018-12-31$4,924,681
Participant contributions at beginning of year2018-12-31$4,925,678
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,772,472
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$949,391
Administrative expenses (other) incurred2018-12-31$16,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,771,894
Value of net assets at end of year (total assets less liabilities)2018-12-31$255,823,924
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$272,595,818
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
Investment advisory and management fees2018-12-31$368,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$210,069,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$227,654,411
Interest on participant loans2018-12-31$248,296
Interest earned on other investments2018-12-31$702,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$34,046,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$30,741,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-23,796,286
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$9,042,299
Employer contributions (assets) at end of year2018-12-31$6,783,212
Employer contributions (assets) at beginning of year2018-12-31$6,502,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$25,436,560
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 name2018-12-31MCGLADREY LLP
Accountancy firm EIN2018-12-31420714325
2017 : SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$58,393,424
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$23,367,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$22,962,781
Expenses. Certain deemed distributions of participant loans2017-12-31$33,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,223,340
Value of total assets at end of year2017-12-31$272,595,818
Value of total assets at beginning of year2017-12-31$237,570,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$371,248
Total interest from all sources2017-12-31$737,641
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,576,662
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$7,576,662
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
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$11,198,976
Participant contributions at end of year2017-12-31$4,925,678
Participant contributions at beginning of year2017-12-31$4,569,372
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,772,472
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,624,275
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,384,451
Other income not declared elsewhere2017-12-31$281,284
Administrative expenses (other) incurred2017-12-31$16,929
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$35,025,490
Value of net assets at end of year (total assets less liabilities)2017-12-31$272,595,818
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$237,570,328
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
Investment advisory and management fees2017-12-31$354,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$227,654,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$213,378,614
Interest on participant loans2017-12-31$207,203
Interest earned on other investments2017-12-31$530,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$30,741,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,766,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$28,574,497
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$8,639,913
Employer contributions (assets) at end of year2017-12-31$6,502,194
Employer contributions (assets) at beginning of year2017-12-31$6,231,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$22,962,781
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 name2017-12-31MCGLADREY LLP
Accountancy firm EIN2017-12-31420714325
2016 : SWEDISHAMERICAN 403(B) INCENTIVESAVER 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$36,045,611
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$18,746,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,395,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,931,474
Value of total assets at end of year2016-12-31$237,570,328
Value of total assets at beginning of year2016-12-31$220,271,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$350,730
Total interest from all sources2016-12-31$242,085
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,120,197
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$6,120,197
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
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$10,341,375
Participant contributions at end of year2016-12-31$4,569,372
Participant contributions at beginning of year2016-12-31$4,748,542
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,624,275
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,780,734
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,311,331
Other income not declared elsewhere2016-12-31$130,091
Administrative expenses (other) incurred2016-12-31$13,686
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$17,299,092
Value of net assets at end of year (total assets less liabilities)2016-12-31$237,570,328
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$220,271,236
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
Investment advisory and management fees2016-12-31$337,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$213,378,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$207,627,089
Interest on participant loans2016-12-31$196,279
Interest earned on other investments2016-12-31$45,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,766,568
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$9,621,764
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$8,278,768
Employer contributions (assets) at end of year2016-12-31$6,231,499
Employer contributions (assets) at beginning of year2016-12-31$6,114,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,395,789
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 name2016-12-31MCGLADREY LLP
Accountancy firm EIN2016-12-31420714325
2015 : SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$14,085,502
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$18,541,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,185,510
Expenses. Certain deemed distributions of participant loans2015-12-31$7,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,158,875
Value of total assets at end of year2015-12-31$220,271,236
Value of total assets at beginning of year2015-12-31$224,727,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$348,209
Total interest from all sources2015-12-31$199,070
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,279,810
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$8,279,810
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,727,150
Participant contributions at end of year2015-12-31$4,748,542
Participant contributions at beginning of year2015-12-31$4,552,365
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,780,734
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,995,507
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$350,040
Other income not declared elsewhere2015-12-31$-79,950
Administrative expenses (other) incurred2015-12-31$97,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,455,913
Value of net assets at end of year (total assets less liabilities)2015-12-31$220,271,236
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$224,727,149
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
Investment advisory and management fees2015-12-31$250,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$207,627,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$212,258,665
Interest on participant loans2015-12-31$199,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,472,303
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$8,081,685
Employer contributions (assets) at end of year2015-12-31$6,114,871
Employer contributions (assets) at beginning of year2015-12-31$5,920,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,185,510
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$27,405,344
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$17,091,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,701,222
Expenses. Certain deemed distributions of participant loans2014-12-31$48,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,200,370
Value of total assets at end of year2014-12-31$224,727,149
Value of total assets at beginning of year2014-12-31$214,413,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$342,273
Total interest from all sources2014-12-31$194,852
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,683,195
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$10,683,195
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,843,732
Participant contributions at end of year2014-12-31$4,552,365
Participant contributions at beginning of year2014-12-31$4,200,326
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$263,820
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,995,507
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,632,499
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$594,108
Other income not declared elsewhere2014-12-31$62,899
Administrative expenses (other) incurred2014-12-31$14,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,313,763
Value of net assets at end of year (total assets less liabilities)2014-12-31$224,727,149
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$214,413,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$327,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$212,258,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$202,455,883
Interest on participant loans2014-12-31$194,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-735,972
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$7,762,530
Employer contributions (assets) at end of year2014-12-31$5,920,612
Employer contributions (assets) at beginning of year2014-12-31$5,860,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,701,222
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$44,596,612
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,325,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,000,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,088,012
Value of total assets at end of year2013-12-31$214,413,386
Value of total assets at beginning of year2013-12-31$185,142,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$325,136
Total interest from all sources2013-12-31$173,409
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,902,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,902,214
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
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$8,303,405
Participant contributions at end of year2013-12-31$4,200,326
Participant contributions at beginning of year2013-12-31$4,097,780
Participant contributions at end of year2013-12-31$263,820
Participant contributions at beginning of year2013-12-31$240,672
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,632,499
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,639,433
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$215,483
Other income not declared elsewhere2013-12-31$51,614
Administrative expenses (other) incurred2013-12-31$11,502
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$29,270,652
Value of net assets at end of year (total assets less liabilities)2013-12-31$214,413,386
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$185,142,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$313,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$202,455,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$173,326,280
Interest on participant loans2013-12-31$173,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$23,381,363
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$7,569,124
Employer contributions (assets) at end of year2013-12-31$5,860,858
Employer contributions (assets) at beginning of year2013-12-31$5,838,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,000,824
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$35,943,608
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$16,365,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,054,689
Expenses. Certain deemed distributions of participant loans2012-12-31$2,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,299,829
Value of total assets at end of year2012-12-31$185,142,734
Value of total assets at beginning of year2012-12-31$165,564,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$307,988
Total interest from all sources2012-12-31$163,673
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,033,914
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$4,033,914
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
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$7,948,973
Participant contributions at end of year2012-12-31$4,097,780
Participant contributions at beginning of year2012-12-31$3,782,896
Participant contributions at end of year2012-12-31$240,672
Participant contributions at beginning of year2012-12-31$239,094
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,639,433
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$616,680
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$866,059
Other income not declared elsewhere2012-12-31$76,451
Administrative expenses (other) incurred2012-12-31$13,932
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$19,578,573
Value of net assets at end of year (total assets less liabilities)2012-12-31$185,142,734
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$165,564,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$294,056
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$173,326,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$155,269,630
Interest on participant loans2012-12-31$163,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,369,741
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$7,484,797
Employer contributions (assets) at end of year2012-12-31$5,838,569
Employer contributions (assets) at beginning of year2012-12-31$5,655,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,054,689
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : SWEDISHAMERICAN 403(B) INCENTIVESAVER 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$15,205,455
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,825,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,542,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$15,973,649
Value of total assets at end of year2011-12-31$165,564,161
Value of total assets at beginning of year2011-12-31$160,183,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$282,639
Total interest from all sources2011-12-31$174,126
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,573,848
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$4,573,848
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,702,039
Participant contributions at end of year2011-12-31$3,782,896
Participant contributions at beginning of year2011-12-31$3,694,771
Participant contributions at end of year2011-12-31$239,094
Participant contributions at beginning of year2011-12-31$235,491
Assets. Other investments not covered elsewhere at end of year2011-12-31$616,680
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$514,770
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,067,184
Other income not declared elsewhere2011-12-31$-10,826
Administrative expenses (other) incurred2011-12-31$12,372
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$5,380,267
Value of net assets at end of year (total assets less liabilities)2011-12-31$165,564,161
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$160,183,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$270,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$155,269,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$150,499,788
Interest on participant loans2011-12-31$174,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,505,342
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$7,204,426
Employer contributions (assets) at end of year2011-12-31$5,655,861
Employer contributions (assets) at beginning of year2011-12-31$5,239,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,542,549
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : SWEDISHAMERICAN 403(B) INCENTIVESAVER 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$29,531,519
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,161,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,913,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,962,557
Value of total assets at end of year2010-12-31$160,183,894
Value of total assets at beginning of year2010-12-31$140,813,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$248,208
Total interest from all sources2010-12-31$189,070
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,575,692
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$2,575,692
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,076,562
Participant contributions at end of year2010-12-31$3,694,771
Participant contributions at beginning of year2010-12-31$3,397,328
Participant contributions at end of year2010-12-31$235,491
Participant contributions at beginning of year2010-12-31$207,794
Assets. Other investments not covered elsewhere at end of year2010-12-31$514,770
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$245,721
Other income not declared elsewhere2010-12-31$52,457
Administrative expenses (other) incurred2010-12-31$15,768
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$19,370,274
Value of net assets at end of year (total assets less liabilities)2010-12-31$160,183,894
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$140,813,620
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
Investment advisory and management fees2010-12-31$232,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$150,499,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$132,189,501
Interest on participant loans2010-12-31$189,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,751,743
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$6,640,274
Employer contributions (assets) at end of year2010-12-31$5,239,074
Employer contributions (assets) at beginning of year2010-12-31$5,018,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,913,037
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 name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN

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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80205
Policy instance 1
Insurance contract or identification numberGA80205
Number of Individuals Covered5034
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80205
Policy instance 1
Insurance contract or identification numberGA80205
Number of Individuals Covered4444
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80205
Policy instance 1
Insurance contract or identification numberGA80205
Number of Individuals Covered4100
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80205
Policy instance 1
Insurance contract or identification numberGA80205
Number of Individuals Covered3907
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80205
Policy instance 1
Insurance contract or identification numberGA80205
Number of Individuals Covered3734
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80205
Policy instance 1
Insurance contract or identification numberGA80205
Number of Individuals Covered3713
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

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

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

See full terms and conditions

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