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WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameWILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLIAM BEAUMONT HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM BEAUMONT HOSPITAL
Employer identification number (EIN):381459362
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about WILLIAM BEAUMONT HOSPITAL

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 869181
Legal Registered Office Address: 2000 TOWN CENTER STE 1200 SOUTHFIELD


United States of America (USA)
48075

More information about WILLIAM BEAUMONT HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTOPHER HARRISON AARON GILLINGHAM2018-10-12
0012016-01-01JOHN G. KERNDL J PAUL CONWAY2017-10-16
0012015-01-01JOHN T. FOX J PAUL CONWAY2016-10-14
0012014-01-01JAY T HOLDEN
0012013-01-01JAY HOLDEN NICKOLAS A. VITALE2014-10-15
0012012-01-01JAY HOLDEN NICKOLAS A. VITALE2015-04-29
0012011-01-01JAY HOLDEN NICKOLAS VITALE2012-10-16
0012009-01-01JAY HOLDEN DENNIS R. HERRICK2010-10-15

Plan Statistics for WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-311,609,395,286
Acturial value of plan assets2022-12-311,497,889,783
Funding target for retired participants and beneficiaries receiving payment2022-12-31535,476,382
Number of terminated vested participants2022-12-315,810
Fundng target for terminated vested participants2022-12-31260,743,859
Active participant vested funding target2022-12-31503,789,382
Number of active participants2022-12-318,777
Total funding liabilities for active participants2022-12-31504,948,975
Total participant count2022-12-3117,961
Total funding target for all participants2022-12-311,301,169,216
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3142,571,550
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3142,571,550
Present value of excess contributions2022-12-3140,893,753
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3143,175,624
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3143,175,624
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3191,630,562
Total employer contributions2022-12-3131,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3129,030,674
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3128,358,567
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3129,030,674
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0117,865
Total number of active participants reported on line 7a of the Form 55002022-01-017,852
Number of retired or separated participants receiving benefits2022-01-013,410
Number of other retired or separated participants entitled to future benefits2022-01-015,754
Total of all active and inactive participants2022-01-0117,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01201
Total participants2022-01-0117,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-311,473,610,378
Acturial value of plan assets2021-12-311,359,308,334
Funding target for retired participants and beneficiaries receiving payment2021-12-31489,723,560
Number of terminated vested participants2021-12-315,783
Fundng target for terminated vested participants2021-12-31256,463,651
Active participant vested funding target2021-12-31526,048,731
Number of active participants2021-12-319,910
Total funding liabilities for active participants2021-12-31527,853,608
Total participant count2021-12-3118,731
Total funding target for all participants2021-12-311,274,040,819
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3136,576,389
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3136,576,389
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3136,833,536
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3142,571,550
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3142,571,550
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3142,571,550
Total employer contributions2021-12-3144,300,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3140,893,753
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3131,385,427
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3140,893,753
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0118,644
Total number of active participants reported on line 7a of the Form 55002021-01-018,777
Number of retired or separated participants receiving benefits2021-01-013,185
Number of other retired or separated participants entitled to future benefits2021-01-015,706
Total of all active and inactive participants2021-01-0117,668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01197
Total participants2021-01-0117,865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-311,322,377,591
Acturial value of plan assets2020-12-311,287,823,196
Funding target for retired participants and beneficiaries receiving payment2020-12-31441,839,977
Number of terminated vested participants2020-12-315,218
Fundng target for terminated vested participants2020-12-31228,206,936
Active participant vested funding target2020-12-31633,737,211
Number of active participants2020-12-3111,663
Total funding liabilities for active participants2020-12-31636,232,270
Total participant count2020-12-3119,529
Total funding target for all participants2020-12-311,306,279,183
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3131,421,945
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3131,259,046
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31162,899
Present value of excess contributions2020-12-3131,465,657
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3136,387,899
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3136,387,899
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3136,576,389
Total employer contributions2020-12-3157,323,992
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3153,227,643
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3142,192,422
Net shortfall amortization installment of oustanding balance2020-12-3155,032,376
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3152,970,496
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3136,576,389
Additional cash requirement2020-12-3116,394,107
Contributions allocatedtoward minimum required contributions for current year2020-12-3153,227,643
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0119,445
Total number of active participants reported on line 7a of the Form 55002020-01-019,910
Number of retired or separated participants receiving benefits2020-01-012,872
Number of other retired or separated participants entitled to future benefits2020-01-015,681
Total of all active and inactive participants2020-01-0118,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01181
Total participants2020-01-0118,644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-311,170,358,654
Acturial value of plan assets2019-12-311,217,156,905
Funding target for retired participants and beneficiaries receiving payment2019-12-31398,614,829
Number of terminated vested participants2019-12-315,025
Fundng target for terminated vested participants2019-12-31211,879,343
Active participant vested funding target2019-12-31644,512,622
Number of active participants2019-12-3113,076
Total funding liabilities for active participants2019-12-31647,675,948
Total participant count2019-12-3120,432
Total funding target for all participants2019-12-311,258,170,120
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3121,434,170
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3121,434,170
Present value of excess contributions2019-12-3110,004,933
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3110,577,215
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3110,577,215
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3131,421,945
Total employer contributions2019-12-3111,350,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3110,755,349
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3145,891,179
Net shortfall amortization installment of oustanding balance2019-12-3172,435,160
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3158,050,989
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3131,259,046
Additional cash requirement2019-12-3126,791,943
Contributions allocatedtoward minimum required contributions for current year2019-12-3110,755,349
Unpaid minimum required contributions for current year2019-12-3116,036,594
Unpaid minimum required contributions for all years2019-12-3116,036,594
Total participants, beginning-of-year2019-01-0120,349
Total number of active participants reported on line 7a of the Form 55002019-01-0111,663
Number of retired or separated participants receiving benefits2019-01-012,493
Number of other retired or separated participants entitled to future benefits2019-01-015,110
Total of all active and inactive participants2019-01-0119,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01179
Total participants2019-01-0119,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-311,210,369,669
Acturial value of plan assets2018-12-311,153,008,753
Funding target for retired participants and beneficiaries receiving payment2018-12-31345,802,150
Number of terminated vested participants2018-12-314,714
Fundng target for terminated vested participants2018-12-31184,235,041
Active participant vested funding target2018-12-31615,228,358
Number of active participants2018-12-3114,378
Total funding liabilities for active participants2018-12-31621,636,490
Total participant count2018-12-3121,111
Total funding target for all participants2018-12-311,151,673,681
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3128,771,555
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-319,843,464
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3118,928,091
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3121,434,170
Total employer contributions2018-12-3158,500,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3153,540,343
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3140,254,235
Net shortfall amortization installment of oustanding balance2018-12-3120,099,098
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3143,535,410
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3143,535,410
Contributions allocatedtoward minimum required contributions for current year2018-12-3153,540,343
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0121,030
Total number of active participants reported on line 7a of the Form 55002018-01-0113,076
Number of retired or separated participants receiving benefits2018-01-012,193
Number of other retired or separated participants entitled to future benefits2018-01-014,919
Total of all active and inactive participants2018-01-0120,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0183
Total participants2018-01-0120,271
Number of participants with account balances2018-01-01152
2017: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-311,107,024,825
Acturial value of plan assets2017-12-311,116,628,979
Funding target for retired participants and beneficiaries receiving payment2017-12-31308,887,163
Number of terminated vested participants2017-12-314,526
Fundng target for terminated vested participants2017-12-31175,474,814
Active participant vested funding target2017-12-31580,478,628
Number of active participants2017-12-3116,054
Total funding liabilities for active participants2017-12-31590,584,997
Total participant count2017-12-3122,346
Total funding target for all participants2017-12-311,074,946,974
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3126,304,219
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3126,304,219
Present value of excess contributions2017-12-3118,568,535
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3119,708,643
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3128,771,555
Total employer contributions2017-12-3121,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3119,910,251
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3142,664,165
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3129,753,715
Prefunding balance elected to use to offset funding requirement2017-12-319,843,464
Additional cash requirement2017-12-3119,910,251
Contributions allocatedtoward minimum required contributions for current year2017-12-3119,910,251
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0122,271
Total number of active participants reported on line 7a of the Form 55002017-01-0114,378
Number of retired or separated participants receiving benefits2017-01-011,903
Number of other retired or separated participants entitled to future benefits2017-01-014,600
Total of all active and inactive participants2017-01-0120,881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01149
Total participants2017-01-0121,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01486
2016: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-311,048,484,525
Acturial value of plan assets2016-12-311,100,627,329
Funding target for retired participants and beneficiaries receiving payment2016-12-31267,833,482
Number of terminated vested participants2016-12-314,153
Fundng target for terminated vested participants2016-12-31159,800,247
Active participant vested funding target2016-12-31560,481,969
Number of active participants2016-12-3118,413
Total funding liabilities for active participants2016-12-31572,335,125
Total participant count2016-12-3124,045
Total funding target for all participants2016-12-31999,968,854
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3126,532,398
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3126,532,398
Present value of excess contributions2016-12-3161,236,705
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3165,112,988
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3126,304,219
Total employer contributions2016-12-3120,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3118,568,535
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3141,967,025
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3118,568,535
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0121,527
Total number of active participants reported on line 7a of the Form 55002016-01-0116,054
Number of retired or separated participants receiving benefits2016-01-011,655
Number of other retired or separated participants entitled to future benefits2016-01-014,407
Total of all active and inactive participants2016-01-0122,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01155
Total participants2016-01-0122,271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011,047
2015: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0121,537
Total number of active participants reported on line 7a of the Form 55002015-01-0115,963
Number of retired or separated participants receiving benefits2015-01-011,387
Number of other retired or separated participants entitled to future benefits2015-01-014,030
Total of all active and inactive participants2015-01-0121,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01147
Total participants2015-01-0121,527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01942
2014: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0123,430
Total number of active participants reported on line 7a of the Form 55002014-01-0115,875
Number of retired or separated participants receiving benefits2014-01-013,590
Number of other retired or separated participants entitled to future benefits2014-01-011,873
Total of all active and inactive participants2014-01-0121,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01199
Total participants2014-01-0121,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011,024
2013: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0123,920
Total number of active participants reported on line 7a of the Form 55002013-01-0115,929
Number of retired or separated participants receiving benefits2013-01-013,547
Number of other retired or separated participants entitled to future benefits2013-01-013,489
Total of all active and inactive participants2013-01-0122,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01465
Total participants2013-01-0123,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01648
2012: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0125,277
Total number of active participants reported on line 7a of the Form 55002012-01-0116,847
Number of retired or separated participants receiving benefits2012-01-013,321
Number of other retired or separated participants entitled to future benefits2012-01-013,382
Total of all active and inactive participants2012-01-0123,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01370
Total participants2012-01-0123,920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01710
2011: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124,288
Total number of active participants reported on line 7a of the Form 55002011-01-0116,610
Number of retired or separated participants receiving benefits2011-01-013,031
Number of other retired or separated participants entitled to future benefits2011-01-015,287
Total of all active and inactive participants2011-01-0124,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01349
Total participants2011-01-0125,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01404
2009: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0123,686
Total number of active participants reported on line 7a of the Form 55002009-01-0116,274
Number of retired or separated participants receiving benefits2009-01-012,601
Number of other retired or separated participants entitled to future benefits2009-01-014,554
Total of all active and inactive participants2009-01-0123,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01258
Total participants2009-01-0123,687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01611

Financial Data on WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022 : WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-11,278,037
Total unrealized appreciation/depreciation of assets2022-12-31$-11,278,037
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$59,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$93,827
Total income from all sources (including contributions)2022-12-31$-323,295,094
Total loss/gain on sale of assets2022-12-31$-26,541,333
Total of all expenses incurred2022-12-31$96,033,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$87,973,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$31,000,000
Value of total assets at end of year2022-12-31$1,207,550,189
Value of total assets at beginning of year2022-12-31$1,626,912,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,059,816
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,240,052
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$6,468,349
Liabilities. Value of operating payables at end of year2022-12-31$59,315
Liabilities. Value of operating payables at beginning of year2022-12-31$93,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-419,328,125
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,207,490,874
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,626,818,999
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
Assets. partnership/joint venture interests at end of year2022-12-31$135,218,054
Assets. partnership/joint venture interests at beginning of year2022-12-31$179,902,730
Value of interest in pooled separate accounts at end of year2022-12-31$8,766,267
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,510,400
Value of interest in master investment trust accounts at end of year2022-12-31$1,022,513,380
Value of interest in master investment trust accounts at beginning of year2022-12-31$1,375,128,783
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$10,052,488
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$17,070,913
Net investment gain/loss from pooled separate accounts2022-12-31$80,497
Net gain/loss from 103.12 investment entities2022-12-31$-863,553
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$31,000,000
Employer contributions (assets) at end of year2022-12-31$31,000,000
Employer contributions (assets) at beginning of year2022-12-31$44,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$87,973,215
Contract administrator fees2022-12-31$351,415
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
Aggregate proceeds on sale of assets2022-12-31$9,219,602
Aggregate carrying amount (costs) on sale of assets2022-12-31$35,760,935
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GJC CPA'S ADVISORS
Accountancy firm EIN2022-12-31382029668
2021 : WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$47,729,929
Total unrealized appreciation/depreciation of assets2021-12-31$47,729,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$93,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$201,430
Total income from all sources (including contributions)2021-12-31$218,959,419
Total loss/gain on sale of assets2021-12-31$32,044,151
Total of all expenses incurred2021-12-31$105,225,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$96,507,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$44,300,000
Value of total assets at end of year2021-12-31$1,626,912,826
Value of total assets at beginning of year2021-12-31$1,513,286,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,718,036
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,265,033
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,256,030
Administrative expenses (other) incurred2021-12-31$7,105,173
Liabilities. Value of operating payables at end of year2021-12-31$93,827
Liabilities. Value of operating payables at beginning of year2021-12-31$201,430
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$113,733,945
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,626,818,999
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,513,085,054
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
Assets. partnership/joint venture interests at end of year2021-12-31$179,902,730
Assets. partnership/joint venture interests at beginning of year2021-12-31$176,994,651
Value of interest in pooled separate accounts at end of year2021-12-31$10,510,400
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,872,097
Value of interest in master investment trust accounts at end of year2021-12-31$1,375,128,783
Value of interest in master investment trust accounts at beginning of year2021-12-31$1,248,406,668
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$17,070,913
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$21,433,046
Net investment gain/loss from pooled separate accounts2021-12-31$-6,429
Net gain/loss from 103.12 investment entities2021-12-31$6,800,171
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$44,300,000
Employer contributions (assets) at end of year2021-12-31$44,300,000
Employer contributions (assets) at beginning of year2021-12-31$57,323,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$96,507,438
Contract administrator fees2021-12-31$347,830
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
Aggregate proceeds on sale of assets2021-12-31$79,415,305
Aggregate carrying amount (costs) on sale of assets2021-12-31$47,371,154
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2021-12-31382029668
2020 : WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$201,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$202,780
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$330,723,509
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$97,804,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$86,008,184
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$109,972,497
Value of total assets at end of year2020-12-31$1,513,286,484
Value of total assets at beginning of year2020-12-31$1,280,369,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,796,592
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$1,288,232
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,256,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$-63,882,777
Administrative expenses (other) incurred2020-12-31$10,166,556
Liabilities. Value of operating payables at end of year2020-12-31$201,430
Liabilities. Value of operating payables at beginning of year2020-12-31$202,780
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$232,918,733
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,513,085,054
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,280,166,321
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
Assets. partnership/joint venture interests at end of year2020-12-31$176,994,651
Assets. partnership/joint venture interests at beginning of year2020-12-31$139,201,913
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$6,872,097
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,400,780
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$1,248,406,668
Value of interest in master investment trust accounts at beginning of year2020-12-31$1,103,370,558
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$21,433,046
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$19,845,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$21,445
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$3,911,975
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$109,972,497
Employer contributions (assets) at end of year2020-12-31$57,323,992
Employer contributions (assets) at beginning of year2020-12-31$10,550,000
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$86,008,184
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$341,804
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2020-12-31382029668
2019 : WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$202,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$346,112
Total income from all sources (including contributions)2019-12-31$184,250,765
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$83,911,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$69,818,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,350,000
Value of total assets at end of year2019-12-31$1,280,369,101
Value of total assets at beginning of year2019-12-31$1,180,173,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,092,984
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,103,630
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$-23,994,008
Administrative expenses (other) incurred2019-12-31$12,723,046
Liabilities. Value of operating payables at end of year2019-12-31$202,780
Liabilities. Value of operating payables at beginning of year2019-12-31$346,112
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$100,339,269
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,280,166,321
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,179,827,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$139,201,913
Assets. partnership/joint venture interests at beginning of year2019-12-31$135,947,355
Value of interest in pooled separate accounts at end of year2019-12-31$7,400,780
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,878,722
Value of interest in master investment trust accounts at end of year2019-12-31$1,103,370,558
Value of interest in master investment trust accounts at beginning of year2019-12-31$958,906,595
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$19,845,850
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$20,940,492
Net investment gain/loss from pooled separate accounts2019-12-31$106,878
Net gain/loss from 103.12 investment entities2019-12-31$1,620,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,350,000
Employer contributions (assets) at end of year2019-12-31$10,550,000
Employer contributions (assets) at beginning of year2019-12-31$58,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$69,818,512
Contract administrator fees2019-12-31$266,308
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2019-12-31382029668
2018 : WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$346,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$551,261
Total income from all sources (including contributions)2018-12-31$25,718,142
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$64,309,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$54,831,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$58,500,000
Value of total assets at end of year2018-12-31$1,180,173,164
Value of total assets at beginning of year2018-12-31$1,218,969,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,478,175
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,139,583
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$-19,613,602
Administrative expenses (other) incurred2018-12-31$8,098,739
Liabilities. Value of operating payables at end of year2018-12-31$346,112
Liabilities. Value of operating payables at beginning of year2018-12-31$551,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-38,591,666
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,179,827,052
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,218,418,718
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
Assets. partnership/joint venture interests at end of year2018-12-31$135,947,355
Assets. partnership/joint venture interests at beginning of year2018-12-31$165,354,071
Value of interest in pooled separate accounts at end of year2018-12-31$5,878,722
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,913,179
Value of interest in master investment trust accounts at end of year2018-12-31$958,906,595
Value of interest in master investment trust accounts at beginning of year2018-12-31$1,048,702,729
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$20,940,492
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$37,028
Net gain/loss from 103.12 investment entities2018-12-31$3,170,414
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$58,500,000
Employer contributions (assets) at end of year2018-12-31$58,500,000
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$54,831,633
Contract administrator fees2018-12-31$239,853
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2018-12-31382029668
2017 : WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$17,212,663
Total unrealized appreciation/depreciation of assets2017-12-31$17,212,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$551,261
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$158,098,636
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$60,960,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$50,682,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,000,000
Value of total assets at end of year2017-12-31$1,218,969,979
Value of total assets at beginning of year2017-12-31$1,121,280,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,278,798
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$801,001
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$9,214,146
Liabilities. Value of operating payables at end of year2017-12-31$551,261
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$97,137,720
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,218,418,718
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,121,280,998
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
Assets. partnership/joint venture interests at end of year2017-12-31$165,354,071
Assets. partnership/joint venture interests at beginning of year2017-12-31$158,064,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$4,913,179
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,814,115
Value of interest in master investment trust accounts at end of year2017-12-31$1,048,702,729
Value of interest in master investment trust accounts at beginning of year2017-12-31$936,402,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$41,794
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$21,000,000
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$50,682,118
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$263,651
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2017-12-31382029668
2016 : WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$19,579,729
Total unrealized appreciation/depreciation of assets2016-12-31$19,579,729
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$35,132,632
Total income from all sources (including contributions)2016-12-31$120,860,726
Total loss/gain on sale of assets2016-12-31$1,953,344
Total of all expenses incurred2016-12-31$54,295,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$46,141,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,000,000
Value of total assets at end of year2016-12-31$1,121,280,998
Value of total assets at beginning of year2016-12-31$1,089,848,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,154,132
Total interest from all sources2016-12-31$4,039,304
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,820,634
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$24,336
Administrative expenses professional fees incurred2016-12-31$861,164
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$1,029,581
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$15,046,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$35,132,632
Other income not declared elsewhere2016-12-31$-960,429
Administrative expenses (other) incurred2016-12-31$6,488,678
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$66,565,105
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,121,280,998
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,054,715,893
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
Assets. partnership/joint venture interests at end of year2016-12-31$158,064,462
Assets. partnership/joint venture interests at beginning of year2016-12-31$263,031,919
Investment advisory and management fees2016-12-31$447,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$130,078,549
Value of interest in pooled separate accounts at end of year2016-12-31$6,814,115
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,299,274
Income. Interest from US Government securities2016-12-31$346,306
Income. Interest from corporate debt instruments2016-12-31$3,700,571
Value of interest in master investment trust accounts at end of year2016-12-31$936,402,421
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,195,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,195,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-7,573
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$124,102,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,121,113
Net investment gain/loss from pooled separate accounts2016-12-31$13,237
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$20,000,000
Employer contributions (assets) at end of year2016-12-31$20,000,000
Employer contributions (assets) at beginning of year2016-12-31$67,000,000
Income. Dividends from preferred stock2016-12-31$4,263
Income. Dividends from common stock2016-12-31$1,792,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$46,141,489
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$176,204,911
Contract administrator fees2016-12-31$356,908
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$288,860,370
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$987,498,648
Aggregate carrying amount (costs) on sale of assets2016-12-31$985,545,304
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2016-12-31382029668
2015 : WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-44,952,871
Total unrealized appreciation/depreciation of assets2015-12-31$-44,952,871
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$35,132,632
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$52,572,917
Total loss/gain on sale of assets2015-12-31$7,174,426
Total of all expenses incurred2015-12-31$124,545,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$118,239,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$67,000,000
Value of total assets at end of year2015-12-31$1,089,848,525
Value of total assets at beginning of year2015-12-31$1,126,688,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,305,775
Total interest from all sources2015-12-31$13,845,428
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,515,443
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$2,375,610
Administrative expenses professional fees incurred2015-12-31$977,628
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$1,029,581
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$968,903
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$15,046,189
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,051,327
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$48,514,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,337,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$35,132,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-7,686
Administrative expenses (other) incurred2015-12-31$3,042,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-71,972,361
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,054,715,893
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,126,688,254
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
Assets. partnership/joint venture interests at end of year2015-12-31$263,031,919
Assets. partnership/joint venture interests at beginning of year2015-12-31$238,438,808
Investment advisory and management fees2015-12-31$1,911,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$130,078,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$253,317,700
Value of interest in pooled separate accounts at end of year2015-12-31$12,299,274
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,772,333
Interest earned on other investments2015-12-31$2,647,180
Income. Interest from US Government securities2015-12-31$2,393,563
Income. Interest from corporate debt instruments2015-12-31$8,809,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,195,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$14,529,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$14,529,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-4,455
Asset value of US Government securities at end of year2015-12-31$124,102,057
Asset value of US Government securities at beginning of year2015-12-31$102,888,542
Net investment gain/loss from pooled separate accounts2015-12-31$-1,823
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$67,000,000
Employer contributions (assets) at end of year2015-12-31$67,000,000
Employer contributions (assets) at beginning of year2015-12-31$35,000,000
Income. Dividends from preferred stock2015-12-31$34,843
Income. Dividends from common stock2015-12-31$7,104,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$69,725,003
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$176,204,911
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$163,608,558
Contract administrator fees2015-12-31$373,994
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$288,860,370
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$293,774,272
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,675,828,445
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,668,654,019
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2015-12-31382029668
2014 : WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$60,580,883
Total unrealized appreciation/depreciation of assets2014-12-31$60,580,883
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$273,233
Total income from all sources (including contributions)2014-12-31$155,797,944
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$126,742,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$119,384,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$72,862,454
Value of total assets at end of year2014-12-31$1,126,688,254
Value of total assets at beginning of year2014-12-31$1,097,905,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,357,438
Total interest from all sources2014-12-31$15,133,119
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,221,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,281,276
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$968,903
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,051,327
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$42,455,450
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$69,153,723
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,337,924
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$4,310,090
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$273,233
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$29,055,878
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,126,688,254
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,097,632,376
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
Assets. partnership/joint venture interests at end of year2014-12-31$238,438,808
Assets. partnership/joint venture interests at beginning of year2014-12-31$194,670,992
Investment advisory and management fees2014-12-31$1,428,804
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$253,317,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$191,247,693
Value of interest in pooled separate accounts at end of year2014-12-31$6,772,333
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,005,592
Interest earned on other investments2014-12-31$5,356,953
Income. Interest from US Government securities2014-12-31$2,073,891
Income. Interest from corporate debt instruments2014-12-31$7,704,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$14,529,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$57,881,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$57,881,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-2,225
Asset value of US Government securities at end of year2014-12-31$102,888,542
Asset value of US Government securities at beginning of year2014-12-31$117,807,087
Net investment gain/loss from pooled separate accounts2014-12-31$-261
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$72,862,454
Employer contributions (assets) at end of year2014-12-31$35,000,000
Employer contributions (assets) at beginning of year2014-12-31$32,137,546
Income. Dividends from preferred stock2014-12-31$33,121
Income. Dividends from common stock2014-12-31$7,188,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$50,230,905
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$163,608,558
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$171,559,099
Contract administrator fees2014-12-31$337,268
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$293,774,272
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$285,140,222
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 name2014-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2014-12-31382029668
2013 : WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$75,335,715
Total unrealized appreciation/depreciation of assets2013-12-31$75,335,715
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$273,233
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,834,656
Total income from all sources (including contributions)2013-12-31$160,891,837
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$46,954,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$42,386,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$69,001,566
Value of total assets at end of year2013-12-31$1,097,905,609
Value of total assets at beginning of year2013-12-31$993,529,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,567,566
Total interest from all sources2013-12-31$16,554,556
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,648,642
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$42,455,450
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,511,209
Administrative expenses (other) incurred2013-12-31$1,038,393
Liabilities. Value of operating payables at end of year2013-12-31$273,233
Liabilities. Value of operating payables at beginning of year2013-12-31$9,834,656
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$113,937,707
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,097,632,376
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$983,694,669
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
Assets. partnership/joint venture interests at end of year2013-12-31$194,670,992
Assets. partnership/joint venture interests at beginning of year2013-12-31$162,904,754
Investment advisory and management fees2013-12-31$1,543,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$191,247,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$136,403,369
Value of interest in pooled separate accounts at end of year2013-12-31$5,005,592
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,371,013
Income. Interest from US Government securities2013-12-31$16,554,556
Value of interest in common/collective trusts at beginning of year2013-12-31$226,433,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$57,881,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$24,780,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$24,780,508
Asset value of US Government securities at end of year2013-12-31$117,807,087
Asset value of US Government securities at beginning of year2013-12-31$155,173,490
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$69,001,566
Employer contributions (assets) at end of year2013-12-31$32,137,546
Employer contributions (assets) at beginning of year2013-12-31$28,135,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$42,386,564
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$171,559,099
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$208,574,496
Contract administrator fees2013-12-31$337,268
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$285,140,222
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$42,240,864
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 name2013-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2013-12-31382029668
2012 : WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$80,597,891
Total unrealized appreciation/depreciation of assets2012-12-31$80,597,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,834,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,000,547
Total income from all sources (including contributions)2012-12-31$149,574,106
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$84,888,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$78,219,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$46,788,690
Value of total assets at end of year2012-12-31$1,003,182,035
Value of total assets at beginning of year2012-12-31$935,662,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,668,896
Total interest from all sources2012-12-31$22,187,525
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,771,523
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,511,209
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$-4,376,818
Administrative expenses (other) incurred2012-12-31$1,271,057
Liabilities. Value of operating payables at end of year2012-12-31$9,834,656
Liabilities. Value of operating payables at beginning of year2012-12-31$7,000,547
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$64,685,631
Value of net assets at end of year (total assets less liabilities)2012-12-31$993,347,379
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$928,661,748
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
Assets. partnership/joint venture interests at end of year2012-12-31$162,904,754
Assets. partnership/joint venture interests at beginning of year2012-12-31$152,045,568
Investment advisory and management fees2012-12-31$2,950,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$136,403,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$67,759,710
Value of interest in pooled separate accounts at end of year2012-12-31$5,371,013
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,886,923
Income. Interest from US Government securities2012-12-31$22,187,525
Value of interest in common/collective trusts at end of year2012-12-31$226,433,642
Value of interest in common/collective trusts at beginning of year2012-12-31$161,079,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$24,780,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$40,260,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$40,260,788
Asset value of US Government securities at end of year2012-12-31$155,173,490
Asset value of US Government securities at beginning of year2012-12-31$171,051,512
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$46,788,690
Employer contributions (assets) at end of year2012-12-31$37,788,690
Employer contributions (assets) at beginning of year2012-12-31$56,355,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$78,219,579
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$208,574,496
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$249,725,636
Contract administrator fees2012-12-31$675,634
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$42,240,864
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$38,873,794
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 name2012-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2012-12-31382029668
2011 : WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$20,805,684
Total unrealized appreciation/depreciation of assets2011-12-31$20,805,684
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,000,547
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$201,856,367
Total loss/gain on sale of assets2011-12-31$53,174,976
Total of all expenses incurred2011-12-31$33,437,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$28,182,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$106,355,634
Value of total assets at end of year2011-12-31$935,662,295
Value of total assets at beginning of year2011-12-31$760,242,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,255,228
Total interest from all sources2011-12-31$21,520,073
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,380,821
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$-4,376,818
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$10,793,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,135,292
Administrative expenses (other) incurred2011-12-31$1,571,648
Liabilities. Value of operating payables at end of year2011-12-31$7,000,547
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$168,418,811
Value of net assets at end of year (total assets less liabilities)2011-12-31$928,661,748
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$760,242,937
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
Assets. partnership/joint venture interests at end of year2011-12-31$152,045,568
Assets. partnership/joint venture interests at beginning of year2011-12-31$125,679,258
Investment advisory and management fees2011-12-31$2,011,846
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$67,759,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,202,060
Value of interest in pooled separate accounts at end of year2011-12-31$2,886,923
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,366,858
Income. Interest from US Government securities2011-12-31$21,520,073
Value of interest in common/collective trusts at end of year2011-12-31$161,079,548
Value of interest in common/collective trusts at beginning of year2011-12-31$189,940,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$40,260,788
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$37,453,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$37,453,238
Asset value of US Government securities at end of year2011-12-31$171,051,512
Asset value of US Government securities at beginning of year2011-12-31$99,557,740
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$106,355,634
Employer contributions (assets) at end of year2011-12-31$56,355,634
Employer contributions (assets) at beginning of year2011-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$28,182,328
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$249,725,636
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$215,366,286
Contract administrator fees2011-12-31$290,913
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$38,873,794
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$60,749,050
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
Aggregate proceeds on sale of assets2011-12-31$684,113,382
Aggregate carrying amount (costs) on sale of assets2011-12-31$630,938,406
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 name2011-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2011-12-31382029668
2010 : WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$29,854,551
Total unrealized appreciation/depreciation of assets2010-12-31$29,854,551
Total transfer of assets from this plan2010-12-31$1,408,058
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$92,612,550
Total loss/gain on sale of assets2010-12-31$31,877,680
Total of all expenses incurred2010-12-31$28,218,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,885,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,000,000
Value of total assets at end of year2010-12-31$760,242,937
Value of total assets at beginning of year2010-12-31$697,257,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,333,417
Total interest from all sources2010-12-31$20,880,319
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,458,920
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$10,793,043
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$6,768,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,135,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,033,858
Administrative expenses (other) incurred2010-12-31$24,233
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$64,393,821
Value of net assets at end of year (total assets less liabilities)2010-12-31$760,242,937
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$697,257,174
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
Assets. partnership/joint venture interests at end of year2010-12-31$125,679,258
Assets. partnership/joint venture interests at beginning of year2010-12-31$113,678,357
Investment advisory and management fees2010-12-31$2,657,144
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,202,060
Value of interest in pooled separate accounts at end of year2010-12-31$6,366,858
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,443,699
Income. Interest from US Government securities2010-12-31$20,880,319
Value of interest in common/collective trusts at end of year2010-12-31$189,940,112
Value of interest in common/collective trusts at beginning of year2010-12-31$55,336,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$37,453,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$35,164,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$35,164,585
Asset value of US Government securities at end of year2010-12-31$99,557,740
Asset value of US Government securities at beginning of year2010-12-31$76,272,687
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$10,000,000
Employer contributions (assets) at end of year2010-12-31$10,000,000
Employer contributions (assets) at beginning of year2010-12-31$55,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$23,885,312
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$215,366,286
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$184,270,484
Contract administrator fees2010-12-31$193,120
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$60,749,050
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$163,288,849
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
Aggregate proceeds on sale of assets2010-12-31$580,094,785
Aggregate carrying amount (costs) on sale of assets2010-12-31$548,217,105
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 name2010-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2010-12-31382029668
2009 : WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT 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 WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN

2022: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT 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: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT 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: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT 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: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002209
Policy instance 1
Insurance contract or identification number002209
Number of Individuals Covered17217
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002209
Policy instance 1
Insurance contract or identification number002209
Number of Individuals Covered17865
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002209
Policy instance 1
Insurance contract or identification number002209
Number of Individuals Covered18644
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002209
Policy instance 1
Insurance contract or identification number002209
Number of Individuals Covered19445
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002209
Policy instance 1
Insurance contract or identification number002209
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002209
Policy instance 1
Insurance contract or identification number002209
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002209
Policy instance 1
Insurance contract or identification number002209
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002209
Policy instance 1
Insurance contract or identification number002209
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002209
Policy instance 1
Insurance contract or identification number002209
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002209
Policy instance 1
Insurance contract or identification number002209
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002209
Policy instance 1
Insurance contract or identification number002209
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002209
Policy instance 1
Insurance contract or identification number002209
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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