401k Plan data: MUNSON 403(B) PLAN plan

MUNSON 403(B) PLAN 401k Plan overview

Plan Name	MUNSON 403(B) PLAN
Plan identification number	003

MUNSON 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MUNSON HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name: MUNSON HEALTHCARE

Employer identification number (EIN): 382640544

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Additional information about MUNSON HEALTHCARE

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: 719519

More information about MUNSON HEALTHCARE

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 MARK A. HEPLER
003 2016-01-01 MARK A. HEPLER
003 2015-01-01 MARK A. HEPLER
003 2014-01-01 MARK A. HEPLER

Plan Statistics for MUNSON 403(B) PLAN

401k plan membership statisitcs for MUNSON 403(B) PLAN

Measure Date Value
2022: MUNSON 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9,436
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 8,262
Number of retired or separated participants receiving benefits 2022-01-01 90
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,435
Total of all active and inactive participants 2022-01-01 9,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 28
Total participants 2022-01-01 9,815
Number of participants with account balances 2022-01-01 7,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 351
2021: MUNSON 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9,306
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 8,008
Number of retired or separated participants receiving benefits 2021-01-01 97
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,292
Total of all active and inactive participants 2021-01-01 9,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 22
Total participants 2021-01-01 9,419
Number of participants with account balances 2021-01-01 7,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 316
2020: MUNSON 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10,076
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7,934
Number of retired or separated participants receiving benefits 2020-01-01 36
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,287
Total of all active and inactive participants 2020-01-01 9,257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 21
Total participants 2020-01-01 9,278
Number of participants with account balances 2020-01-01 7,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 405
2019: MUNSON 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7,519
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8,608
Number of retired or separated participants receiving benefits 2019-01-01 80
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,368
Total of all active and inactive participants 2019-01-01 10,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 19
Total participants 2019-01-01 10,075
Number of participants with account balances 2019-01-01 8,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 410
2018: MUNSON 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8,729
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6,282
Number of retired or separated participants receiving benefits 2018-01-01 71
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,152
Total of all active and inactive participants 2018-01-01 7,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 14
Total participants 2018-01-01 7,519
Number of participants with account balances 2018-01-01 7,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 341
2017: MUNSON 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7,979
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7,641
Number of retired or separated participants receiving benefits 2017-01-01 57
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,017
Total of all active and inactive participants 2017-01-01 8,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 14
Total participants 2017-01-01 8,729
Number of participants with account balances 2017-01-01 6,960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 230
2016: MUNSON 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7,624
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6,966
Number of retired or separated participants receiving benefits 2016-01-01 42
Number of other retired or separated participants entitled to future benefits 2016-01-01 960
Total of all active and inactive participants 2016-01-01 7,968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 10
Total participants 2016-01-01 7,978
Number of participants with account balances 2016-01-01 6,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 285
2015: MUNSON 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5,656
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6,648
Number of retired or separated participants receiving benefits 2015-01-01 34
Number of other retired or separated participants entitled to future benefits 2015-01-01 902
Total of all active and inactive participants 2015-01-01 7,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 11
Total participants 2015-01-01 7,595
Number of participants with account balances 2015-01-01 5,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 242
2014: MUNSON 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5,193
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4,753
Number of retired or separated participants receiving benefits 2014-01-01 28
Number of other retired or separated participants entitled to future benefits 2014-01-01 865
Total of all active and inactive participants 2014-01-01 5,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 9
Total participants 2014-01-01 5,655
Number of participants with account balances 2014-01-01 4,517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 108

Measure	Date	Value
2022: MUNSON 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9,436
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	8,262
Number of retired or separated participants receiving benefits	2022-01-01	90
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,435
Total of all active and inactive participants	2022-01-01	9,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	28
Total participants	2022-01-01	9,815
Number of participants with account balances	2022-01-01	7,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	351
2021: MUNSON 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9,306
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	8,008
Number of retired or separated participants receiving benefits	2021-01-01	97
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,292
Total of all active and inactive participants	2021-01-01	9,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	22
Total participants	2021-01-01	9,419
Number of participants with account balances	2021-01-01	7,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	316
2020: MUNSON 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10,076
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7,934
Number of retired or separated participants receiving benefits	2020-01-01	36
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,287
Total of all active and inactive participants	2020-01-01	9,257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	21
Total participants	2020-01-01	9,278
Number of participants with account balances	2020-01-01	7,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	405
2019: MUNSON 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7,519
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8,608
Number of retired or separated participants receiving benefits	2019-01-01	80
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,368
Total of all active and inactive participants	2019-01-01	10,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	19
Total participants	2019-01-01	10,075
Number of participants with account balances	2019-01-01	8,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	410
2018: MUNSON 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8,729
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6,282
Number of retired or separated participants receiving benefits	2018-01-01	71
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,152
Total of all active and inactive participants	2018-01-01	7,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	14
Total participants	2018-01-01	7,519
Number of participants with account balances	2018-01-01	7,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	341
2017: MUNSON 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7,979
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7,641
Number of retired or separated participants receiving benefits	2017-01-01	57
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,017
Total of all active and inactive participants	2017-01-01	8,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	14
Total participants	2017-01-01	8,729
Number of participants with account balances	2017-01-01	6,960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	230
2016: MUNSON 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7,624
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6,966
Number of retired or separated participants receiving benefits	2016-01-01	42
Number of other retired or separated participants entitled to future benefits	2016-01-01	960
Total of all active and inactive participants	2016-01-01	7,968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	10
Total participants	2016-01-01	7,978
Number of participants with account balances	2016-01-01	6,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	285
2015: MUNSON 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5,656
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6,648
Number of retired or separated participants receiving benefits	2015-01-01	34
Number of other retired or separated participants entitled to future benefits	2015-01-01	902
Total of all active and inactive participants	2015-01-01	7,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	11
Total participants	2015-01-01	7,595
Number of participants with account balances	2015-01-01	5,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	242
2014: MUNSON 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5,193
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4,753
Number of retired or separated participants receiving benefits	2014-01-01	28
Number of other retired or separated participants entitled to future benefits	2014-01-01	865
Total of all active and inactive participants	2014-01-01	5,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	9
Total participants	2014-01-01	5,655
Number of participants with account balances	2014-01-01	4,517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	108

Financial Data on MUNSON 403(B) PLAN

Measure	Date	Value
2022 : MUNSON 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-29,382,393
Total of all expenses incurred	2022-12-31	$34,538,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$33,772,170
Expenses. Certain deemed distributions of participant loans	2022-12-31	$67,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$43,586,294
Value of total assets at end of year	2022-12-31	$377,353,867
Value of total assets at beginning of year	2022-12-31	$441,275,208
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$699,046
Total interest from all sources	2022-12-31	$1,366,275
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$6,597,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$6,597,989
Administrative expenses professional fees incurred	2022-12-31	$6,183
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$33,661,985
Participant contributions at end of year	2022-12-31	$4,513,694
Participant contributions at beginning of year	2022-12-31	$4,687,773
Participant contributions at end of year	2022-12-31	$1,282,084
Participant contributions at beginning of year	2022-12-31	$10,773
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,521,161
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$8,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$4,588
Administrative expenses (other) incurred	2022-12-31	$580,675
Total non interest bearing cash at end of year	2022-12-31	$220,341
Total non interest bearing cash at beginning of year	2022-12-31	$212,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-63,921,341
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$377,353,867
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$441,275,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$84,738
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$320,541,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$379,793,982
Interest on participant loans	2022-12-31	$215,261
Interest earned on other investments	2022-12-31	$1,150,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$33,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$96
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$49,926,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$56,562,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-80,932,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$7,403,148
Employer contributions (assets) at end of year	2022-12-31	$828,241
Employer contributions (assets) at beginning of year	2022-12-31	$2,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$33,772,170
Contract administrator fees	2022-12-31	$27,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	PLANTE & MORAN
Accountancy firm EIN	2022-12-31	381357951
2021 : MUNSON 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$81,554,799
Total of all expenses incurred	2021-12-31	$38,911,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$38,174,707
Expenses. Certain deemed distributions of participant loans	2021-12-31	$32,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$39,726,948
Value of total assets at end of year	2021-12-31	$441,275,208
Value of total assets at beginning of year	2021-12-31	$398,632,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$704,572
Total interest from all sources	2021-12-31	$1,519,042
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$7,257,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$7,257,156
Administrative expenses professional fees incurred	2021-12-31	$1,946
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2021-12-31	$18,000
Contributions received from participants	2021-12-31	$31,138,328
Participant contributions at end of year	2021-12-31	$4,687,773
Participant contributions at beginning of year	2021-12-31	$5,337,065
Participant contributions at end of year	2021-12-31	$10,773
Participant contributions at beginning of year	2021-12-31	$880,623
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,362,953
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$4,588
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$21,987
Administrative expenses (other) incurred	2021-12-31	$606,504
Total non interest bearing cash at end of year	2021-12-31	$212,646
Total non interest bearing cash at beginning of year	2021-12-31	$534,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$42,643,142
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$441,275,208
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$398,632,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$96,122
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$379,793,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$338,670,693
Interest on participant loans	2021-12-31	$253,860
Interest earned on other investments	2021-12-31	$1,265,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$139,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$139,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$56,562,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$52,853,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$33,051,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$6,225,667
Employer contributions (assets) at end of year	2021-12-31	$2,627
Employer contributions (assets) at beginning of year	2021-12-31	$193,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$38,174,707
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	PLANTE & MORAN
Accountancy firm EIN	2021-12-31	381357951
2020 : MUNSON 403(B) PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$252,922
Total income from all sources (including contributions)	2020-12-31	$89,552,635
Total of all expenses incurred	2020-12-31	$41,818,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$40,790,553
Expenses. Certain deemed distributions of participant loans	2020-12-31	$71,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$38,245,482
Value of total assets at end of year	2020-12-31	$398,632,066
Value of total assets at beginning of year	2020-12-31	$350,645,235
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$956,193
Total interest from all sources	2020-12-31	$1,515,981
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$5,380,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$5,380,015
Administrative expenses professional fees incurred	2020-12-31	$17,804
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$18,000
Contributions received from participants	2020-12-31	$29,153,995
Participant contributions at end of year	2020-12-31	$5,337,065
Participant contributions at beginning of year	2020-12-31	$6,077,142
Participant contributions at end of year	2020-12-31	$880,623
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,126,526
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$21,987
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$7,434
Administrative expenses (other) incurred	2020-12-31	$828,031
Total non interest bearing cash at end of year	2020-12-31	$534,997
Total non interest bearing cash at beginning of year	2020-12-31	$428,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$47,733,909
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$398,632,066
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$350,645,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$110,358
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$338,670,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$295,805,353
Interest on participant loans	2020-12-31	$309,423
Interest earned on other investments	2020-12-31	$1,206,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$139,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$9,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$9,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$52,853,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$48,305,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$44,411,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$5,964,961
Employer contributions (assets) at end of year	2020-12-31	$193,223
Employer contributions (assets) at beginning of year	2020-12-31	$10,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$40,790,553
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PLANTE & MORAN
Accountancy firm EIN	2020-12-31	381357951
2019 : MUNSON 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$110,504,768
Total of all expenses incurred	2019-12-31	$29,443,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$28,603,584
Expenses. Certain deemed distributions of participant loans	2019-12-31	$30,616
Value of total corrective distributions	2019-12-31	$5,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$53,922,776
Value of total assets at end of year	2019-12-31	$350,645,235
Value of total assets at beginning of year	2019-12-31	$269,584,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$804,280
Total interest from all sources	2019-12-31	$1,503,547
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$6,015,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$6,015,168
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$28,561,014
Participant contributions at end of year	2019-12-31	$6,077,142
Participant contributions at beginning of year	2019-12-31	$5,751,508
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$19,376,646
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$7,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$5,304
Administrative expenses (other) incurred	2019-12-31	$707,742
Total non interest bearing cash at end of year	2019-12-31	$428,821
Total non interest bearing cash at beginning of year	2019-12-31	$313,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$81,061,008
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$350,645,235
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$269,584,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$96,538
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$295,805,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$220,128,741
Interest on participant loans	2019-12-31	$312,204
Interest earned on other investments	2019-12-31	$1,191,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$9,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$380,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$380,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$48,305,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$41,838,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$49,063,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$5,985,116
Employer contributions (assets) at end of year	2019-12-31	$10,687
Employer contributions (assets) at beginning of year	2019-12-31	$1,165,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$28,603,584
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PLANTE & MORAN
Accountancy firm EIN	2019-12-31	381357951
2018 : MUNSON 403(B) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,360,585
Total income from all sources (including contributions)	2018-12-31	$35,907,571
Total of all expenses incurred	2018-12-31	$20,143,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$19,439,388
Expenses. Certain deemed distributions of participant loans	2018-12-31	$11,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$52,690,319
Value of total assets at end of year	2018-12-31	$269,584,227
Value of total assets at beginning of year	2018-12-31	$255,180,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$692,378
Total interest from all sources	2018-12-31	$1,238,495
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$6,450,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$6,450,864
Administrative expenses professional fees incurred	2018-12-31	$5,688
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$25,569,209
Participant contributions at end of year	2018-12-31	$5,751,508
Participant contributions at beginning of year	2018-12-31	$5,353,070
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$20,975,593
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$5,304
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$4,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,360,585
Other income not declared elsewhere	2018-12-31	$802
Administrative expenses (other) incurred	2018-12-31	$607,363
Total non interest bearing cash at end of year	2018-12-31	$313,414
Total non interest bearing cash at beginning of year	2018-12-31	$1,583,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$15,764,480
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$269,584,227
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$253,819,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$79,327
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$220,128,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$208,712,207
Interest on participant loans	2018-12-31	$254,174
Interest earned on other investments	2018-12-31	$983,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$380,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$258,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$258,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$41,838,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$38,289,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-24,472,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$6,145,517
Employer contributions (assets) at end of year	2018-12-31	$1,165,622
Employer contributions (assets) at beginning of year	2018-12-31	$980,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$19,439,388
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PLANTE & MORAN
Accountancy firm EIN	2018-12-31	381357951
2017 : MUNSON 403(B) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,360,585
Total income from all sources (including contributions)	2017-12-31	$65,358,105
Total of all expenses incurred	2017-12-31	$15,799,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$15,193,580
Expenses. Certain deemed distributions of participant loans	2017-12-31	$61,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$35,776,627
Value of total assets at end of year	2017-12-31	$255,180,332
Value of total assets at beginning of year	2017-12-31	$204,260,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$544,223
Total interest from all sources	2017-12-31	$1,061,942
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$4,897,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$4,897,026
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$21,330,090
Participant contributions at end of year	2017-12-31	$5,353,070
Participant contributions at beginning of year	2017-12-31	$4,832,131
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$29
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$9,514,807
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$4,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$3,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,360,585
Administrative expenses (other) incurred	2017-12-31	$484,106
Total non interest bearing cash at end of year	2017-12-31	$1,583,292
Total non interest bearing cash at beginning of year	2017-12-31	$131,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$49,559,028
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$253,819,747
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$204,260,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$60,117
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$208,712,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$164,281,142
Interest on participant loans	2017-12-31	$220,867
Interest earned on other investments	2017-12-31	$841,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$258,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$3,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$3,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$38,289,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$35,009,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$23,622,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$4,931,730
Employer contributions (assets) at end of year	2017-12-31	$980,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$15,193,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PLANTE & MORAN
Accountancy firm EIN	2017-12-31	381357951
2016 : MUNSON 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$54,848,727
Total of all expenses incurred	2016-12-31	$15,236,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$14,766,076
Expenses. Certain deemed distributions of participant loans	2016-12-31	$12,886
Value of total corrective distributions	2016-12-31	$2,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$39,614,284
Value of total assets at end of year	2016-12-31	$204,260,719
Value of total assets at beginning of year	2016-12-31	$164,648,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$455,243
Total interest from all sources	2016-12-31	$936,739
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$3,441,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$3,441,868
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$18,969,022
Participant contributions at end of year	2016-12-31	$4,832,131
Participant contributions at beginning of year	2016-12-31	$3,937,107
Participant contributions at end of year	2016-12-31	$29
Participant contributions at beginning of year	2016-12-31	$53,514
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$16,994,674
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$3,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,097
Other income not declared elsewhere	2016-12-31	$200
Administrative expenses (other) incurred	2016-12-31	$400,305
Total non interest bearing cash at end of year	2016-12-31	$131,048
Total non interest bearing cash at beginning of year	2016-12-31	$95,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$39,612,366
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$204,260,719
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$164,648,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$54,938
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$164,281,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$130,368,361
Interest on participant loans	2016-12-31	$191,692
Interest earned on other investments	2016-12-31	$745,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$3,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$3,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$3,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$35,009,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$30,183,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$10,855,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$3,650,588
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$6,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$14,766,076
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PLANTE & MORAN
Accountancy firm EIN	2016-12-31	381357951
2015 : MUNSON 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$36,106,218
Total of all expenses incurred	2015-12-31	$10,097,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$9,714,728
Expenses. Certain deemed distributions of participant loans	2015-12-31	$9,787
Value of total corrective distributions	2015-12-31	$4,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$36,677,694
Value of total assets at end of year	2015-12-31	$164,648,353
Value of total assets at beginning of year	2015-12-31	$138,639,549
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$368,711
Total interest from all sources	2015-12-31	$746,368
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,189,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$3,189,030
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$14,337,662
Participant contributions at end of year	2015-12-31	$3,937,107
Participant contributions at beginning of year	2015-12-31	$3,203,181
Participant contributions at end of year	2015-12-31	$53,514
Participant contributions at beginning of year	2015-12-31	$101
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$19,696,111
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$1,227
Administrative expenses (other) incurred	2015-12-31	$322,697
Total non interest bearing cash at end of year	2015-12-31	$95,491
Total non interest bearing cash at beginning of year	2015-12-31	$85,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$26,008,804
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$164,648,353
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$138,639,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$46,014
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$130,368,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$108,546,064
Interest on participant loans	2015-12-31	$143,031
Interest earned on other investments	2015-12-31	$603,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$3,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$5,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$5,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$30,183,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$26,797,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,506,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,643,921
Employer contributions (assets) at end of year	2015-12-31	$6,147
Employer contributions (assets) at beginning of year	2015-12-31	$34
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$9,714,728
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PLANTE & MORAN
Accountancy firm EIN	2015-12-31	381357951
2014 : MUNSON 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$24,563,970
Total of all expenses incurred	2014-12-31	$11,772,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$11,491,143
Expenses. Certain deemed distributions of participant loans	2014-12-31	$28,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$17,362,899
Value of total assets at end of year	2014-12-31	$138,639,549
Value of total assets at beginning of year	2014-12-31	$125,847,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$252,380
Total interest from all sources	2014-12-31	$757,469
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,479,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,479,032
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$11,180,276
Participant contributions at end of year	2014-12-31	$3,203,181
Participant contributions at beginning of year	2014-12-31	$3,076,331
Participant contributions at end of year	2014-12-31	$101
Participant contributions at beginning of year	2014-12-31	$391,867
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$4,297,824
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$217,979
Total non interest bearing cash at end of year	2014-12-31	$85,384
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$12,791,821
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$138,639,549
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$125,847,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$34,401
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$108,546,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$98,384,247
Interest on participant loans	2014-12-31	$139,172
Interest earned on other investments	2014-12-31	$618,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$5,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$99
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$26,797,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$23,927,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$3,964,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,884,799
Employer contributions (assets) at end of year	2014-12-31	$34
Employer contributions (assets) at beginning of year	2014-12-31	$68,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$11,491,143
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2014-12-31	381357951

Form 5500 Responses for MUNSON 403(B) PLAN

2022: MUNSON 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MUNSON 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MUNSON 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MUNSON 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MUNSON 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MUNSON 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MUNSON 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MUNSON 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MUNSON 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TA069517

Policy instance

Insurance contract or identification number	TA069517
Number of Individuals Covered	7303
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TA069517

Policy instance

Insurance contract or identification number	TA069517
Number of Individuals Covered	7317
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TA069517

Policy instance

Insurance contract or identification number	TA069517
Number of Individuals Covered	7426
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TA069517

Policy instance

Insurance contract or identification number	TA069517
Number of Individuals Covered	8134
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TA069517

Policy instance

Insurance contract or identification number	TA069517
Number of Individuals Covered	7836
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TA069517

Policy instance

Insurance contract or identification number	TA069517
Number of Individuals Covered	6557
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TA069517

Policy instance

Insurance contract or identification number	TA069517
Number of Individuals Covered	5952
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ148

Policy instance

Insurance contract or identification number	VFZ148
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-01-02
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TA069517

Policy instance

Insurance contract or identification number	TA069517
Number of Individuals Covered	4517
Insurance policy start date	2014-01-02
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MUNSON HEALTHCARE
Employer identification number (EIN):	382640544
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	719519