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ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN
Plan identification number 005

ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ZIEGLER INC. has sponsored the creation of one or more 401k plans.

Company Name:ZIEGLER INC.
Employer identification number (EIN):410624660
NAIC Classification:453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01ANN LAPORTE2023-09-14 GARY TRETTEL2023-09-15
0052021-01-01ANN LAPORTE2022-10-13 GARY TRETTEL2022-10-14
0052020-01-01ANN LAPORTE2021-10-15 GARY TRETTEL2021-10-15
0052019-01-01MARDETH GUZZI2020-10-16 GARY TRETTEL2020-10-15
0052018-01-01MARDETH GUZZI2019-10-15 GARY TRETTEL2019-10-15
0052017-01-01
0052016-01-01
0052015-01-01MARDETH GUZZI
0052014-01-01MARDETH GUZZI
0052013-01-01MARDETH GUZZI
0052012-01-01MARDETH GUZZI
0052011-01-01MARDETH GUZZI MARK ALLEN2012-10-15
0052009-01-01MARDETH GUZZI MARK ALLEN2010-08-02

Plan Statistics for ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN

Measure Date Value
2022: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,700
Total number of active participants reported on line 7a of the Form 55002022-01-012,441
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01463
Total of all active and inactive participants2022-01-012,912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,912
Number of participants with account balances2022-01-012,912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,506
Total number of active participants reported on line 7a of the Form 55002021-01-012,286
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01407
Total of all active and inactive participants2021-01-012,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,700
Number of participants with account balances2021-01-012,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,422
Total number of active participants reported on line 7a of the Form 55002020-01-012,165
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01339
Total of all active and inactive participants2020-01-012,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,506
Number of participants with account balances2020-01-012,506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,171
Total number of active participants reported on line 7a of the Form 55002019-01-012,098
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01324
Total of all active and inactive participants2019-01-012,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,422
Number of participants with account balances2019-01-012,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,081
Total number of active participants reported on line 7a of the Form 55002018-01-011,891
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01280
Total of all active and inactive participants2018-01-012,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,171
Number of participants with account balances2018-01-012,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,980
Total number of active participants reported on line 7a of the Form 55002017-01-011,832
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01248
Total of all active and inactive participants2017-01-012,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,081
Number of participants with account balances2017-01-012,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,022
Total number of active participants reported on line 7a of the Form 55002016-01-011,780
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01200
Total of all active and inactive participants2016-01-011,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,980
Number of participants with account balances2016-01-011,980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,903
Total number of active participants reported on line 7a of the Form 55002015-01-011,810
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01212
Total of all active and inactive participants2015-01-012,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,022
Number of participants with account balances2015-01-012,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,463
Total number of active participants reported on line 7a of the Form 55002014-01-011,737
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01166
Total of all active and inactive participants2014-01-011,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,903
Number of participants with account balances2014-01-011,903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,323
Total number of active participants reported on line 7a of the Form 55002013-01-011,343
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01120
Total of all active and inactive participants2013-01-011,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,463
Number of participants with account balances2013-01-011,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,374
Total number of active participants reported on line 7a of the Form 55002012-01-011,225
Number of retired or separated participants receiving benefits2012-01-0198
Total of all active and inactive participants2012-01-011,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,323
Number of participants with account balances2012-01-011,323
2011: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,285
Total number of active participants reported on line 7a of the Form 55002011-01-011,300
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-011,374
Total participants2011-01-011,374
Number of participants with account balances2011-01-011,142
2009: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,374
Total number of active participants reported on line 7a of the Form 55002009-01-011,152
Number of other retired or separated participants entitled to future benefits2009-01-0175
Total of all active and inactive participants2009-01-011,227
Total participants2009-01-011,227
Number of participants with account balances2009-01-01841

Financial Data on ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-29,343,366
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$21,431,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,398,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,910,729
Value of total assets at end of year2022-12-31$289,896,548
Value of total assets at beginning of year2022-12-31$340,671,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,293
Total interest from all sources2022-12-31$958,878
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,167,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,167,063
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$15,367,226
Participant contributions at end of year2022-12-31$274,312
Participant contributions at beginning of year2022-12-31$241,018
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,474,642
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,090,311
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,105,849
Other income not declared elsewhere2022-12-31$-543,500
Administrative expenses (other) incurred2022-12-31$33,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-50,775,072
Value of net assets at end of year (total assets less liabilities)2022-12-31$289,896,548
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$340,671,620
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$210,596,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$245,285,029
Value of interest in pooled separate accounts at end of year2022-12-31$22,532,861
Value of interest in pooled separate accounts at beginning of year2022-12-31$32,590,492
Interest on participant loans2022-12-31$16,014
Interest earned on other investments2022-12-31$942,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$54,018,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$59,464,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-42,057,034
Net investment gain/loss from pooled separate accounts2022-12-31$-12,779,502
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$4,437,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,398,413
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$58,394,135
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$20,994,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,976,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,040,001
Value of total assets at end of year2021-12-31$340,671,620
Value of total assets at beginning of year2021-12-31$303,271,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,126
Total interest from all sources2021-12-31$1,069,647
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,862,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,862,194
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$13,765,739
Participant contributions at end of year2021-12-31$241,018
Participant contributions at beginning of year2021-12-31$253,675
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$328,554
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,090,311
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,761,441
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,825,163
Other income not declared elsewhere2021-12-31$163,189
Administrative expenses (other) incurred2021-12-31$18,126
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$37,399,819
Value of net assets at end of year (total assets less liabilities)2021-12-31$340,671,620
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$303,271,801
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$245,285,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$206,758,272
Value of interest in pooled separate accounts at end of year2021-12-31$32,590,492
Value of interest in pooled separate accounts at beginning of year2021-12-31$28,092,533
Interest on participant loans2021-12-31$14,397
Interest earned on other investments2021-12-31$1,055,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$59,464,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$65,077,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$31,243,992
Net investment gain/loss from pooled separate accounts2021-12-31$5,015,112
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$1,449,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,976,190
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$57,211,534
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,939,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,789,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$20,907,532
Value of total assets at end of year2020-12-31$303,271,801
Value of total assets at beginning of year2020-12-31$256,999,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$150,211
Total interest from all sources2020-12-31$1,224,390
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,874,552
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$2,874,552
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,422,880
Participant contributions at end of year2020-12-31$253,675
Participant contributions at beginning of year2020-12-31$292,322
Participant contributions at end of year2020-12-31$328,554
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,761,441
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,233,731
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,538,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,875,980
Other income not declared elsewhere2020-12-31$376,676
Administrative expenses (other) incurred2020-12-31$150,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$46,271,906
Value of net assets at end of year (total assets less liabilities)2020-12-31$303,271,801
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$256,999,895
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$206,758,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$172,009,811
Value of interest in pooled separate accounts at end of year2020-12-31$28,092,533
Value of interest in pooled separate accounts at beginning of year2020-12-31$22,958,400
Interest on participant loans2020-12-31$17,990
Interest earned on other investments2020-12-31$1,206,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$65,077,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$56,325,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$24,515,214
Net investment gain/loss from pooled separate accounts2020-12-31$7,313,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,945,910
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,304,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,789,417
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$12,326,723
Total transfer of assets to this plan2019-12-31$12,326,723
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$79,194,867
Total income from all sources (including contributions)2019-12-31$79,194,867
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,637,785
Total of all expenses incurred2019-12-31$9,637,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,621,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,621,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$42,797,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$42,797,436
Value of total assets at end of year2019-12-31$256,999,895
Value of total assets at end of year2019-12-31$256,999,895
Value of total assets at beginning of year2019-12-31$175,116,090
Value of total assets at beginning of year2019-12-31$175,116,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,044
Total interest from all sources2019-12-31$911,177
Total interest from all sources2019-12-31$911,177
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,793,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,793,433
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,793,433
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,234,808
Contributions received from participants2019-12-31$11,234,808
Participant contributions at end of year2019-12-31$292,322
Participant contributions at end of year2019-12-31$292,322
Participant contributions at beginning of year2019-12-31$327,455
Participant contributions at beginning of year2019-12-31$327,455
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$333,391
Participant contributions at beginning of year2019-12-31$333,391
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,233,731
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,233,731
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,389,563
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,389,563
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,509,345
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,509,345
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,875,980
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,875,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$378,482
Administrative expenses (other) incurred2019-12-31$16,044
Administrative expenses (other) incurred2019-12-31$16,044
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
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$69,557,082
Value of net income/loss2019-12-31$69,557,082
Value of net assets at end of year (total assets less liabilities)2019-12-31$256,999,895
Value of net assets at end of year (total assets less liabilities)2019-12-31$256,999,895
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$175,116,090
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$175,116,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$172,009,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$172,009,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$133,223,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$133,223,928
Value of interest in pooled separate accounts at end of year2019-12-31$22,958,400
Value of interest in pooled separate accounts at end of year2019-12-31$22,958,400
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$19,561
Interest on participant loans2019-12-31$19,561
Interest earned on other investments2019-12-31$891,616
Interest earned on other investments2019-12-31$891,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$56,325,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$56,325,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$37,986,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$37,986,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$30,858,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$30,858,383
Net investment gain/loss from pooled separate accounts2019-12-31$1,455,956
Net investment gain/loss from pooled separate accounts2019-12-31$1,455,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,053,283
Contributions received in cash from employer2019-12-31$7,053,283
Employer contributions (assets) at end of year2019-12-31$1,304,170
Employer contributions (assets) at end of year2019-12-31$1,304,170
Employer contributions (assets) at beginning of year2019-12-31$1,855,483
Employer contributions (assets) at beginning of year2019-12-31$1,855,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,621,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,621,741
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
Accountancy firm EIN2019-12-31366055558
2018 : ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$9,700,674
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,829,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,816,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,241,538
Value of total assets at end of year2018-12-31$175,116,090
Value of total assets at beginning of year2018-12-31$178,245,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,613
Total interest from all sources2018-12-31$842,414
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,375,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,375,027
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$10,119,525
Participant contributions at end of year2018-12-31$327,455
Participant contributions at beginning of year2018-12-31$402,919
Participant contributions at end of year2018-12-31$333,391
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,389,563
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,463,534
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,902,869
Other income not declared elsewhere2018-12-31$-128,970
Administrative expenses (other) incurred2018-12-31$13,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,129,298
Value of net assets at end of year (total assets less liabilities)2018-12-31$175,116,090
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$178,245,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$133,223,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$135,617,712
Interest on participant loans2018-12-31$20,923
Interest earned on other investments2018-12-31$821,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$37,986,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$39,338,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,629,335
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$7,219,144
Employer contributions (assets) at end of year2018-12-31$1,855,483
Employer contributions (assets) at beginning of year2018-12-31$1,422,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,816,359
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$39,021,785
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,099,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,099,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,205,166
Value of total assets at end of year2017-12-31$178,245,388
Value of total assets at beginning of year2017-12-31$147,322,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$21,182
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,052,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,052,458
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,393,641
Participant contributions at end of year2017-12-31$402,919
Participant contributions at beginning of year2017-12-31$357,186
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,463,534
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$927,752
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,154,854
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$30,922,394
Value of net assets at end of year (total assets less liabilities)2017-12-31$178,245,388
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$147,322,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$135,617,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$93,151,654
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,613,466
Interest on participant loans2017-12-31$21,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$39,338,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$37,814,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,816,977
Net investment gain/loss from pooled separate accounts2017-12-31$1,926,002
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$6,656,671
Employer contributions (assets) at end of year2017-12-31$1,422,837
Employer contributions (assets) at beginning of year2017-12-31$1,458,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,099,391
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$25,325,155
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,111,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,029,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,795,122
Value of total assets at end of year2016-12-31$147,322,994
Value of total assets at beginning of year2016-12-31$127,109,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,523
Total interest from all sources2016-12-31$710,195
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,863,012
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$1,863,012
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,777,536
Participant contributions at end of year2016-12-31$357,186
Participant contributions at beginning of year2016-12-31$322,876
Assets. Other investments not covered elsewhere at end of year2016-12-31$927,752
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$729,848
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$530,219
Administrative expenses (other) incurred2016-12-31$81,523
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$20,213,922
Value of net assets at end of year (total assets less liabilities)2016-12-31$147,322,994
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$127,109,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$93,151,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$82,168,157
Value of interest in pooled separate accounts at end of year2016-12-31$13,613,466
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,523,400
Interest on participant loans2016-12-31$18,289
Interest earned on other investments2016-12-31$691,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$37,814,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$34,776,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,993,021
Net investment gain/loss from pooled separate accounts2016-12-31$-36,195
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$6,487,367
Employer contributions (assets) at end of year2016-12-31$1,458,600
Employer contributions (assets) at beginning of year2016-12-31$1,588,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,029,710
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$14,901,421
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,908,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,908,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,935,766
Value of total assets at end of year2015-12-31$127,109,072
Value of total assets at beginning of year2015-12-31$119,115,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$668,796
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,385,488
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$1,385,488
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,623,005
Participant contributions at end of year2015-12-31$322,876
Participant contributions at beginning of year2015-12-31$248,104
Assets. Other investments not covered elsewhere at end of year2015-12-31$729,848
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$918,891
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$731,642
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$7,993,125
Value of net assets at end of year (total assets less liabilities)2015-12-31$127,109,072
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$119,115,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$82,168,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$77,773,543
Value of interest in pooled separate accounts at end of year2015-12-31$7,523,400
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,902,787
Interest on participant loans2015-12-31$13,689
Interest earned on other investments2015-12-31$655,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$34,776,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$31,639,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,265,848
Net investment gain/loss from pooled separate accounts2015-12-31$177,219
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$6,581,119
Employer contributions (assets) at end of year2015-12-31$1,588,578
Employer contributions (assets) at beginning of year2015-12-31$1,632,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,908,296
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$19,442,174
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,856,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,856,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,907,023
Value of total assets at end of year2014-12-31$119,115,947
Value of total assets at beginning of year2014-12-31$108,530,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$590,267
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,398
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,467,215
Participant contributions at end of year2014-12-31$248,104
Participant contributions at beginning of year2014-12-31$259,010
Assets. Other investments not covered elsewhere at end of year2014-12-31$918,891
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$757,038
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$453,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,585,833
Value of net assets at end of year (total assets less liabilities)2014-12-31$119,115,947
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$108,530,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$77,773,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$6,902,787
Value of interest in pooled separate accounts at beginning of year2014-12-31$76,159,576
Interest on participant loans2014-12-31$12,718
Interest earned on other investments2014-12-31$577,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$31,639,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$29,738,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,682,694
Net investment gain/loss from pooled separate accounts2014-12-31$255,792
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$5,986,163
Employer contributions (assets) at end of year2014-12-31$1,632,804
Employer contributions (assets) at beginning of year2014-12-31$1,616,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,856,341
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$30,103,269
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,390,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,390,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,171,125
Value of total assets at end of year2013-12-31$108,530,114
Value of total assets at beginning of year2013-12-31$82,817,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$569,821
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,539,330
Participant contributions at end of year2013-12-31$259,010
Participant contributions at beginning of year2013-12-31$166,969
Assets. Other investments not covered elsewhere at end of year2013-12-31$757,038
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$503,126
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$539,799
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$25,712,626
Value of net assets at end of year (total assets less liabilities)2013-12-31$108,530,114
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$82,817,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$76,159,576
Value of interest in pooled separate accounts at beginning of year2013-12-31$54,443,668
Interest on participant loans2013-12-31$10,992
Interest earned on other investments2013-12-31$558,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$29,738,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$26,076,362
Net investment gain/loss from pooled separate accounts2013-12-31$17,362,323
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,091,996
Employer contributions (assets) at end of year2013-12-31$1,616,109
Employer contributions (assets) at beginning of year2013-12-31$1,627,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,390,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$19,074,343
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,160,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,160,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,242,819
Value of total assets at end of year2012-12-31$82,817,488
Value of total assets at beginning of year2012-12-31$65,903,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$576,639
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,930,411
Participant contributions at end of year2012-12-31$166,969
Participant contributions at beginning of year2012-12-31$82,003
Assets. Other investments not covered elsewhere at end of year2012-12-31$503,126
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$574,686
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$16,913,963
Value of net assets at end of year (total assets less liabilities)2012-12-31$82,817,488
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$65,903,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$54,443,668
Value of interest in pooled separate accounts at beginning of year2012-12-31$41,518,524
Interest on participant loans2012-12-31$8,459
Interest earned on other investments2012-12-31$568,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$303,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$303,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$26,076,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$22,361,256
Net investment gain/loss from pooled separate accounts2012-12-31$7,254,885
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$4,737,722
Employer contributions (assets) at end of year2012-12-31$1,627,363
Employer contributions (assets) at beginning of year2012-12-31$1,638,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,160,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$8,831,991
Total of all expenses incurred2011-12-31$2,741,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,741,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,630,784
Value of total assets at end of year2011-12-31$65,903,525
Value of total assets at beginning of year2011-12-31$59,813,128
Total interest from all sources2011-12-31$572,898
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$-71
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$-71
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,244,554
Participant contributions at end of year2011-12-31$82,003
Participant contributions at beginning of year2011-12-31$98,439
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$60,380
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$6,090,397
Value of net assets at end of year (total assets less liabilities)2011-12-31$65,903,525
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$59,813,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$41,518,524
Value of interest in pooled separate accounts at beginning of year2011-12-31$38,626,298
Interest on participant loans2011-12-31$4,973
Interest earned on other investments2011-12-31$567,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$303,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$266,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$266,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$22,361,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$19,725,717
Net investment gain/loss from pooled separate accounts2011-12-31$-1,371,620
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$4,325,850
Employer contributions (assets) at end of year2011-12-31$1,638,405
Employer contributions (assets) at beginning of year2011-12-31$1,096,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,741,594
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$12,804,020
Total of all expenses incurred2010-12-31$5,385,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,385,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,088,280
Value of total assets at end of year2010-12-31$59,813,128
Value of total assets at beginning of year2010-12-31$52,394,603
Total interest from all sources2010-12-31$557,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,246,859
Participant contributions at end of year2010-12-31$98,439
Participant contributions at beginning of year2010-12-31$107,488
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$119,089
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$7,418,525
Value of net assets at end of year (total assets less liabilities)2010-12-31$59,813,128
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$52,394,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$38,626,298
Value of interest in pooled separate accounts at beginning of year2010-12-31$33,476,589
Interest on participant loans2010-12-31$6,737
Interest earned on other investments2010-12-31$550,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$266,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$9,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$9,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$19,725,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$18,800,574
Net investment gain/loss from pooled separate accounts2010-12-31$5,158,705
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$2,722,332
Employer contributions (assets) at end of year2010-12-31$1,096,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,385,495
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910

Form 5500 Responses for ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN

2022: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS 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 planYes
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: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS 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 planYes
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: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS 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 planYes
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: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS 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 planYes
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: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS 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 planYes
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: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS 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 planYes
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: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS 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 planYes
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: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
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: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
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: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
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: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
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: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
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: ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007481
Policy instance 1
Insurance contract or identification number007481
Number of Individuals Covered2912
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007481
Policy instance 1
Insurance contract or identification number007481
Number of Individuals Covered2700
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007481
Policy instance 1
Insurance contract or identification number007481
Number of Individuals Covered2506
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007481
Policy instance 1
Insurance contract or identification number007481
Number of Individuals Covered2422
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number07481-001
Policy instance 1
Insurance contract or identification number07481-001
Number of Individuals Covered2171
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number07481-001
Policy instance 1
Insurance contract or identification number07481-001
Number of Individuals Covered2081
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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