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LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameLAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN
Plan identification number 001

LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LAKE VIEW MEMORIAL HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:LAKE VIEW MEMORIAL HOSPITAL, INC.
Employer identification number (EIN):410786046
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NATHAN CAVALLIN ERIC LOHN2018-10-15
0012016-01-01NATHAN CAVALLIN
0012015-01-01LAURIE KRAGSETH
0012014-01-01LAURIE KRAGSETH
0012013-01-01LAURIE KRAGSETH
0012012-01-01LAURIE KRAGSETH
0012011-01-01LAURIE KRAGSETH
0012009-01-01BRIAN CARLSON

Plan Statistics for LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01167
Total number of active participants reported on line 7a of the Form 55002022-01-01145
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01188
Number of participants with account balances2022-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01190
Total number of active participants reported on line 7a of the Form 55002021-01-01133
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01167
Number of participants with account balances2021-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01166
Total number of active participants reported on line 7a of the Form 55002020-01-01137
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01190
Number of participants with account balances2020-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01174
Total number of active participants reported on line 7a of the Form 55002019-01-01106
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01166
Number of participants with account balances2019-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01175
Total number of active participants reported on line 7a of the Form 55002018-01-01143
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01174
Number of participants with account balances2018-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01153
Total number of active participants reported on line 7a of the Form 55002017-01-01147
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01175
Number of participants with account balances2017-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01180
Total number of active participants reported on line 7a of the Form 55002016-01-01132
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01153
Number of participants with account balances2016-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01172
Total number of active participants reported on line 7a of the Form 55002015-01-01146
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01180
Number of participants with account balances2015-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01175
Total number of active participants reported on line 7a of the Form 55002014-01-01146
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01172
Number of participants with account balances2014-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-01152
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01175
Number of participants with account balances2013-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01148
Total number of active participants reported on line 7a of the Form 55002012-01-01137
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01157
Number of participants with account balances2012-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01143
Total number of active participants reported on line 7a of the Form 55002011-01-01138
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01148
Number of participants with account balances2011-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01130
Total number of active participants reported on line 7a of the Form 55002009-01-0194
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01115
Number of participants with account balances2009-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022 : LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-871,925
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$262,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$248,838
Expenses. Certain deemed distributions of participant loans2022-12-31$3,198
Value of total corrective distributions2022-12-31$3,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$728,748
Value of total assets at end of year2022-12-31$7,967,551
Value of total assets at beginning of year2022-12-31$9,101,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,754
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$8,506
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$292,212
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$292,212
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$542,550
Participant contributions at end of year2022-12-31$38,432
Participant contributions at beginning of year2022-12-31$44,876
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,881
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$6,754
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,134,232
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,967,551
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,101,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,607,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,808,907
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$1,881
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$4,616
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$12,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$12,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,009
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$290,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$213,028
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,901,391
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$168,317
Employer contributions (assets) at end of year2022-12-31$16,861
Employer contributions (assets) at beginning of year2022-12-31$22,701
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$248,838
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,741,363
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,006,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,001,879
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$609,226
Value of total assets at end of year2021-12-31$9,101,783
Value of total assets at beginning of year2021-12-31$8,366,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,672
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$8,374
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$463,339
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$463,339
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$478,825
Participant contributions at end of year2021-12-31$44,876
Participant contributions at beginning of year2021-12-31$50,304
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$4,672
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$734,812
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,101,783
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,366,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,808,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,932,449
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$2,173
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$6,185
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$12,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,456
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$16
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$213,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$379,762
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$660,424
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$130,401
Employer contributions (assets) at end of year2021-12-31$22,701
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,001,879
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,120,609
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$604,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$602,070
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$644,436
Value of total assets at end of year2020-12-31$8,366,971
Value of total assets at beginning of year2020-12-31$6,850,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,335
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$11,644
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$236,748
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$236,748
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$402,883
Participant contributions at end of year2020-12-31$50,304
Participant contributions at beginning of year2020-12-31$71,114
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$134,291
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$-231
Administrative expenses (other) incurred2020-12-31$2,335
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,516,204
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,366,971
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,850,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,932,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,280,818
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$3,088
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$8,552
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$379,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$498,630
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,228,012
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$107,262
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$602,070
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,779,671
Total income from all sources (including contributions)2019-12-31$1,779,671
Total of all expenses incurred2019-12-31$386,445
Total of all expenses incurred2019-12-31$386,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$377,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$377,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$567,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$567,933
Value of total assets at end of year2019-12-31$6,850,767
Value of total assets at end of year2019-12-31$6,850,767
Value of total assets at beginning of year2019-12-31$5,457,541
Value of total assets at beginning of year2019-12-31$5,457,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,121
Total interest from all sources2019-12-31$1,773
Total interest from all sources2019-12-31$1,773
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$108,698
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$108,698
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$108,698
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$108,698
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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$356,690
Contributions received from participants2019-12-31$356,690
Participant contributions at end of year2019-12-31$71,114
Participant contributions at end of year2019-12-31$71,114
Participant contributions at beginning of year2019-12-31$8,955
Participant contributions at beginning of year2019-12-31$8,955
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$111,379
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$111,379
Administrative expenses (other) incurred2019-12-31$9,121
Administrative expenses (other) incurred2019-12-31$9,121
Total non interest bearing cash at end of year2019-12-31$205
Total non interest bearing cash at end of year2019-12-31$205
Total non interest bearing cash at beginning of year2019-12-31$133
Total non interest bearing cash at beginning of year2019-12-31$133
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$1,393,226
Value of net income/loss2019-12-31$1,393,226
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,850,767
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,850,767
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,457,541
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,457,541
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$6,280,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,280,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,927,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,927,608
Interest on participant loans2019-12-31$1,773
Interest on participant loans2019-12-31$1,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$498,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$498,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$520,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$520,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,101,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,101,267
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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$99,864
Contributions received in cash from employer2019-12-31$99,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$377,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$377,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$224,513
Total of all expenses incurred2018-12-31$171,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$163,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$441,184
Value of total assets at end of year2018-12-31$5,457,541
Value of total assets at beginning of year2018-12-31$5,404,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,028
Total interest from all sources2018-12-31$516
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$96,444
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$96,444
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$343,847
Participant contributions at end of year2018-12-31$8,955
Participant contributions at beginning of year2018-12-31$18,327
Participant contributions at beginning of year2018-12-31$11,170
Administrative expenses (other) incurred2018-12-31$8,028
Total non interest bearing cash at end of year2018-12-31$133
Total non interest bearing cash at beginning of year2018-12-31$132
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$52,663
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,457,541
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,404,878
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$4,927,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,791,201
Interest on participant loans2018-12-31$516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$520,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$581,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-313,631
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$97,337
Employer contributions (assets) at beginning of year2018-12-31$3,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$163,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,175,497
Total of all expenses incurred2017-12-31$182,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$174,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$388,733
Value of total assets at end of year2017-12-31$5,404,878
Value of total assets at beginning of year2017-12-31$4,411,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,969
Total interest from all sources2017-12-31$690
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$78,180
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$78,180
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$308,164
Participant contributions at end of year2017-12-31$18,327
Participant contributions at beginning of year2017-12-31$25,555
Participant contributions at end of year2017-12-31$11,170
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,467
Administrative expenses (other) incurred2017-12-31$7,076
Total non interest bearing cash at end of year2017-12-31$132
Total non interest bearing cash at beginning of year2017-12-31$390
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$993,013
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,404,878
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,411,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$893
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,791,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,875,799
Interest on participant loans2017-12-31$690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$581,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$510,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$707,894
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$77,102
Employer contributions (assets) at end of year2017-12-31$3,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$174,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$639,572
Total of all expenses incurred2016-12-31$128,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$127,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$386,604
Value of total assets at end of year2016-12-31$4,411,865
Value of total assets at beginning of year2016-12-31$3,900,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$713
Total interest from all sources2016-12-31$92,324
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$57,044
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$57,044
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$307,939
Participant contributions at end of year2016-12-31$25,555
Participant contributions at beginning of year2016-12-31$25,487
Participant contributions at beginning of year2016-12-31$27,598
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,198
Administrative expenses (other) incurred2016-12-31$713
Total non interest bearing cash at end of year2016-12-31$390
Total non interest bearing cash at beginning of year2016-12-31$390
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$510,977
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,411,865
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,900,888
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$3,875,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,307,493
Interest on participant loans2016-12-31$829
Interest earned on other investments2016-12-31$91,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$510,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$537,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$103,600
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$70,467
Employer contributions (assets) at beginning of year2016-12-31$2,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$127,882
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$432,370
Total of all expenses incurred2015-12-31$75,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$75,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$409,691
Value of total assets at end of year2015-12-31$3,900,888
Value of total assets at beginning of year2015-12-31$3,543,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$75
Total interest from all sources2015-12-31$14,970
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$52,319
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$52,319
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$296,562
Participant contributions at end of year2015-12-31$25,487
Participant contributions at beginning of year2015-12-31$36,207
Participant contributions at end of year2015-12-31$27,598
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$40,938
Administrative expenses (other) incurred2015-12-31$75
Total non interest bearing cash at end of year2015-12-31$390
Total non interest bearing cash at beginning of year2015-12-31$8
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$356,978
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,900,888
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,543,910
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$3,307,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,954,293
Interest on participant loans2015-12-31$992
Interest earned on other investments2015-12-31$13,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$537,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$553,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-44,610
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$72,191
Employer contributions (assets) at end of year2015-12-31$2,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$75,317
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$525,389
Total of all expenses incurred2014-12-31$127,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$123,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$315,008
Value of total assets at end of year2014-12-31$3,543,910
Value of total assets at beginning of year2014-12-31$3,145,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,494
Total interest from all sources2014-12-31$16,337
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$48,458
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$48,458
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$242,877
Participant contributions at end of year2014-12-31$36,207
Participant contributions at beginning of year2014-12-31$25,299
Administrative expenses (other) incurred2014-12-31$3,494
Total non interest bearing cash at end of year2014-12-31$8
Total non interest bearing cash at beginning of year2014-12-31$740
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$398,041
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,543,910
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,145,869
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$2,954,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,545,938
Interest on participant loans2014-12-31$1,100
Interest earned on other investments2014-12-31$15,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$553,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$573,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$145,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$72,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$123,854
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$785,541
Total of all expenses incurred2013-12-31$235,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$230,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$326,133
Value of total assets at end of year2013-12-31$3,145,869
Value of total assets at beginning of year2013-12-31$2,595,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,247
Total interest from all sources2013-12-31$17,056
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$39,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$39,696
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$226,921
Participant contributions at end of year2013-12-31$25,299
Participant contributions at beginning of year2013-12-31$33,738
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$29,768
Administrative expenses (other) incurred2013-12-31$2,704
Total non interest bearing cash at end of year2013-12-31$740
Total non interest bearing cash at beginning of year2013-12-31$2,882
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$550,035
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,145,869
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,595,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,545,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,981,625
Interest on participant loans2013-12-31$929
Interest earned on other investments2013-12-31$16,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$573,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$577,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$402,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$69,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$230,259
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 name2013-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$589,304
Total of all expenses incurred2012-12-31$180,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$178,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$354,990
Value of total assets at end of year2012-12-31$2,595,834
Value of total assets at beginning of year2012-12-31$2,187,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,514
Total interest from all sources2012-12-31$17,464
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$40,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$40,758
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$218,873
Participant contributions at end of year2012-12-31$33,738
Participant contributions at beginning of year2012-12-31$4,785
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$62,530
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$2,514
Total non interest bearing cash at end of year2012-12-31$2,882
Total non interest bearing cash at beginning of year2012-12-31$947
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$408,601
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,595,834
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,187,233
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$1,981,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,612,722
Interest on participant loans2012-12-31$505
Interest earned on other investments2012-12-31$16,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$577,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$568,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$176,092
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$73,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$178,189
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 name2012-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$44,808
Total income from all sources (including contributions)2011-12-31$272,087
Total of all expenses incurred2011-12-31$152,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$151,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$240,125
Value of total assets at end of year2011-12-31$2,187,233
Value of total assets at beginning of year2011-12-31$2,022,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$555
Total interest from all sources2011-12-31$17,490
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$25,962
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$25,962
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$168,981
Participant contributions at end of year2011-12-31$4,785
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$6,451
Administrative expenses (other) incurred2011-12-31$555
Total non interest bearing cash at end of year2011-12-31$947
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$119,811
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,187,233
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,022,614
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$1,612,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,547,474
Interest on participant loans2011-12-31$126
Interest earned on other investments2011-12-31$17,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$568,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$465,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-11,490
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$71,144
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$3,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$151,721
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$419,873
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$76,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$76,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$223,677
Value of total assets at end of year2010-12-31$2,022,614
Value of total assets at beginning of year2010-12-31$1,679,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$17,453
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$153,042
Participant contributions at end of year2010-12-31$6,451
Participant contributions at beginning of year2010-12-31$10,263
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$178
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$343,481
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,022,614
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,679,133
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$1,547,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,246,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$17,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$465,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$416,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$178,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$70,457
Employer contributions (assets) at end of year2010-12-31$3,037
Employer contributions (assets) at beginning of year2010-12-31$5,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$76,392
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 name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN

2022: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained 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: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained 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: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained 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: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: LAKE VIEW MEMORIAL HOSPITAL EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan 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 number41810
Policy instance 1
Insurance contract or identification number41810
Number of Individuals Covered23
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
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 number41810
Policy instance 1
Insurance contract or identification number41810
Number of Individuals Covered25
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
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 number41810
Policy instance 1
Insurance contract or identification number41810
Number of Individuals Covered29
Insurance policy start date2020-04-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069436
Policy instance 2
Insurance contract or identification numberTA069436
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-04-07
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberTA069436
Policy instance 1
Insurance contract or identification numberTA069436
Number of Individuals Covered166
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberTA069436
Policy instance 1
Insurance contract or identification numberTA069436
Number of Individuals Covered156
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberTA069436
Policy instance 1
Insurance contract or identification numberTA069436
Number of Individuals Covered154
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberTA069436
Policy instance 1
Insurance contract or identification numberTA069436
Number of Individuals Covered146
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberTA069436
Policy instance 1
Insurance contract or identification numberTA069436
Number of Individuals Covered132
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberTA069436
Policy instance 1
Insurance contract or identification numberTA069436
Number of Individuals Covered119
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberTA069436
Policy instance 1
Insurance contract or identification numberTA069436
Number of Individuals Covered116
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberTA069436
Policy instance 4
Insurance contract or identification numberTA069436
Number of Individuals Covered109
Insurance policy start date2011-08-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberB01533
Policy instance 2
Insurance contract or identification numberB01533
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-07-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberB00326
Policy instance 1
Insurance contract or identification numberB00326
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-07-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG73518
Policy instance 3
Insurance contract or identification numberG73518
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-07-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG73518
Policy instance 3
Insurance contract or identification numberG73518
Number of Individuals Covered110
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,718
Total amount of fees paid to insurance companyUSD $1,725
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberB01533
Policy instance 2
Insurance contract or identification numberB01533
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $33
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberB00326
Policy instance 1
Insurance contract or identification numberB00326
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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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