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WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameWINONA HEALTH EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

WINONA HEALTH EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Other welfare benefit cover

401k Sponsoring company profile

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

Company Name:WINONA HEALTH
Employer identification number (EIN):411588205
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINONA HEALTH EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01JAN BROSNAHAN
0012016-01-01KATHY WADE
0012016-01-01JAN BROSNAHAN
0012015-01-01KATHY WADE
0012014-01-01KATHY WADE KATHY WADE2015-10-14
0012013-01-01DAVID SMITH
0012012-01-01MICHAEL SKROCH MICHAEL SKROCH2013-10-11
0012011-01-01MICHAEL SKROCH
0012009-01-01MICHAEL SKROCH WILLIAM GOULD2010-10-15

Plan Statistics for WINONA HEALTH EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for WINONA HEALTH EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2017: WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,590
Total number of active participants reported on line 7a of the Form 55002017-01-011,130
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01485
Total of all active and inactive participants2017-01-011,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,615
Number of participants with account balances2017-01-011,392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0185
2016: WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,691
Total number of active participants reported on line 7a of the Form 55002016-01-011,172
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01416
Total of all active and inactive participants2016-01-011,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,588
Number of participants with account balances2016-01-011,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0173
2015: WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,330
Total number of active participants reported on line 7a of the Form 55002015-01-011,441
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01240
Total of all active and inactive participants2015-01-011,691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,691
Number of participants with account balances2015-01-011,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0170
2014: WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,250
Total number of active participants reported on line 7a of the Form 55002014-01-011,155
Number of retired or separated participants receiving benefits2014-01-01175
Total of all active and inactive participants2014-01-011,330
Total participants2014-01-011,330
Number of participants with account balances2014-01-01909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01111
2013: WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,229
Total number of active participants reported on line 7a of the Form 55002013-01-011,011
Number of other retired or separated participants entitled to future benefits2013-01-01209
Total of all active and inactive participants2013-01-011,220
Total participants2013-01-011,220
Number of participants with account balances2013-01-011,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0156
2012: WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,194
Total number of active participants reported on line 7a of the Form 55002012-01-011,015
Number of other retired or separated participants entitled to future benefits2012-01-01162
Total of all active and inactive participants2012-01-011,177
Total participants2012-01-011,177
Number of participants with account balances2012-01-011,078
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0136
2011: WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,227
Total number of active participants reported on line 7a of the Form 55002011-01-011,000
Number of other retired or separated participants entitled to future benefits2011-01-01150
Total of all active and inactive participants2011-01-011,150
Total participants2011-01-011,150
Number of participants with account balances2011-01-011,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0137
2009: WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,230
Total number of active participants reported on line 7a of the Form 55002009-01-011,078
Number of other retired or separated participants entitled to future benefits2009-01-0170
Total of all active and inactive participants2009-01-011,148
Total participants2009-01-011,148
Number of participants with account balances2009-01-011,000

Financial Data on WINONA HEALTH EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2017 : WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$70,364
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$34,005
Total income from all sources (including contributions)2017-12-31$15,124,419
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,837,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,744,895
Expenses. Certain deemed distributions of participant loans2017-12-31$7,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,691,574
Value of total assets at end of year2017-12-31$67,328,720
Value of total assets at beginning of year2017-12-31$58,005,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$85,184
Total interest from all sources2017-12-31$21,073
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,857,300
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,857,300
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,765,020
Participant contributions at end of year2017-12-31$462,860
Participant contributions at beginning of year2017-12-31$516,468
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$8,400
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$63,940
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$99,867
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$70,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$34,005
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$18,733
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$117,509
Total non interest bearing cash at beginning of year2017-12-31$26,707
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$9,286,475
Value of net assets at end of year (total assets less liabilities)2017-12-31$67,258,356
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$57,971,881
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$66,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$62,747,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$54,640,688
Interest on participant loans2017-12-31$21,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,897,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,694,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,554,472
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$1,862,614
Employer contributions (assets) at end of year2017-12-31$3,393
Employer contributions (assets) at beginning of year2017-12-31$118,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,744,895
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON, LLP
Accountancy firm EIN2017-12-31366055558
2016 : WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$37,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$206,546
Total income from all sources (including contributions)2016-12-31$9,224,781
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,472,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,422,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,937,964
Value of total assets at end of year2016-12-31$57,899,557
Value of total assets at beginning of year2016-12-31$53,315,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$50,107
Total interest from all sources2016-12-31$21,737
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,824,060
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,824,060
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,663,264
Participant contributions at end of year2016-12-31$516,468
Participant contributions at beginning of year2016-12-31$531,737
Participant contributions at end of year2016-12-31$8,400
Participant contributions at beginning of year2016-12-31$104,282
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$336,012
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$34,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-111,995
Administrative expenses (other) incurred2016-12-31$31,661
Liabilities. Value of operating payables at end of year2016-12-31$3,277
Liabilities. Value of operating payables at beginning of year2016-12-31$206,546
Total non interest bearing cash at end of year2016-12-31$26,037
Total non interest bearing cash at beginning of year2016-12-31$29,287
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$4,752,208
Value of net assets at end of year (total assets less liabilities)2016-12-31$57,861,604
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$53,109,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$18,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$54,640,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$50,109,475
Interest on participant loans2016-12-31$21,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,694,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,467,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,553,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,938,688
Employer contributions (assets) at end of year2016-12-31$5,288
Employer contributions (assets) at beginning of year2016-12-31$73,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,422,466
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 name2016-12-31GRANT THORNTON, LLP
Accountancy firm EIN2016-12-31366055558
2015 : WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$206,546
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,012,453
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,923,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,785,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,691,330
Value of total assets at end of year2015-12-31$53,315,942
Value of total assets at beginning of year2015-12-31$57,020,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$137,192
Total interest from all sources2015-12-31$19,093
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,601,201
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,601,201
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$2,617,014
Participant contributions at end of year2015-12-31$531,737
Participant contributions at beginning of year2015-12-31$411,082
Participant contributions at end of year2015-12-31$104,282
Participant contributions at beginning of year2015-12-31$58
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$166,283
Administrative expenses (other) incurred2015-12-31$137,192
Liabilities. Value of operating payables at end of year2015-12-31$206,546
Total non interest bearing cash at end of year2015-12-31$29,287
Total non interest bearing cash at beginning of year2015-12-31$35,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,910,714
Value of net assets at end of year (total assets less liabilities)2015-12-31$53,109,396
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$57,020,110
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$50,109,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$54,276,035
Interest on participant loans2015-12-31$19,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,467,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,290,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,299,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,908,033
Employer contributions (assets) at end of year2015-12-31$73,652
Employer contributions (assets) at beginning of year2015-12-31$6,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,785,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31GRANT THORNTON, LLP
Accountancy firm EIN2015-12-31366055558
2014 : WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$7,955,553
Total of all expenses incurred2014-12-31$6,451,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,373,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,503,762
Value of total assets at end of year2014-12-31$57,020,110
Value of total assets at beginning of year2014-12-31$55,516,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$77,970
Total interest from all sources2014-12-31$16,859
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,180,275
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$3,180,275
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$2,499,238
Participant contributions at end of year2014-12-31$411,082
Participant contributions at beginning of year2014-12-31$376,329
Participant contributions at end of year2014-12-31$58
Participant contributions at beginning of year2014-12-31$108,782
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$141,110
Other income not declared elsewhere2014-12-31$49,591
Administrative expenses (other) incurred2014-12-31$77,970
Total non interest bearing cash at end of year2014-12-31$35,845
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$1,503,944
Value of net assets at end of year (total assets less liabilities)2014-12-31$57,020,110
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,516,166
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$54,276,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$54,924,034
Interest on participant loans2014-12-31$16,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,290,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$205,066
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,863,414
Employer contributions (assets) at end of year2014-12-31$6,805
Employer contributions (assets) at beginning of year2014-12-31$107,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,373,639
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31GRANT THORNTON, LLP
Accountancy firm EIN2014-12-31366055558
2013 : WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$13,990,126
Total of all expenses incurred2013-12-31$3,844,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,765,802
Value of total corrective distributions2013-12-31$1,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,468,664
Value of total assets at end of year2013-12-31$55,516,166
Value of total assets at beginning of year2013-12-31$45,370,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$76,348
Total interest from all sources2013-12-31$13,495
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,968,325
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$2,968,325
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,419,970
Participant contributions at end of year2013-12-31$376,329
Participant contributions at beginning of year2013-12-31$306,688
Participant contributions at end of year2013-12-31$108,782
Participant contributions at beginning of year2013-12-31$96,643
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$201,242
Administrative expenses (other) incurred2013-12-31$76,348
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$10,146,080
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,516,166
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,370,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$54,924,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$44,878,617
Interest on participant loans2013-12-31$13,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,539,642
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$1,847,452
Employer contributions (assets) at end of year2013-12-31$107,021
Employer contributions (assets) at beginning of year2013-12-31$88,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,765,802
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 name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558
2012 : WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$8,251,123
Total of all expenses incurred2012-12-31$2,078,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,007,086
Expenses. Certain deemed distributions of participant loans2012-12-31$2,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,117,261
Value of total assets at end of year2012-12-31$45,370,086
Value of total assets at beginning of year2012-12-31$39,197,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$68,716
Total interest from all sources2012-12-31$14,971
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$701,606
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$701,606
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,341,226
Participant contributions at end of year2012-12-31$306,688
Participant contributions at beginning of year2012-12-31$406,433
Participant contributions at end of year2012-12-31$96,643
Participant contributions at beginning of year2012-12-31$89,153
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,340
Administrative expenses (other) incurred2012-12-31$68,716
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$6,173,057
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,370,086
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$39,197,029
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$44,878,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$38,541,220
Interest on participant loans2012-12-31$14,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,417,285
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$1,757,695
Employer contributions (assets) at end of year2012-12-31$88,138
Employer contributions (assets) at beginning of year2012-12-31$160,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,007,086
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 name2012-12-31GRANT THORNTON, LLP
Accountancy firm EIN2012-12-31366055558
2011 : WINONA HEALTH EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,042,369
Total of all expenses incurred2011-12-31$6,417,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,332,577
Expenses. Certain deemed distributions of participant loans2011-12-31$14,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,176,520
Value of total assets at end of year2011-12-31$39,197,029
Value of total assets at beginning of year2011-12-31$41,572,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$70,594
Total interest from all sources2011-12-31$18,767
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$705,121
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$705,121
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,294,782
Participant contributions at end of year2011-12-31$406,433
Participant contributions at beginning of year2011-12-31$413,551
Participant contributions at end of year2011-12-31$89,153
Participant contributions at beginning of year2011-12-31$89,477
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$85,657
Administrative expenses (other) incurred2011-12-31$70,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,375,282
Value of net assets at end of year (total assets less liabilities)2011-12-31$39,197,029
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,572,311
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$38,541,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$40,929,127
Interest on participant loans2011-12-31$18,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-858,039
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$1,796,081
Employer contributions (assets) at end of year2011-12-31$160,223
Employer contributions (assets) at beginning of year2011-12-31$140,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,332,577
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 name2011-12-31GRANT THORNTON, LLP
Accountancy firm EIN2011-12-31366055558
2010 : WINONA HEALTH 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$10,231,386
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,201,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,109,312
Value of total corrective distributions2010-12-31$3,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,170,720
Value of total assets at end of year2010-12-31$41,572,311
Value of total assets at beginning of year2010-12-31$33,542,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$88,713
Total interest from all sources2010-12-31$15,491
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$629,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$629,229
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,346,378
Participant contributions at end of year2010-12-31$413,551
Participant contributions at beginning of year2010-12-31$298,434
Participant contributions at end of year2010-12-31$89,477
Participant contributions at beginning of year2010-12-31$71,619
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,130,360
Administrative expenses (other) incurred2010-12-31$88,713
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$8,029,838
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,572,311
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,542,473
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$40,929,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$33,081,035
Interest on participant loans2010-12-31$15,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,415,946
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,693,982
Employer contributions (assets) at end of year2010-12-31$140,156
Employer contributions (assets) at beginning of year2010-12-31$91,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,109,312
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 name2010-12-31GRANT THORNTON, LLP
Accountancy firm EIN2010-12-31366055558
2009 : WINONA HEALTH 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 WINONA HEALTH EMPLOYEES' RETIREMENT PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809035
Policy instance 1
Insurance contract or identification number809035
Number of Individuals Covered122
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809035
Policy instance 1
Insurance contract or identification number809035
Number of Individuals Covered1691
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-41463
Policy instance 1
Insurance contract or identification number4-41463
Insurance policy start date2010-01-01
Insurance policy end date2010-11-17
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SVCS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809035
Policy instance 2
Insurance contract or identification number809035
Number of Individuals Covered1330
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Contracts With Unallocated Funds Deposit Administration1

Potentially related plans

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