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COMMONSPIRIT HEALTH ERISA 403(B) PLAN 401k Plan overview

Plan NameCOMMONSPIRIT HEALTH ERISA 403(B) PLAN
Plan identification number 010

COMMONSPIRIT HEALTH ERISA 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:COMMONSPIRIT HEALTH
Employer identification number (EIN):470617373
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about COMMONSPIRIT HEALTH

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3054288

More information about COMMONSPIRIT HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMONSPIRIT HEALTH ERISA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102022-01-01
0102021-01-01
0102020-01-01
0102019-01-01
0102018-01-01
0102017-01-01TROY LINDON
0102016-01-01TROY LINDON
0102015-01-01TROY LINDON
0102014-01-01TROY A LINDON TROY A LINDON2015-09-09
0102014-01-01TROY A LINDON TROY A LINDON2016-11-03
0102013-01-01TROY A LINDON TROY A LINDON2016-11-02
0102012-01-01TROY A LINDON TROY A LINDON2016-11-02
0102011-01-01TROY LINDON

Plan Statistics for COMMONSPIRIT HEALTH ERISA 403(B) PLAN

401k plan membership statisitcs for COMMONSPIRIT HEALTH ERISA 403(B) PLAN

Measure Date Value
2022: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0144,874
Total number of active participants reported on line 7a of the Form 55002022-01-0128,337
Number of retired or separated participants receiving benefits2022-01-01666
Number of other retired or separated participants entitled to future benefits2022-01-0113,262
Total of all active and inactive participants2022-01-0142,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01151
Total participants2022-01-0142,416
Number of participants with account balances2022-01-0135,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0148,956
Total number of active participants reported on line 7a of the Form 55002021-01-0131,174
Number of retired or separated participants receiving benefits2021-01-01555
Number of other retired or separated participants entitled to future benefits2021-01-0113,032
Total of all active and inactive participants2021-01-0144,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01113
Total participants2021-01-0144,874
Number of participants with account balances2021-01-0137,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0154,551
Total number of active participants reported on line 7a of the Form 55002020-01-0134,793
Number of retired or separated participants receiving benefits2020-01-01299
Number of other retired or separated participants entitled to future benefits2020-01-0113,753
Total of all active and inactive participants2020-01-0148,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01111
Total participants2020-01-0148,956
Number of participants with account balances2020-01-0140,874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0159,341
Total number of active participants reported on line 7a of the Form 55002019-01-0138,689
Number of retired or separated participants receiving benefits2019-01-01514
Number of other retired or separated participants entitled to future benefits2019-01-0115,231
Total of all active and inactive participants2019-01-0154,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01117
Total participants2019-01-0154,551
Number of participants with account balances2019-01-0146,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0133
2018: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0160,424
Total number of active participants reported on line 7a of the Form 55002018-01-0146,028
Number of retired or separated participants receiving benefits2018-01-01409
Number of other retired or separated participants entitled to future benefits2018-01-0112,787
Total of all active and inactive participants2018-01-0159,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01117
Total participants2018-01-0159,341
Number of participants with account balances2018-01-0147,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01155
2017: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0166,891
Total number of active participants reported on line 7a of the Form 55002017-01-0146,923
Number of retired or separated participants receiving benefits2017-01-01320
Number of other retired or separated participants entitled to future benefits2017-01-0113,060
Total of all active and inactive participants2017-01-0160,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01121
Total participants2017-01-0160,424
Number of participants with account balances2017-01-0150,855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01301
2016: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0174,631
Total number of active participants reported on line 7a of the Form 55002016-01-0153,763
Number of retired or separated participants receiving benefits2016-01-01274
Number of other retired or separated participants entitled to future benefits2016-01-0112,742
Total of all active and inactive participants2016-01-0166,779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01112
Total participants2016-01-0166,891
Number of participants with account balances2016-01-0157,552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01361
2015: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0182,443
Total number of active participants reported on line 7a of the Form 55002015-01-0162,371
Number of retired or separated participants receiving benefits2015-01-01204
Number of other retired or separated participants entitled to future benefits2015-01-0111,969
Total of all active and inactive participants2015-01-0174,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0187
Total participants2015-01-0174,631
Number of participants with account balances2015-01-0162,659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01215
2014: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0181,798
Total number of active participants reported on line 7a of the Form 55002014-01-0172,727
Number of retired or separated participants receiving benefits2014-01-01155
Number of other retired or separated participants entitled to future benefits2014-01-019,495
Total of all active and inactive participants2014-01-0182,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0166
Total participants2014-01-0182,443
Number of participants with account balances2014-01-0165,269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0173,873
Total number of active participants reported on line 7a of the Form 55002013-01-0169,317
Number of retired or separated participants receiving benefits2013-01-01131
Number of other retired or separated participants entitled to future benefits2013-01-0112,313
Total of all active and inactive participants2013-01-0181,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0137
Total participants2013-01-0181,798
Number of participants with account balances2013-01-0162,987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0173,014
Total number of active participants reported on line 7a of the Form 55002012-01-0161,235
Number of retired or separated participants receiving benefits2012-01-01203
Number of other retired or separated participants entitled to future benefits2012-01-0112,413
Total of all active and inactive participants2012-01-0173,851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0122
Total participants2012-01-0173,873
Number of participants with account balances2012-01-0160,603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012,351
2011: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0171,029
Total number of active participants reported on line 7a of the Form 55002011-01-0164,993
Number of retired or separated participants receiving benefits2011-01-01175
Number of other retired or separated participants entitled to future benefits2011-01-017,818
Total of all active and inactive participants2011-01-0172,986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0128
Total participants2011-01-0173,014
Number of participants with account balances2011-01-0157,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,477

Financial Data on COMMONSPIRIT HEALTH ERISA 403(B) PLAN

Measure Date Value
2022 : COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$245,504,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-458,962,161
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$210,018,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$207,789,539
Expenses. Certain deemed distributions of participant loans2022-12-31$2,168,686
Value of total corrective distributions2022-12-31$1,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,826,789
Value of total assets at end of year2022-12-31$2,024,256,798
Value of total assets at beginning of year2022-12-31$2,447,733,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,664
Total interest from all sources2022-12-31$3,823,822
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$88,460,719
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$88,460,719
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,008,350
Participant contributions at end of year2022-12-31$16,776,781
Participant contributions at beginning of year2022-12-31$19,485,029
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$602,441
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$359,230
Administrative expenses (other) incurred2022-12-31$58,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-668,980,826
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,024,256,798
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,447,733,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,826,611,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,317,221,430
Interest on participant loans2022-12-31$1,141,099
Interest earned on other investments2022-12-31$2,570,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$8,336,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$7,006,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$7,006,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$112,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$172,532,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$104,020,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-555,432,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,215,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$207,789,539
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$310,763,415
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$246,089,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$245,924,835
Expenses. Certain deemed distributions of participant loans2021-12-31$140,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,705,883
Value of total assets at end of year2021-12-31$2,447,733,424
Value of total assets at beginning of year2021-12-31$2,383,059,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,372
Total interest from all sources2021-12-31$2,943,606
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$114,603,553
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$114,603,553
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$19,485,029
Participant contributions at beginning of year2021-12-31$24,467,556
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,705,883
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
Administrative expenses (other) incurred2021-12-31$23,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$64,674,413
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,447,733,424
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,383,059,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,317,221,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,232,705,587
Interest on participant loans2021-12-31$1,430,408
Interest earned on other investments2021-12-31$1,951,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$7,006,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$125,281,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$125,281,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-438,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$104,020,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$604,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$191,510,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$245,924,835
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$341,748,295
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$253,667,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$252,413,770
Expenses. Certain deemed distributions of participant loans2020-12-31$196,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$298,309
Value of total assets at end of year2020-12-31$2,383,059,011
Value of total assets at beginning of year2020-12-31$2,294,978,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,056,892
Total interest from all sources2020-12-31$1,765,884
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$116,870,801
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$116,870,801
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$24,467,556
Participant contributions at beginning of year2020-12-31$33,282,209
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$298,309
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
Administrative expenses (other) incurred2020-12-31$1,048,474
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$88,080,669
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,383,059,011
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,294,978,342
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
Investment advisory and management fees2020-12-31$8,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,232,705,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,144,862,666
Interest on participant loans2020-12-31$1,784,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$125,281,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$115,340,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$115,340,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-18,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$604,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,493,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$222,813,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$252,413,770
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$101,695,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$50
Total income from all sources (including contributions)2019-12-31$440,567,569
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$235,752,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$234,135,998
Expenses. Certain deemed distributions of participant loans2019-12-31$274,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$789,636
Value of total assets at end of year2019-12-31$2,294,978,342
Value of total assets at beginning of year2019-12-31$1,988,467,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,341,652
Total interest from all sources2019-12-31$3,740,524
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$111,711,679
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$111,711,679
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Participant contributions at end of year2019-12-31$33,282,209
Participant contributions at beginning of year2019-12-31$35,834,149
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$789,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$50
Administrative expenses (other) incurred2019-12-31$1,341,652
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$204,815,343
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,294,978,342
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,988,467,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,144,862,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,896,412,845
Interest on participant loans2019-12-31$2,080,461
Interest earned on other investments2019-12-31$98,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$115,340,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$56,220,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$56,220,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,561,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,493,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$324,325,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$234,135,998
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$90,945,539
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$50
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$50
Total income from all sources (including contributions)2018-12-31$-124,816,367
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$208,268,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$209,999,579
Expenses. Certain deemed distributions of participant loans2018-12-31$350,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$848,198
Value of total assets at end of year2018-12-31$1,988,467,793
Value of total assets at beginning of year2018-12-31$2,230,606,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$-2,081,586
Total interest from all sources2018-12-31$3,176,777
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$120,601,706
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$120,601,706
Administrative expenses professional fees incurred2018-12-31$3,953
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$35,834,149
Participant contributions at beginning of year2018-12-31$39,998,004
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$848,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$50
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$50
Administrative expenses (other) incurred2018-12-31$-2,085,539
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$-333,084,543
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,988,467,743
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,230,606,747
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$1,896,412,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,069,613,257
Interest on participant loans2018-12-31$1,888,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$56,220,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$120,995,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$120,995,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,287,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-249,443,048
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$209,999,579
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 name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$5,581,114
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$50
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$37
Total income from all sources (including contributions)2017-12-31$368,345,863
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$241,550,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$239,673,929
Expenses. Certain deemed distributions of participant loans2017-12-31$412,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$884,349
Value of total assets at end of year2017-12-31$2,230,606,797
Value of total assets at beginning of year2017-12-31$2,098,230,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,464,209
Total interest from all sources2017-12-31$2,248,608
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$111,022,964
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$111,022,964
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$39,998,004
Participant contributions at beginning of year2017-12-31$46,628,871
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$884,349
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$50
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$37
Other income not declared elsewhere2017-12-31$3,108,133
Administrative expenses (other) incurred2017-12-31$1,464,209
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$126,795,399
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,230,606,747
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,098,230,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,069,613,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,915,324,738
Interest on participant loans2017-12-31$2,007,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$120,995,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$136,276,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$136,276,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$240,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$251,081,809
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$239,673,929
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 name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$126,351,888
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$37
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$154
Total income from all sources (including contributions)2016-12-31$160,575,011
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$225,799,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$223,863,922
Expenses. Certain deemed distributions of participant loans2016-12-31$282,362
Value of total corrective distributions2016-12-31$5,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$127,579
Value of total assets at end of year2016-12-31$2,098,230,271
Value of total assets at beginning of year2016-12-31$2,037,103,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,647,568
Total interest from all sources2016-12-31$2,183,243
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$62,009,896
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$62,009,896
Administrative expenses professional fees incurred2016-12-31$14,039
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$46,628,871
Participant contributions at beginning of year2016-12-31$49,320,546
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$127,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$37
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$154
Other income not declared elsewhere2016-12-31$2,599,386
Administrative expenses (other) incurred2016-12-31$1,633,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-65,224,657
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,098,230,234
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,037,103,003
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$1,915,324,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,847,465,663
Interest on participant loans2016-12-31$2,178,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$136,276,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$140,316,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$140,316,948
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$93,654,907
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$223,863,922
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 name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$394,131,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$154
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$114
Total income from all sources (including contributions)2015-12-31$8,376,779
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$252,120,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$251,595,905
Expenses. Certain deemed distributions of participant loans2015-12-31$746,907
Value of total corrective distributions2015-12-31$106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$504,830
Value of total assets at end of year2015-12-31$2,037,103,157
Value of total assets at beginning of year2015-12-31$1,886,714,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$-222,820
Total interest from all sources2015-12-31$2,480,307
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$95,663,993
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$95,663,993
Administrative expenses professional fees incurred2015-12-31$130,463
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,356
Participant contributions at end of year2015-12-31$49,320,546
Participant contributions at beginning of year2015-12-31$34,408,619
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$495,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$114
Administrative expenses (other) incurred2015-12-31$-407,991
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$5,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-243,743,319
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,037,103,003
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,886,714,862
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
Investment advisory and management fees2015-12-31$54,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,847,465,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,769,492,496
Interest on participant loans2015-12-31$2,451,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$140,316,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$82,808,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$82,808,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$28,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-90,272,351
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$251,595,905
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 name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$562,730,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$64
Total income from all sources (including contributions)2014-12-31$97,188,318
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$203,622,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$202,617,335
Expenses. Certain deemed distributions of participant loans2014-12-31$167,121
Value of total corrective distributions2014-12-31$16,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,790,840
Value of total assets at end of year2014-12-31$1,886,714,976
Value of total assets at beginning of year2014-12-31$1,430,418,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$821,756
Total interest from all sources2014-12-31$890,130
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$127,762,814
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$127,762,814
Administrative expenses professional fees incurred2014-12-31$41,775
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$852,628
Participant contributions at end of year2014-12-31$34,408,619
Participant contributions at beginning of year2014-12-31$24,958,818
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$938,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$64
Administrative expenses (other) incurred2014-12-31$779,981
Total non interest bearing cash at end of year2014-12-31$5,379
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-106,433,929
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,886,714,862
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,430,418,682
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$1,769,492,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,346,220,196
Interest on participant loans2014-12-31$1,232,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$82,808,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$59,239,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$59,239,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-342,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-33,255,466
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$202,617,335
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 name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$2,934,298
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$64
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$410,016,399
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$132,406,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$130,442,021
Expenses. Certain deemed distributions of participant loans2013-12-31$104,901
Value of total corrective distributions2013-12-31$62,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$184,683,731
Value of total assets at end of year2013-12-31$1,430,418,746
Value of total assets at beginning of year2013-12-31$1,149,874,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,797,711
Total interest from all sources2013-12-31$933,295
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$38,799,451
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$38,799,451
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$171,008,693
Participant contributions at end of year2013-12-31$24,958,818
Participant contributions at beginning of year2013-12-31$20,494,857
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,674,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$64
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$1,797,711
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$23,184
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$277,609,514
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,430,418,682
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,149,874,870
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$1,346,220,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,073,807,049
Interest on participant loans2013-12-31$923,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$59,239,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$55,549,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$55,549,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$9,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$185,599,922
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$470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$130,442,021
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$191,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$314,517,414
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$76,994,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$75,677,909
Expenses. Certain deemed distributions of participant loans2012-12-31$42,955
Value of total corrective distributions2012-12-31$17,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$190,211,569
Value of total assets at end of year2012-12-31$1,149,874,870
Value of total assets at beginning of year2012-12-31$912,160,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,256,040
Total interest from all sources2012-12-31$795,165
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$35,061,946
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$35,061,946
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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$164,568,484
Participant contributions at end of year2012-12-31$20,494,857
Participant contributions at beginning of year2012-12-31$16,830,092
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$25,643,085
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$64,173
Administrative expenses (other) incurred2012-12-31$1,256,040
Total non interest bearing cash at end of year2012-12-31$23,184
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$237,522,877
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,149,874,870
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$912,160,367
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$1,073,807,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$853,940,533
Interest on participant loans2012-12-31$755,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$55,549,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$41,389,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$41,389,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$39,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$88,448,734
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$75,613,736
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 name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$808,114,762
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$163,963,249
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$59,917,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$59,221,783
Expenses. Certain deemed distributions of participant loans2011-12-31$46,189
Value of total corrective distributions2011-12-31$9,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$185,991,423
Value of total assets at end of year2011-12-31$912,160,367
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$640,415
Total interest from all sources2011-12-31$686,523
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$28,612,129
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$28,612,129
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$142,814,088
Participant contributions at end of year2011-12-31$16,830,092
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$43,177,335
Administrative expenses (other) incurred2011-12-31$640,415
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$104,045,605
Value of net assets at end of year (total assets less liabilities)2011-12-31$912,160,367
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
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$853,940,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$670,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$41,389,742
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$16,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-51,326,826
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$59,221,783
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596

Form 5500 Responses for COMMONSPIRIT HEALTH ERISA 403(B) PLAN

2022: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMONSPIRIT HEALTH ERISA 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number666435
Policy instance 1
Insurance contract or identification number666435
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,885
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 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
Commission paid to Insurance BrokerUSD $2,885
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number24012
Policy instance 2
Insurance contract or identification number24012
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6024
Policy instance 3
Insurance contract or identification numberVF6024
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02661
Policy instance 4
Insurance contract or identification numberCR02661
Number of Individuals Covered191
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $21,445
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 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
Commission paid to Insurance BrokerUSD $21,445
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR13978
Policy instance 5
Insurance contract or identification numberCR13978
Number of Individuals Covered351
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $77,194
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $77,194
Insurance broker organization code?4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number666213
Policy instance 1
Insurance contract or identification number666213
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number24012
Policy instance 2
Insurance contract or identification number24012
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number666213
Policy instance 1
Insurance contract or identification number666213
Number of Individuals Covered55
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ213
Policy instance 1
Insurance contract or identification numberVFZ213
Number of Individuals Covered93
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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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