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MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 401k Plan overview

Plan NameMT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN
Plan identification number 004

MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

MT. WASHINGTON PEDIATRIC HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:MT. WASHINGTON PEDIATRIC HOSPITAL, INC.
Employer identification number (EIN):520591483
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042021-07-01
0042020-07-01
0042019-07-01
0042019-07-01
0042018-07-01
0042017-07-01
0042016-07-01THOMAS J. ELLIS THOMAS J. ELLIS2018-04-17
0042015-07-01THOMAS J. ELLIS THOMAS J. ELLIS2017-03-10
0042014-07-01THOMAS J. ELLIS THOMAS J. ELLIS2016-03-15
0042013-07-01THOMAS ELLIS THOMAS ELLIS2015-02-02
0042012-07-01THOMAS J ELLIS THOMAS J ELLIS2014-04-11
0042011-07-01THOMAS J. ELLIS THOMAS J. ELLIS2013-04-01
0042010-07-01THOMAS ELLIS
0042009-07-01THOMAS J. ELLIS THOMAS J. ELLIS2011-04-15

Plan Statistics for MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN

401k plan membership statisitcs for MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN

Measure Date Value
2021: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01935
Total number of active participants reported on line 7a of the Form 55002021-07-01663
Number of retired or separated participants receiving benefits2021-07-012
Number of other retired or separated participants entitled to future benefits2021-07-01304
Total of all active and inactive participants2021-07-01969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01969
Number of participants with account balances2021-07-01969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0134
2020: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01935
Total number of active participants reported on line 7a of the Form 55002020-07-01684
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-01249
Total of all active and inactive participants2020-07-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01935
Number of participants with account balances2020-07-01935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0119
2019: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01865
Total number of active participants reported on line 7a of the Form 55002019-07-01706
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-01228
Total of all active and inactive participants2019-07-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01935
Number of participants with account balances2019-07-01935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0120
2018: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01847
Total number of active participants reported on line 7a of the Form 55002018-07-01672
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-01192
Total of all active and inactive participants2018-07-01865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01865
Number of participants with account balances2018-07-01865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01642
Total number of active participants reported on line 7a of the Form 55002017-07-01626
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-01220
Total of all active and inactive participants2017-07-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01847
Number of participants with account balances2017-07-01781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01618
Total number of active participants reported on line 7a of the Form 55002016-07-01462
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01180
Total of all active and inactive participants2016-07-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01642
Number of participants with account balances2016-07-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01779
Total number of active participants reported on line 7a of the Form 55002015-07-01423
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01195
Total of all active and inactive participants2015-07-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01618
Number of participants with account balances2015-07-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01596
Total number of active participants reported on line 7a of the Form 55002014-07-01593
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01186
Total of all active and inactive participants2014-07-01779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01779
Number of participants with account balances2014-07-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01668
Total number of active participants reported on line 7a of the Form 55002013-07-01418
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01178
Total of all active and inactive participants2013-07-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01596
Number of participants with account balances2013-07-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01801
Total number of active participants reported on line 7a of the Form 55002012-07-01422
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01246
Total of all active and inactive participants2012-07-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01668
Number of participants with account balances2012-07-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01839
Total number of active participants reported on line 7a of the Form 55002011-07-01564
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01236
Total of all active and inactive participants2011-07-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01801
Number of participants with account balances2011-07-01641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0166
2010: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01837
Total number of active participants reported on line 7a of the Form 55002010-07-01596
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01242
Total of all active and inactive participants2010-07-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01839
Number of participants with account balances2010-07-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0173
2009: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01827
Total number of active participants reported on line 7a of the Form 55002009-07-01600
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01236
Total of all active and inactive participants2009-07-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01837
Number of participants with account balances2009-07-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0182

Financial Data on MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN

Measure Date Value
2022 : MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-2,617,268
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$3,231,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$3,197,750
Expenses. Certain deemed distributions of participant loans2022-06-30$-907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,708,693
Value of total assets at end of year2022-06-30$30,526,496
Value of total assets at beginning of year2022-06-30$36,375,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$34,566
Total interest from all sources2022-06-30$94,058
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$279,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$279,848
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$7,500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$2,011,938
Participant contributions at end of year2022-06-30$172,004
Participant contributions at beginning of year2022-06-30$146,852
Assets. Other investments not covered elsewhere at end of year2022-06-30$6,704,131
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$6,720,967
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$124,934
Other income not declared elsewhere2022-06-30$35,681
Administrative expenses (other) incurred2022-06-30$34,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-5,848,677
Value of net assets at end of year (total assets less liabilities)2022-06-30$30,526,496
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$36,375,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$23,376,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$29,204,148
Value of interest in pooled separate accounts at end of year2022-06-30$273,720
Value of interest in pooled separate accounts at beginning of year2022-06-30$303,206
Interest on participant loans2022-06-30$7,702
Interest earned on other investments2022-06-30$86,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-5,691,876
Net investment gain/loss from pooled separate accounts2022-06-30$-43,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$571,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$3,197,750
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-06-30410746749
2021 : MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$10,359,713
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,296,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,268,396
Expenses. Certain deemed distributions of participant loans2021-06-30$8,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,550,520
Value of total assets at end of year2021-06-30$36,375,173
Value of total assets at beginning of year2021-06-30$27,311,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$19,176
Total interest from all sources2021-06-30$103,389
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$149,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$149,559
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$7,500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,822,346
Participant contributions at end of year2021-06-30$146,852
Participant contributions at beginning of year2021-06-30$120,713
Assets. Other investments not covered elsewhere at end of year2021-06-30$6,720,967
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$6,411,191
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$168,687
Other income not declared elsewhere2021-06-30$28,049
Administrative expenses (other) incurred2021-06-30$19,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$9,063,194
Value of net assets at end of year (total assets less liabilities)2021-06-30$36,375,173
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$27,311,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$29,204,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$20,549,495
Value of interest in pooled separate accounts at end of year2021-06-30$303,206
Value of interest in pooled separate accounts at beginning of year2021-06-30$230,580
Interest on participant loans2021-06-30$8,597
Interest earned on other investments2021-06-30$94,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$7,473,607
Net investment gain/loss from pooled separate accounts2021-06-30$54,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$559,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,268,396
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-06-30410746749
2020 : MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$3,365,755
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,607,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,594,535
Expenses. Certain deemed distributions of participant loans2020-06-30$4,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,418,262
Value of total assets at end of year2020-06-30$27,311,979
Value of total assets at beginning of year2020-06-30$25,553,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$8,511
Total interest from all sources2020-06-30$118,279
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$215,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$215,060
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$7,500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,789,882
Participant contributions at end of year2020-06-30$120,713
Participant contributions at beginning of year2020-06-30$141,601
Assets. Other investments not covered elsewhere at end of year2020-06-30$6,411,191
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$6,030,478
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$80,721
Other income not declared elsewhere2020-06-30$33,039
Administrative expenses (other) incurred2020-06-30$8,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,758,238
Value of net assets at end of year (total assets less liabilities)2020-06-30$27,311,979
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$25,553,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$20,549,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$19,172,715
Value of interest in pooled separate accounts at end of year2020-06-30$230,580
Value of interest in pooled separate accounts at beginning of year2020-06-30$208,947
Interest on participant loans2020-06-30$8,238
Interest earned on other investments2020-06-30$110,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$577,366
Net investment gain/loss from pooled separate accounts2020-06-30$3,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$547,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,594,535
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-06-30410746749
2019 : MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$3,432,457
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,170,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,137,001
Expenses. Certain deemed distributions of participant loans2019-06-30$28,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,014,281
Value of total assets at end of year2019-06-30$25,553,741
Value of total assets at beginning of year2019-06-30$23,292,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$5,365
Total interest from all sources2019-06-30$111,620
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$206,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$206,619
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$7,500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,581,613
Participant contributions at end of year2019-06-30$141,601
Participant contributions at beginning of year2019-06-30$193,686
Assets. Other investments not covered elsewhere at end of year2019-06-30$6,030,478
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$5,583,816
Other income not declared elsewhere2019-06-30$21,372
Administrative expenses (other) incurred2019-06-30$5,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,261,557
Value of net assets at end of year (total assets less liabilities)2019-06-30$25,553,741
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$23,292,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$19,172,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$17,509,690
Value of interest in pooled separate accounts at end of year2019-06-30$208,947
Value of interest in pooled separate accounts at beginning of year2019-06-30$4,992
Interest on participant loans2019-06-30$8,105
Interest earned on other investments2019-06-30$103,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,067,834
Net investment gain/loss from pooled separate accounts2019-06-30$10,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$432,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,137,001
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-06-30410746749
2018 : MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$3,682,072
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,294,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,220,808
Expenses. Certain deemed distributions of participant loans2018-06-30$28,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,762,483
Value of total assets at end of year2018-06-30$23,292,184
Value of total assets at beginning of year2018-06-30$20,904,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$44,384
Total interest from all sources2018-06-30$98,553
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$140,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$140,786
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$7,500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,373,073
Participant contributions at end of year2018-06-30$193,686
Participant contributions at beginning of year2018-06-30$274,268
Assets. Other investments not covered elsewhere at end of year2018-06-30$5,583,816
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$5,452,491
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$29,781
Other income not declared elsewhere2018-06-30$60,827
Administrative expenses (other) incurred2018-06-30$44,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,387,990
Value of net assets at end of year (total assets less liabilities)2018-06-30$23,292,184
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$20,904,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$17,509,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$15,176,880
Value of interest in pooled separate accounts at end of year2018-06-30$4,992
Value of interest in pooled separate accounts at beginning of year2018-06-30$555
Interest on participant loans2018-06-30$14,068
Interest earned on other investments2018-06-30$84,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,619,332
Net investment gain/loss from pooled separate accounts2018-06-30$91
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$359,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,220,808
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-06-30410746749
2017 : MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$3,988,145
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$719,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$695,132
Expenses. Certain deemed distributions of participant loans2017-06-30$17,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,610,191
Value of total assets at end of year2017-06-30$20,904,194
Value of total assets at beginning of year2017-06-30$17,635,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$6,537
Total interest from all sources2017-06-30$89,350
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$140,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$140,863
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$7,500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,293,529
Participant contributions at end of year2017-06-30$274,268
Participant contributions at beginning of year2017-06-30$222,271
Assets. Other investments not covered elsewhere at end of year2017-06-30$5,452,491
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$5,285,380
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$968
Other income not declared elsewhere2017-06-30$25,096
Administrative expenses (other) incurred2017-06-30$6,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,268,936
Value of net assets at end of year (total assets less liabilities)2017-06-30$20,904,194
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$17,635,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$15,176,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$12,127,607
Value of interest in pooled separate accounts at end of year2017-06-30$555
Interest on participant loans2017-06-30$11,280
Interest earned on other investments2017-06-30$78,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,122,640
Net investment gain/loss from pooled separate accounts2017-06-30$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$315,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$695,132
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-06-30410746749
2016 : MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,588,043
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$2,050,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,056,718
Expenses. Certain deemed distributions of participant loans2016-06-30$-20,139
Value of total corrective distributions2016-06-30$4,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,626,252
Value of total assets at end of year2016-06-30$17,635,258
Value of total assets at beginning of year2016-06-30$18,098,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$10,190
Total interest from all sources2016-06-30$91,742
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$113,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$113,450
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$7,500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,280,100
Participant contributions at end of year2016-06-30$222,271
Participant contributions at beginning of year2016-06-30$193,821
Assets. Other investments not covered elsewhere at end of year2016-06-30$5,285,380
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$5,462,953
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$35,494
Other income not declared elsewhere2016-06-30$-4,368
Administrative expenses (other) incurred2016-06-30$10,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-462,868
Value of net assets at end of year (total assets less liabilities)2016-06-30$17,635,258
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$18,098,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$12,127,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$12,441,352
Interest on participant loans2016-06-30$8,980
Interest earned on other investments2016-06-30$82,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-239,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$310,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,056,718
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-06-30410746749
2015 : MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,352,875
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,941,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,900,326
Expenses. Certain deemed distributions of participant loans2015-06-30$27,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,678,322
Value of total assets at end of year2015-06-30$18,098,126
Value of total assets at beginning of year2015-06-30$17,686,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$13,123
Total interest from all sources2015-06-30$97,626
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$126,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$126,940
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$7,500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,240,590
Participant contributions at end of year2015-06-30$193,821
Participant contributions at beginning of year2015-06-30$101,783
Assets. Other investments not covered elsewhere at end of year2015-06-30$5,462,953
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$5,634,380
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$107,271
Other income not declared elsewhere2015-06-30$15,519
Administrative expenses (other) incurred2015-06-30$13,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$411,577
Value of net assets at end of year (total assets less liabilities)2015-06-30$18,098,126
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$17,686,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$12,441,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$11,950,386
Interest on participant loans2015-06-30$7,008
Interest earned on other investments2015-06-30$90,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$434,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$330,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,900,326
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-06-30410746749
2014 : MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$3,351,296
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$616,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$574,382
Expenses. Certain deemed distributions of participant loans2014-06-30$31,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,222,656
Value of total assets at end of year2014-06-30$17,686,549
Value of total assets at beginning of year2014-06-30$14,951,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$10,327
Total interest from all sources2014-06-30$103,198
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$113,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$113,215
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$7,500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,176,105
Participant contributions at end of year2014-06-30$101,783
Participant contributions at beginning of year2014-06-30$88,488
Assets. Other investments not covered elsewhere at end of year2014-06-30$5,634,380
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$5,365,057
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$46,551
Other income not declared elsewhere2014-06-30$20,707
Administrative expenses (other) incurred2014-06-30$10,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,734,965
Value of net assets at end of year (total assets less liabilities)2014-06-30$17,686,549
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$14,951,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$11,950,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$9,211,577
Interest on participant loans2014-06-30$4,525
Interest earned on other investments2014-06-30$98,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,891,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$286,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$574,382
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLIFTONLARSONALLEN,LLP
Accountancy firm EIN2014-06-30410746749
2013 : MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$12,661
Total income from all sources (including contributions)2013-06-30$2,920,014
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,293,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,292,172
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,362,340
Value of total assets at end of year2013-06-30$14,951,584
Value of total assets at beginning of year2013-06-30$13,337,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$982
Total interest from all sources2013-06-30$37,730
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$1,216,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$1,216,218
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$7,500,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,052,180
Participant contributions at end of year2013-06-30$88,488
Participant contributions at beginning of year2013-06-30$78,483
Assets. Other investments not covered elsewhere at end of year2013-06-30$5,365,057
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$23,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$18,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$12,661
Other income not declared elsewhere2013-06-30$-23,049
Administrative expenses (other) incurred2013-06-30$982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,626,860
Value of net assets at end of year (total assets less liabilities)2013-06-30$14,951,584
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$13,324,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$9,211,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$7,804,619
Interest on participant loans2013-06-30$12,433
Interest earned on other investments2013-06-30$25,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$7,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$7,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$5,129,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$326,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$286,462
Employer contributions (assets) at end of year2013-06-30$286,462
Employer contributions (assets) at beginning of year2013-06-30$299,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,292,172
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-06-30410746749
2012 : MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$12,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$14,677
Total income from all sources (including contributions)2012-06-30$1,408,424
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$766,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$737,027
Expenses. Certain deemed distributions of participant loans2012-06-30$28,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,295,005
Value of total assets at end of year2012-06-30$13,337,385
Value of total assets at beginning of year2012-06-30$12,697,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$868
Total interest from all sources2012-06-30$1,740
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$344,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$344,629
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$7,500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$993,045
Participant contributions at end of year2012-06-30$78,483
Participant contributions at beginning of year2012-06-30$104,023
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$2,684
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$18,092
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$13,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$12,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$14,677
Other income not declared elsewhere2012-06-30$663
Total non interest bearing cash at end of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$642,305
Value of net assets at end of year (total assets less liabilities)2012-06-30$13,324,724
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$12,682,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$7,804,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$7,394,228
Interest on participant loans2012-06-30$1,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$7,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$16,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$16,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$5,129,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$4,901,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-259,948
Net investment gain/loss from pooled separate accounts2012-06-30$26,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$299,276
Employer contributions (assets) at end of year2012-06-30$299,276
Employer contributions (assets) at beginning of year2012-06-30$266,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$737,027
Contract administrator fees2012-06-30$868
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30Yes
Liabilities. Value of benefit claims payable at end of year2012-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-06-30410746749
2011 : MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$14,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$14,771
Total income from all sources (including contributions)2011-06-30$2,894,139
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$592,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$506,197
Expenses. Certain deemed distributions of participant loans2011-06-30$85,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,285,796
Value of total assets at end of year2011-06-30$12,697,096
Value of total assets at beginning of year2011-06-30$10,395,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$945
Total interest from all sources2011-06-30$1,940
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$285,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$285,455
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$7,500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$971,413
Participant contributions at end of year2011-06-30$104,023
Participant contributions at beginning of year2011-06-30$124,583
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$47,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$13,879
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$14,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$14,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$13,841
Other income not declared elsewhere2011-06-30$19,433
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$4,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,301,554
Value of net assets at end of year (total assets less liabilities)2011-06-30$12,682,419
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$10,380,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$7,394,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$5,456,146
Interest on participant loans2011-06-30$1,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$16,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$6,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$6,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$4,901,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$4,577,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,162,603
Net investment gain/loss from pooled separate accounts2011-06-30$138,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$266,731
Employer contributions (assets) at end of year2011-06-30$266,991
Employer contributions (assets) at beginning of year2011-06-30$211,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$506,197
Contract administrator fees2011-06-30$945
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Liabilities. Value of benefit claims payable at end of year2011-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$930
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-06-30410746749

Form 5500 Responses for MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN

2021: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074064
Policy instance 1
Insurance contract or identification number074064
Number of Individuals Covered969
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074064
Policy instance 1
Insurance contract or identification number074064
Number of Individuals Covered935
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074064
Policy instance 1
Insurance contract or identification number074064
Number of Individuals Covered935
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074064
Policy instance 1
Insurance contract or identification number074064
Number of Individuals Covered865
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074064
Policy instance 1
Insurance contract or identification number074064
Number of Individuals Covered847
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892312007
Policy instance 1
Insurance contract or identification number892312007
Number of Individuals Covered0
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892312007
Policy instance 1
Insurance contract or identification number892312007
Number of Individuals Covered626
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892312007
Policy instance 1
Insurance contract or identification number892312007
Number of Individuals Covered557
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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