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RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameRIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN
Plan identification number 004

RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:RIVERSIDE HEALTH SYSTEM
Employer identification number (EIN):521241840
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about RIVERSIDE HEALTH SYSTEM

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1982-01-12
Company Identification Number: 0225746
Legal Registered Office Address: 701 TOWN CENTER DRIVE SUITE 1000
701 TOWN CENTER DR, STE 1000
NEWPORT NEWS
United States of America (USA)
23606

More information about RIVERSIDE HEALTH SYSTEM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01JAIME COOK
0042016-01-01JAIME COOK
0042015-01-01JAIME COOK
0042014-01-01JAIME COOK
0042013-01-01NANCY HICKS
0042012-01-01NANCY HICKS
0042011-01-01NANCY HICKS

Plan Statistics for RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN

401k plan membership statisitcs for RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN

Measure Date Value
2022: RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111,479
Total number of active participants reported on line 7a of the Form 55002022-01-019,363
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-012,647
Total of all active and inactive participants2022-01-0112,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-0112,037
Number of participants with account balances2022-01-018,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0166
2021: RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111,656
Total number of active participants reported on line 7a of the Form 55002021-01-018,812
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-012,662
Total of all active and inactive participants2021-01-0111,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0113
Total participants2021-01-0111,496
Number of participants with account balances2021-01-017,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0174
2020: RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111,854
Total number of active participants reported on line 7a of the Form 55002020-01-019,382
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-012,246
Total of all active and inactive participants2020-01-0111,638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-0111,642
Number of participants with account balances2020-01-018,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0171
2019: RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110,611
Total number of active participants reported on line 7a of the Form 55002019-01-019,445
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-012,187
Total of all active and inactive participants2019-01-0111,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111,645
Number of participants with account balances2019-01-017,972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0180
2018: RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113,858
Total number of active participants reported on line 7a of the Form 55002018-01-018,868
Number of retired or separated participants receiving benefits2018-01-0143
Number of other retired or separated participants entitled to future benefits2018-01-011,741
Total of all active and inactive participants2018-01-0110,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0141
Total participants2018-01-0110,693
Number of participants with account balances2018-01-018,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01225
2017: RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,382
Total number of active participants reported on line 7a of the Form 55002017-01-019,813
Number of retired or separated participants receiving benefits2017-01-0139
Number of other retired or separated participants entitled to future benefits2017-01-013,983
Total of all active and inactive participants2017-01-0113,835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0123
Total participants2017-01-0113,858
Number of participants with account balances2017-01-0110,834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0192
2016: RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113,849
Total number of active participants reported on line 7a of the Form 55002016-01-019,914
Number of retired or separated participants receiving benefits2016-01-0120
Number of other retired or separated participants entitled to future benefits2016-01-013,421
Total of all active and inactive participants2016-01-0113,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0123
Total participants2016-01-0113,378
Number of participants with account balances2016-01-0110,810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01333
2015: RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112,217
Total number of active participants reported on line 7a of the Form 55002015-01-0111,055
Number of retired or separated participants receiving benefits2015-01-0122
Number of other retired or separated participants entitled to future benefits2015-01-012,705
Total of all active and inactive participants2015-01-0113,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0121
Total participants2015-01-0113,803
Number of participants with account balances2015-01-0110,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01285
2014: RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,472
Total number of active participants reported on line 7a of the Form 55002014-01-019,695
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-012,486
Total of all active and inactive participants2014-01-0112,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-0112,216
Number of participants with account balances2014-01-019,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0182
2013: RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110,095
Total number of active participants reported on line 7a of the Form 55002013-01-019,546
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-011,905
Total of all active and inactive participants2013-01-0111,459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-0111,470
Number of participants with account balances2013-01-018,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01337
2012: RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,630
Total number of active participants reported on line 7a of the Form 55002012-01-018,853
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-011,225
Total of all active and inactive participants2012-01-0110,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-0110,094
Number of participants with account balances2012-01-016,880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01285
2011: RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,331
Total number of active participants reported on line 7a of the Form 55002011-01-014,007
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-01610
Total of all active and inactive participants2011-01-014,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-014,629
Number of participants with account balances2011-01-012,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01232

Financial Data on RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN

Measure Date Value
2022 : RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-23,782,836
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$21,973,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,379,640
Expenses. Certain deemed distributions of participant loans2022-12-31$-19,628
Value of total corrective distributions2022-12-31$25,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$40,344,094
Value of total assets at end of year2022-12-31$313,978,231
Value of total assets at beginning of year2022-12-31$359,734,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$587,776
Total interest from all sources2022-12-31$421,031
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,415,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,415,561
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$36,983,143
Participant contributions at end of year2022-12-31$4,444,815
Participant contributions at beginning of year2022-12-31$3,865,345
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,524,154
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,972,430
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,745,163
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,517
Other income not declared elsewhere2022-12-31$-833,775
Administrative expenses (other) incurred2022-12-31$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-45,756,350
Value of net assets at end of year (total assets less liabilities)2022-12-31$313,978,231
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$359,734,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$290,856,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$337,376,592
Interest on participant loans2022-12-31$186,640
Interest earned on other investments2022-12-31$234,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,153,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,520,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-69,129,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$615,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,378,123
Contract administrator fees2022-12-31$587,745
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PBMARES, LLP
Accountancy firm EIN2022-12-31540737372
2021 : RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$80,386,636
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$28,159,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$27,422,236
Expenses. Certain deemed distributions of participant loans2021-12-31$-10,806
Value of total corrective distributions2021-12-31$11,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$38,865,878
Value of total assets at end of year2021-12-31$359,734,581
Value of total assets at beginning of year2021-12-31$307,507,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$736,313
Total interest from all sources2021-12-31$389,211
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,510,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,510,243
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$34,338,906
Participant contributions at end of year2021-12-31$3,865,345
Participant contributions at beginning of year2021-12-31$3,376,099
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,972,430
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,240,480
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,827,860
Other income not declared elsewhere2021-12-31$738,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$52,226,935
Value of net assets at end of year (total assets less liabilities)2021-12-31$359,734,581
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$307,507,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$66,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$337,376,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$287,100,895
Interest on participant loans2021-12-31$176,164
Interest earned on other investments2021-12-31$213,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,520,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,790,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$34,882,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$699,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$27,422,236
Contract administrator fees2021-12-31$669,621
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PBMARES, LLP
Accountancy firm EIN2021-12-31540737372
2020 : RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$81,862,903
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$17,481,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$16,526,410
Expenses. Certain deemed distributions of participant loans2020-12-31$389,342
Value of total corrective distributions2020-12-31$6,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$36,019,684
Value of total assets at end of year2020-12-31$307,507,646
Value of total assets at beginning of year2020-12-31$243,125,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$558,990
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$160,271
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,975,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,975,845
Administrative expenses professional fees incurred2020-12-31$14,414
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$31,892,986
Participant contributions at end of year2020-12-31$3,376,099
Participant contributions at beginning of year2020-12-31$2,927,022
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$936,388
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,240,480
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,034,282
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,453,110
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$2,256
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$64,381,867
Value of net assets at end of year (total assets less liabilities)2020-12-31$307,507,646
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$243,125,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$18,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$287,100,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$226,065,983
Interest on participant loans2020-12-31$160,271
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,790,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,152,604
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$41,707,103
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$673,588
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$9,500
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$16,524,154
Contract administrator fees2020-12-31$526,339
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HANTZMON WIEBEL, LLP
Accountancy firm EIN2020-12-31540618213
2019 : RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$72,838,567
Total income from all sources (including contributions)2019-12-31$72,838,567
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,532,092
Total of all expenses incurred2019-12-31$17,532,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,471,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,471,334
Expenses. Certain deemed distributions of participant loans2019-12-31$427,574
Expenses. Certain deemed distributions of participant loans2019-12-31$427,574
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$31,421,042
Value of total assets at end of year2019-12-31$243,125,779
Value of total assets at end of year2019-12-31$243,125,779
Value of total assets at beginning of year2019-12-31$187,819,304
Value of total assets at beginning of year2019-12-31$187,819,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$633,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$633,184
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$108,672
Total interest from all sources2019-12-31$108,672
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,563,950
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,563,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,563,950
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,563,950
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$29,099,660
Contributions received from participants2019-12-31$29,099,660
Participant contributions at end of year2019-12-31$2,927,022
Participant contributions at end of year2019-12-31$2,927,022
Participant contributions at beginning of year2019-12-31$2,442,598
Participant contributions at beginning of year2019-12-31$2,442,598
Participant contributions at end of year2019-12-31$936,388
Participant contributions at end of year2019-12-31$936,388
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,034,282
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,034,282
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,128,038
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,128,038
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,806,008
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,806,008
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$12,572
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$12,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$323,407
Other income not declared elsewhere2019-12-31$323,407
Administrative expenses (other) incurred2019-12-31$200
Administrative expenses (other) incurred2019-12-31$200
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$55,306,475
Value of net income/loss2019-12-31$55,306,475
Value of net assets at end of year (total assets less liabilities)2019-12-31$243,125,779
Value of net assets at end of year (total assets less liabilities)2019-12-31$243,125,779
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$187,819,304
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$187,819,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$53,789
Investment advisory and management fees2019-12-31$53,789
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$226,065,983
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$226,065,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$172,332,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$172,332,685
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,649,394
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,649,394
Interest on participant loans2019-12-31$80,285
Interest on participant loans2019-12-31$80,285
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$28,387
Interest earned on other investments2019-12-31$28,387
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,152,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,152,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,254,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,254,017
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$36,285,624
Net investment gain/loss from pooled separate accounts2019-12-31$135,872
Net investment gain/loss from pooled separate accounts2019-12-31$135,872
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$515,374
Contributions received in cash from employer2019-12-31$515,374
Employer contributions (assets) at end of year2019-12-31$9,500
Employer contributions (assets) at end of year2019-12-31$9,500
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,471,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,471,334
Contract administrator fees2019-12-31$579,195
Contract administrator fees2019-12-31$579,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HANTZMON WIEBEL LLP
Accountancy firm name2019-12-31HANTZMON WIEBEL LLP
Accountancy firm EIN2019-12-31540618213
Accountancy firm EIN2019-12-31540618213
2018 : RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$20,146,843
Total of all expenses incurred2018-12-31$20,805,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,772,503
Expenses. Certain deemed distributions of participant loans2018-12-31$326,182
Value of total corrective distributions2018-12-31$17,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$30,449,218
Value of total assets at end of year2018-12-31$187,819,304
Value of total assets at beginning of year2018-12-31$188,478,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$689,723
Total interest from all sources2018-12-31$82,370
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,877,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,877,263
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$26,890,423
Participant contributions at end of year2018-12-31$2,442,598
Participant contributions at beginning of year2018-12-31$2,107,182
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$831,343
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,128,038
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,140,638
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,978,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$12,572
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$10,492
Other income not declared elsewhere2018-12-31$-295,972
Administrative expenses (other) incurred2018-12-31$619,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-658,766
Value of net assets at end of year (total assets less liabilities)2018-12-31$187,819,304
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$188,478,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$69,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$172,332,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$173,017,182
Value of interest in pooled separate accounts at end of year2018-12-31$7,649,394
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,239,977
Interest on participant loans2018-12-31$53,692
Interest earned on other investments2018-12-31$28,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,254,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,118,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,084,691
Net investment gain/loss from pooled separate accounts2018-12-31$118,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$580,142
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$13,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,772,503
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$54,968,425
Total of all expenses incurred2017-12-31$13,889,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,051,861
Expenses. Certain deemed distributions of participant loans2017-12-31$318,005
Value of total corrective distributions2017-12-31$5,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$28,388,728
Value of total assets at end of year2017-12-31$188,478,070
Value of total assets at beginning of year2017-12-31$147,399,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$514,461
Total interest from all sources2017-12-31$68,076
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,953,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,953,918
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$26,755,848
Participant contributions at end of year2017-12-31$2,107,182
Participant contributions at beginning of year2017-12-31$1,893,374
Participant contributions at end of year2017-12-31$831,343
Participant contributions at beginning of year2017-12-31$789,134
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,140,638
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,229,419
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,095,999
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$10,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,005
Other income not declared elsewhere2017-12-31$450,653
Administrative expenses (other) incurred2017-12-31$499,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$41,078,444
Value of net assets at end of year (total assets less liabilities)2017-12-31$188,478,070
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$147,399,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$14,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$173,017,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$133,601,657
Value of interest in pooled separate accounts at end of year2017-12-31$7,239,977
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,510,892
Interest on participant loans2017-12-31$37,051
Interest earned on other investments2017-12-31$31,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,118,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,351,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,005,985
Net investment gain/loss from pooled separate accounts2017-12-31$101,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$536,881
Employer contributions (assets) at end of year2017-12-31$13,093
Employer contributions (assets) at beginning of year2017-12-31$16,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,051,861
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$92,090
Total income from all sources (including contributions)2016-12-31$39,960,918
Total of all expenses incurred2016-12-31$10,016,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,211,580
Expenses. Certain deemed distributions of participant loans2016-12-31$324,222
Value of total corrective distributions2016-12-31$942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$29,675,324
Value of total assets at end of year2016-12-31$147,399,626
Value of total assets at beginning of year2016-12-31$117,362,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$479,463
Total interest from all sources2016-12-31$62,457
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,881,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,881,203
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$25,674,942
Participant contributions at end of year2016-12-31$1,893,374
Participant contributions at beginning of year2016-12-31$1,525,170
Participant contributions at end of year2016-12-31$789,134
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,229,419
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,629,492
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,153,533
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,005
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,688
Other income not declared elsewhere2016-12-31$276,108
Administrative expenses (other) incurred2016-12-31$449,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$29,944,711
Value of net assets at end of year (total assets less liabilities)2016-12-31$147,399,626
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$117,362,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$29,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$133,601,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$106,447,638
Value of interest in pooled separate accounts at end of year2016-12-31$6,510,892
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,341,488
Interest on participant loans2016-12-31$28,398
Interest earned on other investments2016-12-31$34,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,351,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,413,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,970,579
Net investment gain/loss from pooled separate accounts2016-12-31$95,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$846,849
Employer contributions (assets) at end of year2016-12-31$16,327
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,211,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$695,541
Total income from all sources (including contributions)2015-12-31$31,104,229
Total of all expenses incurred2015-12-31$8,663,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,080,128
Expenses. Certain deemed distributions of participant loans2015-12-31$265,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$26,985,165
Value of total assets at end of year2015-12-31$117,362,825
Value of total assets at beginning of year2015-12-31$94,226,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$317,823
Total interest from all sources2015-12-31$56,496
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,987,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,987,863
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$24,176,902
Participant contributions at end of year2015-12-31$1,525,170
Participant contributions at beginning of year2015-12-31$1,054,769
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,629,492
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,400,343
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,921,616
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,688
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,495
Other income not declared elsewhere2015-12-31$-90,160
Administrative expenses (other) incurred2015-12-31$311,635
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$72,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$22,440,512
Value of net assets at end of year (total assets less liabilities)2015-12-31$117,362,825
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$94,226,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$6,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$106,447,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$84,634,037
Value of interest in pooled separate accounts at end of year2015-12-31$5,341,488
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,791,827
Interest on participant loans2015-12-31$22,645
Interest earned on other investments2015-12-31$33,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,413,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,269,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$1,082,379
Net investment gain/loss from pooled separate accounts2015-12-31$82,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$886,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,080,128
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$0
Total income from all sources (including contributions)2014-12-31$28,032,889
Total of all expenses incurred2014-12-31$6,467,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,981,011
Expenses. Certain deemed distributions of participant loans2014-12-31$204,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,569,188
Value of total assets at end of year2014-12-31$94,226,772
Value of total assets at beginning of year2014-12-31$72,661,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$282,137
Total interest from all sources2014-12-31$52,322
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,977,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,977,871
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$21,072,276
Participant contributions at end of year2014-12-31$1,054,769
Participant contributions at beginning of year2014-12-31$857,008
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,400,343
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,025,420
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,688,129
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,499
Other income not declared elsewhere2014-12-31$74,570
Administrative expenses (other) incurred2014-12-31$268,874
Total non interest bearing cash at end of year2014-12-31$72,092
Total non interest bearing cash at beginning of year2014-12-31$65,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$21,565,705
Value of net assets at end of year (total assets less liabilities)2014-12-31$94,226,772
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$72,661,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$13,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$84,634,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$64,340,048
Value of interest in pooled separate accounts at end of year2014-12-31$4,791,827
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,174,329
Interest on participant loans2014-12-31$16,699
Interest earned on other investments2014-12-31$35,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,269,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,195,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$290,045
Net investment gain/loss from pooled separate accounts2014-12-31$68,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$808,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,981,011
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$30,971,549
Total of all expenses incurred2013-12-31$3,913,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,618,382
Expenses. Certain deemed distributions of participant loans2013-12-31$109,876
Value of total corrective distributions2013-12-31$2,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$23,095,679
Value of total assets at end of year2013-12-31$72,661,067
Value of total assets at beginning of year2013-12-31$45,602,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$182,595
Total interest from all sources2013-12-31$46,641
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,047,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,047,072
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$20,330,149
Participant contributions at end of year2013-12-31$857,008
Participant contributions at beginning of year2013-12-31$564,869
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,025,420
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,425,360
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,106,405
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,499
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,987
Other income not declared elsewhere2013-12-31$304,614
Administrative expenses (other) incurred2013-12-31$161,511
Total non interest bearing cash at end of year2013-12-31$65,433
Total non interest bearing cash at beginning of year2013-12-31$68,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$27,058,235
Value of net assets at end of year (total assets less liabilities)2013-12-31$72,661,067
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,602,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$21,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$64,340,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$38,944,728
Value of interest in pooled separate accounts at end of year2013-12-31$4,174,329
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,367,132
Interest on participant loans2013-12-31$10,703
Interest earned on other investments2013-12-31$35,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,195,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,230,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,407,052
Net investment gain/loss from pooled separate accounts2013-12-31$70,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$659,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,618,382
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$24,187,899
Total of all expenses incurred2012-12-31$3,455,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,270,455
Expenses. Certain deemed distributions of participant loans2012-12-31$78,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$21,123,197
Value of total assets at end of year2012-12-31$45,602,832
Value of total assets at beginning of year2012-12-31$24,870,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$106,769
Total interest from all sources2012-12-31$42,436
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$436,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$436,197
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$18,657,487
Participant contributions at end of year2012-12-31$564,869
Participant contributions at beginning of year2012-12-31$420,047
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,425,360
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$968,076
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,783,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,987
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,705
Other income not declared elsewhere2012-12-31$133,538
Administrative expenses (other) incurred2012-12-31$106,769
Total non interest bearing cash at end of year2012-12-31$68,583
Total non interest bearing cash at beginning of year2012-12-31$60,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$20,732,100
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,602,832
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,870,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$38,944,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,675,621
Value of interest in pooled separate accounts at end of year2012-12-31$3,367,132
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,548,357
Interest on participant loans2012-12-31$6,731
Interest earned on other investments2012-12-31$35,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,230,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,195,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,388,978
Net investment gain/loss from pooled separate accounts2012-12-31$63,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$682,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,270,455
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$3,154,238
Total of all expenses incurred2011-12-31$1,022,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$966,690
Expenses. Certain deemed distributions of participant loans2011-12-31$53,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,218,796
Value of total assets at end of year2011-12-31$24,870,732
Value of total assets at beginning of year2011-12-31$22,738,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,651
Total interest from all sources2011-12-31$43,979
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$306,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$306,748
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,325,162
Participant contributions at end of year2011-12-31$420,047
Participant contributions at beginning of year2011-12-31$295,556
Participant contributions at beginning of year2011-12-31$90,303
Assets. Other investments not covered elsewhere at end of year2011-12-31$968,076
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$792,400
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$330,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$882
Other income not declared elsewhere2011-12-31$-46,991
Administrative expenses (other) incurred2011-12-31$1,651
Total non interest bearing cash at end of year2011-12-31$60,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,132,205
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,870,732
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,738,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,675,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,087,015
Value of interest in pooled separate accounts at end of year2011-12-31$2,548,357
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,240,214
Interest on participant loans2011-12-31$5,430
Interest earned on other investments2011-12-31$38,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,195,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,222,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-429,487
Net investment gain/loss from pooled separate accounts2011-12-31$61,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$563,103
Employer contributions (assets) at beginning of year2011-12-31$9,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$966,690
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$6,549,832
Total of all expenses incurred2010-12-31$841,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$769,252
Expenses. Certain deemed distributions of participant loans2010-12-31$70,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,442,069
Value of total assets at end of year2010-12-31$22,738,527
Value of total assets at beginning of year2010-12-31$17,030,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,996
Total interest from all sources2010-12-31$44,324
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$246,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$246,720
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,492,675
Participant contributions at end of year2010-12-31$295,556
Participant contributions at beginning of year2010-12-31$230,850
Participant contributions at end of year2010-12-31$90,303
Assets. Other investments not covered elsewhere at end of year2010-12-31$792,400
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$708,180
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,399,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$882
Other income not declared elsewhere2010-12-31$74,609
Administrative expenses (other) incurred2010-12-31$1,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,708,097
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,738,527
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,030,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,087,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,919,448
Value of interest in pooled separate accounts at end of year2010-12-31$2,240,214
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,953,729
Interest on participant loans2010-12-31$7,045
Interest earned on other investments2010-12-31$37,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,222,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,218,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,552,379
Net investment gain/loss from pooled separate accounts2010-12-31$189,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$549,777
Employer contributions (assets) at end of year2010-12-31$9,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$769,252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN

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

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46290
Policy instance 4
Insurance contract or identification number46290
Number of Individuals Covered12037
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892436/060/194
Policy instance 3
Insurance contract or identification number892436/060/194
Number of Individuals Covered12037
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberRIVOOVAOORN
Policy instance 2
Insurance contract or identification numberRIVOOVAOORN
Number of Individuals Covered12037
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered12037
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered11496
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberRIVEOOVAOORN
Policy instance 2
Insurance contract or identification numberRIVEOOVAOORN
Number of Individuals Covered71
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892436/060/194
Policy instance 3
Insurance contract or identification number892436/060/194
Number of Individuals Covered141
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46290
Policy instance 4
Insurance contract or identification number46290
Number of Individuals Covered73
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered11642
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46290
Policy instance 2
Insurance contract or identification number46290
Number of Individuals Covered54
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberRIVEOOVAOORN
Policy instance 3
Insurance contract or identification numberRIVEOOVAOORN
Number of Individuals Covered87
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892436/060/194
Policy instance 4
Insurance contract or identification number892436/060/194
Number of Individuals Covered188
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered11645
Insurance policy start date2019-11-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069215
Policy instance 2
Insurance contract or identification numberTT069215
Number of Individuals Covered7882
Insurance policy start date2019-01-01
Insurance policy end date2019-12-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberRIVE00VA00RN
Policy instance 3
Insurance contract or identification numberRIVE00VA00RN
Number of Individuals Covered87
Insurance policy start date2019-01-01
Insurance policy end date2019-12-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46290
Policy instance 4
Insurance contract or identification number46290
Number of Individuals Covered22
Insurance policy start date2019-01-01
Insurance policy end date2019-12-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number892436/060/194
Policy instance 5
Insurance contract or identification number892436/060/194
Number of Individuals Covered210
Insurance policy start date2019-01-01
Insurance policy end date2019-12-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069215
Policy instance 1
Insurance contract or identification numberTT069215
Number of Individuals Covered7882
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46290
Policy instance 2
Insurance contract or identification number46290
Number of Individuals Covered81
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $126
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $126
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892436/060/194
Policy instance 3
Insurance contract or identification number892436/060/194
Number of Individuals Covered210
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $638
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $638
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberRIVE00VA00RN/RF
Policy instance 4
Insurance contract or identification numberRIVE00VA00RN/RF
Number of Individuals Covered87
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberRIVE00VA00RN/RF
Policy instance 4
Insurance contract or identification numberRIVE00VA00RN/RF
Number of Individuals Covered94
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892436/060/194
Policy instance 3
Insurance contract or identification number892436/060/194
Number of Individuals Covered226
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,014
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,014
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46290
Policy instance 2
Insurance contract or identification number46290
Number of Individuals Covered85
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $138
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $138
Insurance broker organization code?3
Insurance broker nameCHERI P COLEMAN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069215
Policy instance 1
Insurance contract or identification numberTT069215
Number of Individuals Covered10660
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069215
Policy instance 1
Insurance contract or identification numberTT069215
Number of Individuals Covered9910
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46290
Policy instance 2
Insurance contract or identification number46290
Number of Individuals Covered96
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $914
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $847
Insurance broker organization code?3
Insurance broker nameELISE COSBY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892436/060/194
Policy instance 3
Insurance contract or identification number892436/060/194
Number of Individuals Covered253
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $261
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $261
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberRIVE00VA00RN/RF
Policy instance 4
Insurance contract or identification numberRIVE00VA00RN/RF
Number of Individuals Covered102
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069215
Policy instance 1
Insurance contract or identification numberTT069215
Number of Individuals Covered8741
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46290
Policy instance 2
Insurance contract or identification number46290
Number of Individuals Covered103
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $488
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $441
Insurance broker organization code?3
Insurance broker nameELISE COSBY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892436/060/194
Policy instance 3
Insurance contract or identification number892436/060/194
Number of Individuals Covered272
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $255
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $255
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberRIVE00VA00RN/RF
Policy instance 4
Insurance contract or identification numberRIVE00VA00RN/RF
Number of Individuals Covered98
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberRIVE00VA00RN/RF
Policy instance 4
Insurance contract or identification numberRIVE00VA00RN/RF
Number of Individuals Covered121
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069215
Policy instance 1
Insurance contract or identification numberTT069215
Number of Individuals Covered7998
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46290
Policy instance 2
Insurance contract or identification number46290
Number of Individuals Covered109
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $221
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $211
Insurance broker organization code?3
Insurance broker nameELISE COSBY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892436/060/194
Policy instance 3
Insurance contract or identification number892436/060/194
Number of Individuals Covered287
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $260
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $260
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46290
Policy instance 2
Insurance contract or identification number46290
Number of Individuals Covered120
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $696
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66
Insurance broker nameCHERI COLEMAN
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892436/060/194
Policy instance 3
Insurance contract or identification number892436/060/194
Number of Individuals Covered305
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $553
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $553
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069215
Policy instance 1
Insurance contract or identification numberTT069215
Number of Individuals Covered6687
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberRIVE00VA00RN/RF
Policy instance 4
Insurance contract or identification numberRIVE00VA00RN/RF
Number of Individuals Covered128
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberRIVE00VA00RN/RF
Policy instance 4
Insurance contract or identification numberRIVE00VA00RN/RF
Number of Individuals Covered135
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number892436/060/194
Policy instance 3
Insurance contract or identification number892436/060/194
Number of Individuals Covered324
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $354
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46290
Policy instance 2
Insurance contract or identification number46290
Number of Individuals Covered126
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $226
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069215
Policy instance 1
Insurance contract or identification numberTT069215
Number of Individuals Covered2282
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberRIVE00VA00RN/RF
Policy instance 4
Insurance contract or identification numberRIVE00VA00RN/RF
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number892436/060/194
Policy instance 3
Insurance contract or identification number892436/060/194
Number of Individuals Covered337
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $401
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46290
Policy instance 2
Insurance contract or identification number46290
Number of Individuals Covered132
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $102
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069215
Policy instance 1
Insurance contract or identification numberTT069215
Number of Individuals Covered1847
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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