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MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN
Plan identification number 003

MEDSTAR HEALTH, INC. RETIREMENT SAVINGS 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 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEDSTAR HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEDSTAR HEALTH, INC.
Employer identification number (EIN):522087445
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about MEDSTAR HEALTH, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2007-07-30
Company Identification Number: P07000085372
Legal Registered Office Address: 13833 WELLINGTON TRACE

WELLINGTON

33414

More information about MEDSTAR HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01TERRY LOMBARDI2023-07-20
0032021-01-01TERRY LOMBARDI2022-10-12
0032020-01-01TERRY LOMBARDI2021-08-19
0032019-01-01TERRY LOMBARDI2020-09-21
0032018-01-01TERRY LOMBARDI2019-09-23
0032017-01-01DAVID M. FLAHERTY
0032016-01-01TRACEY MCLAUGHLIN
0032015-01-01TRACEY MCLAUGHLIN
0032014-01-01TRACEY MCLAUGHLIN
0032013-01-01TRACEY MCLAUGHLIN
0032012-01-01TRACEY MCLAUGHLIN
0032011-01-01WENDY MARSHALL
0032009-01-01WENDY MARSHALL WENDY MARSHALL2010-10-15

Plan Statistics for MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0138,319
Total number of active participants reported on line 7a of the Form 55002022-01-0131,251
Number of retired or separated participants receiving benefits2022-01-01165
Number of other retired or separated participants entitled to future benefits2022-01-017,922
Total of all active and inactive participants2022-01-0139,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01167
Total participants2022-01-0139,505
Number of participants with account balances2022-01-0128,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01269
2021: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0139,828
Total number of active participants reported on line 7a of the Form 55002021-01-0130,424
Number of retired or separated participants receiving benefits2021-01-0194
Number of other retired or separated participants entitled to future benefits2021-01-017,601
Total of all active and inactive participants2021-01-0138,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01183
Total participants2021-01-0138,302
Number of participants with account balances2021-01-0127,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01234
2020: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0138,430
Total number of active participants reported on line 7a of the Form 55002020-01-0132,712
Number of retired or separated participants receiving benefits2020-01-01147
Number of other retired or separated participants entitled to future benefits2020-01-016,671
Total of all active and inactive participants2020-01-0139,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0190
Total participants2020-01-0139,620
Number of participants with account balances2020-01-0127,507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01221
2019: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0136,540
Total number of active participants reported on line 7a of the Form 55002019-01-0131,239
Number of retired or separated participants receiving benefits2019-01-01269
Number of other retired or separated participants entitled to future benefits2019-01-016,808
Total of all active and inactive participants2019-01-0138,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0183
Total participants2019-01-0138,399
Number of participants with account balances2019-01-0126,413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01196
2018: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0135,614
Total number of active participants reported on line 7a of the Form 55002018-01-0129,819
Number of retired or separated participants receiving benefits2018-01-01241
Number of other retired or separated participants entitled to future benefits2018-01-016,409
Total of all active and inactive participants2018-01-0136,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0171
Total participants2018-01-0136,540
Number of participants with account balances2018-01-0125,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01310
2017: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0135,614
Total number of active participants reported on line 7a of the Form 55002017-01-0129,215
Number of retired or separated participants receiving benefits2017-01-01181
Number of other retired or separated participants entitled to future benefits2017-01-016,149
Total of all active and inactive participants2017-01-0135,545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0169
Total participants2017-01-0135,614
Number of participants with account balances2017-01-0123,934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01226
2016: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0135,177
Total number of active participants reported on line 7a of the Form 55002016-01-0129,548
Number of retired or separated participants receiving benefits2016-01-01154
Number of other retired or separated participants entitled to future benefits2016-01-015,601
Total of all active and inactive participants2016-01-0135,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0168
Total participants2016-01-0135,371
Number of participants with account balances2016-01-0123,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01240
2015: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0133,955
Total number of active participants reported on line 7a of the Form 55002015-01-0129,956
Number of retired or separated participants receiving benefits2015-01-01120
Number of other retired or separated participants entitled to future benefits2015-01-015,041
Total of all active and inactive participants2015-01-0135,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0160
Total participants2015-01-0135,177
Number of participants with account balances2015-01-0122,513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01211
2014: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0137,472
Total number of active participants reported on line 7a of the Form 55002014-01-0129,061
Number of retired or separated participants receiving benefits2014-01-01103
Number of other retired or separated participants entitled to future benefits2014-01-014,740
Total of all active and inactive participants2014-01-0133,904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0151
Total participants2014-01-0133,955
Number of participants with account balances2014-01-0121,999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01224
2013: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0135,175
Total number of active participants reported on line 7a of the Form 55002013-01-0132,034
Number of retired or separated participants receiving benefits2013-01-0197
Number of other retired or separated participants entitled to future benefits2013-01-015,292
Total of all active and inactive participants2013-01-0137,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0149
Total participants2013-01-0137,472
Number of participants with account balances2013-01-0121,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01201
2012: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0132,415
Total number of active participants reported on line 7a of the Form 55002012-01-0130,121
Number of retired or separated participants receiving benefits2012-01-01113
Number of other retired or separated participants entitled to future benefits2012-01-014,912
Total of all active and inactive participants2012-01-0135,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0129
Total participants2012-01-0135,175
Number of participants with account balances2012-01-0121,506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01238
2011: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0132,527
Total number of active participants reported on line 7a of the Form 55002011-01-0127,573
Number of retired or separated participants receiving benefits2011-01-0192
Number of other retired or separated participants entitled to future benefits2011-01-014,749
Total of all active and inactive participants2011-01-0132,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0132,415
Number of participants with account balances2011-01-0121,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01308
2009: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126,100
Total number of active participants reported on line 7a of the Form 55002009-01-0125,609
Number of retired or separated participants receiving benefits2009-01-0157
Number of other retired or separated participants entitled to future benefits2009-01-013,313
Total of all active and inactive participants2009-01-0128,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0128,980
Number of participants with account balances2009-01-0118,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01452

Financial Data on MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : MEDSTAR HEALTH, INC. RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-247,898,059
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$169,951,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$168,563,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$247,068,760
Value of total assets at end of year2022-12-31$2,442,412,638
Value of total assets at beginning of year2022-12-31$2,860,262,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,388,724
Total interest from all sources2022-12-31$4,135,868
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$45,798,156
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$45,798,156
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$180,881,313
Participant contributions at end of year2022-12-31$27,340,595
Participant contributions at beginning of year2022-12-31$26,633,379
Assets. Other investments not covered elsewhere at end of year2022-12-31$45,687,334
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$62,768,213
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,834,646
Other income not declared elsewhere2022-12-31$-12,330,975
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$-417,849,977
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,442,412,638
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,860,262,615
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$2,155,647,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,597,671,875
Interest on participant loans2022-12-31$1,304,180
Interest earned on other investments2022-12-31$2,831,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$161,541,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$125,421,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-532,569,868
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$52,352,801
Employer contributions (assets) at end of year2022-12-31$52,195,794
Employer contributions (assets) at beginning of year2022-12-31$47,767,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$168,563,194
Contract administrator fees2022-12-31$1,388,724
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 name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : MEDSTAR HEALTH, INC. RETIREMENT SAVINGS 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$573,437,494
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$261,328,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$260,299,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$234,608,375
Value of total assets at end of year2021-12-31$2,860,262,615
Value of total assets at beginning of year2021-12-31$2,548,153,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,029,459
Total interest from all sources2021-12-31$3,701,947
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$47,730,502
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$47,730,502
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$169,275,447
Participant contributions at end of year2021-12-31$26,633,379
Participant contributions at beginning of year2021-12-31$28,434,952
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$17,174
Assets. Other investments not covered elsewhere at end of year2021-12-31$62,768,213
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$73,876,493
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,564,248
Other income not declared elsewhere2021-12-31$7,402,118
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$7,131
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$312,108,902
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,860,262,615
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,548,153,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,597,671,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,267,719,399
Interest on participant loans2021-12-31$1,422,425
Interest earned on other investments2021-12-31$2,279,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,028,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,028,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$125,421,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$133,244,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$279,994,552
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$47,768,680
Employer contributions (assets) at end of year2021-12-31$47,767,926
Employer contributions (assets) at beginning of year2021-12-31$42,825,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$260,299,133
Contract administrator fees2021-12-31$1,029,459
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$585,535,733
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$290,308,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$290,308,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$213,745,260
Value of total assets at end of year2020-12-31$2,548,153,713
Value of total assets at beginning of year2020-12-31$2,252,926,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$4,286,985
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$97,154,674
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$97,154,674
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$151,353,317
Participant contributions at end of year2020-12-31$28,434,952
Participant contributions at beginning of year2020-12-31$29,383,680
Participant contributions at end of year2020-12-31$17,174
Participant contributions at beginning of year2020-12-31$4,465,171
Assets. Other investments not covered elsewhere at end of year2020-12-31$73,876,493
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$64,474,903
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,558,902
Other income not declared elsewhere2020-12-31$15,215,564
Total non interest bearing cash at end of year2020-12-31$7,131
Total non interest bearing cash at beginning of year2020-12-31$119,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$295,227,023
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,548,153,713
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,252,926,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,267,719,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,996,407,242
Interest on participant loans2020-12-31$1,630,063
Interest earned on other investments2020-12-31$2,655,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,028,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$470,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$470,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$133,244,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$116,605,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$255,133,250
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$42,833,041
Employer contributions (assets) at end of year2020-12-31$42,825,099
Employer contributions (assets) at beginning of year2020-12-31$41,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$290,308,710
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$594,833,585
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$128,700,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$128,762,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$209,755,676
Value of total assets at end of year2019-12-31$2,252,926,690
Value of total assets at beginning of year2019-12-31$1,786,793,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$-62,215
Total interest from all sources2019-12-31$3,760,409
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$93,735,083
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$93,735,083
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$139,376,896
Participant contributions at end of year2019-12-31$29,383,680
Participant contributions at beginning of year2019-12-31$27,641,941
Participant contributions at end of year2019-12-31$4,465,171
Participant contributions at beginning of year2019-12-31$4,006,562
Assets. Other investments not covered elsewhere at end of year2019-12-31$64,474,903
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$53,404,448
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,421,587
Other income not declared elsewhere2019-12-31$3,791,210
Administrative expenses (other) incurred2019-12-31$-62,215
Total non interest bearing cash at end of year2019-12-31$119,543
Total non interest bearing cash at beginning of year2019-12-31$21,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$466,133,517
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,252,926,690
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,786,793,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,996,407,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,547,577,639
Interest on participant loans2019-12-31$1,503,740
Interest earned on other investments2019-12-31$2,247,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$470,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$606,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$606,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$116,605,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$115,749,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$283,791,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$40,957,193
Employer contributions (assets) at end of year2019-12-31$41,000,000
Employer contributions (assets) at beginning of year2019-12-31$37,785,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$128,762,283
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$71,393,872
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$112,489,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$112,298,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$184,923,267
Value of total assets at end of year2018-12-31$1,786,793,173
Value of total assets at beginning of year2018-12-31$1,827,888,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$190,664
Total interest from all sources2018-12-31$3,145,474
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$95,110,778
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$95,110,778
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$127,318,338
Participant contributions at end of year2018-12-31$27,641,941
Participant contributions at beginning of year2018-12-31$25,017,911
Participant contributions at end of year2018-12-31$4,006,562
Participant contributions at beginning of year2018-12-31$3,713,796
Assets. Other investments not covered elsewhere at end of year2018-12-31$53,404,448
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$55,416,576
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,819,948
Other income not declared elsewhere2018-12-31$10,228,342
Total non interest bearing cash at end of year2018-12-31$21,802
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-41,095,151
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,786,793,173
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,827,888,324
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$190,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,547,577,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,599,466,966
Interest on participant loans2018-12-31$1,242,577
Interest earned on other investments2018-12-31$1,893,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$606,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$633,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$633,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$115,749,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$109,165,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-222,013,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$37,784,981
Employer contributions (assets) at end of year2018-12-31$37,785,095
Employer contributions (assets) at beginning of year2018-12-31$34,474,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$112,298,359
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 name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$443,757,792
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$111,011,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$110,446,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$179,675,450
Value of total assets at end of year2017-12-31$1,827,888,324
Value of total assets at beginning of year2017-12-31$1,495,141,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$564,561
Total interest from all sources2017-12-31$2,490,508
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$83,092,980
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$83,092,980
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$118,401,394
Participant contributions at end of year2017-12-31$25,017,911
Participant contributions at beginning of year2017-12-31$22,721,914
Participant contributions at end of year2017-12-31$3,713,796
Participant contributions at beginning of year2017-12-31$3,583,704
Assets. Other investments not covered elsewhere at end of year2017-12-31$55,416,576
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$44,962,878
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$26,812,815
Other income not declared elsewhere2017-12-31$7,499,858
Administrative expenses (other) incurred2017-12-31$564,561
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$6,499
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$332,746,445
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,827,888,324
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,495,141,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,599,466,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,277,217,838
Interest on participant loans2017-12-31$1,024,368
Interest earned on other investments2017-12-31$1,463,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$633,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$526,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$526,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$109,165,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$113,258,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$170,998,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$34,461,241
Employer contributions (assets) at end of year2017-12-31$34,474,077
Employer contributions (assets) at beginning of year2017-12-31$32,863,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$110,446,786
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 name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$256,379,507
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$92,593,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$92,173,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$155,550,188
Value of total assets at end of year2016-12-31$1,495,141,879
Value of total assets at beginning of year2016-12-31$1,331,356,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$420,373
Total interest from all sources2016-12-31$2,456,744
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$46,966,435
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$46,966,435
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$112,617,047
Participant contributions at end of year2016-12-31$22,721,914
Participant contributions at beginning of year2016-12-31$22,011,674
Participant contributions at end of year2016-12-31$3,583,704
Participant contributions at beginning of year2016-12-31$2,919,579
Assets. Other investments not covered elsewhere at end of year2016-12-31$44,962,878
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$41,005,942
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,025,153
Other income not declared elsewhere2016-12-31$2,676,858
Administrative expenses (other) incurred2016-12-31$420,373
Total non interest bearing cash at end of year2016-12-31$6,499
Total non interest bearing cash at beginning of year2016-12-31$26,936
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$163,785,529
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,495,141,879
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,331,356,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,277,217,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,121,913,321
Interest on participant loans2016-12-31$914,300
Interest earned on other investments2016-12-31$1,541,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$526,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$655,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$655,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$113,258,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$110,846,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$48,729,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$32,907,988
Employer contributions (assets) at end of year2016-12-31$32,863,993
Employer contributions (assets) at beginning of year2016-12-31$31,976,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$92,173,605
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 name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$151,533,422
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$91,699,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$91,297,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$152,096,372
Value of total assets at end of year2015-12-31$1,331,356,350
Value of total assets at beginning of year2015-12-31$1,271,522,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$402,157
Total interest from all sources2015-12-31$2,191,586
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$54,532,914
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$54,532,914
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$110,456,696
Participant contributions at end of year2015-12-31$22,011,674
Participant contributions at beginning of year2015-12-31$21,114,494
Participant contributions at end of year2015-12-31$2,919,579
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$41,005,942
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$42,597,470
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,615,725
Other income not declared elsewhere2015-12-31$-394,174
Administrative expenses (other) incurred2015-12-31$402,157
Total non interest bearing cash at end of year2015-12-31$26,936
Total non interest bearing cash at beginning of year2015-12-31$9,687
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$59,834,166
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,331,356,350
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,271,522,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,121,913,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,071,684,321
Interest on participant loans2015-12-31$894,421
Interest earned on other investments2015-12-31$1,297,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$655,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$560,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$560,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$62
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$110,846,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$108,954,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-56,893,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$32,023,951
Employer contributions (assets) at end of year2015-12-31$31,976,792
Employer contributions (assets) at beginning of year2015-12-31$26,600,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$91,297,099
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 name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$202,904,388
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$89,666,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$89,430,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$137,458,319
Value of total assets at end of year2014-12-31$1,271,522,184
Value of total assets at beginning of year2014-12-31$1,158,283,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$235,970
Total interest from all sources2014-12-31$2,392,499
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$80,899,106
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$80,899,106
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$99,318,008
Participant contributions at end of year2014-12-31$21,114,494
Participant contributions at beginning of year2014-12-31$18,941,279
Assets. Other investments not covered elsewhere at end of year2014-12-31$42,597,470
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$39,659,518
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,237,413
Other income not declared elsewhere2014-12-31$2,302,150
Administrative expenses (other) incurred2014-12-31$235,970
Total non interest bearing cash at end of year2014-12-31$9,687
Total non interest bearing cash at beginning of year2014-12-31$13,153
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$113,238,382
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,271,522,184
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,158,283,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,071,684,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$961,649,072
Interest on participant loans2014-12-31$816,198
Interest earned on other investments2014-12-31$1,576,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$560,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$289,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$289,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$108,954,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$111,054,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-20,147,686
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$25,902,898
Employer contributions (assets) at end of year2014-12-31$26,600,616
Employer contributions (assets) at beginning of year2014-12-31$26,677,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$89,430,036
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 name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$290,879,024
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$66,339,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$66,090,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$134,157,385
Value of total assets at end of year2013-12-31$1,158,283,802
Value of total assets at beginning of year2013-12-31$933,744,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$249,321
Total interest from all sources2013-12-31$2,578,605
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$20,709,705
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$20,709,705
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$94,182,817
Participant contributions at end of year2013-12-31$18,941,279
Participant contributions at beginning of year2013-12-31$16,486,192
Assets. Other investments not covered elsewhere at end of year2013-12-31$39,659,518
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$28,766,082
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,302,938
Other income not declared elsewhere2013-12-31$5,510,642
Administrative expenses (other) incurred2013-12-31$249,321
Total non interest bearing cash at end of year2013-12-31$13,153
Total non interest bearing cash at beginning of year2013-12-31$9,613
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$224,539,079
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,158,283,802
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$933,744,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$961,649,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$750,708,180
Interest on participant loans2013-12-31$719,900
Interest earned on other investments2013-12-31$1,858,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$289,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$537,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$537,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$111,054,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$112,483,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$127,922,687
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$26,671,630
Employer contributions (assets) at end of year2013-12-31$26,677,019
Employer contributions (assets) at beginning of year2013-12-31$24,754,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$66,090,624
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 name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$213,434,277
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$47,961,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$47,756,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$123,700,346
Value of total assets at end of year2012-12-31$933,744,723
Value of total assets at beginning of year2012-12-31$768,271,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$204,930
Total interest from all sources2012-12-31$3,600,531
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$25,209,047
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$25,209,047
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$85,126,570
Participant contributions at end of year2012-12-31$16,486,192
Participant contributions at beginning of year2012-12-31$14,381,364
Assets. Other investments not covered elsewhere at end of year2012-12-31$28,766,082
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$25,121,699
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,835,049
Other income not declared elsewhere2012-12-31$2,755,887
Administrative expenses (other) incurred2012-12-31$204,930
Total non interest bearing cash at end of year2012-12-31$9,613
Total non interest bearing cash at beginning of year2012-12-31$10,454
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$165,473,129
Value of net assets at end of year (total assets less liabilities)2012-12-31$933,744,723
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$768,271,594
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$750,708,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$600,380,424
Interest on participant loans2012-12-31$658,909
Interest earned on other investments2012-12-31$2,941,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$537,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$87,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$87,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$34
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$112,483,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$105,357,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$58,168,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$24,738,727
Employer contributions (assets) at end of year2012-12-31$24,754,441
Employer contributions (assets) at beginning of year2012-12-31$22,932,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$47,756,218
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 name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$7,477,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$112,320,061
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$41,356,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$41,184,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$123,541,509
Value of total assets at end of year2011-12-31$768,271,594
Value of total assets at beginning of year2011-12-31$689,830,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$171,910
Total interest from all sources2011-12-31$3,794,628
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$17,797,061
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$17,797,061
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$79,925,516
Participant contributions at end of year2011-12-31$14,381,364
Participant contributions at beginning of year2011-12-31$12,089,495
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$25,121,699
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$26,139,221
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,078,872
Other income not declared elsewhere2011-12-31$-1,552,133
Administrative expenses (other) incurred2011-12-31$171,910
Total non interest bearing cash at end of year2011-12-31$10,454
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$70,963,240
Value of net assets at end of year (total assets less liabilities)2011-12-31$768,271,594
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$689,830,528
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$600,380,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$543,461,036
Interest on participant loans2011-12-31$586,845
Interest earned on other investments2011-12-31$3,207,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$87,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$50,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$50,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$105,357,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$88,533,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-31,261,004
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$23,537,121
Employer contributions (assets) at end of year2011-12-31$22,932,304
Employer contributions (assets) at beginning of year2011-12-31$19,556,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$41,184,911
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 name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$188,587,975
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$35,152,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$35,017,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$119,041,844
Value of total assets at end of year2010-12-31$689,830,528
Value of total assets at beginning of year2010-12-31$536,394,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$134,868
Total interest from all sources2010-12-31$771,670
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$17,054,001
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$17,054,001
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$73,376,543
Participant contributions at end of year2010-12-31$12,089,495
Participant contributions at beginning of year2010-12-31$9,063,454
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$253,172
Assets. Other investments not covered elsewhere at end of year2010-12-31$26,139,221
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$20,842,165
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,999,421
Other income not declared elsewhere2010-12-31$2,829,595
Administrative expenses (other) incurred2010-12-31$134,868
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$5,290
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$153,435,557
Value of net assets at end of year (total assets less liabilities)2010-12-31$689,830,528
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$536,394,971
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$543,461,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$425,036,507
Interest on participant loans2010-12-31$528,931
Interest earned on other investments2010-12-31$242,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$50,535
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$63,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$63,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$88,533,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$81,130,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$48,890,865
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$33,665,880
Employer contributions (assets) at end of year2010-12-31$19,556,263
Employer contributions (assets) at beginning of year2010-12-31$165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$35,017,550
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 name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN

2022: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained 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: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained 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: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained 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: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075637
Policy instance 3
Insurance contract or identification number075637
Number of Individuals Covered39340
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010287
Policy instance 2
Insurance contract or identification number010287
Number of Individuals Covered42
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706530/522255
Policy instance 1
Insurance contract or identification number706530/522255
Number of Individuals Covered1520
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075637
Policy instance 3
Insurance contract or identification number075637
Number of Individuals Covered38119
Insurance policy start date2021-01-13
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010287
Policy instance 2
Insurance contract or identification number010287
Number of Individuals Covered44
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706530/522255
Policy instance 1
Insurance contract or identification number706530/522255
Number of Individuals Covered2140
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 $98,714
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees98714
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706530/522255
Policy instance 1
Insurance contract or identification number706530/522255
Number of Individuals Covered3855
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 $319,002
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees319002
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010287
Policy instance 2
Insurance contract or identification number010287
Number of Individuals Covered46
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010287
Policy instance 2
Insurance contract or identification number010287
Number of Individuals Covered49
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706530/522255
Policy instance 1
Insurance contract or identification number706530/522255
Number of Individuals Covered3562
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $281,156
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees281156
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010287
Policy instance 2
Insurance contract or identification number010287
Number of Individuals Covered51
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706530/522255
Policy instance 1
Insurance contract or identification number706530/522255
Number of Individuals Covered2283
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $273,426
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees273426
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010287
Policy instance 2
Insurance contract or identification number010287
Number of Individuals Covered56
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706530/522255
Policy instance 1
Insurance contract or identification number706530/522255
Number of Individuals Covered2406
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $268,112
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees268112
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010287
Policy instance 2
Insurance contract or identification number010287
Number of Individuals Covered62
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706530/522255
Policy instance 1
Insurance contract or identification number706530/522255
Number of Individuals Covered3450
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $271,800
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees271800
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706530/522255
Policy instance 1
Insurance contract or identification number706530/522255
Number of Individuals Covered3657
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $340,045
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees340045
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010287
Policy instance 2
Insurance contract or identification number010287
Number of Individuals Covered67
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010287
Policy instance 2
Insurance contract or identification number010287
Number of Individuals Covered103
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706530/522255
Policy instance 1
Insurance contract or identification number706530/522255
Number of Individuals Covered3719
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $198,732
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees198732
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706530
Policy instance 1
Insurance contract or identification number706530
Number of Individuals Covered3776
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $228,885
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010287
Policy instance 2
Insurance contract or identification number010287
Number of Individuals Covered109
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706530
Policy instance 1
Insurance contract or identification number706530
Number of Individuals Covered3708
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $202,611
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees202611
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010287
Policy instance 2
Insurance contract or identification number010287
Number of Individuals Covered130
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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