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CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 002

CARILION CLINIC 403(B) 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARILION CLINIC has sponsored the creation of one or more 401k plans.

Company Name:CARILION CLINIC
Employer identification number (EIN):541190771
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about CARILION CLINIC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1981-12-15
Company Identification Number: 0224902
Legal Registered Office Address: OFFICE OF COROPRATE COUNSEL
213 SOUTH JEFFERSON STREET, SUITE 1600
ROANOKE
United States of America (USA)
24011

More information about CARILION CLINIC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01HEATHER SHEPARDSON HEATHER SHEPARDSON2018-07-31
0022016-01-01HEATHER SHEPARDSON
0022015-01-01HEATHER SHEPARDSON HEATHER SHEPARDSON2016-09-12
0022014-01-01HEATHER S. SHEPARDSON HEATHER S. SHEPARDSON2015-10-01
0022013-01-01HEATHER S. SHEPARDSON HEATHER S. SHEPARDSON2014-07-29
0022012-01-01JEANNE ARMENTROUT
0022011-01-01JEANNE ARMENTROUT JEANNE ARMENTROUT2012-10-11
0022009-01-01JEANNE ARMENTROUT JEANNE ARMENTROUT2010-10-13

Plan Statistics for CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0116,354
Total number of active participants reported on line 7a of the Form 55002022-01-0112,859
Number of retired or separated participants receiving benefits2022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-013,924
Total of all active and inactive participants2022-01-0116,802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0159
Total participants2022-01-0116,861
Number of participants with account balances2022-01-0115,909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0115,594
Total number of active participants reported on line 7a of the Form 55002021-01-0112,369
Number of retired or separated participants receiving benefits2021-01-0120
Number of other retired or separated participants entitled to future benefits2021-01-013,745
Total of all active and inactive participants2021-01-0116,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0162
Total participants2021-01-0116,196
Number of participants with account balances2021-01-0115,252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0115,290
Total number of active participants reported on line 7a of the Form 55002020-01-0112,234
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013,261
Total of all active and inactive participants2020-01-0115,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0137
Total participants2020-01-0115,532
Number of participants with account balances2020-01-0114,625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0114,652
Total number of active participants reported on line 7a of the Form 55002019-01-0112,162
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013,012
Total of all active and inactive participants2019-01-0115,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0138
Total participants2019-01-0115,212
Number of participants with account balances2019-01-0114,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114,207
Total number of active participants reported on line 7a of the Form 55002018-01-0112,063
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,548
Total of all active and inactive participants2018-01-0114,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0140
Total participants2018-01-0114,651
Number of participants with account balances2018-01-0113,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,532
Total number of active participants reported on line 7a of the Form 55002017-01-0112,155
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012,010
Total of all active and inactive participants2017-01-0114,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0141
Total participants2017-01-0114,206
Number of participants with account balances2017-01-0112,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112,692
Total number of active participants reported on line 7a of the Form 55002016-01-0111,792
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,712
Total of all active and inactive participants2016-01-0113,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0128
Total participants2016-01-0113,532
Number of participants with account balances2016-01-0112,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111,809
Total number of active participants reported on line 7a of the Form 55002015-01-0111,104
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,562
Total of all active and inactive participants2015-01-0112,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0126
Total participants2015-01-0112,692
Number of participants with account balances2015-01-0110,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,660
Total number of active participants reported on line 7a of the Form 55002014-01-0110,490
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,294
Total of all active and inactive participants2014-01-0111,784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0123
Total participants2014-01-0111,807
Number of participants with account balances2014-01-019,314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,049
Total number of active participants reported on line 7a of the Form 55002013-01-0110,705
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01936
Total of all active and inactive participants2013-01-0111,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0117
Total participants2013-01-0111,658
Number of participants with account balances2013-01-018,672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110,527
Total number of active participants reported on line 7a of the Form 55002012-01-0110,215
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01820
Total of all active and inactive participants2012-01-0111,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-0111,049
Number of participants with account balances2012-01-017,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110,180
Total number of active participants reported on line 7a of the Form 55002011-01-019,771
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01744
Total of all active and inactive participants2011-01-0110,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-0110,527
Number of participants with account balances2011-01-017,067
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110,406
Total number of active participants reported on line 7a of the Form 55002009-01-019,655
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01566
Total of all active and inactive participants2009-01-0110,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-0110,227
Number of participants with account balances2009-01-017,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$25,215
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$0
Total income from all sources (including contributions)2022-12-31$-45,887,600
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$59,262,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$58,300,883
Expenses. Certain deemed distributions of participant loans2022-12-31$33,562
Value of total corrective distributions2022-12-31$18,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$65,705,877
Value of total assets at end of year2022-12-31$596,873,315
Value of total assets at beginning of year2022-12-31$701,997,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$909,490
Total interest from all sources2022-12-31$782,338
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,462,305
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$10,462,305
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$60,660,356
Participant contributions at end of year2022-12-31$1,204,154
Participant contributions at beginning of year2022-12-31$1,447,920
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,045,521
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$15,334
Other income not declared elsewhere2022-12-31$191,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-105,149,616
Value of net assets at end of year (total assets less liabilities)2022-12-31$596,873,315
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$701,997,716
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
Investment advisory and management fees2022-12-31$94,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$553,114,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$658,865,638
Interest on participant loans2022-12-31$66,212
Interest earned on other investments2022-12-31$716,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$42,554,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$41,684,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-123,029,687
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$58,285,549
Contract administrator fees2022-12-31$814,624
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 name2022-12-31BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN2022-12-31540504608
2021 : CARILION CLINIC 403(B) 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$146,252,139
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$54,971,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$53,933,763
Expenses. Certain deemed distributions of participant loans2021-12-31$16,449
Value of total corrective distributions2021-12-31$9,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$59,397,646
Value of total assets at end of year2021-12-31$701,997,716
Value of total assets at beginning of year2021-12-31$610,716,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,011,940
Total interest from all sources2021-12-31$81,812
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,493,506
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$9,493,506
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$55,263,673
Participant contributions at end of year2021-12-31$1,447,920
Participant contributions at beginning of year2021-12-31$1,237,576
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,133,973
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$268
Other income not declared elsewhere2021-12-31$-49,682
Administrative expenses (other) incurred2021-12-31$447,413
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$91,280,910
Value of net assets at end of year (total assets less liabilities)2021-12-31$701,997,716
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$610,716,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$47,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$658,865,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$564,572,507
Interest on participant loans2021-12-31$81,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$41,684,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$44,906,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$77,328,857
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$53,933,495
Contract administrator fees2021-12-31$517,374
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 name2021-12-31BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN2021-12-31540504608
2020 : CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$127,602,217
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$34,501,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$33,685,683
Expenses. Certain deemed distributions of participant loans2020-12-31$15,059
Value of total corrective distributions2020-12-31$20,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$51,237,676
Value of total assets at end of year2020-12-31$610,716,806
Value of total assets at beginning of year2020-12-31$517,615,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$779,983
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$65,771
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,072,465
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$8,072,465
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$48,668,196
Participant contributions at end of year2020-12-31$1,237,576
Participant contributions at beginning of year2020-12-31$1,199,158
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,569,480
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$3,787
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$151,392
Administrative expenses (other) incurred2020-12-31$779,983
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$-1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$93,101,110
Value of net assets at end of year (total assets less liabilities)2020-12-31$610,716,806
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$517,615,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$564,572,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$478,640,257
Interest on participant loans2020-12-31$65,771
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$44,906,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$37,776,282
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$68,074,913
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$33,681,896
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN2020-12-31540504608
2019 : CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$724,802
Total unrealized appreciation/depreciation of assets2019-12-31$724,802
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$142,023,985
Total loss/gain on sale of assets2019-12-31$109,175
Total of all expenses incurred2019-12-31$35,655,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,884,164
Expenses. Certain deemed distributions of participant loans2019-12-31$-30,485
Value of total corrective distributions2019-12-31$8,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$51,212,672
Value of total assets at end of year2019-12-31$517,615,696
Value of total assets at beginning of year2019-12-31$411,247,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$793,315
Total interest from all sources2019-12-31$63,506
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,435,568
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$9,435,568
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$46,129,393
Participant contributions at end of year2019-12-31$1,199,158
Participant contributions at beginning of year2019-12-31$1,147,901
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,083,279
Other income not declared elsewhere2019-12-31$49,875
Administrative expenses (other) incurred2019-12-31$793,315
Total non interest bearing cash at end of year2019-12-31$-1
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$106,368,094
Value of net assets at end of year (total assets less liabilities)2019-12-31$517,615,696
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$411,247,602
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$478,640,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$372,380,683
Interest on participant loans2019-12-31$63,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$37,776,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$37,719,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$80,428,387
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,884,164
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
Aggregate proceeds on sale of assets2019-12-31$12,022,461
Aggregate carrying amount (costs) on sale of assets2019-12-31$11,913,286
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 name2019-12-31BROWN,EDWARDS & COMPANY LLP
Accountancy firm EIN2019-12-31540504608
2018 : CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$621,344
Total unrealized appreciation/depreciation of assets2018-12-31$621,344
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$20,003,782
Total loss/gain on sale of assets2018-12-31$73,963
Total of all expenses incurred2018-12-31$27,959,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,012,306
Expenses. Certain deemed distributions of participant loans2018-12-31$13,851
Value of total corrective distributions2018-12-31$31,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$45,045,786
Value of total assets at end of year2018-12-31$411,247,602
Value of total assets at beginning of year2018-12-31$419,202,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$901,284
Total interest from all sources2018-12-31$51,078
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,750,781
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$7,750,781
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 period2018-12-31Yes
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$42,211,341
Participant contributions at end of year2018-12-31$1,147,901
Participant contributions at beginning of year2018-12-31$985,306
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,834,445
Other income not declared elsewhere2018-12-31$21,809
Administrative expenses (other) incurred2018-12-31$901,284
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,955,374
Value of net assets at end of year (total assets less liabilities)2018-12-31$411,247,602
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$419,202,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$372,380,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$386,690,812
Interest on participant loans2018-12-31$51,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$37,719,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$31,526,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-33,560,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$27,012,306
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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
Aggregate proceeds on sale of assets2018-12-31$9,727,751
Aggregate carrying amount (costs) on sale of assets2018-12-31$9,653,788
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 name2018-12-31BROWN,EDWARDS & COMPANY LLP
Accountancy firm EIN2018-12-31540504608
2017 : CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$545,402
Total unrealized appreciation/depreciation of assets2017-12-31$545,402
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$96,925,557
Total loss/gain on sale of assets2017-12-31$73,045
Total of all expenses incurred2017-12-31$23,599,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$22,734,667
Expenses. Certain deemed distributions of participant loans2017-12-31$984
Value of total corrective distributions2017-12-31$2,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$39,988,044
Value of total assets at end of year2017-12-31$419,202,976
Value of total assets at beginning of year2017-12-31$345,877,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$861,813
Total interest from all sources2017-12-31$44,359
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,492,854
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$6,492,854
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$37,730,829
Participant contributions at end of year2017-12-31$985,306
Participant contributions at beginning of year2017-12-31$1,072,638
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,257,215
Other income not declared elsewhere2017-12-31$40,468
Administrative expenses (other) incurred2017-12-31$861,813
Total non interest bearing cash at end of year2017-12-31$1
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$73,325,626
Value of net assets at end of year (total assets less liabilities)2017-12-31$419,202,976
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$345,877,350
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$386,690,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$314,077,940
Interest on participant loans2017-12-31$44,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$31,526,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$30,726,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$49,741,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$22,734,667
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
Aggregate proceeds on sale of assets2017-12-31$7,782,980
Aggregate carrying amount (costs) on sale of assets2017-12-31$7,709,935
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 name2017-12-31BROWN,EDWARDS & COMPANY LLP
Accountancy firm EIN2017-12-31540504608
2016 : CARILION CLINIC 403(B) 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$60,964,114
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$22,148,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$21,444,378
Expenses. Certain deemed distributions of participant loans2016-12-31$14,853
Value of total corrective distributions2016-12-31$305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$36,662,351
Value of total assets at end of year2016-12-31$345,877,350
Value of total assets at beginning of year2016-12-31$307,061,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$688,724
Total interest from all sources2016-12-31$40,925
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,239,504
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$5,239,504
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$34,103,321
Participant contributions at end of year2016-12-31$1,072,638
Participant contributions at beginning of year2016-12-31$850,876
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,559,030
Other income not declared elsewhere2016-12-31$15,551
Administrative expenses (other) incurred2016-12-31$688,724
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$-9
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$38,815,854
Value of net assets at end of year (total assets less liabilities)2016-12-31$345,877,350
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$307,061,496
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$314,077,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$306,210,629
Value of interest in pooled separate accounts at end of year2016-12-31$30,726,772
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$40,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$18,618,172
Net investment gain/loss from pooled separate accounts2016-12-31$387,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$21,444,378
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 name2016-12-31BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN2016-12-31540504608
2015 : CARILION CLINIC 403(B) 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$30,763,280
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$22,795,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$22,107,905
Expenses. Certain deemed distributions of participant loans2015-12-31$17,352
Value of total corrective distributions2015-12-31$1,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$34,775,888
Value of total assets at end of year2015-12-31$307,061,496
Value of total assets at beginning of year2015-12-31$299,094,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$669,326
Total interest from all sources2015-12-31$37,721
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,448,414
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$4,448,414
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
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$31,031,204
Participant contributions at end of year2015-12-31$850,876
Participant contributions at beginning of year2015-12-31$822,134
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,744,684
Other income not declared elsewhere2015-12-31$10,205
Administrative expenses (other) incurred2015-12-31$669,326
Total non interest bearing cash at end of year2015-12-31$-9
Total non interest bearing cash at beginning of year2015-12-31$4,944
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$7,967,431
Value of net assets at end of year (total assets less liabilities)2015-12-31$307,061,496
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$299,094,065
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$306,210,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$298,266,987
Interest on participant loans2015-12-31$37,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,508,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,107,905
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN2015-12-31540504608
2014 : CARILION CLINIC 403(B) 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$48,909,824
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$20,987,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,321,170
Expenses. Certain deemed distributions of participant loans2014-12-31$7,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$31,770,572
Value of total assets at end of year2014-12-31$299,094,065
Value of total assets at beginning of year2014-12-31$271,171,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$658,904
Total interest from all sources2014-12-31$33,645
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,312,680
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$14,312,680
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$27,882,027
Participant contributions at end of year2014-12-31$822,134
Participant contributions at beginning of year2014-12-31$741,535
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,888,436
Other income not declared elsewhere2014-12-31$27,406
Administrative expenses (other) incurred2014-12-31$658,904
Total non interest bearing cash at end of year2014-12-31$4,944
Total non interest bearing cash at beginning of year2014-12-31$-2
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$27,922,552
Value of net assets at end of year (total assets less liabilities)2014-12-31$299,094,065
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$271,171,513
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$298,266,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$270,429,980
Interest on participant loans2014-12-31$33,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,765,521
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$109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,321,170
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 name2014-12-31BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN2014-12-31540504608
2013 : CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$65
Total unrealized appreciation/depreciation of assets2013-12-31$65
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$64,567,815
Total loss/gain on sale of assets2013-12-31$485,155
Total of all expenses incurred2013-12-31$15,163,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,399,002
Expenses. Certain deemed distributions of participant loans2013-12-31$-2,820
Value of total corrective distributions2013-12-31$10,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$27,155,333
Value of total assets at end of year2013-12-31$271,171,513
Value of total assets at beginning of year2013-12-31$221,767,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$757,274
Total interest from all sources2013-12-31$32,267
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$10,781,624
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$10,781,624
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$25,802,632
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,352,701
Assets. Loans (other than to participants) at end of year2013-12-31$741,535
Assets. Loans (other than to participants) at beginning of year2013-12-31$717,664
Other income not declared elsewhere2013-12-31$3,021
Administrative expenses (other) incurred2013-12-31$757,274
Total non interest bearing cash at end of year2013-12-31$-2
Total non interest bearing cash at beginning of year2013-12-31$11,573
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$49,403,989
Value of net assets at end of year (total assets less liabilities)2013-12-31$271,171,513
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$221,767,524
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$270,429,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$160,256,202
Interest on participant loans2013-12-31$32,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$60,782,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$60,782,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$26,110,350
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,399,002
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
Aggregate proceeds on sale of assets2013-12-31$9,241,791
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,756,636
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 name2013-12-31BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN2013-12-31540504608
2012 : CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$129,240
Total unrealized appreciation/depreciation of assets2012-12-31$129,240
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$44,671,497
Total loss/gain on sale of assets2012-12-31$49,665
Total of all expenses incurred2012-12-31$17,897,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$17,048,768
Expenses. Certain deemed distributions of participant loans2012-12-31$45,700
Value of total corrective distributions2012-12-31$2,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$24,654,200
Value of total assets at end of year2012-12-31$221,767,524
Value of total assets at beginning of year2012-12-31$194,994,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$801,089
Total interest from all sources2012-12-31$31,588
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,680,548
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$2,680,548
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$24,021,349
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$632,851
Assets. Loans (other than to participants) at end of year2012-12-31$717,664
Assets. Loans (other than to participants) at beginning of year2012-12-31$744,677
Other income not declared elsewhere2012-12-31$14,861
Administrative expenses (other) incurred2012-12-31$801,089
Total non interest bearing cash at end of year2012-12-31$11,573
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$26,773,522
Value of net assets at end of year (total assets less liabilities)2012-12-31$221,767,524
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$194,994,002
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$160,256,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$90,413,892
Interest on participant loans2012-12-31$31,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$60,782,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$103,835,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$103,835,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$17,111,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,048,768
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
Aggregate proceeds on sale of assets2012-12-31$8,115,268
Aggregate carrying amount (costs) on sale of assets2012-12-31$8,065,603
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2012-12-31540504608
2011 : CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-4,951,972
Total unrealized appreciation/depreciation of assets2011-12-31$-4,951,972
Total income from all sources (including contributions)2011-12-31$20,075,888
Total of all expenses incurred2011-12-31$13,929,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$13,802,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$23,697,483
Value of total assets at end of year2011-12-31$194,994,002
Value of total assets at beginning of year2011-12-31$188,847,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$127,071
Total interest from all sources2011-12-31$679,459
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$587,421
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$587,421
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$22,739,468
Participant contributions at end of year2011-12-31$744,677
Participant contributions at beginning of year2011-12-31$681,579
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$958,015
Other income not declared elsewhere2011-12-31$63,497
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$6,146,278
Value of net assets at end of year (total assets less liabilities)2011-12-31$194,994,002
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$188,847,724
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
Investment advisory and management fees2011-12-31$127,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$90,413,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$128,733,535
Interest on participant loans2011-12-31$33,082
Income. Interest from corporate debt instruments2011-12-31$646,377
Value of interest in common/collective trusts at beginning of year2011-12-31$3,649,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$103,835,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$55,783,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$55,783,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,802,539
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 name2011-12-31BROWNEDWARDS CPAS
Accountancy firm EIN2011-12-31540504608
2010 : CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$15,734,399
Total unrealized appreciation/depreciation of assets2010-12-31$15,734,399
Total income from all sources (including contributions)2010-12-31$42,642,498
Total of all expenses incurred2010-12-31$12,172,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,680,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$25,674,215
Value of total assets at end of year2010-12-31$188,847,724
Value of total assets at beginning of year2010-12-31$158,377,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$491,558
Total interest from all sources2010-12-31$399,679
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$834,205
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$834,205
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Funding deficiency by the employer to the plan for this plan year2010-12-31$-1,762,252
Amount contributed by the employer to the plan for this plan year2010-12-31$1,762,252
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$23,911,963
Participant contributions at end of year2010-12-31$681,579
Participant contributions at beginning of year2010-12-31$709,552
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$30,470,383
Value of net assets at end of year (total assets less liabilities)2010-12-31$188,847,724
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$158,377,371
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
Investment advisory and management fees2010-12-31$491,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$128,733,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$100,037,193
Interest on participant loans2010-12-31$34,603
Income. Interest from corporate debt instruments2010-12-31$28,406
Value of interest in common/collective trusts at end of year2010-12-31$3,649,414
Value of interest in common/collective trusts at beginning of year2010-12-31$4,661,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$55,783,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$52,969,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$52,969,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$336,670
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$1,762,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,680,557
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COLE & ASSOICATES CPAS, LLC
Accountancy firm EIN2010-12-31262951116
2009 : CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$-1,730,516
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$1,730,516

Form 5500 Responses for CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN

2022: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARILION CLINIC 403(B) 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: CARILION CLINIC 403(B) 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: CARILION CLINIC 403(B) 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: CARILION CLINIC 403(B) 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: CARILION CLINIC 403(B) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARILION CLINIC 403(B) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARILION CLINIC 403(B) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARILION CLINIC 403(B) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 numberGA 63701
Policy instance 1
Insurance contract or identification numberGA 63701
Number of Individuals Covered16861
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number00000C4B
Policy instance 1
Insurance contract or identification number00000C4B
Number of Individuals Covered16196
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number00000C4B
Policy instance 1
Insurance contract or identification number00000C4B
Number of Individuals Covered15532
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number00000C4B
Policy instance 1
Insurance contract or identification number00000C4B
Number of Individuals Covered15212
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number00000C4B
Policy instance 1
Insurance contract or identification number00000C4B
Number of Individuals Covered14206
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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

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