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Plan Name | ANTHEM PPO PLAN FOR THE EMPLOYEES OF CARILION CLINIC |
Plan identification number | 541 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
541 | 2011-01-01 | JEANNE ARMENTROUT | JEANNE ARMENTROUT | 2012-10-11 | |
541 | 2009-01-01 | JEANNE ARMENTROUT | JEANNE ARMENTROUT | 2010-10-13 |
Measure | Date | Value |
---|---|---|
2011: ANTHEM PPO PLAN FOR THE EMPLOYEES OF CARILION CLINIC 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,867 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 0 |
2009: ANTHEM PPO PLAN FOR THE EMPLOYEES OF CARILION CLINIC 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,729 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,999 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 62 |
Total of all active and inactive participants | 2009-01-01 | 2,090 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 2,091 |
Measure | Date | Value |
---|---|---|
2011 : ANTHEM PPO PLAN FOR THE EMPLOYEES OF CARILION CLINIC 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $30,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,800,000 |
Total income from all sources (including contributions) | 2011-12-31 | $6,396,019 |
Total of all expenses incurred | 2011-12-31 | $7,332,903 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,985,766 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,396,019 |
Value of total assets at end of year | 2011-12-31 | $2,584,587 |
Value of total assets at beginning of year | 2011-12-31 | $5,291,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $347,137 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | Yes |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,068,398 |
Total non interest bearing cash at end of year | 2011-12-31 | $2,584,587 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $5,291,471 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-936,884 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,554,587 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,491,471 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $6,985,766 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,327,621 |
Contract administrator fees | 2011-12-31 | $347,137 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $30,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $1,800,000 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | COLE & ASSOCIATES CPAS, LLC |
Accountancy firm EIN | 2011-12-31 | 262951116 |
2010 : ANTHEM PPO PLAN FOR THE EMPLOYEES OF CARILION CLINIC 2010 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,800,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,750,000 |
Total income from all sources (including contributions) | 2010-12-31 | $19,388,490 |
Total of all expenses incurred | 2010-12-31 | $18,211,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $17,302,021 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $19,388,490 |
Value of total assets at end of year | 2010-12-31 | $5,291,471 |
Value of total assets at beginning of year | 2010-12-31 | $4,064,325 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $909,323 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $4,721,306 |
Total non interest bearing cash at end of year | 2010-12-31 | $5,291,471 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $4,064,325 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,177,146 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,491,471 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,314,325 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $17,302,021 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $14,667,184 |
Contract administrator fees | 2010-12-31 | $909,323 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $1,800,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $1,750,000 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | COLE & ASSOCIATES CPAS, LLC |
Accountancy firm EIN | 2010-12-31 | 262951116 |
2011: ANTHEM PPO PLAN FOR THE EMPLOYEES OF CARILION CLINIC 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | This submission is the final filing | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ANTHEM PPO PLAN FOR THE EMPLOYEES OF CARILION CLINIC 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |