CARILION CLINIC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ANTHEM/HEALTHKEEPERS HMO 2 PLAN FOR THE EMPLOYEES OF CARILION CLINIC
401k plan membership statisitcs for ANTHEM/HEALTHKEEPERS HMO 2 PLAN FOR THE EMPLOYEES OF CARILION CLINIC
| Measure | Date | Value |
|---|
| 2011: ANTHEM/HEALTHKEEPERS HMO 2 PLAN FOR THE EMPLOYEES OF CARILION CLINIC 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 6,288 |
| 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 |
| Number of participants with account balances | 2011-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: ANTHEM/HEALTHKEEPERS HMO 2 PLAN FOR THE EMPLOYEES OF CARILION CLINIC 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4,291 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6,036 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 94 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 157 |
| Total of all active and inactive participants | 2010-01-01 | 6,287 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 6,288 |
| Number of participants with account balances | 2010-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: ANTHEM/HEALTHKEEPERS HMO 2 PLAN FOR THE EMPLOYEES OF CARILION CLINIC 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4,278 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4,159 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 44 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 88 |
| Total of all active and inactive participants | 2009-01-01 | 4,291 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4,291 |
| Measure | Date | Value |
|---|
| 2011 : ANTHEM/HEALTHKEEPERS HMO 2 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 | $454,052 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $8,439,508 |
| Total income from all sources (including contributions) | 2011-12-31 | $28,346,842 |
| Total of all expenses incurred | 2011-12-31 | $28,346,842 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $26,874,625 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $28,346,842 |
| Value of total assets at end of year | 2011-12-31 | $454,052 |
| Value of total assets at beginning of year | 2011-12-31 | $8,439,508 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,472,217 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $10,602,307 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $15,310 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $241,184 |
| 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 |
| 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 | $26,874,625 |
| 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 | $17,744,535 |
| Employer contributions (assets) at end of year | 2011-12-31 | $454,052 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $8,439,508 |
| Contract administrator fees | 2011-12-31 | $1,472,217 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $438,742 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $8,198,324 |
| 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/HEALTHKEEPERS HMO 2 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 | $8,439,508 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $8,240,791 |
| Total income from all sources (including contributions) | 2010-12-31 | $56,567,074 |
| Total of all expenses incurred | 2010-12-31 | $56,567,074 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $53,541,092 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $56,567,074 |
| Value of total assets at end of year | 2010-12-31 | $8,439,508 |
| Value of total assets at beginning of year | 2010-12-31 | $8,240,791 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,025,982 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $14,624,622 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $241,184 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $166,408 |
| 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 |
| 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 | $53,541,092 |
| 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 | $41,942,452 |
| Employer contributions (assets) at end of year | 2010-12-31 | $8,439,508 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $8,240,791 |
| Contract administrator fees | 2010-12-31 | $3,025,982 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $8,198,324 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $8,074,383 |
| 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 |
