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PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 401k Plan overview

Plan NamePENSION RESTORATION PLAN OF NOVANT HEALTH, INC.
Plan identification number 001

PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:NOVANT HEALTH, INC.
Employer identification number (EIN):561376950
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about NOVANT HEALTH, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2015-08-10
Company Identification Number: F200442
Legal Registered Office Address: 9200 CHURCH ST STE 400

MANASSAS
United States of America (USA)
20110

More information about NOVANT HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION RESTORATION PLAN OF NOVANT HEALTH, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01SCOTT MYERS2020-10-15
0012018-01-01
0012017-01-01
0012016-01-01FRED HARGETT
0012015-01-01FRED HARGETT
0012014-01-01FRED HARGETT
0012013-01-01FRED HARGETT FRED HARGETT2014-08-05
0012012-01-01FRED HARGETT
0012011-01-01FRED HARGETT
0012010-01-01FRED HARGETT
0012009-01-01FRED HARGETT
0012009-01-01PAUL WILES PAUL WILES2010-10-04
0012009-01-01PAUL WILES

Plan Statistics for PENSION RESTORATION PLAN OF NOVANT HEALTH, INC.

401k plan membership statisitcs for PENSION RESTORATION PLAN OF NOVANT HEALTH, INC.

Measure Date Value
2019: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-014,330
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
2018: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2018 401k membership
Market value of plan assets2018-12-31194,735,325
Acturial value of plan assets2018-12-31182,695,304
Funding target for retired participants and beneficiaries receiving payment2018-12-31107,716,603
Number of terminated vested participants2018-12-31816
Fundng target for terminated vested participants2018-12-3116,816,608
Active participant vested funding target2018-12-3132,369,604
Number of active participants2018-12-311,557
Total funding liabilities for active participants2018-12-3133,261,868
Total participant count2018-12-314,447
Total funding target for all participants2018-12-31157,795,079
Balance at beginning of prior year after applicable adjustments2018-12-3114,545,722
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3114,545,722
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3115,958,112
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,228,965
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014,447
Total number of active participants reported on line 7a of the Form 55002018-01-011,413
Number of retired or separated participants receiving benefits2018-01-011,964
Number of other retired or separated participants entitled to future benefits2018-01-01767
Total of all active and inactive participants2018-01-014,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01186
Total participants2018-01-014,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2017 401k membership
Market value of plan assets2017-12-31188,456,115
Acturial value of plan assets2017-12-31183,790,070
Funding target for retired participants and beneficiaries receiving payment2017-12-31100,145,929
Number of terminated vested participants2017-12-31942
Fundng target for terminated vested participants2017-12-3117,655,614
Active participant vested funding target2017-12-3130,569,960
Number of active participants2017-12-311,388
Total funding liabilities for active participants2017-12-3130,569,960
Total participant count2017-12-314,389
Total funding target for all participants2017-12-31148,371,503
Balance at beginning of prior year after applicable adjustments2017-12-3112,953,711
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3112,953,711
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3114,545,722
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,371,975
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-014,389
Total number of active participants reported on line 7a of the Form 55002017-01-011,557
Number of retired or separated participants receiving benefits2017-01-011,963
Number of other retired or separated participants entitled to future benefits2017-01-01723
Total of all active and inactive participants2017-01-014,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01204
Total participants2017-01-014,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2016 401k membership
Market value of plan assets2016-12-31199,645,854
Acturial value of plan assets2016-12-31206,189,673
Funding target for retired participants and beneficiaries receiving payment2016-12-3193,775,069
Number of terminated vested participants2016-12-312,508
Fundng target for terminated vested participants2016-12-3138,008,632
Active participant vested funding target2016-12-3132,612,924
Number of active participants2016-12-311,435
Total funding liabilities for active participants2016-12-3132,612,924
Total participant count2016-12-315,886
Total funding target for all participants2016-12-31164,396,625
Balance at beginning of prior year after applicable adjustments2016-12-3113,461,198
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3113,461,198
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3112,953,711
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,090,102
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-015,886
Total number of active participants reported on line 7a of the Form 55002016-01-011,388
Number of retired or separated participants receiving benefits2016-01-011,959
Number of other retired or separated participants entitled to future benefits2016-01-01887
Total of all active and inactive participants2016-01-014,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01155
Total participants2016-01-014,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-015,935
Total number of active participants reported on line 7a of the Form 55002015-01-011,435
Number of retired or separated participants receiving benefits2015-01-011,850
Number of other retired or separated participants entitled to future benefits2015-01-012,453
Total of all active and inactive participants2015-01-015,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01148
Total participants2015-01-015,886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-015,995
Total number of active participants reported on line 7a of the Form 55002014-01-011,571
Number of retired or separated participants receiving benefits2014-01-011,776
Number of other retired or separated participants entitled to future benefits2014-01-012,513
Total of all active and inactive participants2014-01-015,860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0175
Total participants2014-01-015,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-016,045
Total number of active participants reported on line 7a of the Form 55002013-01-011,680
Number of retired or separated participants receiving benefits2013-01-011,665
Number of other retired or separated participants entitled to future benefits2013-01-012,580
Total of all active and inactive participants2013-01-015,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0170
Total participants2013-01-015,995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-016,122
Total number of active participants reported on line 7a of the Form 55002012-01-011,796
Number of retired or separated participants receiving benefits2012-01-011,613
Number of other retired or separated participants entitled to future benefits2012-01-012,636
Total of all active and inactive participants2012-01-016,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016,045
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-016,207
Total number of active participants reported on line 7a of the Form 55002011-01-011,981
Number of retired or separated participants receiving benefits2011-01-011,468
Number of other retired or separated participants entitled to future benefits2011-01-012,673
Total of all active and inactive participants2011-01-016,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-016,284
Total number of active participants reported on line 7a of the Form 55002010-01-012,186
Number of retired or separated participants receiving benefits2010-01-011,378
Number of other retired or separated participants entitled to future benefits2010-01-012,643
Total of all active and inactive participants2010-01-016,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-016,348
Total number of active participants reported on line 7a of the Form 55002009-01-012,283
Number of retired or separated participants receiving benefits2009-01-011,315
Number of other retired or separated participants entitled to future benefits2009-01-012,686
Total of all active and inactive participants2009-01-016,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016,284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of participants with account balances2009-01-0122,654

Financial Data on PENSION RESTORATION PLAN OF NOVANT HEALTH, INC.

Measure Date Value
2019 : PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$10,264,949
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$10,264,949
Total unrealized appreciation/depreciation of assets2019-12-31$10,264,949
Total unrealized appreciation/depreciation of assets2019-12-31$10,264,949
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$36,593
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$36,593
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$419,726
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$419,726
Total income from all sources (including contributions)2019-12-31$30,478,547
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$205,377,627
Total of all expenses incurred2019-12-31$205,377,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$203,613,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$203,613,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,099,990
Value of total assets at end of year2019-12-31$18,980
Value of total assets at beginning of year2019-12-31$175,301,193
Value of total assets at beginning of year2019-12-31$175,301,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,764,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,764,573
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$1,764,573
Administrative expenses professional fees incurred2019-12-31$1,764,573
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$222,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$222,369
Liabilities. Value of operating payables at end of year2019-12-31$36,593
Liabilities. Value of operating payables at beginning of year2019-12-31$197,357
Liabilities. Value of operating payables at beginning of year2019-12-31$197,357
Total non interest bearing cash at end of year2019-12-31$18,980
Total non interest bearing cash at end of year2019-12-31$18,980
Total non interest bearing cash at beginning of year2019-12-31$839,956
Total non interest bearing cash at beginning of year2019-12-31$839,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-174,899,080
Value of net income/loss2019-12-31$-174,899,080
Value of net assets at end of year (total assets less liabilities)2019-12-31$-17,613
Value of net assets at end of year (total assets less liabilities)2019-12-31$-17,613
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$174,881,467
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$174,881,467
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
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$99,898,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$99,898,749
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$146,929,557
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$146,929,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,113,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,113,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$16,099,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$56,683,497
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$74,562,488
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$74,562,488
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-6,427,668
Total unrealized appreciation/depreciation of assets2018-12-31$-6,427,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$419,726
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$57,598
Total income from all sources (including contributions)2018-12-31$-5,912,918
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,883,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,944,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$175,301,193
Value of total assets at beginning of year2018-12-31$194,735,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,938,919
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$1,609,841
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$222,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$71,806
Administrative expenses (other) incurred2018-12-31$329,078
Liabilities. Value of operating payables at end of year2018-12-31$197,357
Liabilities. Value of operating payables at beginning of year2018-12-31$57,598
Total non interest bearing cash at end of year2018-12-31$839,956
Total non interest bearing cash at beginning of year2018-12-31$609,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-19,796,260
Value of net assets at end of year (total assets less liabilities)2018-12-31$174,881,467
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$194,677,727
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$99,898,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$120,282,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$442,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,944,423
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$74,562,488
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$73,843,526
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$14,299,391
Total unrealized appreciation/depreciation of assets2017-12-31$14,299,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$57,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$111,475
Total income from all sources (including contributions)2017-12-31$17,741,940
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,408,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,579,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$194,735,325
Value of total assets at beginning of year2017-12-31$188,456,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$829,158
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$526,317
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Administrative expenses (other) incurred2017-12-31$302,841
Liabilities. Value of operating payables at end of year2017-12-31$57,598
Liabilities. Value of operating payables at beginning of year2017-12-31$111,475
Total non interest bearing cash at end of year2017-12-31$609,732
Total non interest bearing cash at beginning of year2017-12-31$781,274
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$6,333,087
Value of net assets at end of year (total assets less liabilities)2017-12-31$194,677,727
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$188,344,640
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$120,282,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$138,671,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,442,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,579,695
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$73,843,526
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$49,002,952
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$18,813,131
Total unrealized appreciation/depreciation of assets2016-12-31$18,813,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$111,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,183
Total income from all sources (including contributions)2016-12-31$22,575,804
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$33,866,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$32,887,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$188,456,115
Value of total assets at beginning of year2016-12-31$199,645,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$978,838
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$602,134
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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
Administrative expenses (other) incurred2016-12-31$376,704
Liabilities. Value of operating payables at end of year2016-12-31$111,475
Liabilities. Value of operating payables at beginning of year2016-12-31$10,183
Total non interest bearing cash at end of year2016-12-31$781,274
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-11,291,031
Value of net assets at end of year (total assets less liabilities)2016-12-31$188,344,640
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$199,635,671
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$138,671,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$199,645,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,762,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$32,887,997
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$49,002,952
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 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$10,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$125,308
Total income from all sources (including contributions)2015-12-31$-7,845,333
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,205,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,145,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$199,645,854
Value of total assets at beginning of year2015-12-31$217,811,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$59,695
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$338,295
Other income not declared elsewhere2015-12-31$162,552
Administrative expenses (other) incurred2015-12-31$59,695
Liabilities. Value of operating payables at end of year2015-12-31$10,183
Liabilities. Value of operating payables at beginning of year2015-12-31$125,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-18,050,702
Value of net assets at end of year (total assets less liabilities)2015-12-31$199,635,671
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$217,686,373
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 pooled separate accounts at end of year2015-12-31$199,645,854
Value of interest in pooled separate accounts at beginning of year2015-12-31$217,811,681
Net investment gain/loss from pooled separate accounts2015-12-31$-8,007,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,807,379
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 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$125,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$40,425
Total income from all sources (including contributions)2014-12-31$25,244,863
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,286,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,732,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$217,811,681
Value of total assets at beginning of year2014-12-31$202,768,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$553,767
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$306,509
Other income not declared elsewhere2014-12-31$123,975
Administrative expenses (other) incurred2014-12-31$25,451
Liabilities. Value of operating payables at end of year2014-12-31$125,308
Liabilities. Value of operating payables at beginning of year2014-12-31$40,425
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$14,958,240
Value of net assets at end of year (total assets less liabilities)2014-12-31$217,686,373
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$202,728,133
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 pooled separate accounts at end of year2014-12-31$217,811,681
Value of interest in pooled separate accounts at beginning of year2014-12-31$174,768,558
Interest earned on other investments2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$25,120,888
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
Employer contributions (assets) at beginning of year2014-12-31$28,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,426,347
Contract administrator fees2014-12-31$528,316
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$40,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$39,250
Total income from all sources (including contributions)2013-12-31$41,146,605
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,795,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,701,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$28,000,000
Value of total assets at end of year2013-12-31$202,768,558
Value of total assets at beginning of year2013-12-31$173,416,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$93,679
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$397,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$40,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$39,250
Other income not declared elsewhere2013-12-31$7,657
Administrative expenses (other) incurred2013-12-31$19,268
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$29,350,985
Value of net assets at end of year (total assets less liabilities)2013-12-31$202,728,133
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$173,377,148
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 pooled separate accounts at end of year2013-12-31$174,768,558
Value of interest in pooled separate accounts at beginning of year2013-12-31$173,416,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$13,138,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$28,000,000
Employer contributions (assets) at end of year2013-12-31$28,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,304,730
Contract administrator fees2013-12-31$74,411
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$39,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$103,993
Total income from all sources (including contributions)2012-12-31$26,786,124
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,693,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,625,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,307,368
Value of total assets at end of year2012-12-31$173,416,398
Value of total assets at beginning of year2012-12-31$156,388,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$68,568
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$360,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$39,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$103,993
Administrative expenses (other) incurred2012-12-31$19,799
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$17,092,150
Value of net assets at end of year (total assets less liabilities)2012-12-31$173,377,148
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$156,284,998
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 pooled separate accounts at end of year2012-12-31$173,416,398
Value of interest in pooled separate accounts at beginning of year2012-12-31$150,101,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$23,478,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,307,368
Employer contributions (assets) at beginning of year2012-12-31$6,287,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,264,958
Contract administrator fees2012-12-31$48,769
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$103,993
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$138,620
Total income from all sources (including contributions)2011-12-31$12,812,172
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,384,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,027,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,368,952
Value of total assets at end of year2011-12-31$156,388,991
Value of total assets at beginning of year2011-12-31$151,995,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$357,332
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$60,877
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$16,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$103,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$138,620
Administrative expenses (other) incurred2011-12-31$245,163
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$4,427,738
Value of net assets at end of year (total assets less liabilities)2011-12-31$156,284,998
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$151,857,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$150,101,140
Value of interest in pooled separate accounts at beginning of year2011-12-31$151,070,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$5,443,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,368,952
Employer contributions (assets) at end of year2011-12-31$6,287,851
Employer contributions (assets) at beginning of year2011-12-31$909,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,027,102
Contract administrator fees2011-12-31$51,292
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$138,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$224,965
Total income from all sources (including contributions)2010-12-31$20,248,824
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,064,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,652,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,548,132
Value of total assets at end of year2010-12-31$151,995,880
Value of total assets at beginning of year2010-12-31$139,897,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$411,537
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$16,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$138,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$224,965
Administrative expenses (other) incurred2010-12-31$280,741
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$12,184,487
Value of net assets at end of year (total assets less liabilities)2010-12-31$151,857,260
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$139,672,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$151,070,463
Value of interest in pooled separate accounts at beginning of year2010-12-31$139,613,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$18,700,692
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$1,548,132
Employer contributions (assets) at end of year2010-12-31$909,417
Employer contributions (assets) at beginning of year2010-12-31$284,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,652,800
Contract administrator fees2010-12-31$130,796
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSON ALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$224,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$68,626
Total income from all sources (including contributions)2009-12-31$33,190,401
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$7,698,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$7,131,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$1,137,384
Value of total assets at end of year2009-12-31$139,897,738
Value of total assets at beginning of year2009-12-31$114,249,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$567,751
Total interest from all sources2009-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$6,000,000
If this is an individual account plan, was there a blackout period2009-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2009-12-31$224,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2009-12-31$68,626
Administrative expenses (other) incurred2009-12-31$302,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$25,491,528
Value of net assets at end of year (total assets less liabilities)2009-12-31$139,672,773
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$114,181,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in pooled separate accounts at end of year2009-12-31$139,613,392
Value of interest in pooled separate accounts at beginning of year2009-12-31$114,249,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$0
Net investment gain/loss from pooled separate accounts2009-12-31$32,053,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31Yes
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$1,137,384
Employer contributions (assets) at end of year2009-12-31$284,346
Employer contributions (assets) at beginning of year2009-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$7,131,122
Contract administrator fees2009-12-31$265,252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32009-12-31No
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31LARSON ALLEN LLP
Accountancy firm EIN2009-12-31410746749

Form 5500 Responses for PENSION RESTORATION PLAN OF NOVANT HEALTH, INC.

2019: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 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: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION RESTORATION PLAN OF NOVANT HEALTH, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number12791
Policy instance 1
Insurance contract or identification number12791
Number of Individuals Covered5886
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $276,188
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $152,045
Insurance broker organization code?3
Insurance broker nameNICHOLAS B GAVALAS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number12791
Policy instance 1
Insurance contract or identification number12791
Number of Individuals Covered5935
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $316,169
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $171,337
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNICHOLAS B GAVALAS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number12791
Policy instance 1
Insurance contract or identification number12791
Number of Individuals Covered5995
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $131,222
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $63,408
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNICHOLAS B GAVALAS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number12791
Policy instance 1
Insurance contract or identification number12791
Number of Individuals Covered6045
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $98,030
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $58,818
Insurance broker organization code?3
Insurance broker nameNICHOLAS B GAVALAS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number12791
Policy instance 1
Insurance contract or identification number12791
Number of Individuals Covered6122
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $125,658
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number12791
Policy instance 1
Insurance contract or identification number12791
Number of Individuals Covered6207
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $126,712
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $66,936
Insurance broker organization code?3
Insurance broker nameNICHOLAS B GAVALAS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number12791
Policy instance 1
Insurance contract or identification number12791
Number of Individuals Covered6284
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $120,970
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $64,201
Insurance broker organization code?3
Insurance broker nameNICHOLAS B GAVALAS

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