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HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 401k Plan overview

Plan NameHAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN
Plan identification number 002

HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HAMILTON HEALTH CARE SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:HAMILTON HEALTH CARE SYSTEM, INC.
Employer identification number (EIN):581519913
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JASON HOPKINS
0022016-01-01JASON HOPKINS
0022015-01-01JASON HOPKINS JASON HOPKINS2016-10-05
0022014-01-01JASON HOPKINS
0022013-01-01JASON HOPKINS
0022012-01-01JASON HOPKINS
0022011-01-01JASON HOPKINS
0022010-01-01JASON HOPKINS
0022009-10-01JASON HOPKINS
0022009-10-01STEVE POUND STEVE POUND2010-10-12
0022008-10-01

Plan Statistics for HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN

401k plan membership statisitcs for HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN

Measure Date Value
2022: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,207
Total number of active participants reported on line 7a of the Form 55002022-01-012,712
Number of retired or separated participants receiving benefits2022-01-0131
Number of other retired or separated participants entitled to future benefits2022-01-01919
Total of all active and inactive participants2022-01-013,662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-013,666
Number of participants with account balances2022-01-013,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01200
2021: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,296
Total number of active participants reported on line 7a of the Form 55002021-01-012,705
Number of retired or separated participants receiving benefits2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-013,478
Total of all active and inactive participants2021-01-016,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-016,204
Number of participants with account balances2021-01-016,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01143
2020: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,525
Total number of active participants reported on line 7a of the Form 55002020-01-013,289
Number of retired or separated participants receiving benefits2020-01-01275
Number of other retired or separated participants entitled to future benefits2020-01-012,724
Total of all active and inactive participants2020-01-016,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-016,294
Number of participants with account balances2020-01-015,694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01354
2019: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,857
Total number of active participants reported on line 7a of the Form 55002019-01-012,656
Number of other retired or separated participants entitled to future benefits2019-01-012,760
Total of all active and inactive participants2019-01-015,416
Total participants2019-01-015,416
Number of participants with account balances2019-01-015,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0149
2018: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,813
Total number of active participants reported on line 7a of the Form 55002018-01-012,146
Number of other retired or separated participants entitled to future benefits2018-01-012,838
Total of all active and inactive participants2018-01-014,984
Total participants2018-01-014,984
Number of participants with account balances2018-01-014,950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0192
2017: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,400
Total number of active participants reported on line 7a of the Form 55002017-01-012,610
Number of other retired or separated participants entitled to future benefits2017-01-012,165
Total of all active and inactive participants2017-01-014,775
Total participants2017-01-014,775
Number of participants with account balances2017-01-014,722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0140
2016: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,092
Total number of active participants reported on line 7a of the Form 55002016-01-012,523
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,897
Total of all active and inactive participants2016-01-014,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,420
Number of participants with account balances2016-01-014,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0131
2015: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,726
Total number of active participants reported on line 7a of the Form 55002015-01-012,459
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,682
Total of all active and inactive participants2015-01-014,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,141
Number of participants with account balances2015-01-014,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0145
2014: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,056
Total number of active participants reported on line 7a of the Form 55002014-01-013,143
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,322
Total of all active and inactive participants2014-01-014,465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,465
Number of participants with account balances2014-01-013,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0130
2013: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,002
Total number of active participants reported on line 7a of the Form 55002013-01-012,295
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,119
Total of all active and inactive participants2013-01-013,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,414
Number of participants with account balances2013-01-013,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,815
Total number of active participants reported on line 7a of the Form 55002012-01-012,240
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01904
Total of all active and inactive participants2012-01-013,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,144
Number of participants with account balances2012-01-012,994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,478
Total number of active participants reported on line 7a of the Form 55002011-01-012,353
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01560
Total of all active and inactive participants2011-01-012,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,913
Number of participants with account balances2011-01-012,730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,534
Total number of active participants reported on line 7a of the Form 55002010-01-012,352
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01697
Total of all active and inactive participants2010-01-013,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,049
Number of participants with account balances2010-01-012,775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-012,355
Total number of active participants reported on line 7a of the Form 55002009-10-011,998
Number of retired or separated participants receiving benefits2009-10-0111
Number of other retired or separated participants entitled to future benefits2009-10-01420
Total of all active and inactive participants2009-10-012,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-012,429
Number of participants with account balances2009-10-011,670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN

Measure Date Value
2022 : HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,490,345
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,226,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,989,337
Expenses. Certain deemed distributions of participant loans2022-12-31$1,017,541
Value of total corrective distributions2022-12-31$6,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,001,403
Value of total assets at end of year2022-12-31$155,491,137
Value of total assets at beginning of year2022-12-31$172,208,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$212,940
Total interest from all sources2022-12-31$1,062,190
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,578,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,578,504
Administrative expenses professional fees incurred2022-12-31$44,100
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$11,808,448
Participant contributions at end of year2022-12-31$1,572,990
Participant contributions at beginning of year2022-12-31$1,784,682
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,266,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,717,047
Value of net assets at end of year (total assets less liabilities)2022-12-31$155,491,137
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$172,208,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$118,425,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$136,666,894
Interest on participant loans2022-12-31$116,702
Interest earned on other investments2022-12-31$946,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$59,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$62,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$62,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$35,432,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$33,693,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-27,132,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,926,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,989,337
Contract administrator fees2022-12-31$168,840
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$35,171,351
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,610,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,285,620
Expenses. Certain deemed distributions of participant loans2021-12-31$262,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,172,970
Value of total assets at end of year2021-12-31$172,208,184
Value of total assets at beginning of year2021-12-31$150,647,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,680
Total interest from all sources2021-12-31$1,115,035
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,709,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,709,147
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$11,372,290
Participant contributions at end of year2021-12-31$1,784,682
Participant contributions at beginning of year2021-12-31$999,894
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$356,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$21,560,755
Value of net assets at end of year (total assets less liabilities)2021-12-31$172,208,184
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$150,647,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$136,666,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$113,678,424
Interest on participant loans2021-12-31$50,148
Interest earned on other investments2021-12-31$1,064,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$62,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$66,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$66,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$33,693,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$35,902,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,174,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,444,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,285,620
Contract administrator fees2021-12-31$62,680
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$30,953,496
Total of all expenses incurred2020-12-31$16,287,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,986,505
Expenses. Certain deemed distributions of participant loans2020-12-31$31,850
Value of total corrective distributions2020-12-31$113,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,907,617
Value of total assets at end of year2020-12-31$150,647,429
Value of total assets at beginning of year2020-12-31$135,981,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$156,414
Total interest from all sources2020-12-31$1,107,286
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,061,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,061,088
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,044,652
Participant contributions at end of year2020-12-31$999,894
Participant contributions at beginning of year2020-12-31$1,965,715
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$167,653
Administrative expenses (other) incurred2020-12-31$108,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$14,665,684
Value of net assets at end of year (total assets less liabilities)2020-12-31$150,647,429
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$135,981,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$113,678,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$98,839,155
Interest on participant loans2020-12-31$106,768
Interest earned on other investments2020-12-31$1,000,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$66,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$139,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$139,656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$35,902,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$35,037,219
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,986,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,877,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,695,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,999,727
Contract administrator fees2020-12-31$47,555
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$33,144,499
Total of all expenses incurred2019-12-31$7,267,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,092,164
Expenses. Certain deemed distributions of participant loans2019-12-31$29,487
Value of total corrective distributions2019-12-31$52,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,512,033
Value of total assets at end of year2019-12-31$135,981,745
Value of total assets at beginning of year2019-12-31$110,104,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$92,818
Total interest from all sources2019-12-31$1,077,834
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,694,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,694,069
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,547,188
Participant contributions at end of year2019-12-31$1,965,715
Participant contributions at beginning of year2019-12-31$1,784,402
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$500,456
Administrative expenses (other) incurred2019-12-31$72
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$25,877,059
Value of net assets at end of year (total assets less liabilities)2019-12-31$135,981,745
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$110,104,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$98,839,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$74,535,986
Interest on participant loans2019-12-31$96,254
Interest earned on other investments2019-12-31$980,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$139,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$101,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$101,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$35,037,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$33,682,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,860,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,464,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,092,164
Contract administrator fees2019-12-31$92,746
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$8,965,956
Total of all expenses incurred2018-12-31$7,940,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,819,414
Expenses. Certain deemed distributions of participant loans2018-12-31$78,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,849,332
Value of total assets at end of year2018-12-31$110,104,686
Value of total assets at beginning of year2018-12-31$109,079,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,198
Total interest from all sources2018-12-31$1,035,647
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,569,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,569,917
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,486,725
Participant contributions at end of year2018-12-31$1,784,402
Participant contributions at beginning of year2018-12-31$1,720,044
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$78,963
Administrative expenses (other) incurred2018-12-31$90
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$1,025,452
Value of net assets at end of year (total assets less liabilities)2018-12-31$110,104,686
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$109,079,234
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$74,535,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$74,071,870
Interest on participant loans2018-12-31$77,452
Interest earned on other investments2018-12-31$957,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$101,355
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$103,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$103,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$33,682,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$33,183,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,488,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,283,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,819,414
Contract administrator fees2018-12-31$42,108
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 name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$22,945,021
Total of all expenses incurred2017-12-31$6,121,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,005,339
Expenses. Certain deemed distributions of participant loans2017-12-31$77,155
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,959,337
Value of total assets at end of year2017-12-31$109,079,234
Value of total assets at beginning of year2017-12-31$92,255,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,570
Total interest from all sources2017-12-31$1,026,625
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,925,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,925,687
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,093,644
Participant contributions at end of year2017-12-31$1,720,044
Participant contributions at beginning of year2017-12-31$1,600,119
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,903
Administrative expenses (other) incurred2017-12-31$96
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$16,823,957
Value of net assets at end of year (total assets less liabilities)2017-12-31$109,079,234
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$92,255,277
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$74,071,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$57,584,219
Interest on participant loans2017-12-31$66,166
Interest earned on other investments2017-12-31$960,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$103,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$136,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$136,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$33,183,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$32,934,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,033,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,846,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,005,339
Contract administrator fees2017-12-31$38,474
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 name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,370,957
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,511,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,396,924
Expenses. Certain deemed distributions of participant loans2016-12-31$75,534
Value of total corrective distributions2016-12-31$6,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,124,310
Value of total assets at end of year2016-12-31$92,255,277
Value of total assets at beginning of year2016-12-31$84,395,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,330
Total interest from all sources2016-12-31$1,025,939
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,464,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,464,345
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,363,474
Participant contributions at end of year2016-12-31$1,600,119
Participant contributions at beginning of year2016-12-31$1,310,063
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$89,026
Administrative expenses (other) incurred2016-12-31$126
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$7,859,523
Value of net assets at end of year (total assets less liabilities)2016-12-31$92,255,277
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$84,395,754
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$57,584,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$49,279,814
Interest on participant loans2016-12-31$53,363
Interest earned on other investments2016-12-31$972,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$136,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$105,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$105,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$78
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$32,934,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$33,700,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,756,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,671,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,396,924
Contract administrator fees2016-12-31$32,204
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 name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,992,135
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,780,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,742,380
Expenses. Certain deemed distributions of participant loans2015-12-31$11,038
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,763,686
Value of total assets at end of year2015-12-31$84,395,754
Value of total assets at beginning of year2015-12-31$78,184,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,189
Total interest from all sources2015-12-31$1,042,128
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,544,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,544,945
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,459,298
Participant contributions at end of year2015-12-31$1,310,063
Participant contributions at beginning of year2015-12-31$1,200,306
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$803
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$6,211,528
Value of net assets at end of year (total assets less liabilities)2015-12-31$84,395,754
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$78,184,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$49,279,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,847,148
Interest on participant loans2015-12-31$64,959
Interest earned on other investments2015-12-31$977,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$105,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$139,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$139,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$33,700,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$30,997,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,358,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,304,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,742,380
Contract administrator fees2015-12-31$26,386
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 name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$10,339,407
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,636,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,551,214
Expenses. Certain deemed distributions of participant loans2014-12-31$60,897
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,212,589
Value of total assets at end of year2014-12-31$78,184,226
Value of total assets at beginning of year2014-12-31$72,481,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,170
Total interest from all sources2014-12-31$964,379
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,560,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,560,060
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,401,406
Participant contributions at end of year2014-12-31$1,200,306
Participant contributions at beginning of year2014-12-31$1,173,160
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$36,884
Administrative expenses (other) incurred2014-12-31$1,546
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$5,703,126
Value of net assets at end of year (total assets less liabilities)2014-12-31$78,184,226
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$72,481,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,847,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,235,181
Interest on participant loans2014-12-31$43,156
Interest earned on other investments2014-12-31$921,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$139,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$183,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$183,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$30,997,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$29,889,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$602,379
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,774,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,551,214
Contract administrator fees2014-12-31$22,624
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 name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$15,316,663
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,959,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,789,937
Expenses. Certain deemed distributions of participant loans2013-12-31$142,799
Value of total corrective distributions2013-12-31$4,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,128,601
Value of total assets at end of year2013-12-31$72,481,100
Value of total assets at beginning of year2013-12-31$62,124,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,090
Total interest from all sources2013-12-31$829,930
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$970,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$970,898
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,089,095
Participant contributions at end of year2013-12-31$1,173,160
Participant contributions at beginning of year2013-12-31$1,241,585
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$278,883
Administrative expenses (other) incurred2013-12-31$5,474
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$10,356,972
Value of net assets at end of year (total assets less liabilities)2013-12-31$72,481,100
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$62,124,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,235,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,076,953
Interest on participant loans2013-12-31$43,625
Interest earned on other investments2013-12-31$786,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$183,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$169,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$169,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$29,889,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$28,635,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,387,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,760,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,789,937
Contract administrator fees2013-12-31$16,616
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 name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,093,700
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,548,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,450,717
Expenses. Certain deemed distributions of participant loans2012-12-31$72,779
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,530,417
Value of total assets at end of year2012-12-31$62,124,128
Value of total assets at beginning of year2012-12-31$56,579,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,390
Total interest from all sources2012-12-31$971,363
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$778,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$778,633
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,992,078
Participant contributions at end of year2012-12-31$1,241,585
Participant contributions at beginning of year2012-12-31$1,254,428
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$141,907
Administrative expenses (other) incurred2012-12-31$12,816
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$5,544,814
Value of net assets at end of year (total assets less liabilities)2012-12-31$62,124,128
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$56,579,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$32,076,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,185,487
Interest on participant loans2012-12-31$43,345
Interest earned on other investments2012-12-31$927,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$169,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$275,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$275,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$28,635,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$27,863,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,813,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,396,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,450,717
Contract administrator fees2012-12-31$12,574
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 name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$7,498,382
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,706,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,501,435
Expenses. Certain deemed distributions of participant loans2011-12-31$197,262
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,772,670
Value of total assets at end of year2011-12-31$56,579,314
Value of total assets at beginning of year2011-12-31$53,787,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,963
Total interest from all sources2011-12-31$1,054,132
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$435,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$435,280
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,053,063
Participant contributions at end of year2011-12-31$1,254,428
Participant contributions at beginning of year2011-12-31$1,351,535
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$122,079
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$2,791,722
Value of net assets at end of year (total assets less liabilities)2011-12-31$56,579,314
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,787,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,185,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,960,072
Interest on participant loans2011-12-31$48,265
Interest earned on other investments2011-12-31$1,005,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$275,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$244,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$244,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$27,863,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$27,231,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-763,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,597,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,501,435
Contract administrator fees2011-12-31$7,963
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 name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$10,715,460
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,594,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,298,600
Expenses. Certain deemed distributions of participant loans2010-12-31$275,845
Value of total corrective distributions2010-12-31$275,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,624,563
Value of total assets at end of year2010-12-31$53,987,654
Value of total assets at beginning of year2010-12-31$46,867,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,366
Total interest from all sources2010-12-31$1,059,269
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$174,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$174,879
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,235,745
Participant contributions at end of year2010-12-31$1,351,535
Participant contributions at beginning of year2010-12-31$1,328,246
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$69,889
Administrative expenses (other) incurred2010-12-31$18,041
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$7,120,649
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,987,654
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$46,867,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,924,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,623,087
Interest on participant loans2010-12-31$50,154
Interest earned on other investments2010-12-31$1,009,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$244,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$92,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$92,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$91
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$27,467,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$25,823,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,856,749
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$2,318,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,298,600
Contract administrator fees2010-12-31$2,325
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN

2022: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 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: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes
2008: HAMILTON HEALTH CARE SYSTEM, INC. RSVP MATCHING DOLLAR PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896940-007
Policy instance 4
Insurance contract or identification number896940-007
Number of Individuals Covered412
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25784
Policy instance 3
Insurance contract or identification numberGP25784
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $591
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $591
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 2
Insurance contract or identification number43089
Number of Individuals Covered471
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,999
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,705
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 1
Insurance contract or identification number43089
Number of Individuals Covered67
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 1
Insurance contract or identification number43089
Number of Individuals Covered67
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 2
Insurance contract or identification number43089
Number of Individuals Covered504
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,815
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $912
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25784
Policy instance 3
Insurance contract or identification numberGP25784
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $501
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $501
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 4
Insurance contract or identification number43089
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896940-007
Policy instance 5
Insurance contract or identification number896940-007
Number of Individuals Covered496
Insurance policy start date2021-11-11
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 1
Insurance contract or identification number43089
Number of Individuals Covered67
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 2
Insurance contract or identification number43089
Number of Individuals Covered543
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,683
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,447
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25784
Policy instance 3
Insurance contract or identification numberGP25784
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $609
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $609
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 4
Insurance contract or identification number43089
Number of Individuals Covered5500
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 1
Insurance contract or identification number43089
Number of Individuals Covered71
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25784
Policy instance 3
Insurance contract or identification numberGP25784
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $631
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $631
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 2
Insurance contract or identification number43089
Number of Individuals Covered569
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,797
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,491
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 4
Insurance contract or identification number43089
Number of Individuals Covered5201
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 1
Insurance contract or identification number43089
Number of Individuals Covered77
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 2
Insurance contract or identification number43089
Number of Individuals Covered606
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,837
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,496
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25784
Policy instance 3
Insurance contract or identification numberGP25784
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $650
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $650
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 4
Insurance contract or identification number43089
Number of Individuals Covered4779
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 4
Insurance contract or identification number43089
Number of Individuals Covered4195
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25784
Policy instance 3
Insurance contract or identification numberGP25784
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $745
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $745
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 2
Insurance contract or identification number43089
Number of Individuals Covered660
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,462
Insurance broker organization code?3
Insurance broker nameSEEBECK, MICHAEL E
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 1
Insurance contract or identification number43089
Number of Individuals Covered83
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 1
Insurance contract or identification number43089
Number of Individuals Covered91
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 2
Insurance contract or identification number43089
Number of Individuals Covered754
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,686
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,516
Insurance broker organization code?3
Insurance broker nameHUNT JENIFFER R
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25784
Policy instance 3
Insurance contract or identification numberGP25784
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $506
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADIVSORS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 4
Insurance contract or identification number43089
Number of Individuals Covered3891
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 4
Insurance contract or identification number43089
Number of Individuals Covered96
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25784
Policy instance 2
Insurance contract or identification numberGP25784
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $194
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $194
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADIVSORS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 1
Insurance contract or identification number43089
Number of Individuals Covered818
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,698
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,108
Insurance broker organization code?3
Insurance broker nameGECKS, WILLIAM R
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 3
Insurance contract or identification number43089
Number of Individuals Covered3423
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 3
Insurance contract or identification number43089
Number of Individuals Covered3064
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25784
Policy instance 2
Insurance contract or identification numberGP25784
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $349
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $349
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADIVSORS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 1
Insurance contract or identification number43089
Number of Individuals Covered883
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,439
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,850
Insurance broker organization code?3
Insurance broker nameCRUZE JR RICHARD T
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 4
Insurance contract or identification number43089
Number of Individuals Covered102
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 4
Insurance contract or identification number43089
Number of Individuals Covered108
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 3
Insurance contract or identification number43089
Number of Individuals Covered2750
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25784
Policy instance 2
Insurance contract or identification numberGP25784
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $615
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $615
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADIVSORS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 1
Insurance contract or identification number43089
Number of Individuals Covered950
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,543
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,888
Insurance broker organization code?3
Insurance broker namePEREZ LAWRENCE D
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25784
Policy instance 3
Insurance contract or identification numberGP25784
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,434
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 2
Insurance contract or identification number43089
Number of Individuals Covered1066
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,727
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 1
Insurance contract or identification number43089
Number of Individuals Covered125
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 4
Insurance contract or identification number43089
Number of Individuals Covered2474
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 3
Insurance contract or identification number43089
Number of Individuals Covered1355
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $19,353
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25784
Policy instance 4
Insurance contract or identification numberGP25784
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $656
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 2
Insurance contract or identification number43089
Number of Individuals Covered139
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15261751
Policy instance 1
Insurance contract or identification number15261751
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43089
Policy instance 5
Insurance contract or identification number43089
Number of Individuals Covered2278
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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