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THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 401k Plan overview

Plan NameTHE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN
Plan identification number 003

THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

THE MOSES H CONE MEMORIAL HOSPITAL OPERATING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE MOSES H CONE MEMORIAL HOSPITAL OPERATING CORPORATION
Employer identification number (EIN):581588823
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01SHERYL THORNTON
0032016-01-01SHERYL THORNTON
0032015-01-01SHERYL THORNTON
0032014-01-01JOHN KONICEK JOHN KONICEK2015-10-14
0032013-01-01WENDI CARROLL
0032012-01-01WENDI CARROLL
0032011-01-01JOHN KONICEK
0032010-01-01JOHN KONICEK
0032009-01-01
0032009-01-01JOHN KONICEK

Plan Statistics for THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN

401k plan membership statisitcs for THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN

Measure Date Value
2022: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0117,806
Total number of active participants reported on line 7a of the Form 55002022-01-0113,606
Number of retired or separated participants receiving benefits2022-01-01231
Number of other retired or separated participants entitled to future benefits2022-01-015,499
Total of all active and inactive participants2022-01-0119,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-0119,340
Number of participants with account balances2022-01-0118,691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0117,004
Total number of active participants reported on line 7a of the Form 55002021-01-0113,292
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014,514
Total of all active and inactive participants2021-01-0117,806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0117,806
Number of participants with account balances2021-01-0117,165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01491
2020: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0118,208
Total number of active participants reported on line 7a of the Form 55002020-01-0113,461
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014,014
Total of all active and inactive participants2020-01-0117,475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0117,475
Number of participants with account balances2020-01-0116,767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01353
2019: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116,756
Total number of active participants reported on line 7a of the Form 55002019-01-0113,271
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014,928
Total of all active and inactive participants2019-01-0118,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0118,199
Number of participants with account balances2019-01-0117,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01306
2018: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117,415
Total number of active participants reported on line 7a of the Form 55002018-01-0112,750
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014,492
Total of all active and inactive participants2018-01-0117,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0117,242
Number of participants with account balances2018-01-0116,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01293
2017: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116,287
Total number of active participants reported on line 7a of the Form 55002017-01-0112,346
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014,908
Total of all active and inactive participants2017-01-0117,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0117,254
Number of participants with account balances2017-01-0116,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01288
2016: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115,330
Total number of active participants reported on line 7a of the Form 55002016-01-0112,210
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014,125
Total of all active and inactive participants2016-01-0116,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0116,335
Number of participants with account balances2016-01-0115,531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01325
2015: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114,928
Total number of active participants reported on line 7a of the Form 55002015-01-0111,781
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013,515
Total of all active and inactive participants2015-01-0115,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115,296
Number of participants with account balances2015-01-0114,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01246
2014: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110,460
Total number of active participants reported on line 7a of the Form 55002014-01-019,237
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,150
Total of all active and inactive participants2014-01-0110,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110,387
Number of participants with account balances2014-01-018,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,111
Total number of active participants reported on line 7a of the Form 55002013-01-018,989
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,908
Total of all active and inactive participants2013-01-0111,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111,897
Number of participants with account balances2013-01-0111,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0189
2012: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,812
Total number of active participants reported on line 7a of the Form 55002012-01-019,722
Number of retired or separated participants receiving benefits2012-01-01927
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0110,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110,649
Number of participants with account balances2012-01-0111,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,328
Total number of active participants reported on line 7a of the Form 55002011-01-018,986
Number of retired or separated participants receiving benefits2011-01-01722
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-019,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019,708
Number of participants with account balances2011-01-019,326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018,945
Total number of active participants reported on line 7a of the Form 55002010-01-017,473
Number of retired or separated participants receiving benefits2010-01-01672
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-018,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-018,145
Number of participants with account balances2010-01-018,252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018,926
Total number of active participants reported on line 7a of the Form 55002009-01-017,467
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01659
Total of all active and inactive participants2009-01-018,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018,126
Number of participants with account balances2009-01-018,219

Financial Data on THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN

Measure Date Value
2022 : THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$4,424,457
Total income from all sources (including contributions)2022-12-31$-89,772,997
Total of all expenses incurred2022-12-31$84,010,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$82,848,955
Expenses. Certain deemed distributions of participant loans2022-12-31$440,028
Value of total corrective distributions2022-12-31$4,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$109,799,205
Value of total assets at end of year2022-12-31$1,233,882,537
Value of total assets at beginning of year2022-12-31$1,412,090,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$716,470
Total interest from all sources2022-12-31$6,027,662
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$47,608,447
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$47,608,447
Administrative expenses professional fees incurred2022-12-31$77,500
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$76,261,854
Participant contributions at end of year2022-12-31$17,698,795
Participant contributions at beginning of year2022-12-31$17,628,841
Participant contributions at end of year2022-12-31$62,032
Participant contributions at beginning of year2022-12-31$118,061
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,987,599
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$6,950,338
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,112,701
Administrative expenses (other) incurred2022-12-31$4,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-173,783,195
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,233,882,537
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,412,090,189
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$1,000,780,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,174,908,585
Value of interest in pooled separate accounts at end of year2022-12-31$4,519,807
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,504,443
Interest on participant loans2022-12-31$823,208
Interest earned on other investments2022-12-31$5,197,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$558,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$604,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$604,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$202,731,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$204,099,347
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$23,180,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-253,208,311
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$27,424,650
Employer contributions (assets) at end of year2022-12-31$1,543,515
Employer contributions (assets) at beginning of year2022-12-31$1,276,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$59,668,260
Contract administrator fees2022-12-31$634,746
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 name2022-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2022-12-31133891517
2021 : THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$289,651,969
Total of all expenses incurred2021-12-31$95,136,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$94,194,510
Expenses. Certain deemed distributions of participant loans2021-12-31$423,630
Value of total corrective distributions2021-12-31$31,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$104,493,952
Value of total assets at end of year2021-12-31$1,412,090,189
Value of total assets at beginning of year2021-12-31$1,217,574,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$486,341
Total interest from all sources2021-12-31$6,014,528
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$68,652,328
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$68,652,328
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 period2021-12-31No
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$71,260,113
Participant contributions at end of year2021-12-31$17,628,841
Participant contributions at beginning of year2021-12-31$17,550,450
Participant contributions at end of year2021-12-31$118,061
Participant contributions at beginning of year2021-12-31$23,105
Assets. Other investments not covered elsewhere at end of year2021-12-31$6,950,338
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,793,588
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,620,185
Other income not declared elsewhere2021-12-31$980,311
Administrative expenses (other) incurred2021-12-31$4,650
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$194,515,597
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,412,090,189
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,217,574,592
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$1,174,908,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$987,249,956
Value of interest in pooled separate accounts at end of year2021-12-31$6,504,443
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,677,764
Interest on participant loans2021-12-31$921,206
Interest earned on other investments2021-12-31$5,093,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$604,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$63
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$204,099,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$199,037,441
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$25,203,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$109,510,850
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$25,613,654
Employer contributions (assets) at end of year2021-12-31$1,276,514
Employer contributions (assets) at beginning of year2021-12-31$1,242,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$68,990,585
Contract administrator fees2021-12-31$481,691
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2021-12-31133891517
2020 : THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$249,166,742
Total of all expenses incurred2020-12-31$84,002,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$82,885,396
Expenses. Certain deemed distributions of participant loans2020-12-31$605,713
Value of total corrective distributions2020-12-31$26,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$96,541,095
Value of total assets at end of year2020-12-31$1,217,574,592
Value of total assets at beginning of year2020-12-31$1,052,410,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$485,010
Total interest from all sources2020-12-31$6,235,426
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$53,156,247
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$53,156,247
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$63,003,834
Participant contributions at end of year2020-12-31$17,550,450
Participant contributions at beginning of year2020-12-31$17,474,432
Participant contributions at end of year2020-12-31$23,105
Participant contributions at beginning of year2020-12-31$1,874,766
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,793,588
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,582,633
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,181,749
Administrative expenses (other) incurred2020-12-31$3,576
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$165,164,236
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,217,574,592
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,052,410,356
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$987,249,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$832,255,405
Value of interest in pooled separate accounts at end of year2020-12-31$5,677,764
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,322,860
Interest on participant loans2020-12-31$915,431
Interest earned on other investments2020-12-31$5,318,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$199,037,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$188,091,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$93,233,974
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$22,355,512
Employer contributions (assets) at end of year2020-12-31$1,242,288
Employer contributions (assets) at beginning of year2020-12-31$1,809,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$82,885,396
Contract administrator fees2020-12-31$481,434
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 name2020-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2020-12-31133891517
2019 : THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$301,381,569
Total of all expenses incurred2019-12-31$65,193,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$63,979,301
Expenses. Certain deemed distributions of participant loans2019-12-31$645,193
Value of total corrective distributions2019-12-31$40,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$137,066,898
Value of total assets at end of year2019-12-31$1,052,410,356
Value of total assets at beginning of year2019-12-31$816,221,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$528,462
Total interest from all sources2019-12-31$6,190,887
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$41,935,530
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$41,935,530
Was this plan covered by a fidelity bond2019-12-31No
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$59,272,862
Participant contributions at end of year2019-12-31$17,474,432
Participant contributions at beginning of year2019-12-31$16,095,724
Participant contributions at end of year2019-12-31$1,874,766
Participant contributions at beginning of year2019-12-31$1,722,914
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,582,633
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,453,821
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,518,160
Administrative expenses (other) incurred2019-12-31$4,935
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$236,188,391
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,052,410,356
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$816,221,965
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$832,255,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$633,109,324
Value of interest in pooled separate accounts at end of year2019-12-31$5,322,860
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,986,621
Interest on participant loans2019-12-31$885,399
Interest earned on other investments2019-12-31$5,294,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$10,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$188,091,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$155,225,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$116,188,254
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$23,275,876
Employer contributions (assets) at end of year2019-12-31$1,809,124
Employer contributions (assets) at beginning of year2019-12-31$628,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$63,979,301
Contract administrator fees2019-12-31$523,527
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 name2019-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2019-12-31133891517
2018 : THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$51,699,262
Total of all expenses incurred2018-12-31$49,642,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$48,362,753
Expenses. Certain deemed distributions of participant loans2018-12-31$710,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$88,444,022
Value of total assets at end of year2018-12-31$816,221,965
Value of total assets at beginning of year2018-12-31$814,164,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$569,385
Total interest from all sources2018-12-31$5,159,602
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$44,799,296
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$44,799,296
Administrative expenses professional fees incurred2018-12-31$562,993
Was this plan covered by a fidelity bond2018-12-31No
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$53,236,388
Participant contributions at end of year2018-12-31$16,095,724
Participant contributions at beginning of year2018-12-31$14,203,232
Participant contributions at end of year2018-12-31$1,722,914
Participant contributions at beginning of year2018-12-31$1,579,489
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,453,821
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,761,592
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,993,518
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$2,057,104
Value of net assets at end of year (total assets less liabilities)2018-12-31$816,221,965
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$814,164,861
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
Investment advisory and management fees2018-12-31$6,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$633,109,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$646,348,000
Value of interest in pooled separate accounts at end of year2018-12-31$4,986,621
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,741,106
Interest on participant loans2018-12-31$707,824
Interest earned on other investments2018-12-31$4,444,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$155,225,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$139,878,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-86,703,658
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$19,214,116
Employer contributions (assets) at end of year2018-12-31$628,309
Employer contributions (assets) at beginning of year2018-12-31$1,652,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$48,362,753
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 name2018-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2018-12-31133891517
2017 : THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$191,104,066
Total of all expenses incurred2017-12-31$43,396,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$42,217,257
Expenses. Certain deemed distributions of participant loans2017-12-31$606,280
Value of total corrective distributions2017-12-31$1,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$84,265,526
Value of total assets at end of year2017-12-31$814,164,861
Value of total assets at beginning of year2017-12-31$666,456,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$570,705
Total interest from all sources2017-12-31$4,639,481
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$30,649,960
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$30,649,960
Was this plan covered by a fidelity bond2017-12-31No
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$49,029,008
Participant contributions at end of year2017-12-31$14,203,232
Participant contributions at beginning of year2017-12-31$12,858,891
Participant contributions at end of year2017-12-31$1,579,489
Participant contributions at beginning of year2017-12-31$1,487,624
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,761,592
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,422,370
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,987,981
Administrative expenses (other) incurred2017-12-31$3,067
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$147,707,921
Value of net assets at end of year (total assets less liabilities)2017-12-31$814,164,861
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$666,456,940
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$646,348,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$516,112,742
Value of interest in pooled separate accounts at end of year2017-12-31$5,741,106
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,653,508
Interest on participant loans2017-12-31$590,956
Interest earned on other investments2017-12-31$4,045,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$139,878,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$125,423,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$71,549,099
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$18,248,537
Employer contributions (assets) at end of year2017-12-31$1,652,725
Employer contributions (assets) at beginning of year2017-12-31$1,497,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$42,217,257
Contract administrator fees2017-12-31$567,638
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 name2017-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2017-12-31133891517
2016 : THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$126,440,963
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$42,739,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$41,161,529
Expenses. Certain deemed distributions of participant loans2016-12-31$608,352
Value of total corrective distributions2016-12-31$30,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$77,871,236
Value of total assets at end of year2016-12-31$666,456,940
Value of total assets at beginning of year2016-12-31$582,755,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$939,264
Total interest from all sources2016-12-31$4,074,784
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$23,358,622
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$23,358,622
Was this plan covered by a fidelity bond2016-12-31No
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$45,182,385
Participant contributions at end of year2016-12-31$12,858,891
Participant contributions at beginning of year2016-12-31$11,510,040
Participant contributions at end of year2016-12-31$1,487,624
Participant contributions at beginning of year2016-12-31$1,302,210
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,422,370
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,823,664
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,553,471
Administrative expenses (other) incurred2016-12-31$7,093
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$83,701,790
Value of net assets at end of year (total assets less liabilities)2016-12-31$666,456,940
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$582,755,150
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$516,112,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$451,955,066
Value of interest in pooled separate accounts at end of year2016-12-31$5,653,508
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,262,769
Interest on participant loans2016-12-31$477,241
Interest earned on other investments2016-12-31$3,597,262
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$125,423,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$107,787,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$21,136,321
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$16,135,380
Employer contributions (assets) at end of year2016-12-31$1,497,977
Employer contributions (assets) at beginning of year2016-12-31$1,113,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$41,161,529
Contract administrator fees2016-12-31$932,171
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 name2016-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2016-12-31133891517
2015 : THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$77,772,184
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$34,513,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$33,640,534
Expenses. Certain deemed distributions of participant loans2015-12-31$292,667
Value of total corrective distributions2015-12-31$9,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$76,891,089
Value of total assets at end of year2015-12-31$582,755,150
Value of total assets at beginning of year2015-12-31$539,496,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$570,888
Total interest from all sources2015-12-31$3,501,575
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$42,277,005
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$42,277,005
Was this plan covered by a fidelity bond2015-12-31No
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$41,522,064
Participant contributions at end of year2015-12-31$11,510,040
Participant contributions at beginning of year2015-12-31$8,233,279
Participant contributions at end of year2015-12-31$1,302,210
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,823,664
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,923,366
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,523,040
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$97,152,044
Administrative expenses (other) incurred2015-12-31$12,625
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$43,258,639
Value of net assets at end of year (total assets less liabilities)2015-12-31$582,755,150
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$539,496,511
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$451,955,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$336,852,093
Value of interest in pooled separate accounts at end of year2015-12-31$6,262,769
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,068,886
Interest on participant loans2015-12-31$420,627
Interest earned on other investments2015-12-31$3,080,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$82
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$107,787,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$87,266,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-44,897,485
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$23,845,985
Employer contributions (assets) at end of year2015-12-31$1,113,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$33,640,534
Contract administrator fees2015-12-31$558,263
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 name2015-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2015-12-31133891517
2014 : THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$97,152,044
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$70,375,011
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$30,116,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$29,029,748
Expenses. Certain deemed distributions of participant loans2014-12-31$420,608
Value of total corrective distributions2014-12-31$6,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$44,802,161
Value of total assets at end of year2014-12-31$539,496,511
Value of total assets at beginning of year2014-12-31$402,086,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$660,581
Total interest from all sources2014-12-31$2,985,539
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$27,292,132
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$27,292,132
Was this plan covered by a fidelity bond2014-12-31No
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$25,171,402
Participant contributions at end of year2014-12-31$8,233,279
Participant contributions at beginning of year2014-12-31$7,304,102
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,923,366
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,197,616
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,200,741
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$97,152,044
Administrative expenses (other) incurred2014-12-31$7,641
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$40,258,042
Value of net assets at end of year (total assets less liabilities)2014-12-31$539,496,511
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$402,086,425
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$336,852,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$301,508,062
Value of interest in pooled separate accounts at end of year2014-12-31$7,068,886
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,201,129
Interest on participant loans2014-12-31$317,716
Interest earned on other investments2014-12-31$2,667,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$51
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$87,266,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$82,875,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-4,704,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$9,430,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$29,029,748
Contract administrator fees2014-12-31$652,940
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 name2014-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2014-12-31133891517
2013 : THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS 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$111,787,943
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$25,758,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,578,183
Expenses. Certain deemed distributions of participant loans2013-12-31$426,592
Value of total corrective distributions2013-12-31$2,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$46,863,531
Value of total assets at end of year2013-12-31$402,086,425
Value of total assets at beginning of year2013-12-31$316,056,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$750,812
Total interest from all sources2013-12-31$2,760,329
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,110,633
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$12,110,633
Was this plan covered by a fidelity bond2013-12-31No
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$25,978,698
Participant contributions at end of year2013-12-31$7,304,102
Participant contributions at beginning of year2013-12-31$6,503,906
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,197,616
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,220,081
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,133,283
Administrative expenses (other) incurred2013-12-31$7,696
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$86,029,498
Value of net assets at end of year (total assets less liabilities)2013-12-31$402,086,425
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$316,056,927
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$301,508,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$226,435,802
Value of interest in pooled separate accounts at end of year2013-12-31$7,201,129
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,991,525
Interest on participant loans2013-12-31$291,986
Interest earned on other investments2013-12-31$2,468,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$78
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$82,875,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$74,905,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$50,053,450
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$11,751,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,578,183
Contract administrator fees2013-12-31$743,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2013-12-31133891517
2012 : THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS 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$68,921,735
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$19,289,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$18,399,256
Expenses. Certain deemed distributions of participant loans2012-12-31$371,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$35,465,406
Value of total assets at end of year2012-12-31$316,056,927
Value of total assets at beginning of year2012-12-31$266,424,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$518,521
Total interest from all sources2012-12-31$2,684,521
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,544,627
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$7,544,627
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$24,073,811
Participant contributions at end of year2012-12-31$6,503,906
Participant contributions at beginning of year2012-12-31$5,944,627
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,220,081
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,971,975
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,358,670
Administrative expenses (other) incurred2012-12-31$7,228
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$49,632,228
Value of net assets at end of year (total assets less liabilities)2012-12-31$316,056,927
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$266,424,699
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$226,435,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$190,744,212
Value of interest in pooled separate accounts at end of year2012-12-31$5,991,525
Interest on participant loans2012-12-31$266,620
Interest earned on other investments2012-12-31$2,417,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$74,905,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$67,763,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,227,181
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$6,032,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$18,399,256
Contract administrator fees2012-12-31$511,293
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2012-12-31133891517
2011 : THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS 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$31,487,334
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,864,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,271,678
Expenses. Certain deemed distributions of participant loans2011-12-31$154,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$35,010,738
Value of total assets at end of year2011-12-31$266,424,699
Value of total assets at beginning of year2011-12-31$251,802,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$438,252
Total interest from all sources2011-12-31$2,635,405
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,318,236
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$4,318,236
Was this plan covered by a fidelity bond2011-12-31No
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$21,231,463
Participant contributions at end of year2011-12-31$5,944,627
Participant contributions at beginning of year2011-12-31$5,017,182
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,971,975
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,606,852
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,519,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$23
Administrative expenses (other) incurred2011-12-31$7,821
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$14,622,495
Value of net assets at end of year (total assets less liabilities)2011-12-31$266,424,699
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$251,802,204
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$190,744,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$188,658,510
Interest on participant loans2011-12-31$247,564
Interest earned on other investments2011-12-31$2,387,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$67,763,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$56,519,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,477,045
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$5,260,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,271,678
Contract administrator fees2011-12-31$430,431
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2011-12-31133891517
2010 : THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS 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$56,317,882
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$14,716,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,631,776
Expenses. Certain deemed distributions of participant loans2010-12-31$845,129
Value of total corrective distributions2010-12-31$3,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$28,725,721
Value of total assets at end of year2010-12-31$251,802,204
Value of total assets at beginning of year2010-12-31$210,201,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$236,709
Total interest from all sources2010-12-31$2,287,295
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,809,197
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$3,809,197
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$18,558,996
Participant contributions at end of year2010-12-31$5,017,182
Participant contributions at beginning of year2010-12-31$4,550,246
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,606,852
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,213,424
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,380,828
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$23
Administrative expenses (other) incurred2010-12-31$7,386
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$41,600,904
Value of net assets at end of year (total assets less liabilities)2010-12-31$251,802,204
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$210,201,300
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$188,658,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$154,860,741
Interest on participant loans2010-12-31$232,195
Interest earned on other investments2010-12-31$2,055,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$95
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$56,519,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$49,576,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$21,495,669
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$4,785,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,631,776
Contract administrator fees2010-12-31$229,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN

2022: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS 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: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS 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: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS 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: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS 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: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS 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: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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: THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4784
Policy instance 3
Insurance contract or identification number4784
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number65913
Policy instance 2
Insurance contract or identification number65913
Number of Individuals Covered18738
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069036
Policy instance 1
Insurance contract or identification numberTA069036
Number of Individuals Covered109
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4784
Policy instance 3
Insurance contract or identification number4784
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number65913
Policy instance 2
Insurance contract or identification number65913
Number of Individuals Covered17231
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069036
Policy instance 1
Insurance contract or identification numberTA069036
Number of Individuals Covered116
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069036
Policy instance 1
Insurance contract or identification numberTA069036
Number of Individuals Covered119
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65913
Policy instance 2
Insurance contract or identification number65913
Number of Individuals Covered16514
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4784
Policy instance 3
Insurance contract or identification number4784
Number of Individuals Covered349
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069036
Policy instance 1
Insurance contract or identification numberTA069036
Number of Individuals Covered125
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,611
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,611
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65913
Policy instance 2
Insurance contract or identification number65913
Number of Individuals Covered17492
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4784
Policy instance 3
Insurance contract or identification number4784
Number of Individuals Covered367
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069036
Policy instance 1
Insurance contract or identification numberTA069036
Number of Individuals Covered132
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65913
Policy instance 2
Insurance contract or identification number65913
Number of Individuals Covered16137
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4784
Policy instance 3
Insurance contract or identification number4784
Number of Individuals Covered390
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4784
Policy instance 3
Insurance contract or identification number4784
Number of Individuals Covered419
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number65913
Policy instance 2
Insurance contract or identification number65913
Number of Individuals Covered16465
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069036
Policy instance 1
Insurance contract or identification numberTA069036
Number of Individuals Covered139
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4784
Policy instance 3
Insurance contract or identification number4784
Number of Individuals Covered474
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 $20,545
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
Amount paid for insurance broker fees20545
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65913
Policy instance 2
Insurance contract or identification number65913
Number of Individuals Covered14389
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069036
Policy instance 1
Insurance contract or identification numberTA069036
Number of Individuals Covered153
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 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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069036
Policy instance 3
Insurance contract or identification numberTA069036
Number of Individuals Covered162
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 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 number65913
Policy instance 1
Insurance contract or identification number65913
Number of Individuals Covered12016
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4784
Policy instance 2
Insurance contract or identification number4784
Number of Individuals Covered503
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $28,213
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 $28,213
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4784
Policy instance 2
Insurance contract or identification number4784
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $28,056
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 $28,056
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069036
Policy instance 3
Insurance contract or identification numberTA069036
Number of Individuals Covered169
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 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 number65913
Policy instance 1
Insurance contract or identification number65913
Number of Individuals Covered11156
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069036
Policy instance 3
Insurance contract or identification numberTA069036
Number of Individuals Covered178
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 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4481
Policy instance 2
Insurance contract or identification number4481
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 $27,419
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
Amount paid for insurance broker fees27419
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PROVIDER
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number65913
Policy instance 1
Insurance contract or identification number65913
Number of Individuals Covered11217
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069036
Policy instance 1
Insurance contract or identification numberTA069036
Number of Individuals Covered183
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 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4481
Policy instance 2
Insurance contract or identification number4481
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 $27,336
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 number65913
Policy instance 3
Insurance contract or identification number65913
Number of Individuals Covered10192
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069036
Policy instance 1
Insurance contract or identification numberTA069036
Number of Individuals Covered194
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?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004784
Policy instance 2
Insurance contract or identification number004784
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $27,998
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 number65913
Policy instance 3
Insurance contract or identification number65913
Number of Individuals Covered9118
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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