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PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 401k Plan overview

Plan NamePALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN
Plan identification number 002

PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PALMETTO HEALTH has sponsored the creation of one or more 401k plans.

Company Name:PALMETTO HEALTH
Employer identification number (EIN):582296052
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01TONY DENKINS
0022016-01-01TONY DENKINS
0022015-01-01SEAN STCLAIR
0022014-01-01SEAN ST. CLAIR SEAN ST. CLAIR2015-07-23
0022014-01-01SEAN ST. CLAIR
0022014-01-01SEAN ST. CLAIR SEAN ST. CLAIR2015-07-23
0022013-01-01SEAN ST. CLAIR
0022012-01-01SEAN ST. CLAIR
0022011-01-01SEAN ST. CLAIR
0022010-01-01MELINDA HIGGS
0022009-01-01MELINDA HIGGS

Plan Statistics for PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN

401k plan membership statisitcs for PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN

Measure Date Value
2019: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111,015
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111,088
Total number of active participants reported on line 7a of the Form 55002018-01-019,913
Number of retired or separated participants receiving benefits2018-01-0142
Number of other retired or separated participants entitled to future benefits2018-01-011,043
Total of all active and inactive participants2018-01-0110,998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-0111,015
Number of participants with account balances2018-01-017,961
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01382
2017: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110,293
Total number of active participants reported on line 7a of the Form 55002017-01-0110,010
Number of retired or separated participants receiving benefits2017-01-0135
Number of other retired or separated participants entitled to future benefits2017-01-011,029
Total of all active and inactive participants2017-01-0111,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-0111,088
Number of participants with account balances2017-01-017,830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01347
2016: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,371
Total number of active participants reported on line 7a of the Form 55002016-01-019,417
Number of retired or separated participants receiving benefits2016-01-0132
Number of other retired or separated participants entitled to future benefits2016-01-01831
Total of all active and inactive participants2016-01-0110,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0113
Total participants2016-01-0110,293
Number of participants with account balances2016-01-017,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01231
2015: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,865
Total number of active participants reported on line 7a of the Form 55002015-01-017,555
Number of retired or separated participants receiving benefits2015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-01781
Total of all active and inactive participants2015-01-018,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-018,371
Number of participants with account balances2015-01-016,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01195
2014: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,797
Total number of active participants reported on line 7a of the Form 55002014-01-017,130
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-01704
Total of all active and inactive participants2014-01-017,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-017,865
Number of participants with account balances2014-01-015,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01219
2013: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,016
Total number of active participants reported on line 7a of the Form 55002013-01-017,045
Number of retired or separated participants receiving benefits2013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-01723
Total of all active and inactive participants2013-01-017,784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0113
Total participants2013-01-017,797
Number of participants with account balances2013-01-015,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01230
2012: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,303
Total number of active participants reported on line 7a of the Form 55002012-01-017,197
Number of retired or separated participants receiving benefits2012-01-0120
Number of other retired or separated participants entitled to future benefits2012-01-01784
Total of all active and inactive participants2012-01-018,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0115
Total participants2012-01-018,016
Number of participants with account balances2012-01-015,948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0172
2011: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,043
Total number of active participants reported on line 7a of the Form 55002011-01-017,449
Number of retired or separated participants receiving benefits2011-01-0133
Number of other retired or separated participants entitled to future benefits2011-01-01812
Total of all active and inactive participants2011-01-018,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-018,303
Number of participants with account balances2011-01-016,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01112
2010: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019,931
Total number of active participants reported on line 7a of the Form 55002010-01-017,266
Number of retired or separated participants receiving benefits2010-01-0128
Number of other retired or separated participants entitled to future benefits2010-01-01743
Total of all active and inactive participants2010-01-018,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-016
Total participants2010-01-018,043
Number of participants with account balances2010-01-015,851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0167
2009: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019,750
Total number of active participants reported on line 7a of the Form 55002009-01-018,509
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,422
Total of all active and inactive participants2009-01-019,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019,931
Number of participants with account balances2009-01-016,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN

Measure Date Value
2019 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$251,328,211
Total transfer of assets from this plan2019-12-31$251,328,211
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45,380
Total income from all sources (including contributions)2019-12-31$63,525,812
Total income from all sources (including contributions)2019-12-31$63,525,812
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$23,817,379
Total of all expenses incurred2019-12-31$23,817,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,680,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,680,251
Expenses. Certain deemed distributions of participant loans2019-12-31$26,203
Expenses. Certain deemed distributions of participant loans2019-12-31$26,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,351,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,351,818
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$211,665,158
Value of total assets at beginning of year2019-12-31$211,665,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$110,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$110,925
Total interest from all sources2019-12-31$1,172,963
Total interest from all sources2019-12-31$1,172,963
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,847,007
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,847,007
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$7,847,007
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,847,007
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$-1,187
Contributions received from participants2019-12-31$-1,187
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$6,176,156
Participant contributions at beginning of year2019-12-31$6,176,156
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$642,467
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$642,467
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$72,435
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$72,435
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$187,829
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$187,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$45,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$45,380
Administrative expenses (other) incurred2019-12-31$33,669
Administrative expenses (other) incurred2019-12-31$33,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$39,708,433
Value of net income/loss2019-12-31$39,708,433
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$211,619,778
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$211,619,778
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 loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$77,256
Investment advisory and management fees2019-12-31$77,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$171,303,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$171,303,966
Interest on participant loans2019-12-31$322,496
Interest on participant loans2019-12-31$322,496
Interest earned on other investments2019-12-31$848,952
Interest earned on other investments2019-12-31$848,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$61,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$61,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$61,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$61,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$33,293,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$33,293,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$36,154,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$36,154,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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$18,280,570
Contributions received in cash from employer2019-12-31$18,280,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,680,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,680,251
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
Accountancy firm EIN2019-12-31560747981
2018 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$45,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$6,459,218
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,099,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,971,648
Expenses. Certain deemed distributions of participant loans2018-12-31$24,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,989,148
Value of total assets at end of year2018-12-31$211,665,158
Value of total assets at beginning of year2018-12-31$221,259,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$102,686
Total interest from all sources2018-12-31$1,147,081
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,080,639
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$13,080,639
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$6,176,156
Participant contributions at beginning of year2018-12-31$6,093,823
Assets. Other investments not covered elsewhere at end of year2018-12-31$642,467
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$843,943
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$453,923
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$560,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$187,829
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$45,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$32,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,639,909
Value of net assets at end of year (total assets less liabilities)2018-12-31$211,619,778
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$221,259,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$171,303,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$180,505,721
Interest on participant loans2018-12-31$292,343
Interest earned on other investments2018-12-31$854,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$61,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$33,293,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$33,816,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-25,757,650
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$17,535,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,411,648
Contract administrator fees2018-12-31$70,114
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2018-12-31560747981
2017 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$247
Total income from all sources (including contributions)2017-12-31$48,638,803
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,328,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,220,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,079,841
Value of total assets at end of year2017-12-31$221,259,687
Value of total assets at beginning of year2017-12-31$185,949,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$107,670
Total interest from all sources2017-12-31$1,068,612
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,365,575
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$9,365,575
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$6,093,823
Participant contributions at beginning of year2017-12-31$5,795,510
Assets. Other investments not covered elsewhere at end of year2017-12-31$843,943
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$822,065
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$210,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$56,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$101
Administrative expenses (other) incurred2017-12-31$53,303
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$146
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$35,310,281
Value of net assets at end of year (total assets less liabilities)2017-12-31$221,259,687
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$185,949,406
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$180,505,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$145,242,145
Interest on participant loans2017-12-31$249,308
Interest earned on other investments2017-12-31$819,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$33,816,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$34,033,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$20,124,775
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$17,869,316
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,220,852
Contract administrator fees2017-12-31$54,367
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2017-12-31560747981
2016 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) 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$247
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,699
Total income from all sources (including contributions)2016-12-31$28,850,777
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,244,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,061,490
Expenses. Certain deemed distributions of participant loans2016-12-31$40,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,721,438
Value of total assets at end of year2016-12-31$185,949,653
Value of total assets at beginning of year2016-12-31$168,365,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$142,773
Total interest from all sources2016-12-31$1,065,712
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,759,875
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$5,759,875
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$5,795,510
Participant contributions at beginning of year2016-12-31$5,773,014
Assets. Other investments not covered elsewhere at end of year2016-12-31$822,065
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,034,349
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$951,559
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$56,866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$21,698
Administrative expenses (other) incurred2016-12-31$109,516
Liabilities. Value of operating payables at end of year2016-12-31$146
Liabilities. Value of operating payables at beginning of year2016-12-31$1
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$17,606,095
Value of net assets at end of year (total assets less liabilities)2016-12-31$185,949,406
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$168,343,311
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$145,242,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$128,001,575
Interest on participant loans2016-12-31$241,677
Interest earned on other investments2016-12-31$824,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$34,033,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$33,556,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,303,752
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$15,769,879
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,061,490
Contract administrator fees2016-12-31$33,257
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHS GOODMAN, LLP
Accountancy firm EIN2016-12-31560747981
2015 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) 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$21,699
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$13,713,378
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,544,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,393,594
Expenses. Certain deemed distributions of participant loans2015-12-31$26,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,069,904
Value of total assets at end of year2015-12-31$168,365,010
Value of total assets at beginning of year2015-12-31$165,174,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$124,772
Total interest from all sources2015-12-31$1,038,985
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,397,301
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$7,397,301
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$5,773,014
Participant contributions at beginning of year2015-12-31$5,671,959
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,034,349
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,052,417
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$320,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$21,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$110,831
Liabilities. Value of operating payables at end of year2015-12-31$1
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,168,947
Value of net assets at end of year (total assets less liabilities)2015-12-31$168,343,311
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$165,174,364
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$128,001,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$125,246,273
Interest on participant loans2015-12-31$237,474
Interest earned on other investments2015-12-31$801,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$33,556,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$33,203,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,792,812
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$12,749,878
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,393,594
Contract administrator fees2015-12-31$13,941
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHS GOODMAN, LLP
Accountancy firm EIN2015-12-31560747981
2014 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,394
Total income from all sources (including contributions)2014-12-31$20,740,042
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,910,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,802,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,633,117
Value of total assets at end of year2014-12-31$165,174,364
Value of total assets at beginning of year2014-12-31$153,349,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$108,113
Total interest from all sources2014-12-31$221,836
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,449,089
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$7,449,089
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$5,671,959
Participant contributions at beginning of year2014-12-31$5,008,828
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,052,417
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,119,478
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$155,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,394
Administrative expenses (other) incurred2014-12-31$108,113
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$5,394
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$11,829,884
Value of net assets at end of year (total assets less liabilities)2014-12-31$165,174,364
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$153,344,480
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$125,246,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$112,793,153
Interest on participant loans2014-12-31$221,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$33,203,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$34,083,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,436,000
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$11,477,125
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$344,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,802,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2014-12-31560747981
2013 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) 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$5,394
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$41,055
Total income from all sources (including contributions)2013-12-31$33,522,777
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,293,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,159,594
Expenses. Certain deemed distributions of participant loans2013-12-31$27,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,933,271
Value of total assets at end of year2013-12-31$153,349,874
Value of total assets at beginning of year2013-12-31$128,156,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$107,070
Total interest from all sources2013-12-31$968,883
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,396,236
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$2,396,236
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$5,008,828
Participant contributions at beginning of year2013-12-31$4,503,458
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,119,478
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,367,763
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$423,950
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$307,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,082
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$16,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$41,055
Administrative expenses (other) incurred2013-12-31$107,070
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$25,228,975
Value of net assets at end of year (total assets less liabilities)2013-12-31$153,344,480
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$128,115,505
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$112,793,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$87,242,237
Interest on participant loans2013-12-31$195,495
Interest earned on other investments2013-12-31$773,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$34,083,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$34,720,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$18,224,387
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$11,509,321
Employer contributions (assets) at end of year2013-12-31$344,129
Employer contributions (assets) at beginning of year2013-12-31$305,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,852,165
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
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31582296052
2012 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) 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$41,055
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22,355
Total income from all sources (including contributions)2012-12-31$22,850,794
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,993,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,852,208
Expenses. Certain deemed distributions of participant loans2012-12-31$44,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,957,217
Value of total assets at end of year2012-12-31$128,156,560
Value of total assets at beginning of year2012-12-31$112,280,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$96,823
Total interest from all sources2012-12-31$1,098,057
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,894,594
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$1,894,594
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Participant contributions at end of year2012-12-31$4,503,458
Participant contributions at beginning of year2012-12-31$5,635,362
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,367,763
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$696,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$16,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$124,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$41,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,670
Administrative expenses (other) incurred2012-12-31$96,823
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$15,857,069
Value of net assets at end of year (total assets less liabilities)2012-12-31$128,115,505
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$112,258,436
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$87,242,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$71,558,298
Interest on participant loans2012-12-31$182,703
Interest earned on other investments2012-12-31$915,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$34,720,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$34,742,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,900,926
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$11,261,152
Employer contributions (assets) at end of year2012-12-31$305,945
Employer contributions (assets) at beginning of year2012-12-31$220,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,852,208
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$20,685
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 name2012-12-31GRANT THORTON, LLP
Accountancy firm EIN2012-12-31582296052
2011 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$257,462
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,223,138
Total income from all sources (including contributions)2011-12-31$13,958,791
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,829,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,744,479
Expenses. Certain deemed distributions of participant loans2011-12-31$32,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,056,768
Value of total assets at end of year2011-12-31$112,280,791
Value of total assets at beginning of year2011-12-31$111,610,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$53,119
Total interest from all sources2011-12-31$1,216,688
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,909,349
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$1,909,349
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$5,635,362
Participant contributions at beginning of year2011-12-31$5,704,518
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$10,605,503
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,567,136
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$124,702
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$130,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$76,695
Other income not declared elsewhere2011-12-31$1,561,765
Administrative expenses (other) incurred2011-12-31$53,119
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$8,128,981
Value of net assets at end of year (total assets less liabilities)2011-12-31$112,258,436
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$104,386,917
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$71,558,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$72,588,064
Interest on participant loans2011-12-31$264,030
Interest earned on other investments2011-12-31$952,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$34,742,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$22,402,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,785,779
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$10,489,632
Employer contributions (assets) at end of year2011-12-31$220,270
Employer contributions (assets) at beginning of year2011-12-31$178,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,744,479
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
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$20,685
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$7,146,443
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 name2011-12-31GRANT THORNTON, LLP
Accountancy firm EIN2011-12-31582296052
2010 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$7,146,443
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,223,138
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$21,267,899
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,387,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,231,210
Expenses. Certain deemed distributions of participant loans2010-12-31$90,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,632,987
Value of total assets at end of year2010-12-31$111,610,055
Value of total assets at beginning of year2010-12-31$99,652,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$65,518
Total interest from all sources2010-12-31$1,604,154
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,204,524
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$1,204,524
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$5,704,518
Participant contributions at beginning of year2010-12-31$3,351,596
Assets. Other investments not covered elsewhere at end of year2010-12-31$10,605,503
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$392,752
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$130,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$76,695
Other income not declared elsewhere2010-12-31$293,804
Administrative expenses (other) incurred2010-12-31$65,518
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$11,880,517
Value of net assets at end of year (total assets less liabilities)2010-12-31$104,386,917
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$99,652,843
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$72,588,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$64,031,733
Interest on participant loans2010-12-31$335,806
Interest earned on other investments2010-12-31$1,268,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$22,402,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$31,511,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,532,430
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$8,631,488
Employer contributions (assets) at end of year2010-12-31$178,848
Employer contributions (assets) at beginning of year2010-12-31$365,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,231,210
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$7,146,443
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 name2010-12-31GRANT THORNTON, LLP
Accountancy firm EIN2010-12-31582296052

Form 5500 Responses for PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN

2019: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PALMETTO HEALTH MATCHING SAVINGS & 401(K) 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: PALMETTO HEALTH MATCHING SAVINGS & 401(K) 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: PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: PALMETTO HEALTH MATCHING SAVINGS & 401(K) 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: PALMETTO HEALTH MATCHING SAVINGS & 401(K) 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: PALMETTO HEALTH MATCHING SAVINGS & 401(K) 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: PALMETTO HEALTH MATCHING SAVINGS & 401(K) 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: PALMETTO HEALTH MATCHING SAVINGS & 401(K) 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

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32238
Policy instance 1
Insurance contract or identification number32238
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number57947
Policy instance 2
Insurance contract or identification number57947
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57947
Policy instance 2
Insurance contract or identification number57947
Number of Individuals Covered142
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32238
Policy instance 1
Insurance contract or identification number32238
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number57947
Policy instance 2
Insurance contract or identification number57947
Number of Individuals Covered151
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32238
Policy instance 1
Insurance contract or identification number32238
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32238
Policy instance 1
Insurance contract or identification number32238
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57947
Policy instance 2
Insurance contract or identification number57947
Number of Individuals Covered164
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32238
Policy instance 2
Insurance contract or identification number32238
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57947
Policy instance 1
Insurance contract or identification number57947
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57947
Policy instance 3
Insurance contract or identification number57947
Number of Individuals Covered167
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32238
Policy instance 2
Insurance contract or identification number32238
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 number57947
Policy instance 1
Insurance contract or identification number57947
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57974
Policy instance 1
Insurance contract or identification number57974
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32238
Policy instance 2
Insurance contract or identification number32238
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57974
Policy instance 2
Insurance contract or identification number57974
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32238
Policy instance 1
Insurance contract or identification number32238
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57974
Policy instance 1
Insurance contract or identification number57974
Number of Individuals Covered466
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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