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BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 401k Plan overview

Plan NameBOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM
Plan identification number 002

BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM Benefits

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

401k Sponsoring company profile

BOCA RATON REGIONAL HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOCA RATON REGIONAL HOSPITAL, INC.
Employer identification number (EIN):591006663
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about BOCA RATON REGIONAL HOSPITAL, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1962-09-27
Company Identification Number: 704612
Legal Registered Office Address: 1201 HAYS STREET

TALLAHASSEE

32301

More information about BOCA RATON REGIONAL HOSPITAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MELINDA RAYMOND JAMI MAHON2018-09-26
0022016-01-01MELINDA RAYMOND JAMI MAHON2017-10-16
0022015-01-01MELINDA RAYMOND JAMI MAHON2016-10-17
0022014-01-01MELINDA RAYMOND JAMI MAHON2015-10-15
0022013-01-01MELINDA RAYMOND JAMI MAHON2014-10-10
0022012-01-01MELINDA RAYMOND JAMI MAHON2013-09-27
0022011-01-01MELINDA RAYMOND JAMI MAHON2012-10-12
0022009-01-01MELINDA RAYMOND JAMI MAHON2010-10-12

Plan Statistics for BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM

401k plan membership statisitcs for BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM

Measure Date Value
2020: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-011,854
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-012,617
Total number of active participants reported on line 7a of the Form 55002019-01-011,527
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01323
Total of all active and inactive participants2019-01-011,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,854
Number of participants with account balances2019-01-011,854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-013,034
Total number of active participants reported on line 7a of the Form 55002018-01-012,303
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01310
Total of all active and inactive participants2018-01-012,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,617
Number of participants with account balances2018-01-011,753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-013,022
Total number of active participants reported on line 7a of the Form 55002017-01-012,737
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01279
Total of all active and inactive participants2017-01-013,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-013,034
Number of participants with account balances2017-01-011,678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-012,895
Total number of active participants reported on line 7a of the Form 55002016-01-012,734
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-01269
Total of all active and inactive participants2016-01-013,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-013,022
Number of participants with account balances2016-01-011,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-012,725
Total number of active participants reported on line 7a of the Form 55002015-01-012,664
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-01214
Total of all active and inactive participants2015-01-012,891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-012,895
Number of participants with account balances2015-01-011,535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-012,624
Total number of active participants reported on line 7a of the Form 55002014-01-012,492
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-01217
Total of all active and inactive participants2014-01-012,724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012,725
Number of participants with account balances2014-01-011,479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-011,988
Total number of active participants reported on line 7a of the Form 55002013-01-012,370
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-01236
Total of all active and inactive participants2013-01-012,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-012,623
Number of participants with account balances2013-01-011,448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-012,107
Total number of active participants reported on line 7a of the Form 55002012-01-011,750
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01230
Total of all active and inactive participants2012-01-011,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-011,988
Number of participants with account balances2012-01-011,404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-012,056
Total number of active participants reported on line 7a of the Form 55002011-01-011,898
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01200
Total of all active and inactive participants2011-01-012,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-012,107
Number of participants with account balances2011-01-011,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-011,324
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01198
Total of all active and inactive participants2009-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01200
Number of participants with account balances2009-01-011,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM

Measure Date Value
2020 : BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-28$0
Total transfer of assets from this plan2020-12-28$133,480,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-28$0
Total income from all sources (including contributions)2020-12-28$25,140,276
Total loss/gain on sale of assets2020-12-28$0
Total of all expenses incurred2020-12-28$17,705,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-28$17,386,252
Value of total corrective distributions2020-12-28$8,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-28$9,460,486
Value of total assets at end of year2020-12-28$0
Value of total assets at beginning of year2020-12-28$126,046,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-28$311,051
Total interest from all sources2020-12-28$519,286
Total dividends received (eg from common stock, registered investment company shares)2020-12-28$524,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-28$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-28$524,114
Was this plan covered by a fidelity bond2020-12-28Yes
Value of fidelity bond cover2020-12-28$10,000,000
If this is an individual account plan, was there a blackout period2020-12-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-28$0
Were there any nonexempt tranactions with any party-in-interest2020-12-28No
Contributions received from participants2020-12-28$8,969,287
Participant contributions at end of year2020-12-28$0
Participant contributions at beginning of year2020-12-28$2,795,475
Assets. Other investments not covered elsewhere at end of year2020-12-28$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-28$64,730
Income. Received or receivable in cash from other sources (including rollovers)2020-12-28$490,895
Other income not declared elsewhere2020-12-28$101,104
Administrative expenses (other) incurred2020-12-28$311,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-28No
Value of net income/loss2020-12-28$7,434,628
Value of net assets at end of year (total assets less liabilities)2020-12-28$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-28$126,046,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-28No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-28No
Were any leases to which the plan was party in default or uncollectible2020-12-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-28$108,630,915
Interest on participant loans2020-12-28$142,800
Interest earned on other investments2020-12-28$376,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-28$14,555,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-28$14,535,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-28No
Was there a failure to transmit to the plan any participant contributions2020-12-28No
Has the plan failed to provide any benefit when due under the plan2020-12-28No
Contributions received in cash from employer2020-12-28$304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-28$17,386,252
Did the plan have assets held for investment2020-12-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-28Yes
Opinion of an independent qualified public accountant for this plan2020-12-28Disclaimer
Accountancy firm name2020-12-28GRANT THORNTON, LLP
Accountancy firm EIN2020-12-28366055558
2019 : BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$0
Total income from all sources (including contributions)2019-12-31$33,649,223
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,928,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,645,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,545,437
Value of total assets at end of year2019-12-31$126,046,348
Value of total assets at beginning of year2019-12-31$103,325,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$283,413
Total interest from all sources2019-12-31$525,734
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,178,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,178,390
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$9,249,242
Participant contributions at end of year2019-12-31$2,795,475
Participant contributions at beginning of year2019-12-31$2,866,123
Assets. Other investments not covered elsewhere at end of year2019-12-31$64,730
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$681,987
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,938,509
Other income not declared elsewhere2019-12-31$182,667
Administrative expenses (other) incurred2019-12-31$283,413
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$22,720,715
Value of net assets at end of year (total assets less liabilities)2019-12-31$126,046,348
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$103,325,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$108,630,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$86,149,581
Interest on participant loans2019-12-31$160,355
Interest earned on other investments2019-12-31$365,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,555,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,627,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,216,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,357,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,645,095
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARROLL AND COOKS CPAS
Accountancy firm EIN2019-12-31592206283
2018 : BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$176,230
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
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$7,156,245
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,359,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,104,236
Expenses. Certain deemed distributions of participant loans2018-12-31$1,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,745,678
Value of total assets at end of year2018-12-31$103,325,633
Value of total assets at beginning of year2018-12-31$108,353,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$253,674
Total interest from all sources2018-12-31$308,906
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,798,526
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$1,798,526
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
Contributions received from participants2018-12-31$8,050,699
Participant contributions at end of year2018-12-31$2,866,123
Participant contributions at beginning of year2018-12-31$2,855,957
Assets. Other investments not covered elsewhere at end of year2018-12-31$681,987
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,631,660
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,651,446
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,080
Other income not declared elsewhere2018-12-31$-1,340
Administrative expenses (other) incurred2018-12-31$253,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,203,628
Value of net assets at end of year (total assets less liabilities)2018-12-31$103,325,633
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$108,353,031
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$86,149,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$91,201,507
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,591,294
Interest on participant loans2018-12-31$132,663
Interest earned on other investments2018-12-31$176,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,627,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$71,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,792,260
Net investment gain/loss from pooled separate accounts2018-12-31$96,735
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$2,043,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,104,236
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 name2018-12-31CARROLL AND COOKS CPAS
Accountancy firm EIN2018-12-31592206283
2017 : BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$22,888,497
Total of all expenses incurred2017-12-31$11,508,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,198,514
Expenses. Certain deemed distributions of participant loans2017-12-31$17,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,329,032
Value of total assets at end of year2017-12-31$108,353,031
Value of total assets at beginning of year2017-12-31$96,973,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$293,043
Total interest from all sources2017-12-31$120,294
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,556,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,556,825
Administrative expenses professional fees incurred2017-12-31$15,850
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
Contributions received from participants2017-12-31$7,887,886
Participant contributions at end of year2017-12-31$2,855,957
Participant contributions at beginning of year2017-12-31$2,729,552
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,631,660
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,762,520
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$422,422
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$670
Other income not declared elsewhere2017-12-31$228,770
Administrative expenses (other) incurred2017-12-31$259,943
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,379,853
Value of net assets at end of year (total assets less liabilities)2017-12-31$108,353,031
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$96,973,178
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
Investment advisory and management fees2017-12-31$17,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$91,201,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$78,746,650
Value of interest in pooled separate accounts at end of year2017-12-31$12,591,294
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,686,037
Interest on participant loans2017-12-31$120,280
Interest earned on other investments2017-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$71,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$47,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,486,413
Net investment gain/loss from pooled separate accounts2017-12-31$167,163
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$2,018,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,198,514
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31CARROLL AND COOKS CPAS
Accountancy firm EIN2017-12-31592206283
2016 : BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$15,649,454
Total of all expenses incurred2016-12-31$7,055,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,948,636
Expenses. Certain deemed distributions of participant loans2016-12-31$53,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,920,962
Value of total assets at end of year2016-12-31$96,973,178
Value of total assets at beginning of year2016-12-31$88,379,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$53,538
Total interest from all sources2016-12-31$102,207
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,042,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,042,624
Administrative expenses professional fees incurred2016-12-31$16,350
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$7,500,926
Participant contributions at end of year2016-12-31$2,729,552
Participant contributions at beginning of year2016-12-31$2,149,686
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,762,520
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,103,185
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$501,799
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$670
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$238
Administrative expenses (other) incurred2016-12-31$31,438
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,593,632
Value of net assets at end of year (total assets less liabilities)2016-12-31$96,973,178
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$88,379,546
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
Investment advisory and management fees2016-12-31$5,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$78,746,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$72,315,366
Value of interest in pooled separate accounts at end of year2016-12-31$13,686,037
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,798,020
Interest on participant loans2016-12-31$102,198
Interest earned on other investments2016-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$47,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,410,202
Net investment gain/loss from pooled separate accounts2016-12-31$173,459
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$1,918,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,948,636
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31CARROLL AND COOK CPAS
Accountancy firm EIN2016-12-31592206283
2015 : BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2015 401k financial data
Total transfer of assets to this plan2015-12-31$85,418
Total income from all sources (including contributions)2015-12-31$10,059,159
Total of all expenses incurred2015-12-31$8,651,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,355,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,296,760
Value of total assets at end of year2015-12-31$88,379,546
Value of total assets at beginning of year2015-12-31$86,886,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$296,103
Total interest from all sources2015-12-31$89,932
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,210,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,210,599
Administrative expenses professional fees incurred2015-12-31$27,700
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$7,501,571
Participant contributions at end of year2015-12-31$2,149,686
Participant contributions at beginning of year2015-12-31$2,085,000
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,103,185
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$856,815
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$725,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$983
Other income not declared elsewhere2015-12-31$-11,501
Administrative expenses (other) incurred2015-12-31$245,153
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$30,979
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$1,407,509
Value of net assets at end of year (total assets less liabilities)2015-12-31$88,379,546
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$86,886,619
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
Investment advisory and management fees2015-12-31$23,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$72,315,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$70,854,692
Value of interest in pooled separate accounts at end of year2015-12-31$12,798,020
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,048,619
Interest on participant loans2015-12-31$89,903
Interest earned on other investments2015-12-31$29
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,697,802
Net investment gain/loss from pooled separate accounts2015-12-31$171,171
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$2,069,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,355,547
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31CARROLL AND COOK CPAS
Accountancy firm EIN2015-12-31592206283
2014 : BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2014 401k financial data
Total transfer of assets to this plan2014-12-31$114,086
Total income from all sources (including contributions)2014-12-31$14,610,772
Total of all expenses incurred2014-12-31$8,025,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,766,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,520,887
Value of total assets at end of year2014-12-31$86,886,619
Value of total assets at beginning of year2014-12-31$80,187,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$259,072
Total interest from all sources2014-12-31$83,477
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,464,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,464,949
Administrative expenses professional fees incurred2014-12-31$4,000
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
Contributions received from participants2014-12-31$6,882,331
Participant contributions at end of year2014-12-31$2,085,000
Participant contributions at beginning of year2014-12-31$1,864,973
Assets. Other investments not covered elsewhere at end of year2014-12-31$856,815
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$691,181
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$962,966
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$491
Other income not declared elsewhere2014-12-31$34,062
Administrative expenses (other) incurred2014-12-31$220,072
Total non interest bearing cash at end of year2014-12-31$30,979
Total non interest bearing cash at beginning of year2014-12-31$32,607
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$6,584,960
Value of net assets at end of year (total assets less liabilities)2014-12-31$86,886,619
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$80,187,573
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
Investment advisory and management fees2014-12-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$70,854,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$64,076,863
Value of interest in pooled separate accounts at end of year2014-12-31$13,048,619
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,517,000
Interest on participant loans2014-12-31$83,429
Interest earned on other investments2014-12-31$48
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,324,963
Net investment gain/loss from pooled separate accounts2014-12-31$182,434
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$1,675,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,766,740
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 name2014-12-31CARROLL AND COOK CPAS
Accountancy firm EIN2014-12-31592206283
2013 : BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2013 401k financial data
Total transfer of assets to this plan2013-12-31$390,517
Total income from all sources (including contributions)2013-12-31$18,964,342
Total of all expenses incurred2013-12-31$6,479,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,449,052
Expenses. Certain deemed distributions of participant loans2013-12-31$2,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,465,560
Value of total assets at end of year2013-12-31$80,187,573
Value of total assets at beginning of year2013-12-31$67,312,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,229
Total interest from all sources2013-12-31$75,725
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,238,544
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$1,238,544
Administrative expenses professional fees incurred2013-12-31$15,350
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
Contributions received from participants2013-12-31$6,816,589
Participant contributions at end of year2013-12-31$1,864,973
Participant contributions at beginning of year2013-12-31$1,771,316
Assets. Other investments not covered elsewhere at end of year2013-12-31$691,181
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$719,308
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$991,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$491
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$736
Other income not declared elsewhere2013-12-31$68,495
Administrative expenses (other) incurred2013-12-31$12,879
Total non interest bearing cash at end of year2013-12-31$32,607
Total non interest bearing cash at beginning of year2013-12-31$16,035
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$12,484,939
Value of net assets at end of year (total assets less liabilities)2013-12-31$80,187,573
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$67,312,117
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$64,076,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$51,355,252
Value of interest in pooled separate accounts at end of year2013-12-31$13,517,000
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,445,056
Interest on participant loans2013-12-31$75,681
Interest earned on other investments2013-12-31$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,917,082
Net investment gain/loss from pooled separate accounts2013-12-31$198,936
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$1,657,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,449,052
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARROLL AND COOK CPAS
Accountancy firm EIN2013-12-31592206283
2012 : BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2012 401k financial data
Total transfer of assets to this plan2012-12-31$50,899
Total income from all sources (including contributions)2012-12-31$14,402,530
Total of all expenses incurred2012-12-31$5,231,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,197,259
Expenses. Certain deemed distributions of participant loans2012-12-31$1,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,832,178
Value of total assets at end of year2012-12-31$67,312,117
Value of total assets at beginning of year2012-12-31$58,089,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,205
Total interest from all sources2012-12-31$71,140
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$925,076
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$925,076
Administrative expenses professional fees incurred2012-12-31$15,000
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
Contributions received from participants2012-12-31$6,683,009
Participant contributions at end of year2012-12-31$1,771,316
Participant contributions at beginning of year2012-12-31$1,583,667
Assets. Other investments not covered elsewhere at end of year2012-12-31$719,308
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$551,950
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$534,957
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,010
Other income not declared elsewhere2012-12-31$37,386
Administrative expenses (other) incurred2012-12-31$12,205
Total non interest bearing cash at end of year2012-12-31$16,035
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$9,171,369
Value of net assets at end of year (total assets less liabilities)2012-12-31$67,312,117
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$58,089,849
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
Investment advisory and management fees2012-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$51,355,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$43,575,247
Value of interest in pooled separate accounts at end of year2012-12-31$13,445,056
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,371,473
Interest on participant loans2012-12-31$71,109
Interest earned on other investments2012-12-31$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,341,270
Net investment gain/loss from pooled separate accounts2012-12-31$195,480
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$1,614,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,197,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARROLL AND COOK CPAS
Accountancy firm EIN2012-12-31592206283
2011 : BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2011 401k financial data
Total transfer of assets to this plan2011-12-31$161,833
Total income from all sources (including contributions)2011-12-31$8,062,351
Total of all expenses incurred2011-12-31$3,373,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,354,566
Expenses. Certain deemed distributions of participant loans2011-12-31$9,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,651,069
Value of total assets at end of year2011-12-31$58,089,849
Value of total assets at beginning of year2011-12-31$53,238,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,500
Total interest from all sources2011-12-31$70,337
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$731,770
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$731,770
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
Contributions received from participants2011-12-31$6,646,670
Participant contributions at end of year2011-12-31$1,583,667
Participant contributions at beginning of year2011-12-31$1,467,859
Assets. Other investments not covered elsewhere at end of year2011-12-31$551,950
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$476,532
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$411,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$558
Other income not declared elsewhere2011-12-31$-24,985
Administrative expenses (other) incurred2011-12-31$9,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,689,136
Value of net assets at end of year (total assets less liabilities)2011-12-31$58,089,849
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,238,880
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$43,575,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$39,655,114
Value of interest in pooled separate accounts at end of year2011-12-31$12,371,473
Value of interest in pooled separate accounts at beginning of year2011-12-31$11,632,238
Interest on participant loans2011-12-31$70,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,579,394
Net investment gain/loss from pooled separate accounts2011-12-31$213,554
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$1,592,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,354,566
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARROLL AND COOK CPAS
Accountancy firm EIN2011-12-31592206283
2010 : BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2010 401k financial data
Total transfer of assets to this plan2010-12-31$88,177
Total income from all sources (including contributions)2010-12-31$12,885,631
Total of all expenses incurred2010-12-31$3,164,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,155,239
Expenses. Certain deemed distributions of participant loans2010-12-31$1,063
Value of total corrective distributions2010-12-31$6
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,975,776
Value of total assets at end of year2010-12-31$53,238,880
Value of total assets at beginning of year2010-12-31$43,430,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,624
Total interest from all sources2010-12-31$66,375
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$955,803
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$955,803
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
Contributions received from participants2010-12-31$6,158,879
Participant contributions at end of year2010-12-31$1,467,859
Participant contributions at beginning of year2010-12-31$1,206,804
Assets. Other investments not covered elsewhere at end of year2010-12-31$476,532
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$391,579
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$332,218
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$558
Other income not declared elsewhere2010-12-31$39,724
Administrative expenses (other) incurred2010-12-31$8,624
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$9,720,699
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,238,880
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$43,430,004
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$39,655,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,410,371
Value of interest in pooled separate accounts at end of year2010-12-31$11,632,238
Value of interest in pooled separate accounts at beginning of year2010-12-31$9,414,851
Interest on participant loans2010-12-31$66,367
Interest earned on other investments2010-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,483,828
Net investment gain/loss from pooled separate accounts2010-12-31$364,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,484,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,155,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARROLL AND COOK CPAS
Accountancy firm EIN2010-12-31592206283
2009 : BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM

2020: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 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: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BOCA RATON REGIONAL HOSPITAL, INC. 403(B) PROGRAM 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075215
Policy instance 1
Insurance contract or identification number075215
Number of Individuals Covered2806
Insurance policy start date2020-01-01
Insurance policy end date2020-12-28
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075215
Policy instance 1
Insurance contract or identification number075215
Number of Individuals Covered1854
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075215
Policy instance 1
Insurance contract or identification number075215
Number of Individuals Covered2617
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069149
Policy instance 1
Insurance contract or identification numberTT069149
Number of Individuals Covered1678
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $32
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069149
Policy instance 1
Insurance contract or identification numberTT069149
Number of Individuals Covered1535
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,128
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,128
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069149
Policy instance 1
Insurance contract or identification numberTT069149
Number of Individuals Covered1479
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,277
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,277
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069149
Policy instance 1
Insurance contract or identification numberTT069149
Number of Individuals Covered1448
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,452
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,452
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069149
Policy instance 1
Insurance contract or identification numberTT069149
Number of Individuals Covered1404
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,903
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,903
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069149
Policy instance 1
Insurance contract or identification numberTT069149
Number of Individuals Covered1417
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,675
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069149
Policy instance 1
Insurance contract or identification numberTT069149
Number of Individuals Covered1342
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,042
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,042
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES, INC.

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