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SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 401k Plan overview

Plan NameSHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A)
Plan identification number 002

SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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(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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHANDS TEACHING HOSPITAL AND CLINICS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHANDS TEACHING HOSPITAL AND CLINICS, INC.
Employer identification number (EIN):591943502
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01JANET L. CHRISTIE
0022017-01-01JANET L. CHRISTIE
0022016-01-01JANET L. CHRISTIE
0022015-01-01JANET L. CHRISTIE
0022014-01-01JANET L. CHRISTIE
0022013-01-01JANET L. CHRISTIE
0022012-07-01JANET L. CHRISTIE
0022011-07-01JANET CHRISTIE
0022010-07-01JANET L. CHRISTIE
0022009-07-01JANET CHRISTIE

Plan Statistics for SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A)

401k plan membership statisitcs for SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A)

Measure Date Value
2022: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2022 401k membership
Total participants, beginning-of-year2022-01-0112,424
Total number of active participants reported on line 7a of the Form 55002022-01-019,794
Number of retired or separated participants receiving benefits2022-01-01103
Number of other retired or separated participants entitled to future benefits2022-01-012,839
Total of all active and inactive participants2022-01-0112,736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0152
Total participants2022-01-0112,788
Number of participants with account balances2022-01-0112,788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01889
2021: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2021 401k membership
Total participants, beginning-of-year2021-01-0112,253
Total number of active participants reported on line 7a of the Form 55002021-01-019,473
Number of retired or separated participants receiving benefits2021-01-0167
Number of other retired or separated participants entitled to future benefits2021-01-012,832
Total of all active and inactive participants2021-01-0112,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0139
Total participants2021-01-0112,411
Number of participants with account balances2021-01-0112,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,074
2020: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2020 401k membership
Total participants, beginning-of-year2020-01-0112,471
Total number of active participants reported on line 7a of the Form 55002020-01-019,880
Number of retired or separated participants receiving benefits2020-01-0152
Number of other retired or separated participants entitled to future benefits2020-01-012,283
Total of all active and inactive participants2020-01-0112,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0132
Total participants2020-01-0112,247
Number of participants with account balances2020-01-0112,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01861
2019: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2019 401k membership
Total participants, beginning-of-year2019-01-0112,925
Total number of active participants reported on line 7a of the Form 55002019-01-019,808
Number of retired or separated participants receiving benefits2019-01-0158
Number of other retired or separated participants entitled to future benefits2019-01-012,544
Total of all active and inactive participants2019-01-0112,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0128
Total participants2019-01-0112,438
Number of participants with account balances2019-01-0112,438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01762
2018: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2018 401k membership
Total participants, beginning-of-year2018-01-0111,106
Total number of active participants reported on line 7a of the Form 55002018-01-0110,925
Number of retired or separated participants receiving benefits2018-01-0150
Number of other retired or separated participants entitled to future benefits2018-01-011,898
Total of all active and inactive participants2018-01-0112,873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0131
Total participants2018-01-0112,904
Number of participants with account balances2018-01-0111,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01655
2017: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2017 401k membership
Total participants, beginning-of-year2017-01-019,941
Total number of active participants reported on line 7a of the Form 55002017-01-019,521
Number of retired or separated participants receiving benefits2017-01-0144
Number of other retired or separated participants entitled to future benefits2017-01-011,517
Total of all active and inactive participants2017-01-0111,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0124
Total participants2017-01-0111,106
Number of participants with account balances2017-01-0110,742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01552
2016: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2016 401k membership
Total participants, beginning-of-year2016-01-019,772
Total number of active participants reported on line 7a of the Form 55002016-01-018,580
Number of retired or separated participants receiving benefits2016-01-0132
Number of other retired or separated participants entitled to future benefits2016-01-011,294
Total of all active and inactive participants2016-01-019,906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0117
Total participants2016-01-019,923
Number of participants with account balances2016-01-019,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01524
2015: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2015 401k membership
Total participants, beginning-of-year2015-01-0111,384
Total number of active participants reported on line 7a of the Form 55002015-01-018,494
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-011,269
Total of all active and inactive participants2015-01-019,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-019,771
Number of participants with account balances2015-01-019,748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01503
2014: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2014 401k membership
Total participants, beginning-of-year2014-01-019,251
Total number of active participants reported on line 7a of the Form 55002014-01-0110,217
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-011,146
Total of all active and inactive participants2014-01-0111,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-0111,383
Number of participants with account balances2014-01-019,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01507
2013: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2013 401k membership
Total participants, beginning-of-year2013-01-0110,460
Total number of active participants reported on line 7a of the Form 55002013-01-018,452
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-01779
Total of all active and inactive participants2013-01-019,246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-019,250
Number of participants with account balances2013-01-019,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0164
2012: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2012 401k membership
Total participants, beginning-of-year2012-07-019,314
Total number of active participants reported on line 7a of the Form 55002012-07-019,711
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-01743
Total of all active and inactive participants2012-07-0110,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-015
Total participants2012-07-0110,460
Number of participants with account balances2012-07-017,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-01268
2011: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2011 401k membership
Total participants, beginning-of-year2011-07-0110,035
Total number of active participants reported on line 7a of the Form 55002011-07-018,594
Number of retired or separated participants receiving benefits2011-07-012
Number of other retired or separated participants entitled to future benefits2011-07-01712
Total of all active and inactive participants2011-07-019,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-016
Total participants2011-07-019,314
Number of participants with account balances2011-07-017,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-01364
2010: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2010 401k membership
Total participants, beginning-of-year2010-07-017,799
Total number of active participants reported on line 7a of the Form 55002010-07-018,506
Number of retired or separated participants receiving benefits2010-07-012
Number of other retired or separated participants entitled to future benefits2010-07-011,523
Total of all active and inactive participants2010-07-0110,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-014
Total participants2010-07-0110,035
Number of participants with account balances2010-07-016,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-01228
2009: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2009 401k membership
Total participants, beginning-of-year2009-07-017,363
Total number of active participants reported on line 7a of the Form 55002009-07-016,839
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01955
Total of all active and inactive participants2009-07-017,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-015
Total participants2009-07-017,799
Number of participants with account balances2009-07-013,883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-01100

Financial Data on SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A)

Measure Date Value
2022 : SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,063,772
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,119,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,975,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$43,291,622
Value of total assets at end of year2022-12-31$348,694,251
Value of total assets at beginning of year2022-12-31$369,877,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$144,059
Total interest from all sources2022-12-31$1,441,907
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,141,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$12,141,240
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,206,500
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,122,268
Other income not declared elsewhere2022-12-31$-251,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,183,078
Value of net assets at end of year (total assets less liabilities)2022-12-31$348,694,251
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$369,877,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$69,433
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$276,215,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$299,647,000
Interest earned on other investments2022-12-31$1,441,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$71,272,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$69,108,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-59,687,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$43,291,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,975,247
Contract administrator fees2022-12-31$74,626
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2022-12-31591060842
2021 : SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$71,491,000
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$18,115,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,001,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$40,798,685
Value of total assets at end of year2021-12-31$369,877,329
Value of total assets at beginning of year2021-12-31$316,501,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,372
Total interest from all sources2021-12-31$1,367,228
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,459,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$12,459,932
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,122,268
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$840,668
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,176
Other income not declared elsewhere2021-12-31$13,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$53,375,813
Value of net assets at end of year (total assets less liabilities)2021-12-31$369,877,329
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$316,501,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$299,647,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$254,070,459
Interest earned on other investments2021-12-31$1,367,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$69,108,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$61,590,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$16,851,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$40,795,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,001,815
Contract administrator fees2021-12-31$113,372
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2021-12-31591060842
2020 : SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$70,249,715
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$31,280,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$31,184,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$39,497,288
Value of total assets at end of year2020-12-31$316,501,516
Value of total assets at beginning of year2020-12-31$277,532,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$96,170
Total interest from all sources2020-12-31$1,205,777
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,831,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,831,797
Administrative expenses professional fees incurred2020-12-31$12,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$840,668
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$725,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$353,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$38,969,207
Value of net assets at end of year (total assets less liabilities)2020-12-31$316,501,516
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$277,532,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$254,070,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$222,082,103
Interest earned on other investments2020-12-31$1,205,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$61,590,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$54,725,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,361,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$39,497,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$31,184,338
Contract administrator fees2020-12-31$58,670
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2020-12-31591060842
2019 : SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 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$73,034,403
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,496,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,431,688
Expenses. Certain deemed distributions of participant loans2019-12-31$-12,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$37,560,340
Value of total assets at end of year2019-12-31$277,532,309
Value of total assets at beginning of year2019-12-31$216,993,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,753
Total interest from all sources2019-12-31$1,106,455
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,966,638
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$8,966,638
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$-2,453
Assets. Other investments not covered elsewhere at end of year2019-12-31$725,092
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$421,395
Other income not declared elsewhere2019-12-31$506,455
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$60,538,311
Value of net assets at end of year (total assets less liabilities)2019-12-31$277,532,309
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$216,993,998
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
Investment advisory and management fees2019-12-31$44,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$222,082,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$169,380,062
Interest earned on other investments2019-12-31$1,106,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$54,725,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$47,192,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$24,894,515
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$37,562,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,431,688
Contract administrator fees2019-12-31$32,753
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 name2019-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2019-12-31591060842
2018 : SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 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$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$25,100,791
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,499,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,446,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$35,040,152
Value of total assets at end of year2018-12-31$216,993,998
Value of total assets at beginning of year2018-12-31$201,392,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,000
Total interest from all sources2018-12-31$878,923
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,643,799
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$8,643,799
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
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$2,453
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$421,395
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$141,242
Other income not declared elsewhere2018-12-31$112,277
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$15,601,737
Value of net assets at end of year (total assets less liabilities)2018-12-31$216,993,998
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$201,392,261
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$169,380,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$159,895,821
Interest earned on other investments2018-12-31$878,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$47,192,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$41,277,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,574,360
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$35,037,699
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$77,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,446,054
Contract administrator fees2018-12-31$53,000
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 name2018-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2018-12-31591060842
2017 : SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 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$0
Total income from all sources (including contributions)2017-12-31$52,226,753
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,985,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,914,986
Expenses. Certain deemed distributions of participant loans2017-12-31$901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$32,608,613
Value of total assets at end of year2017-12-31$201,392,261
Value of total assets at beginning of year2017-12-31$157,151,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70,092
Total interest from all sources2017-12-31$764,501
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,248,028
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$6,248,028
Administrative expenses professional fees incurred2017-12-31$70,073
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
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$0
Participant contributions at beginning of year2017-12-31$901
Assets. Other investments not covered elsewhere at end of year2017-12-31$141,242
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$128,801
Other income not declared elsewhere2017-12-31$177,016
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$44,240,774
Value of net assets at end of year (total assets less liabilities)2017-12-31$201,392,261
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$157,151,487
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$159,895,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$123,310,856
Interest earned on other investments2017-12-31$764,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$41,277,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$33,660,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,428,595
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$32,608,613
Employer contributions (assets) at end of year2017-12-31$77,793
Employer contributions (assets) at beginning of year2017-12-31$50,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,914,986
Contract administrator fees2017-12-31$19
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 name2017-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2017-12-31591060842
2016 : SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$41,192,879
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,595,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,555,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$30,803,396
Value of total assets at end of year2016-12-31$157,151,487
Value of total assets at beginning of year2016-12-31$122,554,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,325
Total interest from all sources2016-12-31$635,560
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,321,904
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$4,321,904
Administrative expenses professional fees incurred2016-12-31$15,250
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
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
Participant contributions at end of year2016-12-31$901
Participant contributions at beginning of year2016-12-31$1,939
Assets. Other investments not covered elsewhere at end of year2016-12-31$128,801
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$101,127
Other income not declared elsewhere2016-12-31$-14,591
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$34,597,180
Value of net assets at end of year (total assets less liabilities)2016-12-31$157,151,487
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$122,554,307
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$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$123,310,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$95,859,567
Interest on participant loans2016-12-31$62
Interest earned on other investments2016-12-31$635,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$33,660,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$26,552,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,446,610
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$30,803,396
Employer contributions (assets) at end of year2016-12-31$50,215
Employer contributions (assets) at beginning of year2016-12-31$38,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,555,374
Contract administrator fees2016-12-31$75
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 name2016-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2016-12-31591060842
2015 : SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$28,257,303
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,503,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,445,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$29,268,002
Value of total assets at end of year2015-12-31$122,554,307
Value of total assets at beginning of year2015-12-31$100,800,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,825
Total interest from all sources2015-12-31$473,227
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,077,522
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$4,077,522
Administrative expenses professional fees incurred2015-12-31$15,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Participant contributions at end of year2015-12-31$1,939
Participant contributions at beginning of year2015-12-31$4,808
Assets. Other investments not covered elsewhere at end of year2015-12-31$101,127
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,051
Other income not declared elsewhere2015-12-31$170,302
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$21,753,443
Value of net assets at end of year (total assets less liabilities)2015-12-31$122,554,307
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$100,800,864
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$43,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$95,859,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$80,814,266
Interest on participant loans2015-12-31$223
Interest earned on other investments2015-12-31$473,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$26,552,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$19,933,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,731,750
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$29,268,002
Employer contributions (assets) at end of year2015-12-31$38,849
Employer contributions (assets) at beginning of year2015-12-31$43,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,445,035
Contract administrator fees2015-12-31$75
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 name2015-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2015-12-31591060842
2014 : SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$31,685,445
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,481,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,416,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$27,999,921
Value of total assets at end of year2014-12-31$100,800,864
Value of total assets at beginning of year2014-12-31$73,596,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$65,075
Total interest from all sources2014-12-31$341,866
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,616,189
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$3,616,189
Administrative expenses professional fees incurred2014-12-31$50,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$4,808
Participant contributions at beginning of year2014-12-31$4,331
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,051
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$158,555
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$27,204,209
Value of net assets at end of year (total assets less liabilities)2014-12-31$100,800,864
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,596,655
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$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$80,814,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$59,521,228
Interest on participant loans2014-12-31$49
Interest earned on other investments2014-12-31$341,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$19,933,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,071,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-431,086
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$27,999,921
Employer contributions (assets) at end of year2014-12-31$43,279
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,416,161
Contract administrator fees2014-12-31$75
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 name2014-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2014-12-31591060842
2013 : SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$26,742,449
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,647,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,600,217
Expenses. Certain deemed distributions of participant loans2013-12-31$2,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$19,460,166
Value of total assets at end of year2013-12-31$73,596,655
Value of total assets at beginning of year2013-12-31$50,501,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,540
Total interest from all sources2013-12-31$231,275
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,400,618
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$1,400,618
Administrative expenses professional fees incurred2013-12-31$31,196
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$4,331
Participant contributions at beginning of year2013-12-31$10,622
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$25,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5
Other income not declared elsewhere2013-12-31$159,705
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$14,198
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$23,095,255
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,596,655
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,501,400
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
Investment advisory and management fees2013-12-31$12,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$59,521,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$40,465,598
Interest on participant loans2013-12-31$530
Interest earned on other investments2013-12-31$230,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,071,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,010,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,490,685
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$19,434,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,600,217
Contract administrator fees2013-12-31$775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2013-12-31591060842
2012 : SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$434,574
Total income from all sources (including contributions)2012-12-31$7,806,639
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,353,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,342,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,358,571
Value of total assets at end of year2012-12-31$50,501,400
Value of total assets at beginning of year2012-12-31$44,482,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,075
Total interest from all sources2012-12-31$135,066
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$580,649
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$580,649
Administrative expenses professional fees incurred2012-12-31$10,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$10,622
Participant contributions at beginning of year2012-12-31$9,628
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$140,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$434,574
Other income not declared elsewhere2012-12-31$42,306
Total non interest bearing cash at end of year2012-12-31$14,198
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,453,608
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,501,400
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,047,792
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$75
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$40,465,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,047,057
Interest on participant loans2012-12-31$289
Interest earned on other investments2012-12-31$134,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$449,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$449,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,010,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$14,835,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,690,047
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$5,348,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,342,956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2012-12-31591060842
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$434,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$52,102
Total income from all sources (including contributions)2012-06-30$10,584,878
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$4,013,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,983,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$10,194,934
Value of total assets at end of year2012-06-30$44,482,366
Value of total assets at beginning of year2012-06-30$37,528,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$30,448
Total interest from all sources2012-06-30$399,795
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$646,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$646,795
Administrative expenses professional fees incurred2012-06-30$28,000
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$10,000,000
If this is an individual account plan, was there a blackout period2012-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$9,628
Participant contributions at beginning of year2012-06-30$31,568
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$29,881
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$140,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$42,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$434,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$52,102
Administrative expenses (other) incurred2012-06-30$2,229
Total non interest bearing cash at beginning of year2012-06-30$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$6,570,968
Value of net assets at end of year (total assets less liabilities)2012-06-30$44,047,792
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$37,476,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$29,047,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$25,488,479
Interest on participant loans2012-06-30$940
Interest earned on other investments2012-06-30$398,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$449,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$14,835,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$11,966,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-656,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$10,165,053
Employer contributions (assets) at beginning of year2012-06-30$248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,983,462
Contract administrator fees2012-06-30$219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30Yes
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30JAMES MOORE & CO., PL
Accountancy firm EIN2012-06-30591060842
2011 : SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$52,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$36,724
Total income from all sources (including contributions)2011-06-30$11,054,640
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$3,031,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$3,030,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$5,555,846
Value of total assets at end of year2011-06-30$37,528,926
Value of total assets at beginning of year2011-06-30$29,489,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$361
Total interest from all sources2011-06-30$341,282
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$569,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$569,227
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$10,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$31,568
Participant contributions at beginning of year2011-06-30$35,276
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$45,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$42,575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$36,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$52,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$36,724
Total non interest bearing cash at end of year2011-06-30$5
Total non interest bearing cash at beginning of year2011-06-30$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$8,023,576
Value of net assets at end of year (total assets less liabilities)2011-06-30$37,476,824
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$29,453,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$25,488,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$19,295,118
Interest on participant loans2011-06-30$1,471
Interest earned on other investments2011-06-30$339,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$34,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$34,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$11,966,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$10,088,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$4,588,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$5,510,733
Employer contributions (assets) at end of year2011-06-30$248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$3,030,703
Contract administrator fees2011-06-30$361
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30JAMES MOORE & COMPANY PL
Accountancy firm EIN2011-06-30591060842
2010 : SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A)

2022: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
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: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 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 planYes
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: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 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 planYes
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: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 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 planYes
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: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 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 planYes
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: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 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 planYes
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: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
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: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 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: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893468087
Policy instance 1
Insurance contract or identification number893468087
Number of Individuals Covered10513
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893468087
Policy instance 1
Insurance contract or identification number893468087
Number of Individuals Covered8712
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893468087
Policy instance 1
Insurance contract or identification number893468087
Number of Individuals Covered8931
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893468087
Policy instance 1
Insurance contract or identification number893468087
Number of Individuals Covered7308
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893468087
Policy instance 1
Insurance contract or identification number893468087
Number of Individuals Covered7359
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893468087
Policy instance 1
Insurance contract or identification number893468087
Number of Individuals Covered7259
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893468087
Policy instance 1
Insurance contract or identification number893468087
Number of Individuals Covered6105
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893468087
Policy instance 1
Insurance contract or identification number893468087
Number of Individuals Covered6362
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893468087
Policy instance 1
Insurance contract or identification number893468087
Number of Individuals Covered6510
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893213087
Policy instance 1
Insurance contract or identification number893213087
Number of Individuals Covered0
Insurance policy start date2012-07-01
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893468087
Policy instance 2
Insurance contract or identification number893468087
Number of Individuals Covered4918
Insurance policy start date2012-07-01
Insurance policy end date2012-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893213087
Policy instance 1
Insurance contract or identification number893213087
Number of Individuals Covered6821
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893213087
Policy instance 2
Insurance contract or identification number893213087
Number of Individuals Covered5732
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892033087
Policy instance 1
Insurance contract or identification number892033087
Number of Individuals Covered0
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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