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SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 401k Plan overview

Plan NameSHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B)
Plan identification number 003

SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) Benefits

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

401k Sponsoring company profile

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 HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01JANET L. CHRISTIE
0032017-01-01JANET L. CHRISTIE
0032016-01-01JANET L. CHRISTIE
0032015-01-01JANET L. CHRISTIE
0032014-01-01JANET L. CHRISTIE
0032013-01-01JANET L. CHRISTIE
0032012-07-01JANET CHRISTIE JANET CHRISTIE2013-07-29
0032011-07-01JANET CHRISTIE
0032010-07-01JANET L. CHRISTIE
0032009-07-01JANET CHRISTIE

Plan Statistics for SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B)

401k plan membership statisitcs for SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B)

Measure Date Value
2022: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2022 401k membership
Total participants, beginning-of-year2022-01-0113,656
Total number of active participants reported on line 7a of the Form 55002022-01-0111,144
Number of retired or separated participants receiving benefits2022-01-01164
Number of other retired or separated participants entitled to future benefits2022-01-013,026
Total of all active and inactive participants2022-01-0114,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0144
Total participants2022-01-0114,378
Number of participants with account balances2022-01-0113,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2021 401k membership
Total participants, beginning-of-year2021-01-0113,416
Total number of active participants reported on line 7a of the Form 55002021-01-0110,522
Number of retired or separated participants receiving benefits2021-01-01135
Number of other retired or separated participants entitled to future benefits2021-01-012,965
Total of all active and inactive participants2021-01-0113,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0134
Total participants2021-01-0113,656
Number of participants with account balances2021-01-0113,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2020 401k membership
Total participants, beginning-of-year2020-01-0113,468
Total number of active participants reported on line 7a of the Form 55002020-01-0110,843
Number of retired or separated participants receiving benefits2020-01-01108
Number of other retired or separated participants entitled to future benefits2020-01-012,435
Total of all active and inactive participants2020-01-0113,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0130
Total participants2020-01-0113,416
Number of participants with account balances2020-01-0112,892
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2019 401k membership
Total participants, beginning-of-year2019-01-0113,198
Total number of active participants reported on line 7a of the Form 55002019-01-0110,800
Number of retired or separated participants receiving benefits2019-01-01106
Number of other retired or separated participants entitled to future benefits2019-01-012,534
Total of all active and inactive participants2019-01-0113,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0128
Total participants2019-01-0113,468
Number of participants with account balances2019-01-0112,860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2018 401k membership
Total participants, beginning-of-year2018-01-0112,192
Total number of active participants reported on line 7a of the Form 55002018-01-0110,829
Number of retired or separated participants receiving benefits2018-01-0191
Number of other retired or separated participants entitled to future benefits2018-01-012,244
Total of all active and inactive participants2018-01-0113,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0131
Total participants2018-01-0113,195
Number of participants with account balances2018-01-0112,239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2017 401k membership
Total participants, beginning-of-year2017-01-0111,178
Total number of active participants reported on line 7a of the Form 55002017-01-0110,198
Number of retired or separated participants receiving benefits2017-01-0175
Number of other retired or separated participants entitled to future benefits2017-01-011,895
Total of all active and inactive participants2017-01-0112,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0124
Total participants2017-01-0112,192
Number of participants with account balances2017-01-0110,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2016 401k membership
Total participants, beginning-of-year2016-01-0110,491
Total number of active participants reported on line 7a of the Form 55002016-01-019,501
Number of retired or separated participants receiving benefits2016-01-0158
Number of other retired or separated participants entitled to future benefits2016-01-011,599
Total of all active and inactive participants2016-01-0111,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0120
Total participants2016-01-0111,178
Number of participants with account balances2016-01-0110,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2015 401k membership
Total participants, beginning-of-year2015-01-0111,525
Total number of active participants reported on line 7a of the Form 55002015-01-019,148
Number of retired or separated participants receiving benefits2015-01-0139
Number of other retired or separated participants entitled to future benefits2015-01-011,284
Total of all active and inactive participants2015-01-0110,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0120
Total participants2015-01-0110,491
Number of participants with account balances2015-01-019,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2014 401k membership
Total participants, beginning-of-year2014-01-019,883
Total number of active participants reported on line 7a of the Form 55002014-01-0110,221
Number of retired or separated participants receiving benefits2014-01-0135
Number of other retired or separated participants entitled to future benefits2014-01-011,250
Total of all active and inactive participants2014-01-0111,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-0111,524
Number of participants with account balances2014-01-019,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2013 401k membership
Total participants, beginning-of-year2013-01-0115,022
Total number of active participants reported on line 7a of the Form 55002013-01-018,869
Number of retired or separated participants receiving benefits2013-01-0134
Number of other retired or separated participants entitled to future benefits2013-01-01969
Total of all active and inactive participants2013-01-019,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-019,883
Number of participants with account balances2013-01-018,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2012 401k membership
Total participants, beginning-of-year2012-07-0110,721
Total number of active participants reported on line 7a of the Form 55002012-07-0114,022
Number of retired or separated participants receiving benefits2012-07-018
Number of other retired or separated participants entitled to future benefits2012-07-01983
Total of all active and inactive participants2012-07-0115,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-017
Total participants2012-07-0115,020
Number of participants with account balances2012-07-017,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2011 401k membership
Total participants, beginning-of-year2011-07-0110,158
Total number of active participants reported on line 7a of the Form 55002011-07-019,587
Number of retired or separated participants receiving benefits2011-07-017
Number of other retired or separated participants entitled to future benefits2011-07-011,121
Total of all active and inactive participants2011-07-0110,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-016
Total participants2011-07-0110,721
Number of participants with account balances2011-07-017,408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2010 401k membership
Total participants, beginning-of-year2010-07-017,642
Total number of active participants reported on line 7a of the Form 55002010-07-018,510
Number of retired or separated participants receiving benefits2010-07-019
Number of other retired or separated participants entitled to future benefits2010-07-011,636
Total of all active and inactive participants2010-07-0110,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-013
Total participants2010-07-0110,158
Number of participants with account balances2010-07-017,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2009 401k membership
Total participants, beginning-of-year2009-07-017,444
Total number of active participants reported on line 7a of the Form 55002009-07-016,826
Number of retired or separated participants receiving benefits2009-07-012
Number of other retired or separated participants entitled to future benefits2009-07-01811
Total of all active and inactive participants2009-07-017,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-013
Total participants2009-07-017,642
Number of participants with account balances2009-07-014,974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B)

Measure Date Value
2022 : SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-16,399,575
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$32,015,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$30,757,992
Expenses. Certain deemed distributions of participant loans2022-12-31$592,796
Value of total corrective distributions2022-12-31$701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$49,133,525
Value of total assets at end of year2022-12-31$479,744,559
Value of total assets at beginning of year2022-12-31$528,160,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$664,426
Total interest from all sources2022-12-31$2,327,496
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$16,786,537
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$16,786,537
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
Contributions received from participants2022-12-31$45,795,461
Participant contributions at end of year2022-12-31$6,354,933
Participant contributions at beginning of year2022-12-31$7,133,813
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,140,863
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,109,984
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,338,505
Other income not declared elsewhere2022-12-31$-367,378
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$-48,415,490
Value of net assets at end of year (total assets less liabilities)2022-12-31$479,744,559
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$528,160,049
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$73,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$375,626,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$421,827,767
Interest on participant loans2022-12-31$348,615
Interest earned on other investments2022-12-31$1,978,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$94,622,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$96,088,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-84,279,755
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$-441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$30,757,992
Contract administrator fees2022-12-31$590,797
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 & COMPANY, PL
Accountancy firm EIN2022-12-31591060842
2021 : SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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$93,143,692
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$30,952,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$29,854,278
Expenses. Certain deemed distributions of participant loans2021-12-31$476,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$47,216,923
Value of total assets at end of year2021-12-31$528,160,049
Value of total assets at beginning of year2021-12-31$465,968,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$621,698
Total interest from all sources2021-12-31$2,361,981
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,329,150
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$18,329,150
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
Contributions received from participants2021-12-31$42,680,678
Participant contributions at end of year2021-12-31$7,133,813
Participant contributions at beginning of year2021-12-31$8,130,444
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,109,984
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,123,089
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,536,245
Other income not declared elsewhere2021-12-31$325,775
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$62,191,323
Value of net assets at end of year (total assets less liabilities)2021-12-31$528,160,049
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$465,968,726
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$421,827,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$367,805,492
Interest on participant loans2021-12-31$420,093
Interest earned on other investments2021-12-31$1,941,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$96,088,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$87,909,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$24,909,863
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$29,854,278
Contract administrator fees2021-12-31$621,698
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 & COMPANY, PL
Accountancy firm EIN2021-12-31591060842
2020 : SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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$90,880,972
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$37,616,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$36,928,409
Expenses. Certain deemed distributions of participant loans2020-12-31$209,683
Value of total corrective distributions2020-12-31$2,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$45,194,360
Value of total assets at end of year2020-12-31$465,968,726
Value of total assets at beginning of year2020-12-31$412,704,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$475,584
Total interest from all sources2020-12-31$2,151,437
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,324,825
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$14,324,825
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
Contributions received from participants2020-12-31$40,174,625
Participant contributions at end of year2020-12-31$8,130,444
Participant contributions at beginning of year2020-12-31$7,768,323
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,123,089
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,751,903
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,019,735
Other income not declared elsewhere2020-12-31$463,249
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$53,264,675
Value of net assets at end of year (total assets less liabilities)2020-12-31$465,968,726
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$412,704,051
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$367,805,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$327,526,699
Interest on participant loans2020-12-31$433,140
Interest earned on other investments2020-12-31$1,718,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$87,909,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$75,657,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$28,747,101
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$36,928,409
Contract administrator fees2020-12-31$438,084
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 & COMPANY, PL
Accountancy firm EIN2020-12-31591060842
2019 : SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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$98,817,207
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$27,318,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,555,777
Expenses. Certain deemed distributions of participant loans2019-12-31$344,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$44,466,805
Value of total assets at end of year2019-12-31$412,704,051
Value of total assets at beginning of year2019-12-31$341,205,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$418,384
Total interest from all sources2019-12-31$1,922,551
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,121,743
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$13,121,743
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$38,133,650
Participant contributions at end of year2019-12-31$7,768,323
Participant contributions at beginning of year2019-12-31$6,928,129
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,751,903
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,454,015
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,333,155
Other income not declared elsewhere2019-12-31$711,805
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$71,498,274
Value of net assets at end of year (total assets less liabilities)2019-12-31$412,704,051
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$341,205,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$327,526,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$262,747,694
Interest on participant loans2019-12-31$397,542
Interest earned on other investments2019-12-31$1,525,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$75,657,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$69,075,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$38,594,303
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,555,777
Contract administrator fees2019-12-31$418,384
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 & COMPANY, PL
Accountancy firm EIN2019-12-31591060842
2018 : SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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$28,737,690
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$21,046,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,712,637
Expenses. Certain deemed distributions of participant loans2018-12-31$276,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$43,710,657
Value of total assets at end of year2018-12-31$341,205,777
Value of total assets at beginning of year2018-12-31$333,514,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,543
Total interest from all sources2018-12-31$1,621,702
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,663,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$13,663,189
Administrative expenses professional fees incurred2018-12-31$34,250
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$35,188,237
Participant contributions at end of year2018-12-31$6,928,129
Participant contributions at beginning of year2018-12-31$5,459,865
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,454,015
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,115,851
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,522,420
Other income not declared elsewhere2018-12-31$-91,083
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$7,690,831
Value of net assets at end of year (total assets less liabilities)2018-12-31$341,205,777
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$333,514,946
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$262,747,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$261,145,352
Interest on participant loans2018-12-31$293,047
Interest earned on other investments2018-12-31$1,328,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$69,075,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$64,793,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-30,166,775
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,712,637
Contract administrator fees2018-12-31$23,293
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 & COMPANY, PL
Accountancy firm EIN2018-12-31591060842
2017 : SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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$68,773,759
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,459,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,139,335
Expenses. Certain deemed distributions of participant loans2017-12-31$281,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$36,087,326
Value of total assets at end of year2017-12-31$333,514,946
Value of total assets at beginning of year2017-12-31$280,200,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,787
Total interest from all sources2017-12-31$1,443,155
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,101,856
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$10,101,856
Administrative expenses professional fees incurred2017-12-31$17,175
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
Contributions received from participants2017-12-31$32,392,655
Participant contributions at end of year2017-12-31$5,459,865
Participant contributions at beginning of year2017-12-31$4,955,009
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,115,851
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,763,089
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,694,671
Other income not declared elsewhere2017-12-31$328,370
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$53,314,305
Value of net assets at end of year (total assets less liabilities)2017-12-31$333,514,946
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$280,200,641
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$261,145,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$215,266,658
Interest on participant loans2017-12-31$232,889
Interest earned on other investments2017-12-31$1,210,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$64,793,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$58,215,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$20,813,052
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,139,335
Contract administrator fees2017-12-31$21,612
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JAMES MOORE & COMPANY, PL
Accountancy firm EIN2017-12-31591060842
2016 : SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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$50,755,575
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,986,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,603,912
Expenses. Certain deemed distributions of participant loans2016-12-31$327,851
Value of total corrective distributions2016-12-31$612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$32,348,121
Value of total assets at end of year2016-12-31$280,200,641
Value of total assets at beginning of year2016-12-31$244,431,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,212
Total interest from all sources2016-12-31$1,280,959
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,503,730
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$7,503,730
Administrative expenses professional fees incurred2016-12-31$32,856
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
Contributions received from participants2016-12-31$29,592,405
Participant contributions at end of year2016-12-31$4,955,009
Participant contributions at beginning of year2016-12-31$4,462,213
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,763,089
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,636,860
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,755,716
Other income not declared elsewhere2016-12-31$104,271
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$35,768,988
Value of net assets at end of year (total assets less liabilities)2016-12-31$280,200,641
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$244,431,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$215,266,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$188,046,568
Interest on participant loans2016-12-31$203,045
Interest earned on other investments2016-12-31$1,077,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$58,215,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$50,286,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,518,494
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,603,912
Contract administrator fees2016-12-31$21,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JAMES MOORE & COMPANY, PL
Accountancy firm EIN2016-12-31591060842
2015 : SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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$31,092,601
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$17,409,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,144,524
Expenses. Certain deemed distributions of participant loans2015-12-31$222,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$32,525,194
Value of total assets at end of year2015-12-31$244,431,653
Value of total assets at beginning of year2015-12-31$230,748,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,044
Total interest from all sources2015-12-31$1,147,446
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,306,738
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$8,306,738
Administrative expenses professional fees incurred2015-12-31$21,250
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
Contributions received from participants2015-12-31$27,875,444
Participant contributions at end of year2015-12-31$4,462,213
Participant contributions at beginning of year2015-12-31$3,780,282
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,636,860
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,491,669
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,649,750
Other income not declared elsewhere2015-12-31$52,902
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$13,682,821
Value of net assets at end of year (total assets less liabilities)2015-12-31$244,431,653
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$230,748,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$188,046,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$179,725,534
Interest on participant loans2015-12-31$172,715
Interest earned on other investments2015-12-31$974,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$50,286,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$45,751,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,939,679
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,144,524
Contract administrator fees2015-12-31$21,794
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JAMES MOORE & COMPANY, PL
Accountancy firm EIN2015-12-31591060842
2014 : SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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$38,241,962
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$14,143,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,849,654
Expenses. Certain deemed distributions of participant loans2014-12-31$265,191
Value of total corrective distributions2014-12-31$4,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$29,008,838
Value of total assets at end of year2014-12-31$230,748,832
Value of total assets at beginning of year2014-12-31$206,649,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,294
Total interest from all sources2014-12-31$1,044,106
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,266,239
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$8,266,239
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 period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$25,980,234
Participant contributions at end of year2014-12-31$3,780,282
Participant contributions at beginning of year2014-12-31$2,945,783
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,491,669
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,311,494
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,027,478
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 liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$123,700
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$24,098,943
Value of net assets at end of year (total assets less liabilities)2014-12-31$230,748,832
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$206,649,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$179,725,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$159,273,411
Interest on participant loans2014-12-31$146,085
Interest earned on other investments2014-12-31$898,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$45,751,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$43,119,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-200,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,849,654
Contract administrator fees2014-12-31$23,294
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 & COMPANY, PL
Accountancy firm EIN2014-12-31591060842
2013 : SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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$7,436
Total income from all sources (including contributions)2013-12-31$49,088,584
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$14,235,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,669,114
Expenses. Certain deemed distributions of participant loans2013-12-31$473,709
Value of total corrective distributions2013-12-31$1,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$28,507,784
Value of total assets at end of year2013-12-31$206,649,889
Value of total assets at beginning of year2013-12-31$171,804,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$90,814
Total interest from all sources2013-12-31$946,258
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,054,859
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$4,054,859
Administrative expenses professional fees incurred2013-12-31$46,681
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
Contributions received from participants2013-12-31$24,051,651
Participant contributions at end of year2013-12-31$2,945,783
Participant contributions at beginning of year2013-12-31$2,653,241
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,311,494
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,188,110
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,456,133
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$8
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$7,436
Other income not declared elsewhere2013-12-31$217,354
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$5,996
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$34,853,149
Value of net assets at end of year (total assets less liabilities)2013-12-31$206,649,889
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$171,796,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$159,273,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$129,029,063
Interest on participant loans2013-12-31$127,314
Interest earned on other investments2013-12-31$818,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$43,119,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$38,927,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,362,329
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,669,114
Contract administrator fees2013-12-31$44,133
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 & COMPANY, PL
Accountancy firm EIN2013-12-31591060842
2012 : SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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$7,436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$985,265
Total income from all sources (including contributions)2012-12-31$21,000,430
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,062,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,039,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,034,120
Value of total assets at end of year2012-12-31$171,804,176
Value of total assets at beginning of year2012-12-31$156,843,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,206
Total interest from all sources2012-12-31$545,286
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,857,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,857,740
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
Contributions received from participants2012-12-31$11,272,193
Participant contributions at end of year2012-12-31$2,653,241
Participant contributions at beginning of year2012-12-31$2,353,561
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,188,110
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,147,408
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,761,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$8
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$494,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$7,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$985,265
Other income not declared elsewhere2012-12-31$87,685
Total non interest bearing cash at end of year2012-12-31$5,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$15,938,253
Value of net assets at end of year (total assets less liabilities)2012-12-31$171,796,740
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$155,858,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$129,029,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$97,942,055
Interest on participant loans2012-12-31$48,324
Interest earned on other investments2012-12-31$496,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$857,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$857,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$38,927,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$54,048,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,475,599
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,039,971
Contract administrator fees2012-12-31$12,206
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 & COMPANY, 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$985,265
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$212,504
Total income from all sources (including contributions)2012-06-30$28,203,786
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$11,125,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$11,077,753
Value of total corrective distributions2012-06-30$24,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$26,904,305
Value of total assets at end of year2012-06-30$156,843,752
Value of total assets at beginning of year2012-06-30$138,992,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$22,618
Total interest from all sources2012-06-30$1,563,286
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$2,210,599
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$2,210,599
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
Contributions received from participants2012-06-30$22,450,739
Participant contributions at end of year2012-06-30$2,353,561
Participant contributions at beginning of year2012-06-30$2,037,748
Assets. Other investments not covered elsewhere at end of year2012-06-30$1,147,408
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$736,913
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$4,453,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$494,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$154,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$985,265
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$212,504
Other income not declared elsewhere2012-06-30$-48,405
Total non interest bearing cash at beginning of year2012-06-30$419
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$17,078,482
Value of net assets at end of year (total assets less liabilities)2012-06-30$155,858,487
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$138,780,005
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$97,942,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$90,558,137
Interest on participant loans2012-06-30$92,122
Interest earned on other investments2012-06-30$1,471,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$857,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$141,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$141,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$53
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$54,048,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$45,363,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-2,425,999
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$11,077,753
Contract administrator fees2012-06-30$22,618
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 & COMPANY, PL
Accountancy firm EIN2012-06-30591060842
2011 : SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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$212,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$159,672
Total income from all sources (including contributions)2011-06-30$41,893,303
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$10,687,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$10,668,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$22,186,998
Value of total assets at end of year2011-06-30$138,992,509
Value of total assets at beginning of year2011-06-30$107,733,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$18,892
Total interest from all sources2011-06-30$1,341,006
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$2,137,645
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$2,137,645
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
Contributions received from participants2011-06-30$18,714,648
Participant contributions at end of year2011-06-30$2,037,748
Participant contributions at beginning of year2011-06-30$1,660,061
Assets. Other investments not covered elsewhere at end of year2011-06-30$736,913
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$566,102
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$3,472,350
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$154,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$142,836
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$212,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$159,672
Other income not declared elsewhere2011-06-30$126,906
Total non interest bearing cash at end of year2011-06-30$419
Total non interest bearing cash at beginning of year2011-06-30$93
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$31,206,228
Value of net assets at end of year (total assets less liabilities)2011-06-30$138,780,005
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$107,573,777
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$90,558,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$69,338,425
Interest on participant loans2011-06-30$79,085
Interest earned on other investments2011-06-30$1,261,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$141,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$75,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$75,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$51
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$45,363,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$35,950,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$16,100,748
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$10,668,183
Contract administrator fees2011-06-30$18,892
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 HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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 HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B)

2022: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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 planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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 HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
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 HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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 HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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 HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) 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 number893467007
Policy instance 1
Insurance contract or identification number893467007
Number of Individuals Covered9833
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 number893467007
Policy instance 1
Insurance contract or identification number893467007
Number of Individuals Covered7986
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 number893467007
Policy instance 1
Insurance contract or identification number893467007
Number of Individuals Covered8157
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 number893467007
Policy instance 1
Insurance contract or identification number893467007
Number of Individuals Covered6705
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 number893467007
Policy instance 1
Insurance contract or identification number893467007
Number of Individuals Covered6767
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 number893467007
Policy instance 1
Insurance contract or identification number893467007
Number of Individuals Covered6740
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 number893467007
Policy instance 1
Insurance contract or identification number893467007
Number of Individuals Covered5456
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 number893467007
Policy instance 1
Insurance contract or identification number893467007
Number of Individuals Covered5468
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 number893467007
Policy instance 1
Insurance contract or identification number893467007
Number of Individuals Covered5352
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 number893211007
Policy instance 1
Insurance contract or identification number893211007
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 number893467007
Policy instance 2
Insurance contract or identification number893467007
Number of Individuals Covered5161
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 number893211007
Policy instance 1
Insurance contract or identification number893211007
Number of Individuals Covered6824
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 number893211007
Policy instance 2
Insurance contract or identification number893211007
Number of Individuals Covered6906
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 number893211
Policy instance 1
Insurance contract or identification number893211
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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