401k Plan data: MSHA 401(K) RETIREMENT PLAN plan

MSHA 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	MSHA 401(K) RETIREMENT PLAN
Plan identification number	004

MSHA 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

MOUNTAIN STATES HEALTH ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name: MOUNTAIN STATES HEALTH ALLIANCE

Employer identification number (EIN): 620476282

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about MOUNTAIN STATES HEALTH ALLIANCE

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2006-10-24

Company Identification Number: F168713

Legal Registered Office Address: HANCOCK, DANIEL, JOHNSON & NAGLE, P.C.
4701 COX ROAD, SUITE 400
GLEN ALLEN
United States of America (USA)
23060

More information about MOUNTAIN STATES HEALTH ALLIANCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MSHA 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2017-07-01
004 2017-07-01
004 2017-07-01
004 2016-07-01 TAFT SIMMONS
004 2015-07-01 TAFT SIMMONS
004 2014-07-01 TAFT SIMMONS
004 2013-07-01 TAFT SIMMONS JAMES E. PARSONS 2015-04-14
004 2012-07-01 JAMES E. PARSONS
004 2011-07-01 TAFT SIMMONS JAMES PARSONS 2013-04-15
004 2010-04-01 JAMES E PARSONS TAFT SIMMONS 2011-04-12
004 2010-04-01 JAMES E PARSONS TAFT SIMMONS 2011-04-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2017-07-01
004	2017-07-01
004	2017-07-01
004	2016-07-01	TAFT SIMMONS
004	2015-07-01	TAFT SIMMONS
004	2014-07-01	TAFT SIMMONS
004	2013-07-01	TAFT SIMMONS	JAMES E. PARSONS	2015-04-14
004	2012-07-01	JAMES E. PARSONS
004	2011-07-01	TAFT SIMMONS	JAMES PARSONS	2013-04-15
004	2010-04-01	JAMES E PARSONS	TAFT SIMMONS	2011-04-12
004	2010-04-01	JAMES E PARSONS	TAFT SIMMONS	2011-04-12

Plan Statistics for MSHA 401(K) RETIREMENT PLAN

401k plan membership statisitcs for MSHA 401(K) RETIREMENT PLAN

Measure Date Value
2017: MSHA 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 8,795
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 13,080
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 3,374
Total of all active and inactive participants 2017-07-01 16,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 16,454
Number of participants with account balances 2017-07-01 15,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: MSHA 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 8,579
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 6,507
Number of retired or separated participants receiving benefits 2016-07-01 10
Number of other retired or separated participants entitled to future benefits 2016-07-01 2,259
Total of all active and inactive participants 2016-07-01 8,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 18
Total participants 2016-07-01 8,794
Number of participants with account balances 2016-07-01 8,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 268
2015: MSHA 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 8,372
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 6,791
Number of retired or separated participants receiving benefits 2015-07-01 9
Number of other retired or separated participants entitled to future benefits 2015-07-01 1,761
Total of all active and inactive participants 2015-07-01 8,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 16
Total participants 2015-07-01 8,577
Number of participants with account balances 2015-07-01 8,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 266
2014: MSHA 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 9,163
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 6,435
Number of retired or separated participants receiving benefits 2014-07-01 8
Number of other retired or separated participants entitled to future benefits 2014-07-01 1,770
Total of all active and inactive participants 2014-07-01 8,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 12
Total participants 2014-07-01 8,225
Number of participants with account balances 2014-07-01 8,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 248
2013: MSHA 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 9,406
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 7,412
Number of retired or separated participants receiving benefits 2013-07-01 14
Number of other retired or separated participants entitled to future benefits 2013-07-01 1,728
Total of all active and inactive participants 2013-07-01 9,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 9
Total participants 2013-07-01 9,163
Number of participants with account balances 2013-07-01 8,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 255
2012: MSHA 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 9,860
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 7,180
Number of retired or separated participants receiving benefits 2012-07-01 12
Number of other retired or separated participants entitled to future benefits 2012-07-01 2,210
Total of all active and inactive participants 2012-07-01 9,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 4
Total participants 2012-07-01 9,406
Number of participants with account balances 2012-07-01 8,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 322
2011: MSHA 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 10,576
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 8,426
Number of retired or separated participants receiving benefits 2011-07-01 2
Number of other retired or separated participants entitled to future benefits 2011-07-01 1,427
Total of all active and inactive participants 2011-07-01 9,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 5
Total participants 2011-07-01 9,860
Number of participants with account balances 2011-07-01 7,822
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 482
2010: MSHA 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 10,433
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 9,161
Number of retired or separated participants receiving benefits 2010-04-01 0
Number of other retired or separated participants entitled to future benefits 2010-04-01 1,714
Total of all active and inactive participants 2010-04-01 10,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 10,875
Number of participants with account balances 2010-04-01 7,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 360

Measure	Date	Value
2017: MSHA 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	8,795
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	13,080
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	3,374
Total of all active and inactive participants	2017-07-01	16,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	16,454
Number of participants with account balances	2017-07-01	15,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: MSHA 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	8,579
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	6,507
Number of retired or separated participants receiving benefits	2016-07-01	10
Number of other retired or separated participants entitled to future benefits	2016-07-01	2,259
Total of all active and inactive participants	2016-07-01	8,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	18
Total participants	2016-07-01	8,794
Number of participants with account balances	2016-07-01	8,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	268
2015: MSHA 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	8,372
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	6,791
Number of retired or separated participants receiving benefits	2015-07-01	9
Number of other retired or separated participants entitled to future benefits	2015-07-01	1,761
Total of all active and inactive participants	2015-07-01	8,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	16
Total participants	2015-07-01	8,577
Number of participants with account balances	2015-07-01	8,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	266
2014: MSHA 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	9,163
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	6,435
Number of retired or separated participants receiving benefits	2014-07-01	8
Number of other retired or separated participants entitled to future benefits	2014-07-01	1,770
Total of all active and inactive participants	2014-07-01	8,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	12
Total participants	2014-07-01	8,225
Number of participants with account balances	2014-07-01	8,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	248
2013: MSHA 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	9,406
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	7,412
Number of retired or separated participants receiving benefits	2013-07-01	14
Number of other retired or separated participants entitled to future benefits	2013-07-01	1,728
Total of all active and inactive participants	2013-07-01	9,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	9
Total participants	2013-07-01	9,163
Number of participants with account balances	2013-07-01	8,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	255
2012: MSHA 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	9,860
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	7,180
Number of retired or separated participants receiving benefits	2012-07-01	12
Number of other retired or separated participants entitled to future benefits	2012-07-01	2,210
Total of all active and inactive participants	2012-07-01	9,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	4
Total participants	2012-07-01	9,406
Number of participants with account balances	2012-07-01	8,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	322
2011: MSHA 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	10,576
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	8,426
Number of retired or separated participants receiving benefits	2011-07-01	2
Number of other retired or separated participants entitled to future benefits	2011-07-01	1,427
Total of all active and inactive participants	2011-07-01	9,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	5
Total participants	2011-07-01	9,860
Number of participants with account balances	2011-07-01	7,822
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	482
2010: MSHA 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	10,433
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	9,161
Number of retired or separated participants receiving benefits	2010-04-01	0
Number of other retired or separated participants entitled to future benefits	2010-04-01	1,714
Total of all active and inactive participants	2010-04-01	10,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	10,875
Number of participants with account balances	2010-04-01	7,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	360

Financial Data on MSHA 401(K) RETIREMENT PLAN

Measure	Date	Value
2018 : MSHA 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$170,488,906
Total transfer of assets from this plan	2018-06-30	$331,670,012
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$54,722,348
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$21,364,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$20,949,115
Expenses. Certain deemed distributions of participant loans	2018-06-30	$-375,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$29,773,571
Value of total assets at end of year	2018-06-30	$0
Value of total assets at beginning of year	2018-06-30	$298,312,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$791,171
Total interest from all sources	2018-06-30	$775,363
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$6,518,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$6,518,864
Administrative expenses professional fees incurred	2018-06-30	$22,300
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,500,000
If this is an individual account plan, was there a blackout period	2018-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$13,173,892
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$7,388,651
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$3,089,419
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$154,741,938
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$0
Other income not declared elsewhere	2018-06-30	$140,474
Administrative expenses (other) incurred	2018-06-30	$27,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$33,357,653
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$298,312,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$38,800
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$266,579,632
Interest on participant loans	2018-06-30	$335,474
Interest earned on other investments	2018-06-30	$439,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$24,344,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$17,514,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$13,510,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$20,949,115
Contract administrator fees	2018-06-30	$702,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	Yes
Did the plan have assets held for investment	2018-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	PYAPC
Accountancy firm EIN	2018-06-30	621517792
2017 : MSHA 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets to this plan	2017-06-30	$209,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$59,490,266
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$27,151,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$26,062,389
Expenses. Certain deemed distributions of participant loans	2017-06-30	$299,384
Value of total corrective distributions	2017-06-30	$6,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$27,214,678
Value of total assets at end of year	2017-06-30	$298,312,359
Value of total assets at beginning of year	2017-06-30	$265,763,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$782,879
Total interest from all sources	2017-06-30	$707,000
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$4,912,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$4,912,766
Administrative expenses professional fees incurred	2017-06-30	$16,727
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,500,000
If this is an individual account plan, was there a blackout period	2017-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$12,111,275
Participant contributions at end of year	2017-06-30	$7,388,651
Participant contributions at beginning of year	2017-06-30	$7,064,080
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$2,251,369
Other income not declared elsewhere	2017-06-30	$127,134
Administrative expenses (other) incurred	2017-06-30	$366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$32,339,044
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$298,312,359
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$265,763,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$97,416
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$266,579,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$233,234,164
Interest on participant loans	2017-06-30	$306,523
Interest earned on other investments	2017-06-30	$400,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$24,344,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$25,465,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$26,528,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$12,852,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$26,062,389
Contract administrator fees	2017-06-30	$668,370
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	Yes
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	PYAPC
Accountancy firm EIN	2017-06-30	621517792
2016 : MSHA 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets from this plan	2016-06-30	$151,276
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$28,030,176
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$21,907,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$21,057,839
Expenses. Certain deemed distributions of participant loans	2016-06-30	$212,144
Value of total corrective distributions	2016-06-30	$892
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$26,400,692
Value of total assets at end of year	2016-06-30	$265,763,591
Value of total assets at beginning of year	2016-06-30	$259,792,319
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$636,753
Total interest from all sources	2016-06-30	$610,881
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$2,404,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$2,404,697
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,500,000
If this is an individual account plan, was there a blackout period	2016-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$11,280,108
Participant contributions at end of year	2016-06-30	$7,064,080
Participant contributions at beginning of year	2016-06-30	$6,298,356
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$3,036,499
Other income not declared elsewhere	2016-06-30	$129,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$6,122,548
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$265,763,591
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$259,792,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$66,474
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$233,234,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$231,056,363
Interest on participant loans	2016-06-30	$279,865
Interest earned on other investments	2016-06-30	$331,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$25,465,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$22,437,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-1,515,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$12,084,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$21,057,839
Contract administrator fees	2016-06-30	$570,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	Yes
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	PERSHING YOAKLEY & ASSOCIATES
Accountancy firm EIN	2016-06-30	621517792
2015 : MSHA 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$34,304,436
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$25,894,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$24,774,660
Expenses. Certain deemed distributions of participant loans	2015-06-30	$334,650
Value of total corrective distributions	2015-06-30	$647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$26,394,121
Value of total assets at end of year	2015-06-30	$259,792,319
Value of total assets at beginning of year	2015-06-30	$251,382,385
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$784,545
Total interest from all sources	2015-06-30	$608,241
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$5,413,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$5,413,076
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,500,000
If this is an individual account plan, was there a blackout period	2015-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$10,406,428
Participant contributions at end of year	2015-06-30	$6,298,356
Participant contributions at beginning of year	2015-06-30	$5,834,532
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$2,856,285
Other income not declared elsewhere	2015-06-30	$47,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$8,409,934
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$259,792,319
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$251,382,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$231,056,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$222,919,544
Interest on participant loans	2015-06-30	$250,052
Interest earned on other investments	2015-06-30	$358,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$22,437,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$22,628,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$1,841,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$13,131,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$24,774,660
Contract administrator fees	2015-06-30	$754,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	Yes
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	PERSHING YOAKLEY & ASSOCIATES
Accountancy firm EIN	2015-06-30	621517792
2014 : MSHA 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$56,571,389
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$18,716,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$17,697,566
Expenses. Certain deemed distributions of participant loans	2014-06-30	$188,173
Value of total corrective distributions	2014-06-30	$702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$21,177,245
Value of total assets at end of year	2014-06-30	$251,382,385
Value of total assets at beginning of year	2014-06-30	$213,527,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$829,870
Total interest from all sources	2014-06-30	$616,775
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$4,359,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$4,359,510
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$10,123,039
Participant contributions at end of year	2014-06-30	$5,834,532
Participant contributions at beginning of year	2014-06-30	$5,139,232
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$4,811,540
Other income not declared elsewhere	2014-06-30	$618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$37,855,078
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$251,382,385
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$213,527,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$94,920
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$222,919,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$186,780,548
Interest on participant loans	2014-06-30	$231,039
Interest earned on other investments	2014-06-30	$385,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$22,628,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$21,607,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$30,417,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$6,242,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$17,697,566
Contract administrator fees	2014-06-30	$734,950
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	PERSHING YOAKLEY & ASSOCIATES
Accountancy firm EIN	2014-06-30	621517792
2013 : MSHA 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$44,986
Total income from all sources (including contributions)	2013-06-30	$47,439,116
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$20,893,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$19,715,711
Expenses. Certain deemed distributions of participant loans	2013-06-30	$409,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$25,249,724
Value of total assets at end of year	2013-06-30	$213,527,307
Value of total assets at beginning of year	2013-06-30	$187,026,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$768,031
Total interest from all sources	2013-06-30	$577,396
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$3,857,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$3,857,159
Administrative expenses professional fees incurred	2013-06-30	$35,800
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,500,000
If this is an individual account plan, was there a blackout period	2013-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$9,941,371
Participant contributions at end of year	2013-06-30	$5,139,232
Participant contributions at beginning of year	2013-06-30	$4,810,242
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$2,148,797
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$99,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$44,986
Total non interest bearing cash at end of year	2013-06-30	$0
Total non interest bearing cash at beginning of year	2013-06-30	$343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$26,545,910
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$213,527,307
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$186,981,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$49,368
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$186,780,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$162,548,587
Interest on participant loans	2013-06-30	$210,728
Interest earned on other investments	2013-06-30	$366,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$351,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$351,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$82
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$21,607,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$19,216,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$17,754,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$13,159,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$19,715,711
Contract administrator fees	2013-06-30	$682,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	Yes
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	PERSHING YOAKLEY & ASSOCIATES
Accountancy firm EIN	2013-06-30	621517792
2012 : MSHA 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total transfer of assets to this plan	2012-06-30	$464,011
Total transfer of assets from this plan	2012-06-30	$82,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$44,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$75,214
Total income from all sources (including contributions)	2012-06-30	$26,224,609
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$12,071,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$11,283,395
Value of total corrective distributions	2012-06-30	$4,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$23,935,587
Value of total assets at end of year	2012-06-30	$187,026,383
Value of total assets at beginning of year	2012-06-30	$172,521,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$783,659
Total interest from all sources	2012-06-30	$515,005
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$3,566,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$3,566,237
Administrative expenses professional fees incurred	2012-06-30	$8,000
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,500,000
If this is an individual account plan, was there a blackout period	2012-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$10,050,286
Participant contributions at end of year	2012-06-30	$4,810,242
Participant contributions at beginning of year	2012-06-30	$4,112,380
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$1,433,352
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$99,282
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$144,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$44,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$75,214
Total non interest bearing cash at end of year	2012-06-30	$343
Total non interest bearing cash at beginning of year	2012-06-30	$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$14,152,847
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$186,981,397
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$172,446,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$82,464
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$162,548,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$153,421,616
Interest on participant loans	2012-06-30	$183,665
Interest earned on other investments	2012-06-30	$331,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$351,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$228,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$228,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$77
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$19,216,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$14,615,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-1,792,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$12,451,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$11,283,395
Contract administrator fees	2012-06-30	$693,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	Yes
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	PERSHING YOAKLEY & ASSOCIATES
Accountancy firm EIN	2012-06-30	621517792
2011 : MSHA 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total transfer of assets to this plan	2011-06-30	$500,241
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$75,214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$289,367
Total income from all sources (including contributions)	2011-06-30	$83,750,639
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$11,496,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$11,402,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$62,528,374
Value of total assets at end of year	2011-06-30	$172,521,980
Value of total assets at beginning of year	2011-06-30	$99,981,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$93,341
Total interest from all sources	2011-06-30	$1,449,853
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$1,756,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$1,756,831
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,500,000
If this is an individual account plan, was there a blackout period	2011-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$9,140,912
Participant contributions at end of year	2011-06-30	$4,112,380
Participant contributions at beginning of year	2011-06-30	$1,497,708
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$44,620,133
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$144,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$185,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$75,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$289,367
Other income not declared elsewhere	2011-06-30	$86,411
Total non interest bearing cash at end of year	2011-06-30	$11
Total non interest bearing cash at beginning of year	2011-06-30	$97
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$72,254,323
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$172,446,766
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$99,692,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$34,712
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$153,421,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$55,798,211
Interest on participant loans	2011-06-30	$133,968
Interest earned on other investments	2011-06-30	$1,315,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$228,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$11,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$11,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$14,615,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$42,488,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$17,929,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$8,767,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$11,402,975
Contract administrator fees	2011-06-30	$58,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	Yes
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	PERSHING YOAKLEY & ASSOCIATES
Accountancy firm EIN	2011-06-30	621517792
2010 : MSHA 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-06-30	$0
Total transfer of assets to this plan	2010-06-30	$1,664,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-06-30	$289,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-06-30	$0
Total income from all sources (including contributions)	2010-06-30	$99,843,671
Total loss/gain on sale of assets	2010-06-30	$0
Total of all expenses incurred	2010-06-30	$1,815,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-06-30	$1,803,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-06-30	$105,672,685
Value of total assets at end of year	2010-06-30	$99,981,569
Value of total assets at beginning of year	2010-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-06-30	$12,076
Total interest from all sources	2010-06-30	$208,620
Total dividends received (eg from common stock, registered investment company shares)	2010-06-30	$195,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-06-30	$195,661
Administrative expenses professional fees incurred	2010-06-30	$4,500
Was this plan covered by a fidelity bond	2010-06-30	Yes
Value of fidelity bond cover	2010-06-30	$1,500,000
If this is an individual account plan, was there a blackout period	2010-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2010-06-30	No
Contributions received from participants	2010-06-30	$2,292,743
Participant contributions at end of year	2010-06-30	$1,497,708
Income. Received or receivable in cash from other sources (including rollovers)	2010-06-30	$100,898,538
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-06-30	$185,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-06-30	$289,367
Other income not declared elsewhere	2010-06-30	$-63,938
Administrative expenses (other) incurred	2010-06-30	$1
Total non interest bearing cash at end of year	2010-06-30	$97
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-06-30	No
Value of net income/loss	2010-06-30	$98,027,920
Value of net assets at end of year (total assets less liabilities)	2010-06-30	$99,692,202
Value of net assets at beginning of year (total assets less liabilities)	2010-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-06-30	No
Were any leases to which the plan was party in default or uncollectible	2010-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-06-30	$55,798,211
Interest on participant loans	2010-06-30	$2,193
Interest earned on other investments	2010-06-30	$206,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-06-30	$11,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-06-30	$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-06-30	$42,488,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-06-30	$-6,169,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-06-30	No
Was there a failure to transmit to the plan any participant contributions	2010-06-30	No
Has the plan failed to provide any benefit when due under the plan	2010-06-30	No
Contributions received in cash from employer	2010-06-30	$2,481,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-06-30	$1,803,675
Contract administrator fees	2010-06-30	$7,575
Did the plan have assets held for investment	2010-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-06-30	No

Form 5500 Responses for MSHA 401(K) RETIREMENT PLAN

2017: MSHA 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	Yes
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MSHA 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: MSHA 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: MSHA 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MSHA 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MSHA 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MSHA 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: MSHA 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	First time form 5500 has been submitted	Yes
2010-04-01	Submission has been amended	Yes
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Insurance	Yes
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement – Insurance	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54494-014

Policy instance

Insurance contract or identification number	54494-014
Number of Individuals Covered	33
Insurance policy start date	2018-06-30
Insurance policy end date	2018-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54494-002

Policy instance

Insurance contract or identification number	54494-002
Number of Individuals Covered	2085
Insurance policy start date	2018-06-30
Insurance policy end date	2018-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54494-011

Policy instance

Insurance contract or identification number	54494-011
Number of Individuals Covered	17
Insurance policy start date	2018-06-30
Insurance policy end date	2018-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

893995-087

Policy instance

Insurance contract or identification number	893995-087
Number of Individuals Covered	0
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

893177-087

Policy instance

Insurance contract or identification number	893177-087
Number of Individuals Covered	456
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

893177-087

Policy instance

Insurance contract or identification number	893177-087
Number of Individuals Covered	467
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

893177-087

Policy instance

Insurance contract or identification number	893177-087
Number of Individuals Covered	522
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

893177-087

Policy instance

Insurance contract or identification number	893177-087
Number of Individuals Covered	820
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

893177-087

Policy instance

Insurance contract or identification number	893177-087
Number of Individuals Covered	2290
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

893177-087

Policy instance

Insurance contract or identification number	893177-087
Number of Individuals Covered	373
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

893177-087

Policy instance

Insurance contract or identification number	893177-087
Insurance policy start date	2010-04-01
Insurance policy end date	2010-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	MOUNTAIN STATES HEALTH ALLIANCE
Employer identification number (EIN):	620476282
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2006-10-24
Company Identification Number:	F168713
Legal Registered Office Address:	HANCOCK, DANIEL, JOHNSON & NAGLE, P.C. 4701 COX ROAD, SUITE 400 GLEN ALLEN United States of America (USA) 23060