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MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 401k Plan overview

Plan NameMAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN
Plan identification number 001

MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PALMER-WASILLA HEALTH SYSTEMS, LLC has sponsored the creation of one or more 401k plans.

Company Name:PALMER-WASILLA HEALTH SYSTEMS, LLC
Employer identification number (EIN):621762371
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01KEVIN HAMMONS KEVIN HAMMONS2018-10-15
0012016-01-01EDWARD LOMICKA EDWARD LOMICKA2017-09-27
0012015-01-01EDWARD LOMICKA EDWARD LOMICKA2016-10-17
0012014-01-01JAMES DOUCETTE JAMES DOUCETTE2015-10-14
0012013-01-01JAMES DOUCETTE JAMES DOUCETTE2014-09-25
0012012-01-01JAMES DOUCETTE
0012011-01-01JAMES DOUCETTE
0012010-01-01JAMES DOUCETTE
0012009-01-01CATHERINE BABUSCIO

Plan Statistics for MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN

401k plan membership statisitcs for MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN

Measure Date Value
2019: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01836
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0126
2016: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01793
Total number of active participants reported on line 7a of the Form 55002016-01-01615
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01135
Total of all active and inactive participants2016-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01752
Number of participants with account balances2016-01-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0144
2015: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01770
Total number of active participants reported on line 7a of the Form 55002015-01-01597
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01130
Total of all active and inactive participants2015-01-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01729
Number of participants with account balances2015-01-01709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01782
Total number of active participants reported on line 7a of the Form 55002014-01-01567
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01124
Total of all active and inactive participants2014-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01693
Number of participants with account balances2014-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01812
Total number of active participants reported on line 7a of the Form 55002013-01-01568
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01137
Total of all active and inactive participants2013-01-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01706
Number of participants with account balances2013-01-01686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0125
2012: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01778
Total number of active participants reported on line 7a of the Form 55002012-01-01588
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01142
Total of all active and inactive participants2012-01-01730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01730
Number of participants with account balances2012-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0161
2011: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01723
Total number of active participants reported on line 7a of the Form 55002011-01-01600
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01139
Total of all active and inactive participants2011-01-01739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01739
Number of participants with account balances2011-01-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01829
Total number of active participants reported on line 7a of the Form 55002010-01-01675
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0180
Total of all active and inactive participants2010-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01755
Number of participants with account balances2010-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0149
2009: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01739
Total number of active participants reported on line 7a of the Form 55002009-01-01583
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01186
Total of all active and inactive participants2009-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01769
Number of participants with account balances2009-01-01736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0143

Financial Data on MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN

Measure Date Value
2019 : MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-09-03$-32,103
Total plan liabilities at end of year2019-09-03$0
Total plan liabilities at beginning of year2019-09-03$0
Total income from all sources2019-09-03$3,240
Expenses. Total of all expenses incurred2019-09-03$54
Benefits paid (including direct rollovers)2019-09-03$0
Total plan assets at end of year2019-09-03$0
Total plan assets at beginning of year2019-09-03$28,917
Value of fidelity bond covering the plan2019-09-03$50,000,000
Total contributions received or receivable from participants2019-09-03$0
Expenses. Other expenses not covered elsewhere2019-09-03$0
Contributions received from other sources (not participants or employers)2019-09-03$0
Other income received2019-09-03$3,240
Noncash contributions received2019-09-03$0
Net income (gross income less expenses)2019-09-03$3,186
Net plan assets at end of year (total assets less liabilities)2019-09-03$0
Net plan assets at beginning of year (total assets less liabilities)2019-09-03$28,917
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-09-03$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-09-03$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-09-03$0
Total contributions received or receivable from employer(s)2019-09-03$0
Value of certain deemed distributions of participant loans2019-09-03$0
Value of corrective distributions2019-09-03$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-03$54
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-03$0
2018 : MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$-13,503
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$11,778
Expenses. Total of all expenses incurred2018-12-31$14,234
Benefits paid (including direct rollovers)2018-12-31$13,780
Total plan assets at end of year2018-12-31$28,917
Total plan assets at beginning of year2018-12-31$44,876
Value of fidelity bond covering the plan2018-12-31$50,000,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$11,778
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-2,456
Net plan assets at end of year (total assets less liabilities)2018-12-31$28,917
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$44,876
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$454
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$306
Total transfer of assets from this plan2017-12-31$45,040,272
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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,676,700
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,608,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,544,487
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$12,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,078,122
Value of total assets at end of year2017-12-31$44,876
Value of total assets at beginning of year2017-12-31$42,016,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,454
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$12,400
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
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$1,898,081
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$478,294
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$94,268
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$180,041
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$1,019
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$3,067,981
Value of net assets at end of year (total assets less liabilities)2017-12-31$44,876
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,016,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$945
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Interest on participant loans2017-12-31$12,400
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$44,876
Value of interest in master investment trust accounts at beginning of year2017-12-31$38,718,686
Value of interest in common/collective trusts at end of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$2,725,613
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,544,487
Contract administrator fees2017-12-31$50,509
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31LBMC, PC
Accountancy firm EIN2017-12-31621199757
2016 : MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$127,519
Total transfer of assets from this plan2016-12-31$1,733,021
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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,946,899
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,736,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,638,165
Expenses. Certain deemed distributions of participant loans2016-12-31$15,593
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,469,509
Value of total assets at end of year2016-12-31$42,016,861
Value of total assets at beginning of year2016-12-31$38,412,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$83,126
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$18,863
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
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$2,705,977
Participant contributions at end of year2016-12-31$478,294
Participant contributions at beginning of year2016-12-31$448,416
Participant contributions at end of year2016-12-31$94,268
Participant contributions at beginning of year2016-12-31$87,567
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$37,919
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$4,929
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$5,210,015
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,016,861
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,412,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$947
Interest on participant loans2016-12-31$18,863
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$38,718,686
Value of interest in master investment trust accounts at beginning of year2016-12-31$35,145,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,725,613
Employer contributions (assets) at end of year2016-12-31$2,725,613
Employer contributions (assets) at beginning of year2016-12-31$2,731,004
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,638,165
Contract administrator fees2016-12-31$82,179
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31LBMC, PC
Accountancy firm EIN2016-12-31621199757
2015 : MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$207,482
Total transfer of assets from this plan2015-12-31$425,043
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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,974,928
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,456,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,381,038
Expenses. Certain deemed distributions of participant loans2015-12-31$1,428
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,382,996
Value of total assets at end of year2015-12-31$38,412,348
Value of total assets at beginning of year2015-12-31$37,111,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$74,323
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$18,412
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$0
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
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$2,503,724
Participant contributions at end of year2015-12-31$448,416
Participant contributions at beginning of year2015-12-31$421,790
Participant contributions at end of year2015-12-31$87,567
Participant contributions at beginning of year2015-12-31$75,393
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$148,344
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$349
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$545
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$1,518,139
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,412,348
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,111,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,999,575
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,662,005
Interest on participant loans2015-12-31$18,412
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$35,145,361
Value of interest in master investment trust accounts at beginning of year2015-12-31$28,335,551
Value of interest in common/collective trusts at beginning of year2015-12-31$2,296,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,730,928
Employer contributions (assets) at end of year2015-12-31$2,731,004
Employer contributions (assets) at beginning of year2015-12-31$2,320,735
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,380,689
Contract administrator fees2015-12-31$74,310
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31LBMC, PC
Accountancy firm EIN2015-12-31621199757
2014 : MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$9,629
Total transfer of assets from this plan2014-12-31$345,505
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$6,109,000
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,707,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,690,210
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,379,195
Value of total assets at end of year2014-12-31$37,111,770
Value of total assets at beginning of year2014-12-31$36,046,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,739
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$27,473
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$66,404
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$66,404
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$2,039,182
Participant contributions at end of year2014-12-31$421,790
Participant contributions at beginning of year2014-12-31$331,489
Participant contributions at end of year2014-12-31$75,393
Participant contributions at beginning of year2014-12-31$74,699
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,277
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,553
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 beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$10,236
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
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$1,401,051
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,111,770
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,046,595
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,999,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,054,299
Value of interest in pooled separate accounts at end of year2014-12-31$1,662,005
Value of interest in pooled separate accounts at beginning of year2014-12-31$956,569
Interest on participant loans2014-12-31$15,188
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$12,285
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$28,335,551
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$2,296,721
Value of interest in common/collective trusts at beginning of year2014-12-31$1,212,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,563,310
Net investment gain/loss from pooled separate accounts2014-12-31$111,783
Net investment gain or loss from common/collective trusts2014-12-31$3,146
Net gain/loss from 103.12 investment entities2014-12-31$0
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$2,320,736
Employer contributions (assets) at end of year2014-12-31$2,320,735
Employer contributions (assets) at beginning of year2014-12-31$2,416,612
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,688,657
Contract administrator fees2014-12-31$17,739
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31LBMC, PC
Accountancy firm EIN2014-12-31621199757
2013 : MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$4,908
Total transfer of assets from this plan2013-12-31$463,650
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,346,975
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,584,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,573,431
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,707,919
Value of total assets at end of year2013-12-31$36,046,595
Value of total assets at beginning of year2013-12-31$30,742,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,110
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$21,952
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$491,780
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$491,780
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$2,157,158
Participant contributions at end of year2013-12-31$331,489
Participant contributions at beginning of year2013-12-31$271,247
Participant contributions at end of year2013-12-31$74,699
Participant contributions at beginning of year2013-12-31$77,409
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$134,149
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$48
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$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,762,434
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,046,595
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,742,903
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$31,054,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,379,569
Value of interest in pooled separate accounts at end of year2013-12-31$956,569
Value of interest in pooled separate accounts at beginning of year2013-12-31$707,306
Interest on participant loans2013-12-31$10,260
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$11,692
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$1,212,927
Value of interest in common/collective trusts at beginning of year2013-12-31$939,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,922,670
Net investment gain/loss from pooled separate accounts2013-12-31$216,878
Net investment gain or loss from common/collective trusts2013-12-31$-14,224
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,416,612
Employer contributions (assets) at end of year2013-12-31$2,416,612
Employer contributions (assets) at beginning of year2013-12-31$2,368,268
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,573,383
Contract administrator fees2013-12-31$11,110
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2013-12-31133891517
2012 : MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$261,786
Total transfer of assets from this plan2012-12-31$392,731
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,697,985
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,550,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,532,115
Expenses. Certain deemed distributions of participant loans2012-12-31$5,052
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,658,931
Value of total assets at end of year2012-12-31$30,742,903
Value of total assets at beginning of year2012-12-31$25,726,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,565
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$-4,410
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$509,436
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$509,436
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$2,101,435
Participant contributions at end of year2012-12-31$271,247
Participant contributions at beginning of year2012-12-31$295,098
Participant contributions at end of year2012-12-31$77,409
Participant contributions at beginning of year2012-12-31$70,168
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$189,228
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$152
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$5,147,253
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,742,903
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,726,595
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$26,379,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,911,889
Value of interest in pooled separate accounts at end of year2012-12-31$707,306
Value of interest in pooled separate accounts at beginning of year2012-12-31$534,521
Interest on participant loans2012-12-31$4,276
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$-8,686
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$939,104
Value of interest in common/collective trusts at beginning of year2012-12-31$739,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,935,351
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,445,880
Net investment gain/loss from pooled separate accounts2012-12-31$88,148
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,368,268
Employer contributions (assets) at end of year2012-12-31$2,368,268
Employer contributions (assets) at beginning of year2012-12-31$2,239,871
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,531,963
Contract administrator fees2012-12-31$13,565
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2012-12-31133891517
2011 : MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$139,580
Total transfer of assets from this plan2011-12-31$3,423,207
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,100,500
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,503,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,496,127
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,671,878
Value of total assets at end of year2011-12-31$25,726,595
Value of total assets at beginning of year2011-12-31$27,412,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,926
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$89,110
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$448,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$448,244
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$2,313,488
Participant contributions at end of year2011-12-31$295,098
Participant contributions at beginning of year2011-12-31$304,535
Participant contributions at end of year2011-12-31$70,168
Participant contributions at beginning of year2011-12-31$81,090
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$118,519
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$1,597,447
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,726,595
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,412,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,911,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,041,541
Value of interest in pooled separate accounts at end of year2011-12-31$534,521
Value of interest in pooled separate accounts at beginning of year2011-12-31$394,556
Interest on participant loans2011-12-31$13,105
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$76,005
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$739,697
Value of interest in common/collective trusts at beginning of year2011-12-31$644,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,935,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,614,350
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,092,486
Net investment gain/loss from pooled separate accounts2011-12-31$-16,246
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,239,871
Employer contributions (assets) at end of year2011-12-31$2,239,871
Employer contributions (assets) at beginning of year2011-12-31$2,332,582
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,496,127
Contract administrator fees2011-12-31$6,926
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2011-12-31133891517
2010 : MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$57,824
Total transfer of assets from this plan2010-12-31$44,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,416,336
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,219,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,209,311
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$3,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,718,002
Value of total assets at end of year2010-12-31$27,412,775
Value of total assets at beginning of year2010-12-31$22,203,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,685
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$100,854
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$359,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$359,414
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,198,710
Participant contributions at end of year2010-12-31$304,535
Participant contributions at beginning of year2010-12-31$358,352
Participant contributions at end of year2010-12-31$81,090
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$29,947
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$53,064
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$9,561
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$5,196,632
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,412,775
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,203,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$21,041,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,578,514
Value of interest in pooled separate accounts at end of year2010-12-31$394,556
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$4,413
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$96,441
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$644,121
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,614,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,266,218
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,154,588
Net investment gain/loss from pooled separate accounts2010-12-31$51,164
Net investment gain or loss from common/collective trusts2010-12-31$22,753
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,489,345
Employer contributions (assets) at end of year2010-12-31$2,332,582
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,156,247
Contract administrator fees2010-12-31$6,685
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN

2019: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 planYes
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: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MAT-SU REGIONAL MEDICAL CENTER 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616253
Policy instance 1
Insurance contract or identification number616253
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-01-07
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616253
Policy instance 1
Insurance contract or identification number616253
Number of Individuals Covered693
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616253
Policy instance 1
Insurance contract or identification number616253
Number of Individuals Covered706
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616253
Policy instance 1
Insurance contract or identification number616253
Number of Individuals Covered730
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,324
Total amount of fees paid to insurance companyUSD $227
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,609
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48103
Policy instance 2
Insurance contract or identification number48103
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616253
Policy instance 1
Insurance contract or identification number616253
Number of Individuals Covered739
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,271
Total amount of fees paid to insurance companyUSD $1,141
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number48103
Policy instance 2
Insurance contract or identification number48103
Number of Individuals Covered206
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $454
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616253
Policy instance 1
Insurance contract or identification number616253
Number of Individuals Covered755
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,778
Total amount of fees paid to insurance companyUSD $1,220
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,778
Amount paid for insurance broker fees1220
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS LLC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48103
Policy instance 2
Insurance contract or identification number48103
Number of Individuals Covered224
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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