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INFIRMARY HEALTH SYSTEM PENSION PLAN 401k Plan overview

Plan NameINFIRMARY HEALTH SYSTEM PENSION PLAN
Plan identification number 001

INFIRMARY HEALTH SYSTEM PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE INFIRMARY HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE INFIRMARY HEALTH SYSTEM, INC.
Employer identification number (EIN):630841123
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INFIRMARY HEALTH SYSTEM PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JUDITH L. STITT JUDITH L. STITT2018-10-12
0012016-01-01JUDITH L. STITT JUDITH L. STITT2017-10-06
0012015-01-01JUDITH L. STITT JUDITH L. STITT2016-10-12
0012014-01-01JUDITH L. STITT JUDITH L. STITT2015-10-05
0012013-01-01JUDITH L. STITT JUDITH L. STITT2014-10-06
0012012-01-01JUDITH L. STITT JUDITH L. STITT2013-10-11
0012011-01-01JUDITH L. STITT JUDITH L. STITT2012-10-15
0012009-01-01SHEILA C. DAVIDSON SHEILA C. DAVIDSON2010-10-14

Plan Statistics for INFIRMARY HEALTH SYSTEM PENSION PLAN

401k plan membership statisitcs for INFIRMARY HEALTH SYSTEM PENSION PLAN

Measure Date Value
2023: INFIRMARY HEALTH SYSTEM PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: INFIRMARY HEALTH SYSTEM PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,566
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
2021: INFIRMARY HEALTH SYSTEM PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31119,137,544
Acturial value of plan assets2021-12-31111,916,960
Funding target for retired participants and beneficiaries receiving payment2021-12-3121,494,800
Number of terminated vested participants2021-12-31920
Fundng target for terminated vested participants2021-12-3122,943,805
Active participant vested funding target2021-12-3159,596,302
Number of active participants2021-12-312,422
Total funding liabilities for active participants2021-12-3161,313,873
Total participant count2021-12-313,825
Total funding target for all participants2021-12-31105,752,478
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-312,378,634
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31954,610
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-311,424,024
Present value of excess contributions2021-12-31128,579
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31140,344
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31140,344
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,694,666
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31970,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-013,825
Total number of active participants reported on line 7a of the Form 55002021-01-012,175
Number of retired or separated participants receiving benefits2021-01-01450
Number of other retired or separated participants entitled to future benefits2021-01-01912
Total of all active and inactive participants2021-01-013,537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0129
Total participants2021-01-013,566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: INFIRMARY HEALTH SYSTEM PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31119,549,702
Acturial value of plan assets2020-12-31114,786,702
Funding target for retired participants and beneficiaries receiving payment2020-12-3121,162,856
Number of terminated vested participants2020-12-31900
Fundng target for terminated vested participants2020-12-3123,607,150
Active participant vested funding target2020-12-3166,618,802
Number of active participants2020-12-312,726
Total funding liabilities for active participants2020-12-3168,506,316
Total participant count2020-12-314,105
Total funding target for all participants2020-12-31113,276,322
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-312,259,341
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-312,378,634
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-312,378,634
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-312,378,634
Total employer contributions2020-12-31660,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31626,594
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,030,000
Net shortfall amortization installment of oustanding balance2020-12-31868,254
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,452,625
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31954,610
Additional cash requirement2020-12-31498,015
Contributions allocatedtoward minimum required contributions for current year2020-12-31626,594
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-014,105
Total number of active participants reported on line 7a of the Form 55002020-01-012,422
Number of retired or separated participants receiving benefits2020-01-01455
Number of other retired or separated participants entitled to future benefits2020-01-01920
Total of all active and inactive participants2020-01-013,797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0128
Total participants2020-01-013,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: INFIRMARY HEALTH SYSTEM PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31103,910,375
Acturial value of plan assets2019-12-31110,827,545
Funding target for retired participants and beneficiaries receiving payment2019-12-3121,122,028
Number of terminated vested participants2019-12-31887
Fundng target for terminated vested participants2019-12-3122,127,009
Active participant vested funding target2019-12-3170,025,966
Number of active participants2019-12-313,030
Total funding liabilities for active participants2019-12-3172,005,384
Total participant count2019-12-314,400
Total funding target for all participants2019-12-31115,254,421
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-314,457,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-314,201,060
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,060,000
Net shortfall amortization installment of oustanding balance2019-12-314,426,876
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,941,719
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,941,719
Contributions allocatedtoward minimum required contributions for current year2019-12-314,201,060
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-014,400
Total number of active participants reported on line 7a of the Form 55002019-01-012,726
Number of retired or separated participants receiving benefits2019-01-01452
Number of other retired or separated participants entitled to future benefits2019-01-01900
Total of all active and inactive participants2019-01-014,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0127
Total participants2019-01-014,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: INFIRMARY HEALTH SYSTEM PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31120,820,064
Acturial value of plan assets2018-12-31113,880,258
Funding target for retired participants and beneficiaries receiving payment2018-12-3119,529,504
Number of terminated vested participants2018-12-311,116
Fundng target for terminated vested participants2018-12-3123,260,369
Active participant vested funding target2018-12-3172,720,267
Number of active participants2018-12-313,380
Total funding liabilities for active participants2018-12-3174,978,111
Total participant count2018-12-314,971
Total funding target for all participants2018-12-31117,767,984
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-313,192
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,373
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,852,457
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,778,525
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,070,000
Net shortfall amortization installment of oustanding balance2018-12-313,887,726
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,778,525
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-311,778,525
Contributions allocatedtoward minimum required contributions for current year2018-12-311,778,525
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014,971
Total number of active participants reported on line 7a of the Form 55002018-01-013,030
Number of retired or separated participants receiving benefits2018-01-01459
Number of other retired or separated participants entitled to future benefits2018-01-01887
Total of all active and inactive participants2018-01-014,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0124
Total participants2018-01-014,400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0124
2017: INFIRMARY HEALTH SYSTEM PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31116,771,005
Acturial value of plan assets2017-12-31117,434,122
Funding target for retired participants and beneficiaries receiving payment2017-12-3119,208,345
Number of terminated vested participants2017-12-311,813
Fundng target for terminated vested participants2017-12-3123,154,592
Active participant vested funding target2017-12-3176,141,220
Number of active participants2017-12-313,855
Total funding liabilities for active participants2017-12-3178,874,179
Total participant count2017-12-316,140
Total funding target for all participants2017-12-31121,237,116
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-311,930,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,757,689
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,130,000
Net shortfall amortization installment of oustanding balance2017-12-313,802,994
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,754,497
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,754,497
Contributions allocatedtoward minimum required contributions for current year2017-12-311,757,689
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-016,140
Total number of active participants reported on line 7a of the Form 55002017-01-013,380
Number of retired or separated participants receiving benefits2017-01-01450
Number of other retired or separated participants entitled to future benefits2017-01-011,116
Total of all active and inactive participants2017-01-014,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0125
Total participants2017-01-014,971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01128
2016: INFIRMARY HEALTH SYSTEM PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31107,312,486
Acturial value of plan assets2016-12-31115,535,059
Funding target for retired participants and beneficiaries receiving payment2016-12-3118,810,249
Number of terminated vested participants2016-12-311,639
Fundng target for terminated vested participants2016-12-3120,481,241
Active participant vested funding target2016-12-3174,844,194
Number of active participants2016-12-313,841
Total funding liabilities for active participants2016-12-3176,228,489
Total participant count2016-12-315,952
Total funding target for all participants2016-12-31115,519,979
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-312,628,000
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,787,257
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-317,811,294
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-317,089,649
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-317,104,729
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-317,089,649
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-317,089,649
Contributions allocatedtoward minimum required contributions for current year2016-12-317,089,649
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-015,952
Total number of active participants reported on line 7a of the Form 55002016-01-013,855
Number of retired or separated participants receiving benefits2016-01-01445
Number of other retired or separated participants entitled to future benefits2016-01-011,813
Total of all active and inactive participants2016-01-016,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0127
Total participants2016-01-016,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01120
2015: INFIRMARY HEALTH SYSTEM PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,772
Total number of active participants reported on line 7a of the Form 55002015-01-013,841
Number of retired or separated participants receiving benefits2015-01-01444
Number of other retired or separated participants entitled to future benefits2015-01-011,639
Total of all active and inactive participants2015-01-015,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0128
Total participants2015-01-015,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0195
2014: INFIRMARY HEALTH SYSTEM PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,767
Total number of active participants reported on line 7a of the Form 55002014-01-013,837
Number of retired or separated participants receiving benefits2014-01-01433
Number of other retired or separated participants entitled to future benefits2014-01-011,472
Total of all active and inactive participants2014-01-015,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0130
Total participants2014-01-015,772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01141
2013: INFIRMARY HEALTH SYSTEM PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,934
Total number of active participants reported on line 7a of the Form 55002013-01-014,078
Number of retired or separated participants receiving benefits2013-01-01440
Number of other retired or separated participants entitled to future benefits2013-01-011,222
Total of all active and inactive participants2013-01-015,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0127
Total participants2013-01-015,767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01323
2012: INFIRMARY HEALTH SYSTEM PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,658
Total number of active participants reported on line 7a of the Form 55002012-01-014,531
Number of retired or separated participants receiving benefits2012-01-01436
Number of other retired or separated participants entitled to future benefits2012-01-01944
Total of all active and inactive participants2012-01-015,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0123
Total participants2012-01-015,934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01182
2011: INFIRMARY HEALTH SYSTEM PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,542
Total number of active participants reported on line 7a of the Form 55002011-01-014,451
Number of retired or separated participants receiving benefits2011-01-01441
Number of other retired or separated participants entitled to future benefits2011-01-01743
Total of all active and inactive participants2011-01-015,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0123
Total participants2011-01-015,658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01112
2009: INFIRMARY HEALTH SYSTEM PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,125
Total number of active participants reported on line 7a of the Form 55002009-01-012,749
Number of retired or separated participants receiving benefits2009-01-01457
Number of other retired or separated participants entitled to future benefits2009-01-01593
Total of all active and inactive participants2009-01-013,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0130
Total participants2009-01-013,829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0122

Financial Data on INFIRMARY HEALTH SYSTEM PENSION PLAN

Measure Date Value
2023 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2023 401k financial data
Total plan liabilities at end of year2023-03-29$0
Total income from all sources2023-03-29$378,287
Expenses. Total of all expenses incurred2023-03-29$2,089,295
Benefits paid (including direct rollovers)2023-03-29$34,543
Total plan assets at end of year2023-03-29$0
Total plan assets at beginning of year2023-03-29$1,711,008
Value of fidelity bond covering the plan2023-03-29$10,000,000
Contributions received from other sources (not participants or employers)2023-03-29$361,968
Other income received2023-03-29$16,319
Net income (gross income less expenses)2023-03-29$-1,711,008
Net plan assets at end of year (total assets less liabilities)2023-03-29$0
Net plan assets at beginning of year (total assets less liabilities)2023-03-29$1,711,008
Expenses. Administrative service providers (salaries,fees and commissions)2023-03-29$2,054,752
2022 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,566,766
Total loss/gain on sale of assets2022-12-31$-11,707,870
Total of all expenses incurred2022-12-31$115,318,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$114,041,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$1,711,008
Value of total assets at beginning of year2022-12-31$121,596,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,277,216
Total interest from all sources2022-12-31$12,285,978
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,168,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,168,371
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$63,626
Other income not declared elsewhere2022-12-31$115,509
Administrative expenses (other) incurred2022-12-31$82,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-119,885,291
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,711,008
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$121,596,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$12,094,608
Investment advisory and management fees2022-12-31$21,014
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$42,098,874
Value of interest in pooled separate accounts at end of year2022-12-31$1,711,008
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,885,551
Interest earned on other investments2022-12-31$12,000,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$65,453,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$65,453,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$284,993
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$52,686,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,428,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$61,354,482
Contract administrator fees2022-12-31$1,173,762
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$-11,707,870
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2022-12-31260079381
2021 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,360,963
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,903,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,143,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$121,596,299
Value of total assets at beginning of year2021-12-31$119,138,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$760,469
Total interest from all sources2021-12-31$1,416
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$728,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$329,346
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,674,866
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$63,626
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$47,089
Other income not declared elsewhere2021-12-31$10,631,014
Administrative expenses (other) incurred2021-12-31$101,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,457,490
Value of net assets at end of year (total assets less liabilities)2021-12-31$121,596,299
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$119,138,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$12,094,608
Assets. partnership/joint venture interests at beginning of year2021-12-31$5,705,640
Investment advisory and management fees2021-12-31$329,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$42,098,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,882,655
Value of interest in pooled separate accounts at end of year2021-12-31$1,885,551
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,027,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$65,453,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,698,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,698,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,416
Asset value of US Government securities at beginning of year2021-12-31$37,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at beginning of year2021-12-31$660,000
Income. Dividends from common stock2021-12-31$728,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,143,004
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$195,828
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$72,208,754
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2021-12-31260079381
2020 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-23
Total unrealized appreciation/depreciation of assets2020-12-31$-23
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,854,186
Total loss/gain on sale of assets2020-12-31$8,572,673
Total of all expenses incurred2020-12-31$11,507,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,619,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$660,000
Value of total assets at end of year2020-12-31$119,138,809
Value of total assets at beginning of year2020-12-31$119,792,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$888,050
Total interest from all sources2020-12-31$25,756
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,321,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$275,513
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,674,866
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,418,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$47,089
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$60,819
Other income not declared elsewhere2020-12-31$274,118
Administrative expenses (other) incurred2020-12-31$89,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-653,785
Value of net assets at end of year (total assets less liabilities)2020-12-31$119,138,809
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$119,792,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$5,705,640
Assets. partnership/joint venture interests at beginning of year2020-12-31$7,254,839
Investment advisory and management fees2020-12-31$523,429
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,882,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,733,019
Value of interest in pooled separate accounts at end of year2020-12-31$1,027,708
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,640,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,698,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$10,100,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$10,100,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25,756
Asset value of US Government securities at end of year2020-12-31$37,607
Asset value of US Government securities at beginning of year2020-12-31$67,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$660,000
Employer contributions (assets) at end of year2020-12-31$660,000
Employer contributions (assets) at beginning of year2020-12-31$3,146,000
Income. Dividends from common stock2020-12-31$1,321,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,619,921
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$195,828
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$195,828
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$72,208,754
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$64,174,140
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$8,572,673
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2020-12-31260079381
2019 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$32
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$32
Total unrealized appreciation/depreciation of assets2019-12-31$32
Total unrealized appreciation/depreciation of assets2019-12-31$32
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$25,055,869
Total loss/gain on sale of assets2019-12-31$18,766,857
Total loss/gain on sale of assets2019-12-31$18,766,857
Total of all expenses incurred2019-12-31$9,183,213
Total of all expenses incurred2019-12-31$9,183,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,272,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,272,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,457,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,457,000
Value of total assets at end of year2019-12-31$119,792,594
Value of total assets at end of year2019-12-31$119,792,594
Value of total assets at beginning of year2019-12-31$103,919,938
Value of total assets at beginning of year2019-12-31$103,919,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$911,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$911,065
Total interest from all sources2019-12-31$24,072
Total interest from all sources2019-12-31$24,072
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,807,908
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,807,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$288,100
Administrative expenses professional fees incurred2019-12-31$288,100
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,418,633
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,418,633
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,020,416
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,020,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$60,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$60,819
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$78,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$78,940
Administrative expenses (other) incurred2019-12-31$99,390
Administrative expenses (other) incurred2019-12-31$99,390
Total non interest bearing cash at beginning of year2019-12-31$40,982
Total non interest bearing cash at beginning of year2019-12-31$40,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$15,872,656
Value of net income/loss2019-12-31$15,872,656
Value of net assets at end of year (total assets less liabilities)2019-12-31$119,792,594
Value of net assets at end of year (total assets less liabilities)2019-12-31$119,792,594
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$103,919,938
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$103,919,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$7,254,839
Assets. partnership/joint venture interests at end of year2019-12-31$7,254,839
Assets. partnership/joint venture interests at beginning of year2019-12-31$6,998,481
Assets. partnership/joint venture interests at beginning of year2019-12-31$6,998,481
Investment advisory and management fees2019-12-31$523,575
Investment advisory and management fees2019-12-31$523,575
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,733,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,733,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,172,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,172,445
Value of interest in pooled separate accounts at end of year2019-12-31$2,640,976
Value of interest in pooled separate accounts at end of year2019-12-31$2,640,976
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,389,051
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,389,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,100,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,100,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12,391,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12,391,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12,391,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12,391,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24,072
Asset value of US Government securities at end of year2019-12-31$67,523
Asset value of US Government securities at end of year2019-12-31$67,523
Asset value of US Government securities at beginning of year2019-12-31$200,094
Asset value of US Government securities at beginning of year2019-12-31$200,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,457,000
Contributions received in cash from employer2019-12-31$4,457,000
Employer contributions (assets) at end of year2019-12-31$3,146,000
Employer contributions (assets) at end of year2019-12-31$3,146,000
Employer contributions (assets) at beginning of year2019-12-31$608,832
Employer contributions (assets) at beginning of year2019-12-31$608,832
Income. Dividends from common stock2019-12-31$1,807,908
Income. Dividends from common stock2019-12-31$1,807,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,272,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,272,148
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$195,828
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$195,828
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$110,355
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$110,355
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$64,174,140
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$64,174,140
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$52,909,317
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$52,909,317
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$18,766,857
Aggregate proceeds on sale of assets2019-12-31$18,766,857
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLACK & PINCKARD LLC
Accountancy firm name2019-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2019-12-31260079381
Accountancy firm EIN2019-12-31260079381
2018 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$122,698
Total income from all sources (including contributions)2018-12-31$-5,048,773
Total loss/gain on sale of assets2018-12-31$-12,480,708
Total of all expenses incurred2018-12-31$11,683,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,576,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,852,457
Value of total assets at end of year2018-12-31$103,919,938
Value of total assets at beginning of year2018-12-31$120,775,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,106,989
Total interest from all sources2018-12-31$61,600
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,264,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$468,243
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,020,416
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,111,711
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$78,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$40,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$122,698
Other income not declared elsewhere2018-12-31$4,253,491
Administrative expenses (other) incurred2018-12-31$90,239
Total non interest bearing cash at end of year2018-12-31$40,982
Total non interest bearing cash at beginning of year2018-12-31$21,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,732,427
Value of net assets at end of year (total assets less liabilities)2018-12-31$103,919,938
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$120,652,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$6,998,481
Assets. partnership/joint venture interests at beginning of year2018-12-31$10,334,536
Investment advisory and management fees2018-12-31$548,507
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,172,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,758,202
Value of interest in pooled separate accounts at end of year2018-12-31$1,389,051
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,946,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$12,391,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$12,957,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$12,957,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$61,600
Asset value of US Government securities at end of year2018-12-31$200,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,852,457
Employer contributions (assets) at end of year2018-12-31$608,832
Employer contributions (assets) at beginning of year2018-12-31$1,930,000
Income. Dividends from common stock2018-12-31$1,264,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,576,665
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$110,355
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$230,387
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$52,909,317
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$54,444,355
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$-12,480,708
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2018-12-31260079381
2017 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$122,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$417,098
Total income from all sources (including contributions)2017-12-31$16,742,317
Total loss/gain on sale of assets2017-12-31$-95,419
Total of all expenses incurred2017-12-31$12,901,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,843,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,930,000
Value of total assets at end of year2017-12-31$120,775,063
Value of total assets at beginning of year2017-12-31$117,228,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,057,818
Total interest from all sources2017-12-31$53,187
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$768,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,111,711
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,917,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$40,355
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$306,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$122,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$417,098
Other income not declared elsewhere2017-12-31$8,296,369
Administrative expenses (other) incurred2017-12-31$299,385
Total non interest bearing cash at end of year2017-12-31$21,244
Total non interest bearing cash at beginning of year2017-12-31$262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,840,925
Value of net assets at end of year (total assets less liabilities)2017-12-31$120,652,365
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$116,811,440
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
Assets. partnership/joint venture interests at end of year2017-12-31$10,334,536
Assets. partnership/joint venture interests at beginning of year2017-12-31$9,928,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$34,758,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,229,085
Value of interest in pooled separate accounts at end of year2017-12-31$1,946,369
Value of interest in pooled separate accounts at beginning of year2017-12-31$881,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$12,957,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$13,042,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$13,042,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$53,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,781,264
Net investment gain/loss from pooled separate accounts2017-12-31$8,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$1,930,000
Employer contributions (assets) at end of year2017-12-31$1,930,000
Employer contributions (assets) at beginning of year2017-12-31$7,811,294
Income. Dividends from common stock2017-12-31$768,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,843,574
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$230,387
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,017,230
Contract administrator fees2017-12-31$758,433
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$54,444,355
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$66,094,548
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$72,826,857
Aggregate carrying amount (costs) on sale of assets2017-12-31$72,922,276
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 name2017-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2017-12-31260079381
2016 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$417,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$246,022
Total income from all sources (including contributions)2016-12-31$19,369,011
Total loss/gain on sale of assets2016-12-31$3,429,517
Total of all expenses incurred2016-12-31$9,812,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,810,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,811,294
Value of total assets at end of year2016-12-31$117,228,538
Value of total assets at beginning of year2016-12-31$107,501,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,002,839
Total interest from all sources2016-12-31$76,393
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,177,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$441,194
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,917,907
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,200,911
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$306,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$49,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$417,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$246,022
Other income not declared elsewhere2016-12-31$6,871,932
Administrative expenses (other) incurred2016-12-31$9,926
Total non interest bearing cash at end of year2016-12-31$262
Total non interest bearing cash at beginning of year2016-12-31$928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,556,056
Value of net assets at end of year (total assets less liabilities)2016-12-31$116,811,440
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$107,255,384
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
Assets. partnership/joint venture interests at end of year2016-12-31$9,928,538
Assets. partnership/joint venture interests at beginning of year2016-12-31$10,215,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,229,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,737,692
Value of interest in pooled separate accounts at end of year2016-12-31$881,060
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,088,792
Interest earned on other investments2016-12-31$76,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$13,042,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$11,177,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$11,177,157
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$1,586,173
Net investment gain/loss from pooled separate accounts2016-12-31$2,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$7,811,294
Employer contributions (assets) at end of year2016-12-31$7,811,294
Employer contributions (assets) at beginning of year2016-12-31$4,050,000
Income. Dividends from common stock2016-12-31$1,177,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,810,116
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,017,230
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,803,714
Contract administrator fees2016-12-31$992,913
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$66,094,548
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$56,149,922
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$59,434,826
Aggregate carrying amount (costs) on sale of assets2016-12-31$56,005,309
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2016-12-31260079381
2015 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,560,961
Total unrealized appreciation/depreciation of assets2015-12-31$-4,560,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$246,022
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-213,701
Total loss/gain on sale of assets2015-12-31$-496,275
Total of all expenses incurred2015-12-31$10,662,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,520,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,050,000
Value of total assets at end of year2015-12-31$107,501,406
Value of total assets at beginning of year2015-12-31$118,131,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,141,516
Total interest from all sources2015-12-31$589,766
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,287,419
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$448,107
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$441,194
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,200,911
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,265,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$49,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$138,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$246,022
Other income not declared elsewhere2015-12-31$-1,365,577
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$928
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-10,876,158
Value of net assets at end of year (total assets less liabilities)2015-12-31$107,255,384
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$118,131,542
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
Assets. partnership/joint venture interests at end of year2015-12-31$10,215,550
Assets. partnership/joint venture interests at beginning of year2015-12-31$10,724,442
Investment advisory and management fees2015-12-31$1,013,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,737,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,296,280
Value of interest in pooled separate accounts at end of year2015-12-31$1,088,792
Value of interest in pooled separate accounts at beginning of year2015-12-31$608,578
Income. Interest from US Government securities2015-12-31$537,652
Income. Interest from corporate debt instruments2015-12-31$45,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$11,177,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$15,597,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$15,597,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6,796
Asset value of US Government securities at end of year2015-12-31$1,586,173
Asset value of US Government securities at beginning of year2015-12-31$6,549,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-719,157
Net investment gain/loss from pooled separate accounts2015-12-31$1,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$4,050,000
Employer contributions (assets) at end of year2015-12-31$4,050,000
Employer contributions (assets) at beginning of year2015-12-31$980,000
Income. Dividends from preferred stock2015-12-31$11,500
Income. Dividends from common stock2015-12-31$1,827,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,520,941
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,803,714
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$3,027,486
Contract administrator fees2015-12-31$127,737
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$56,149,922
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$64,942,315
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$21,890,823
Aggregate carrying amount (costs) on sale of assets2015-12-31$22,387,098
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 name2015-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2015-12-31260079381
2014 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$86,731
Total income from all sources (including contributions)2014-12-31$9,666,598
Total loss/gain on sale of assets2014-12-31$-3,277,577
Total of all expenses incurred2014-12-31$11,611,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,369,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,990,000
Value of total assets at end of year2014-12-31$118,131,542
Value of total assets at beginning of year2014-12-31$120,163,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,242,143
Total interest from all sources2014-12-31$1,947,521
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at beginning of year2014-12-31$18,684
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,265,714
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$6,537,967
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$138,990
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$94,800
Other income not declared elsewhere2014-12-31$8,006,654
Administrative expenses (other) incurred2014-12-31$1,242,143
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$86,731
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$9,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,945,395
Value of net assets at end of year (total assets less liabilities)2014-12-31$118,131,542
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$120,076,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$10,724,442
Assets. partnership/joint venture interests at beginning of year2014-12-31$12,511,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,296,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,361,300
Value of interest in pooled separate accounts at end of year2014-12-31$608,578
Value of interest in pooled separate accounts at beginning of year2014-12-31$977,420
Interest earned on other investments2014-12-31$1,947,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$15,597,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$11,053,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$11,053,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$6,549,950
Asset value of US Government securities at beginning of year2014-12-31$6,052,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$2,990,000
Employer contributions (assets) at end of year2014-12-31$980,000
Employer contributions (assets) at beginning of year2014-12-31$8,245,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,369,850
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$3,027,486
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$235,165
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$64,942,315
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$61,066,632
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$85,355,944
Aggregate carrying amount (costs) on sale of assets2014-12-31$88,633,521
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 name2014-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2014-12-31260079381
2013 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$86,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$132,679
Total income from all sources (including contributions)2013-12-31$28,119,110
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,405,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,612,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,321,950
Value of total assets at end of year2013-12-31$120,163,668
Value of total assets at beginning of year2013-12-31$102,496,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$793,075
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,796,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$18,684
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$6,537,967
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$5,408,183
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$94,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$116,364
Administrative expenses (other) incurred2013-12-31$793,075
Liabilities. Value of operating payables at end of year2013-12-31$86,731
Liabilities. Value of operating payables at beginning of year2013-12-31$132,679
Total non interest bearing cash at end of year2013-12-31$9,153
Total non interest bearing cash at beginning of year2013-12-31$16,163
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$17,713,173
Value of net assets at end of year (total assets less liabilities)2013-12-31$120,076,937
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$102,363,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$12,511,740
Assets. partnership/joint venture interests at beginning of year2013-12-31$9,392,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,361,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,643,146
Value of interest in pooled separate accounts at end of year2013-12-31$977,420
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,089,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$11,053,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$15,380,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$15,380,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$6,052,091
Asset value of US Government securities at beginning of year2013-12-31$8,398,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$18,000,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$8,321,950
Employer contributions (assets) at end of year2013-12-31$8,245,000
Employer contributions (assets) at beginning of year2013-12-31$579,173
Income. Dividends from common stock2013-12-31$1,796,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,612,862
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$235,165
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$287,258
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$61,066,632
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$50,184,884
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2013-12-31260079381
2012 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$132,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$197,998
Total income from all sources (including contributions)2012-12-31$15,738,160
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,732,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,694,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,109,173
Value of total assets at end of year2012-12-31$102,496,443
Value of total assets at beginning of year2012-12-31$94,556,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,038,824
Total interest from all sources2012-12-31$885,274
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,274,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$5,408,183
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,133,982
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$116,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$133,402
Other income not declared elsewhere2012-12-31$8,469,544
Administrative expenses (other) incurred2012-12-31$1,038,824
Liabilities. Value of operating payables at end of year2012-12-31$132,679
Liabilities. Value of operating payables at beginning of year2012-12-31$197,998
Total non interest bearing cash at end of year2012-12-31$16,163
Total non interest bearing cash at beginning of year2012-12-31$47,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,005,291
Value of net assets at end of year (total assets less liabilities)2012-12-31$102,363,764
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$94,358,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$9,392,594
Assets. partnership/joint venture interests at beginning of year2012-12-31$8,966,075
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,643,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,802,689
Value of interest in pooled separate accounts at end of year2012-12-31$1,089,920
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,283,255
Interest earned on other investments2012-12-31$885,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$15,380,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$12,784,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$12,784,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$8,398,407
Asset value of US Government securities at beginning of year2012-12-31$8,612,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,109,173
Employer contributions (assets) at end of year2012-12-31$579,173
Employer contributions (assets) at beginning of year2012-12-31$3,745,000
Income. Dividends from common stock2012-12-31$1,274,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,694,045
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$287,258
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$743,104
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$50,184,884
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$42,304,209
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2012-12-31260079381
2011 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$197,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$129,622
Total income from all sources (including contributions)2011-12-31$6,011,416
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,931,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,233,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,095,000
Value of total assets at end of year2011-12-31$94,556,471
Value of total assets at beginning of year2011-12-31$95,408,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$698,252
Total interest from all sources2011-12-31$1,093,676
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$945,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,133,982
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,615,884
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$133,402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$334,896
Other income not declared elsewhere2011-12-31$-479,805
Administrative expenses (other) incurred2011-12-31$698,252
Liabilities. Value of operating payables at end of year2011-12-31$197,998
Liabilities. Value of operating payables at beginning of year2011-12-31$129,622
Total non interest bearing cash at end of year2011-12-31$47,744
Total non interest bearing cash at beginning of year2011-12-31$220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-919,986
Value of net assets at end of year (total assets less liabilities)2011-12-31$94,358,473
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$95,278,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$8,966,075
Assets. partnership/joint venture interests at beginning of year2011-12-31$11,175,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,802,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,202,368
Value of interest in pooled separate accounts at end of year2011-12-31$1,283,255
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest earned on other investments2011-12-31$1,093,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$12,784,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,510,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,510,438
Asset value of US Government securities at end of year2011-12-31$8,612,952
Asset value of US Government securities at beginning of year2011-12-31$6,638,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-643,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$5,095,000
Employer contributions (assets) at end of year2011-12-31$3,745,000
Employer contributions (assets) at beginning of year2011-12-31$7,350,000
Income. Dividends from common stock2011-12-31$945,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,233,150
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$743,104
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,645,887
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$42,304,209
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$47,933,647
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2011-12-31260079381
2010 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$7,117,379
Total unrealized appreciation/depreciation of assets2010-12-31$7,117,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$129,622
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$49,659
Total income from all sources (including contributions)2010-12-31$18,003,781
Total loss/gain on sale of assets2010-12-31$1,506,036
Total of all expenses incurred2010-12-31$11,088,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,344,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,350,000
Value of total assets at end of year2010-12-31$95,408,081
Value of total assets at beginning of year2010-12-31$88,413,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$743,858
Total interest from all sources2010-12-31$768,009
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,118,213
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$584,518
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,615,884
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,993,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$334,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$171,403
Other income not declared elsewhere2010-12-31$37,115
Administrative expenses (other) incurred2010-12-31$743,858
Liabilities. Value of operating payables at end of year2010-12-31$129,622
Liabilities. Value of operating payables at beginning of year2010-12-31$49,659
Total non interest bearing cash at end of year2010-12-31$220
Total non interest bearing cash at beginning of year2010-12-31$69
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,915,073
Value of net assets at end of year (total assets less liabilities)2010-12-31$95,278,459
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$88,363,386
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
Assets. partnership/joint venture interests at end of year2010-12-31$11,175,922
Assets. partnership/joint venture interests at beginning of year2010-12-31$10,898,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,202,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,162,383
Income. Interest from US Government securities2010-12-31$768,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,510,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,757,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,757,014
Asset value of US Government securities at end of year2010-12-31$6,638,819
Asset value of US Government securities at beginning of year2010-12-31$10,685,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$107,023
Net investment gain/loss from pooled separate accounts2010-12-31$6
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$7,350,000
Employer contributions (assets) at end of year2010-12-31$7,350,000
Employer contributions (assets) at beginning of year2010-12-31$5,000,000
Income. Dividends from common stock2010-12-31$533,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,344,850
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,645,887
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,552,388
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$47,933,647
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$38,193,144
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$1,506,036
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 name2010-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2010-12-31260079381
2009 : INFIRMARY HEALTH SYSTEM PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INFIRMARY HEALTH SYSTEM PENSION PLAN

2023: INFIRMARY HEALTH SYSTEM PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INFIRMARY HEALTH SYSTEM PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INFIRMARY HEALTH SYSTEM PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INFIRMARY HEALTH SYSTEM PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INFIRMARY HEALTH SYSTEM PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INFIRMARY HEALTH SYSTEM PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INFIRMARY HEALTH SYSTEM PENSION 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 planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INFIRMARY HEALTH SYSTEM PENSION 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 planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INFIRMARY HEALTH SYSTEM PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INFIRMARY HEALTH SYSTEM PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INFIRMARY HEALTH SYSTEM PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INFIRMARY HEALTH SYSTEM PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 planNo
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: INFIRMARY HEALTH SYSTEM PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INFIRMARY HEALTH SYSTEM PENSION 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017384
Policy instance 1
Insurance contract or identification number017384
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017384
Policy instance 1
Insurance contract or identification number017384
Number of Individuals Covered3566
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017384
Policy instance 1
Insurance contract or identification number017384
Number of Individuals Covered3825
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017384
Policy instance 1
Insurance contract or identification number017384
Number of Individuals Covered4105
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017384
Policy instance 1
Insurance contract or identification number017384
Number of Individuals Covered4400
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017384
Policy instance 1
Insurance contract or identification number017384
Number of Individuals Covered4971
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017384
Policy instance 1
Insurance contract or identification number017384
Number of Individuals Covered5952
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017384
Policy instance 1
Insurance contract or identification number017384
Number of Individuals Covered5772
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
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017384
Policy instance 1
Insurance contract or identification number017384
Number of Individuals Covered5767
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
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017384
Policy instance 1
Insurance contract or identification number017384
Number of Individuals Covered5934
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
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017384
Policy instance 1
Insurance contract or identification number017384
Number of Individuals Covered5658
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017384
Policy instance 1
Insurance contract or identification number017384
Number of Individuals Covered3542
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
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

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