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THE INFIRMARY 403(B) PLAN 401k Plan overview

Plan NameTHE INFIRMARY 403(B) PLAN
Plan identification number 002

THE INFIRMARY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

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 THE INFIRMARY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JUDITH L. STITT JUDITH L. STITT2018-09-10
0022016-01-01JUDITH L. STITT JUDITH L. STITT2017-08-14
0022015-01-01JUDITH L. STITT JUDITH L. STITT2016-10-12
0022014-01-01JUDITH L. STITT JUDITH L. STITT2015-10-05
0022013-01-01JUDITH L. STITT JUDITH L. STITT2014-09-25
0022012-01-01JUDITH L. STITT JUDITH L. STITT2013-09-13
0022011-01-01JUDITH L. STITT JUDITH L. STITT2012-10-04
0022009-01-01SHEILA C DAVIDSON SHEILA C DAVIDSON2010-10-14

Plan Statistics for THE INFIRMARY 403(B) PLAN

401k plan membership statisitcs for THE INFIRMARY 403(B) PLAN

Measure Date Value
2022: THE INFIRMARY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01405
Total number of active participants reported on line 7a of the Form 55002022-01-01333
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0161
Total of all active and inactive participants2022-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01396
Number of participants with account balances2022-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE INFIRMARY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01414
Total number of active participants reported on line 7a of the Form 55002021-01-01335
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01405
Number of participants with account balances2021-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE INFIRMARY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01431
Total number of active participants reported on line 7a of the Form 55002020-01-01341
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01414
Number of participants with account balances2020-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE INFIRMARY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01457
Total number of active participants reported on line 7a of the Form 55002019-01-01355
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01431
Number of participants with account balances2019-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE INFIRMARY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01495
Total number of active participants reported on line 7a of the Form 55002018-01-01375
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0179
Total of all active and inactive participants2018-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01457
Number of participants with account balances2018-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE INFIRMARY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01514
Total number of active participants reported on line 7a of the Form 55002017-01-01395
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0197
Total of all active and inactive participants2017-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01495
Number of participants with account balances2017-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE INFIRMARY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01538
Total number of active participants reported on line 7a of the Form 55002016-01-01411
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01101
Total of all active and inactive participants2016-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01514
Number of participants with account balances2016-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE INFIRMARY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01576
Total number of active participants reported on line 7a of the Form 55002015-01-01441
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0197
Total of all active and inactive participants2015-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01538
Number of participants with account balances2015-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE INFIRMARY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01624
Total number of active participants reported on line 7a of the Form 55002014-01-01471
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01105
Total of all active and inactive participants2014-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01576
Number of participants with account balances2014-01-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE INFIRMARY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01665
Total number of active participants reported on line 7a of the Form 55002013-01-01530
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0194
Total of all active and inactive participants2013-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01624
Number of participants with account balances2013-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE INFIRMARY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01702
Total number of active participants reported on line 7a of the Form 55002012-01-01568
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0196
Total of all active and inactive participants2012-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01665
Number of participants with account balances2012-01-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE INFIRMARY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01744
Total number of active participants reported on line 7a of the Form 55002011-01-01599
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01101
Total of all active and inactive participants2011-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01702
Number of participants with account balances2011-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE INFIRMARY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01962
Total number of active participants reported on line 7a of the Form 55002009-01-0163
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01796
Total of all active and inactive participants2009-01-01859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01859
Number of participants with account balances2009-01-01839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE INFIRMARY 403(B) PLAN

Measure Date Value
2022 : THE INFIRMARY 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-2,531,427
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,075,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,046,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$504,771
Value of total assets at end of year2022-12-31$14,080,156
Value of total assets at beginning of year2022-12-31$18,687,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,606
Total interest from all sources2022-12-31$58,722
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$133,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$133,962
Administrative expenses professional fees incurred2022-12-31$11,607
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$504,771
Participant contributions at end of year2022-12-31$150,608
Participant contributions at beginning of year2022-12-31$107,427
Participant contributions at end of year2022-12-31$5,244
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$262,881
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$381,634
Other income not declared elsewhere2022-12-31$-39,124
Administrative expenses (other) incurred2022-12-31$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,607,300
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,080,156
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,687,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,180,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,476,836
Interest on participant loans2022-12-31$5,845
Interest earned on other investments2022-12-31$52,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,481,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,721,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,189,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,046,267
Contract administrator fees2022-12-31$15,992
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2022-12-31260079381
2021 : THE INFIRMARY 403(B) 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$2,574,848
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,036,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,020,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$425,321
Value of total assets at end of year2021-12-31$18,687,456
Value of total assets at beginning of year2021-12-31$17,149,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,807
Total interest from all sources2021-12-31$55,533
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$115,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$115,271
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$425,321
Participant contributions at end of year2021-12-31$107,427
Participant contributions at beginning of year2021-12-31$119,726
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$7,801
Assets. Other investments not covered elsewhere at end of year2021-12-31$381,634
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$337,414
Other income not declared elsewhere2021-12-31$51,590
Administrative expenses (other) incurred2021-12-31$15,807
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$1,538,079
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,687,456
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,149,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,476,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,991,789
Interest on participant loans2021-12-31$6,593
Interest earned on other investments2021-12-31$48,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,721,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,692,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,927,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,020,962
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 : THE INFIRMARY 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,706,095
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,050,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,039,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$416,983
Value of total assets at end of year2020-12-31$17,149,377
Value of total assets at beginning of year2020-12-31$16,494,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,573
Total interest from all sources2020-12-31$62,249
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$95,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$95,241
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$416,983
Participant contributions at end of year2020-12-31$119,726
Participant contributions at beginning of year2020-12-31$141,823
Participant contributions at end of year2020-12-31$7,801
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$337,414
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$390,532
Other income not declared elsewhere2020-12-31$23,453
Administrative expenses (other) incurred2020-12-31$11,573
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$655,234
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,149,377
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,494,143
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,991,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,648,896
Interest on participant loans2020-12-31$7,297
Interest earned on other investments2020-12-31$54,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,692,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,312,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,108,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,039,288
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2020-12-31260079381
2019 : THE INFIRMARY 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,151,699
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$593,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$592,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$406,730
Value of total assets at end of year2019-12-31$16,494,143
Value of total assets at beginning of year2019-12-31$13,935,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,102
Total interest from all sources2019-12-31$61,867
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$148,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$148,054
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$406,730
Participant contributions at end of year2019-12-31$141,823
Participant contributions at beginning of year2019-12-31$136,269
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$8,324
Assets. Other investments not covered elsewhere at end of year2019-12-31$390,532
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$336,688
Other income not declared elsewhere2019-12-31$62,525
Administrative expenses (other) incurred2019-12-31$1,102
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$2,558,235
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,494,143
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,935,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,648,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,444,706
Interest on participant loans2019-12-31$8,039
Interest earned on other investments2019-12-31$53,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,312,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,009,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,472,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$592,362
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2019-12-31260079381
2018 : THE INFIRMARY 403(B) 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$0
Total income from all sources (including contributions)2018-12-31$-171,733
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,834,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,826,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$380,230
Value of total assets at end of year2018-12-31$13,935,908
Value of total assets at beginning of year2018-12-31$15,941,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,770
Total interest from all sources2018-12-31$59,973
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$139,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$139,535
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$380,230
Participant contributions at end of year2018-12-31$136,269
Participant contributions at beginning of year2018-12-31$213,510
Participant contributions at end of year2018-12-31$8,324
Assets. Other investments not covered elsewhere at end of year2018-12-31$336,688
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$414,384
Other income not declared elsewhere2018-12-31$-40,464
Administrative expenses (other) incurred2018-12-31$7,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,006,046
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,935,908
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,941,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,444,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,554,009
Interest on participant loans2018-12-31$7,612
Interest earned on other investments2018-12-31$52,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,009,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,760,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-711,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,826,543
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2018-12-31260079381
2017 : THE INFIRMARY 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,515,068
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$987,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$985,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$474,409
Value of total assets at end of year2017-12-31$15,941,954
Value of total assets at beginning of year2017-12-31$14,414,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,653
Total interest from all sources2017-12-31$60,204
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$111,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$111,751
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$474,409
Participant contributions at end of year2017-12-31$213,510
Participant contributions at beginning of year2017-12-31$185,795
Assets. Other investments not covered elsewhere at end of year2017-12-31$414,384
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$495,575
Other income not declared elsewhere2017-12-31$53,633
Administrative expenses (other) incurred2017-12-31$1,653
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$1,527,564
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,941,954
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,414,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,554,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,091,340
Interest on participant loans2017-12-31$8,876
Interest earned on other investments2017-12-31$51,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,760,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,641,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,815,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$985,851
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2017-12-31260079381
2016 : THE INFIRMARY 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,271,967
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$682,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$674,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$483,889
Value of total assets at end of year2016-12-31$14,414,390
Value of total assets at beginning of year2016-12-31$13,824,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,318
Total interest from all sources2016-12-31$57,632
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$106,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$106,704
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$449,508
Participant contributions at end of year2016-12-31$185,795
Participant contributions at beginning of year2016-12-31$273,797
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$495,575
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$450,129
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$34,381
Other income not declared elsewhere2016-12-31$54,421
Administrative expenses (other) incurred2016-12-31$7,318
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$589,745
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,414,390
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,824,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,091,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,037,824
Interest on participant loans2016-12-31$9,345
Interest earned on other investments2016-12-31$48,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,641,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,062,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$569,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$674,904
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2016-12-31260079381
2015 : THE INFIRMARY 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$621,851
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$785,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$783,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$484,091
Value of total assets at end of year2015-12-31$13,824,645
Value of total assets at beginning of year2015-12-31$13,988,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,982
Total interest from all sources2015-12-31$57,526
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$111,284
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$111,284
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$481,189
Participant contributions at end of year2015-12-31$273,797
Participant contributions at beginning of year2015-12-31$230,493
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$5,785
Assets. Other investments not covered elsewhere at end of year2015-12-31$450,129
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$479,557
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,902
Other income not declared elsewhere2015-12-31$-20,879
Administrative expenses (other) incurred2015-12-31$1,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-163,807
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,824,645
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,988,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,037,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,157,203
Interest on participant loans2015-12-31$10,952
Interest earned on other investments2015-12-31$46,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,062,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,115,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$783,676
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2015-12-31260079381
2014 : THE INFIRMARY 403(B) 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$0
Total income from all sources (including contributions)2014-12-31$1,251,305
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,447,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,445,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$516,439
Value of total assets at end of year2014-12-31$13,988,452
Value of total assets at beginning of year2014-12-31$14,184,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,200
Total interest from all sources2014-12-31$57,438
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$109,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$109,857
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$428,770
Participant contributions at end of year2014-12-31$230,493
Participant contributions at beginning of year2014-12-31$213,794
Participant contributions at end of year2014-12-31$5,785
Participant contributions at beginning of year2014-12-31$6,546
Assets. Other investments not covered elsewhere at end of year2014-12-31$479,557
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$453,429
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$87,669
Other income not declared elsewhere2014-12-31$35,371
Administrative expenses (other) incurred2014-12-31$2,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-196,124
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,988,452
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,184,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,157,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,279,184
Interest on participant loans2014-12-31$8,454
Interest earned on other investments2014-12-31$48,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,115,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,231,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$532,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,445,229
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLACK, & PINCKARD LLC
Accountancy firm EIN2014-12-31260079381
2013 : THE INFIRMARY 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,675,653
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$682,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$680,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$554,549
Value of total assets at end of year2013-12-31$14,184,576
Value of total assets at beginning of year2013-12-31$12,191,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,000
Total interest from all sources2013-12-31$66,764
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$105,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$105,183
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$412,974
Participant contributions at end of year2013-12-31$213,794
Participant contributions at beginning of year2013-12-31$275,429
Participant contributions at end of year2013-12-31$6,546
Participant contributions at beginning of year2013-12-31$6,530
Assets. Other investments not covered elsewhere at end of year2013-12-31$453,429
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$412,486
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$141,575
Other income not declared elsewhere2013-12-31$81,558
Administrative expenses (other) incurred2013-12-31$2,000
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$1,992,720
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,184,576
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,191,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,279,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,514,369
Interest on participant loans2013-12-31$11,817
Interest earned on other investments2013-12-31$54,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,231,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,983,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,867,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$680,933
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 : THE INFIRMARY 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,625,986
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,067,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,065,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$392,004
Value of total assets at end of year2012-12-31$12,191,856
Value of total assets at beginning of year2012-12-31$11,632,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,917
Total interest from all sources2012-12-31$74,627
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$137,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$137,944
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$389,348
Participant contributions at end of year2012-12-31$275,429
Participant contributions at beginning of year2012-12-31$296,072
Participant contributions at end of year2012-12-31$6,530
Participant contributions at beginning of year2012-12-31$4,460
Assets. Other investments not covered elsewhere at end of year2012-12-31$412,486
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$366,134
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,656
Other income not declared elsewhere2012-12-31$54,328
Administrative expenses (other) incurred2012-12-31$1,917
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$558,895
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,191,856
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,632,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,514,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,132,067
Interest on participant loans2012-12-31$13,926
Interest earned on other investments2012-12-31$60,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,983,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,834,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$967,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,065,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 : THE INFIRMARY 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$303,184
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,279,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,276,471
Expenses. Certain deemed distributions of participant loans2011-12-31$1,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$566,250
Value of total assets at end of year2011-12-31$11,632,961
Value of total assets at beginning of year2011-12-31$12,608,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,300
Total interest from all sources2011-12-31$83,544
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$121,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$121,921
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$352,227
Participant contributions at end of year2011-12-31$296,072
Participant contributions at beginning of year2011-12-31$330,376
Participant contributions at end of year2011-12-31$4,460
Participant contributions at beginning of year2011-12-31$4,086
Assets. Other investments not covered elsewhere at end of year2011-12-31$366,134
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$388,616
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$214,023
Administrative expenses (other) incurred2011-12-31$1,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-975,943
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,632,961
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,608,904
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,132,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,138,996
Interest on participant loans2011-12-31$16,712
Interest earned on other investments2011-12-31$66,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,834,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,746,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-468,531
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,276,471
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 : THE INFIRMARY 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,107,701
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,423,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,416,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$875,957
Value of total assets at end of year2010-12-31$12,608,904
Value of total assets at beginning of year2010-12-31$12,924,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,261
Total interest from all sources2010-12-31$90,618
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$125,984
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$125,984
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$354,375
Participant contributions at end of year2010-12-31$330,376
Participant contributions at beginning of year2010-12-31$372,132
Participant contributions at end of year2010-12-31$4,086
Participant contributions at beginning of year2010-12-31$4,318
Assets. Other investments not covered elsewhere at end of year2010-12-31$388,616
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$506,438
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$521,582
Administrative expenses (other) incurred2010-12-31$7,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-315,656
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,608,904
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,924,560
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,138,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,643,826
Interest on participant loans2010-12-31$19,595
Interest earned on other investments2010-12-31$71,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,746,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,397,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,015,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,416,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
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 : THE INFIRMARY 403(B) 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 THE INFIRMARY 403(B) PLAN

2022: THE INFIRMARY 403(B) 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: THE INFIRMARY 403(B) 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: THE INFIRMARY 403(B) 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: THE INFIRMARY 403(B) 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: THE INFIRMARY 403(B) 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: THE INFIRMARY 403(B) 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: THE INFIRMARY 403(B) 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: THE INFIRMARY 403(B) 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: THE INFIRMARY 403(B) 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: THE INFIRMARY 403(B) 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: THE INFIRMARY 403(B) 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: THE INFIRMARY 403(B) 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: THE INFIRMARY 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
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 number041517
Policy instance 1
Insurance contract or identification number041517
Number of Individuals Covered396
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041517
Policy instance 1
Insurance contract or identification number041517
Number of Individuals Covered405
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041517
Policy instance 1
Insurance contract or identification number041517
Number of Individuals Covered414
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041517
Policy instance 1
Insurance contract or identification number041517
Number of Individuals Covered431
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041517
Policy instance 1
Insurance contract or identification number041517
Number of Individuals Covered495
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041517
Policy instance 1
Insurance contract or identification number041517
Number of Individuals Covered538
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041517
Policy instance 1
Insurance contract or identification number041517
Number of Individuals Covered576
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041517
Policy instance 1
Insurance contract or identification number041517
Number of Individuals Covered624
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041517
Policy instance 1
Insurance contract or identification number041517
Number of Individuals Covered665
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041517
Policy instance 1
Insurance contract or identification number041517
Number of Individuals Covered702
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67367
Policy instance 2
Insurance contract or identification number67367
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-04-06
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 Administration1
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 number041517
Policy instance 1
Insurance contract or identification number041517
Number of Individuals Covered744
Insurance policy start date2010-04-07
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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