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BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 401k Plan overview

Plan NameBAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN
Plan identification number 002

BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BAXTER REGIONAL MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:BAXTER REGIONAL MEDICAL CENTER
Employer identification number (EIN):710561765
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION 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
0022017-01-01KAREN ADAMS
0022016-01-01KAREN ADAMS KAREN ADAMS2017-10-03
0022015-01-01KAREN ADAMS
0022014-01-01KAREN ADAMS
0022013-01-01IVAN S HOLLEMAN IVAN S HOLLEMAN2014-07-24
0022012-01-01IVAN S HOLLEMAN
0022011-01-01IVAN S HOLLEMAN
0022010-01-01IVAN S HOLLEMAN
0022009-01-01IVAN S HOLLEMAN IVAN S HOLLEMAN2010-10-11

Plan Statistics for BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN

401k plan membership statisitcs for BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN

Measure Date Value
2022: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,319
Total number of active participants reported on line 7a of the Form 55002022-01-011,633
Number of retired or separated participants receiving benefits2022-01-0157
Number of other retired or separated participants entitled to future benefits2022-01-011,927
Total of all active and inactive participants2022-01-013,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-013,620
Number of participants with account balances2022-01-013,506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,324
Total number of active participants reported on line 7a of the Form 55002021-01-011,841
Number of retired or separated participants receiving benefits2021-01-0152
Number of other retired or separated participants entitled to future benefits2021-01-011,424
Total of all active and inactive participants2021-01-013,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-013,319
Number of participants with account balances2021-01-013,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,974
Total number of active participants reported on line 7a of the Form 55002020-01-011,862
Number of retired or separated participants receiving benefits2020-01-01183
Number of other retired or separated participants entitled to future benefits2020-01-011,273
Total of all active and inactive participants2020-01-013,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-013,324
Number of participants with account balances2020-01-012,927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,827
Total number of active participants reported on line 7a of the Form 55002019-01-011,796
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,178
Total of all active and inactive participants2019-01-012,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,974
Number of participants with account balances2019-01-012,754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,645
Total number of active participants reported on line 7a of the Form 55002018-01-011,737
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,102
Total of all active and inactive participants2018-01-012,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,839
Number of participants with account balances2018-01-012,601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,487
Total number of active participants reported on line 7a of the Form 55002017-01-011,650
Number of other retired or separated participants entitled to future benefits2017-01-011,010
Total of all active and inactive participants2017-01-012,660
Total participants2017-01-012,660
Number of participants with account balances2017-01-012,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,342
Total number of active participants reported on line 7a of the Form 55002016-01-011,606
Number of other retired or separated participants entitled to future benefits2016-01-01901
Total of all active and inactive participants2016-01-012,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,507
Number of participants with account balances2016-01-012,272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,182
Total number of active participants reported on line 7a of the Form 55002015-01-011,524
Number of other retired or separated participants entitled to future benefits2015-01-01833
Total of all active and inactive participants2015-01-012,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,357
Number of participants with account balances2015-01-012,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,068
Total number of active participants reported on line 7a of the Form 55002014-01-011,456
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01747
Total of all active and inactive participants2014-01-012,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,203
Number of participants with account balances2014-01-011,965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,074
Total number of active participants reported on line 7a of the Form 55002013-01-011,410
Number of retired or separated participants receiving benefits2013-01-0145
Number of other retired or separated participants entitled to future benefits2013-01-01733
Total of all active and inactive participants2013-01-012,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,188
Number of participants with account balances2013-01-011,925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,013
Total number of active participants reported on line 7a of the Form 55002012-01-011,438
Number of retired or separated participants receiving benefits2012-01-0126
Number of other retired or separated participants entitled to future benefits2012-01-01639
Total of all active and inactive participants2012-01-012,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,103
Number of participants with account balances2012-01-011,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,946
Total number of active participants reported on line 7a of the Form 55002011-01-011,395
Number of retired or separated participants receiving benefits2011-01-0127
Number of other retired or separated participants entitled to future benefits2011-01-01578
Total of all active and inactive participants2011-01-012,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,000
Number of participants with account balances2011-01-011,769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,923
Total number of active participants reported on line 7a of the Form 55002010-01-011,366
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01549
Total of all active and inactive participants2010-01-011,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,915
Number of participants with account balances2010-01-011,771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,796
Total number of active participants reported on line 7a of the Form 55002009-01-011,329
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01568
Total of all active and inactive participants2009-01-011,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,897
Number of participants with account balances2009-01-011,691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN

Measure Date Value
2022 : BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,050,046
Total of all expenses incurred2022-12-31$7,557,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,513,501
Value of total corrective distributions2022-12-31$-837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,481,163
Value of total assets at end of year2022-12-31$67,294,786
Value of total assets at beginning of year2022-12-31$77,901,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,430
Total interest from all sources2022-12-31$232,839
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,092,697
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$3,092,697
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$6,034,734
Participant contributions at end of year2022-12-31$203,581
Participant contributions at beginning of year2022-12-31$396,745
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,446,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,607,140
Value of net assets at end of year (total assets less liabilities)2022-12-31$67,294,786
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$77,901,926
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$49,605,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$60,370,202
Interest earned on other investments2022-12-31$232,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$17,485,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$17,134,979
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,503,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,856,745
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$4,009,643
Contract administrator fees2022-12-31$44,430
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 name2022-12-31FROST, PLLC
Accountancy firm EIN2022-12-31710817652
2021 : BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$14,264,302
Total of all expenses incurred2021-12-31$6,066,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,015,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,835,683
Value of total assets at end of year2021-12-31$77,901,926
Value of total assets at beginning of year2021-12-31$69,704,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,560
Total interest from all sources2021-12-31$210,535
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,864,181
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$4,864,181
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$5,671,976
Participant contributions at end of year2021-12-31$396,745
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$163,707
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$8,197,791
Value of net assets at end of year (total assets less liabilities)2021-12-31$77,901,926
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$69,704,135
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$60,370,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$53,068,061
Interest earned on other investments2021-12-31$210,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$17,134,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$16,636,074
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,118,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,353,903
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$3,897,914
Contract administrator fees2021-12-31$50,560
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 name2021-12-31FROST, PLLC
Accountancy firm EIN2021-12-31710817652
2020 : BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$14,121,126
Total of all expenses incurred2020-12-31$4,116,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,070,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,035,243
Value of total assets at end of year2020-12-31$69,704,135
Value of total assets at beginning of year2020-12-31$59,699,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,993
Total interest from all sources2020-12-31$218,415
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,721,996
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$2,721,996
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
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$4,710,917
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$324,326
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$10,004,295
Value of net assets at end of year (total assets less liabilities)2020-12-31$69,704,135
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$59,699,840
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$53,068,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$45,916,666
Interest earned on other investments2020-12-31$218,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,636,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,783,174
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,205,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,145,472
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$2,865,499
Contract administrator fees2020-12-31$45,993
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 name2020-12-31FROST, PLLC
Accountancy firm EIN2020-12-31710817652
2019 : BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$13,950,175
Total income from all sources (including contributions)2019-12-31$13,950,175
Total of all expenses incurred2019-12-31$5,806,529
Total of all expenses incurred2019-12-31$5,806,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,758,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,758,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,623,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,623,795
Value of total assets at end of year2019-12-31$59,699,840
Value of total assets at end of year2019-12-31$59,699,840
Value of total assets at beginning of year2019-12-31$51,556,194
Value of total assets at beginning of year2019-12-31$51,556,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,562
Total interest from all sources2019-12-31$242,610
Total interest from all sources2019-12-31$242,610
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,290,190
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,290,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,290,190
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,290,190
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
Value of fidelity bond cover2019-12-31$100,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,130,620
Contributions received from participants2019-12-31$4,130,620
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$493,175
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$493,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,143,646
Value of net income/loss2019-12-31$8,143,646
Value of net assets at end of year (total assets less liabilities)2019-12-31$59,699,840
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,556,194
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,556,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$45,916,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$45,916,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,221,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,221,429
Interest earned on other investments2019-12-31$242,610
Interest earned on other investments2019-12-31$242,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,783,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,783,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,334,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,334,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,793,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,793,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,758,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,758,967
Contract administrator fees2019-12-31$47,562
Contract administrator fees2019-12-31$47,562
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FROST, PLLC
Accountancy firm name2019-12-31FROST, PLLC
Accountancy firm EIN2019-12-31710817652
Accountancy firm EIN2019-12-31710817652
2018 : BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,112,201
Total of all expenses incurred2018-12-31$4,856,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,808,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,070,283
Value of total assets at end of year2018-12-31$51,556,194
Value of total assets at beginning of year2018-12-31$53,300,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$48,782
Total interest from all sources2018-12-31$226,946
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,618,597
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$2,618,597
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,650,461
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,419,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,744,750
Value of net assets at end of year (total assets less liabilities)2018-12-31$51,556,194
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$53,300,944
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$37,221,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,423,167
Interest earned on other investments2018-12-31$226,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,334,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,877,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,803,625
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
Contributions received in cash from employer2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,808,169
Contract administrator fees2018-12-31$48,782
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 name2018-12-31FROST, PLLC
Accountancy firm EIN2018-12-31710817652
2017 : BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$10,307,601
Total of all expenses incurred2017-12-31$2,599,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,555,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,031,212
Value of total assets at end of year2017-12-31$53,300,944
Value of total assets at beginning of year2017-12-31$45,593,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,457
Total interest from all sources2017-12-31$262,301
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,009,822
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$2,009,822
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$673,941
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$7,707,738
Value of net assets at end of year (total assets less liabilities)2017-12-31$53,300,944
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,593,206
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$36,423,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,883,547
Interest earned on other investments2017-12-31$262,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,877,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$16,709,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,004,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,357,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,555,406
Contract administrator fees2017-12-31$44,457
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 name2017-12-31FROST, PLLC
Accountancy firm EIN2017-12-31710817652
2016 : BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$5,930,777
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,287,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,247,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,673,404
Value of total assets at end of year2016-12-31$45,593,206
Value of total assets at beginning of year2016-12-31$42,950,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,333
Total interest from all sources2016-12-31$299,925
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,398,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$3,092,478
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$580,926
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$2,642,917
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,593,206
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,950,289
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$28,883,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,594,796
Interest earned on other investments2016-12-31$299,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$16,709,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$16,353,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$559,369
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
Income. Dividends from common stock2016-12-31$1,398,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,247,527
Contract administrator fees2016-12-31$40,333
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 name2016-12-31FROST, PLLC
Accountancy firm EIN2016-12-31710817652
2015 : BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION 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$4,381,148
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,583,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,538,130
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,791,267
Value of total assets at end of year2015-12-31$42,950,289
Value of total assets at beginning of year2015-12-31$41,152,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,351
Total interest from all sources2015-12-31$340,295
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,532,396
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$1,532,396
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,941,955
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$849,312
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$1,797,667
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,950,289
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,152,622
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$26,594,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,256,054
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$340,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$16,353,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,893,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,282,810
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$2,538,130
Contract administrator fees2015-12-31$45,351
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 name2015-12-31FROST, PLLC
Accountancy firm EIN2015-12-31710817652
2014 : BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,501,488
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,467,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,419,125
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,136,758
Value of total assets at end of year2014-12-31$41,152,622
Value of total assets at beginning of year2014-12-31$38,118,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$48,391
Total interest from all sources2014-12-31$341,031
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,569,387
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$1,569,387
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$2,763,692
Participant contributions at beginning of year2014-12-31$452
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$373,066
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$3,033,972
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,152,622
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,118,650
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$25,256,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,787,334
Interest earned on other investments2014-12-31$341,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,893,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,328,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$454,312
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$2,419,125
Contract administrator fees2014-12-31$48,391
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 name2014-12-31FROST, PLLC
Accountancy firm EIN2014-12-31710817652
2013 : BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$8,417,087
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,547,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,496,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,100,042
Value of total assets at end of year2013-12-31$38,118,650
Value of total assets at beginning of year2013-12-31$32,249,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$50,823
Total interest from all sources2013-12-31$409,463
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$882,346
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$882,346
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$2,729,466
Participant contributions at end of year2013-12-31$452
Participant contributions at beginning of year2013-12-31$2,404
Participant contributions at beginning of year2013-12-31$100
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$370,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,869,460
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,118,650
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,249,190
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$22,787,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,032,299
Interest earned on other investments2013-12-31$409,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,328,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,212,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,025,236
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$2,496,804
Contract administrator fees2013-12-31$50,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31FROST, PLLC
Accountancy firm EIN2013-12-31710817652
2012 : BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$5,879,621
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,683,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,641,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,926,141
Value of total assets at end of year2012-12-31$32,249,190
Value of total assets at beginning of year2012-12-31$28,053,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$42,314
Total interest from all sources2012-12-31$378,894
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$524,758
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$524,758
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$2,707,834
Participant contributions at end of year2012-12-31$2,404
Participant contributions at beginning of year2012-12-31$2,404
Participant contributions at end of year2012-12-31$100
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$218,307
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$4,196,173
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,249,190
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,053,017
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$18,032,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,264,247
Interest earned on other investments2012-12-31$378,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,212,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,785,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,049,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,641,134
Contract administrator fees2012-12-31$42,314
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 name2012-12-31FROST, PLLC
Accountancy firm EIN2012-12-31710817652
2011 : BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$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$2,910,602
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,588,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,523,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,880,215
Value of total assets at end of year2011-12-31$28,053,017
Value of total assets at beginning of year2011-12-31$26,731,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$65,532
Total interest from all sources2011-12-31$340,313
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$383,947
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$383,947
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$0
Participant contributions at end of year2011-12-31$2,404
Participant contributions at beginning of year2011-12-31$15,568
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$206,799
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$1,321,829
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,053,017
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,731,188
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$16,264,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,890,906
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$340,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,785,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,817,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-693,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,673,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,523,241
Contract administrator fees2011-12-31$65,532
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 name2011-12-31FROST, PLLC
Accountancy firm EIN2011-12-31710817652
2010 : BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION 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$5,301,112
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,063,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,020,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,723,023
Value of total assets at end of year2010-12-31$26,731,188
Value of total assets at beginning of year2010-12-31$23,493,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$42,672
Total interest from all sources2010-12-31$317,003
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$364,092
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$364,092
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Participant contributions at end of year2010-12-31$15,568
Participant contributions at beginning of year2010-12-31$15,568
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$85,016
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$3,237,477
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,731,188
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,493,711
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$16,890,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,965,960
Interest earned on other investments2010-12-31$317,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,817,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,512,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,896,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,638,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,020,963
Contract administrator fees2010-12-31$42,672
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 name2010-12-31FROST, PLLC
Accountancy firm EIN2010-12-31710817652
2009 : BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN

2022: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BAXTER REGIONAL MEDICAL CENTER 403(B) PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42656
Policy instance 1
Insurance contract or identification number42656
Number of Individuals Covered3506
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number42656
Policy instance 1
Insurance contract or identification number42656
Number of Individuals Covered3104
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number42656
Policy instance 1
Insurance contract or identification number42656
Number of Individuals Covered2928
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number42656
Policy instance 1
Insurance contract or identification number42656
Number of Individuals Covered2766
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number42656
Policy instance 1
Insurance contract or identification number42656
Number of Individuals Covered2611
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number42656
Policy instance 1
Insurance contract or identification number42656
Number of Individuals Covered2439
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number42656
Policy instance 1
Insurance contract or identification number42656
Number of Individuals Covered2136
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42656
Policy instance 1
Insurance contract or identification number42656
Number of Individuals Covered1976
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42656
Policy instance 1
Insurance contract or identification number42656
Number of Individuals Covered1896
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42656
Policy instance 1
Insurance contract or identification number42656
Number of Individuals Covered1846
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42656
Policy instance 1
Insurance contract or identification number42656
Number of Individuals Covered1777
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42656
Policy instance 1
Insurance contract or identification number42656
Number of Individuals Covered1714
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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