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WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameWOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 008

WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WOMAN'S HOSPITAL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:WOMAN'S HOSPITAL FOUNDATION
Employer identification number (EIN):720652905
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-01-01
0082021-01-01
0082020-01-01
0082019-01-01
0082018-01-01
0082017-01-01THERESE BOURGOYNE
0082016-01-01THERESE BOURGOYNE
0082015-01-01THERESE BOURGOYNE
0082014-01-01THERESE BOURGOYNE
0082013-01-01THERESE BOURGOYNE
0082012-01-01THERESE BOURGOYNE
0082011-01-01THERESE BOURGOYNE
0082010-01-01THERESE BOURGOYNE
0082009-01-01THERESE BOURGOYNE THERESE BOURGOYNE2010-10-14

Plan Statistics for WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,137
Total number of active participants reported on line 7a of the Form 55002022-01-011,721
Number of retired or separated participants receiving benefits2022-01-0118
Number of other retired or separated participants entitled to future benefits2022-01-01368
Total of all active and inactive participants2022-01-012,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-012,114
Number of participants with account balances2022-01-012,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,191
Total number of active participants reported on line 7a of the Form 55002021-01-011,724
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-01331
Total of all active and inactive participants2021-01-012,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-012,075
Number of participants with account balances2021-01-011,973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,160
Total number of active participants reported on line 7a of the Form 55002020-01-011,763
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01375
Total of all active and inactive participants2020-01-012,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-012,149
Number of participants with account balances2020-01-012,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,474
Total number of active participants reported on line 7a of the Form 55002019-01-011,767
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-01343
Total of all active and inactive participants2019-01-012,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-012,130
Number of participants with account balances2019-01-012,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,549
Total number of active participants reported on line 7a of the Form 55002018-01-012,119
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01293
Total of all active and inactive participants2018-01-012,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-012,429
Number of participants with account balances2018-01-011,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,469
Total number of active participants reported on line 7a of the Form 55002017-01-012,117
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-01416
Total of all active and inactive participants2017-01-012,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-012,549
Number of participants with account balances2017-01-012,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,365
Total number of active participants reported on line 7a of the Form 55002016-01-012,069
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01386
Total of all active and inactive participants2016-01-012,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-012,469
Number of participants with account balances2016-01-011,998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,222
Total number of active participants reported on line 7a of the Form 55002015-01-011,988
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01365
Total of all active and inactive participants2015-01-012,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-012,365
Number of participants with account balances2015-01-011,900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,220
Total number of active participants reported on line 7a of the Form 55002014-01-011,858
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01350
Total of all active and inactive participants2014-01-012,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-012,222
Number of participants with account balances2014-01-011,854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,749
Total number of active participants reported on line 7a of the Form 55002013-01-011,853
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-01352
Total of all active and inactive participants2013-01-012,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-012,220
Number of participants with account balances2013-01-011,844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,162
Total number of active participants reported on line 7a of the Form 55002012-01-011,419
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01316
Total of all active and inactive participants2012-01-011,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-011,749
Number of participants with account balances2012-01-011,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,645
Total number of active participants reported on line 7a of the Form 55002011-01-011,851
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-01299
Total of all active and inactive participants2011-01-012,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-012,162
Number of participants with account balances2011-01-011,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,601
Total number of active participants reported on line 7a of the Form 55002010-01-011,340
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-01294
Total of all active and inactive participants2010-01-011,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-011,645
Number of participants with account balances2010-01-011,645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,577
Total number of active participants reported on line 7a of the Form 55002009-01-011,310
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-01283
Total of all active and inactive participants2009-01-011,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,601
Number of participants with account balances2009-01-011,601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-15,388,953
Total of all expenses incurred2022-12-31$12,083,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,019,732
Expenses. Certain deemed distributions of participant loans2022-12-31$9,664
Value of total corrective distributions2022-12-31$1,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,182,117
Value of total assets at end of year2022-12-31$163,770,392
Value of total assets at beginning of year2022-12-31$191,242,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$52,426
Total interest from all sources2022-12-31$603,125
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,581,580
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$2,581,580
Administrative expenses professional fees incurred2022-12-31$12,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$10,318,931
Participant contributions at end of year2022-12-31$2,273,101
Participant contributions at beginning of year2022-12-31$2,204,764
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$863,186
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-27,472,246
Value of net assets at end of year (total assets less liabilities)2022-12-31$163,770,392
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$191,242,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$39,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$139,406,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$168,643,254
Interest on participant loans2022-12-31$107,252
Interest earned on other investments2022-12-31$495,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$22,088,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,393,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-29,755,775
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
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,019,732
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$36,853,419
Total of all expenses incurred2021-12-31$14,657,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,607,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,487,624
Value of total assets at end of year2021-12-31$191,242,638
Value of total assets at beginning of year2021-12-31$169,046,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,681
Total interest from all sources2021-12-31$668,595
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,541,757
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$2,541,757
Administrative expenses professional fees incurred2021-12-31$12,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$10,081,900
Participant contributions at end of year2021-12-31$2,204,764
Participant contributions at beginning of year2021-12-31$2,554,898
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,405,724
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,022
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$22,196,176
Value of net assets at end of year (total assets less liabilities)2021-12-31$191,242,638
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$169,046,462
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
Investment advisory and management fees2021-12-31$37,681
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$168,643,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$144,472,527
Interest on participant loans2021-12-31$119,495
Interest earned on other investments2021-12-31$549,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,393,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$22,016,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,155,443
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$14,607,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2021-12-31721202445
2020 : WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$31,311,337
Total of all expenses incurred2020-12-31$10,744,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,675,231
Expenses. Certain deemed distributions of participant loans2020-12-31$423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,941,364
Value of total assets at end of year2020-12-31$169,046,462
Value of total assets at beginning of year2020-12-31$148,480,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,229
Total interest from all sources2020-12-31$693,011
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,003,827
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$2,003,827
Administrative expenses professional fees incurred2020-12-31$19,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$9,518,148
Participant contributions at end of year2020-12-31$2,554,898
Participant contributions at beginning of year2020-12-31$2,725,759
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$423,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,144
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$20,566,454
Value of net assets at end of year (total assets less liabilities)2020-12-31$169,046,462
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$148,480,008
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
Investment advisory and management fees2020-12-31$50,229
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$144,472,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$125,196,235
Interest on participant loans2020-12-31$146,176
Interest earned on other investments2020-12-31$546,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$22,016,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20,556,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,673,135
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$10,675,231
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2020-12-31721202445
2019 : WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$35,557,811
Total of all expenses incurred2019-12-31$14,190,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,129,441
Expenses. Certain deemed distributions of participant loans2019-12-31$4,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,485,395
Value of total assets at end of year2019-12-31$148,480,008
Value of total assets at beginning of year2019-12-31$127,112,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,871
Total interest from all sources2019-12-31$552,552
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,030,080
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$2,030,080
Administrative expenses professional fees incurred2019-12-31$10,800
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,076,967
Participant contributions at end of year2019-12-31$2,725,759
Participant contributions at beginning of year2019-12-31$2,419,552
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$298,821
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$408,428
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,144
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,442
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$21,367,210
Value of net assets at end of year (total assets less liabilities)2019-12-31$148,480,008
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$127,112,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$46,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$125,196,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,393,412
Interest on participant loans2019-12-31$142,067
Interest earned on other investments2019-12-31$410,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,556,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$108,997,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$23,489,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,129,441
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2019-12-31721202445
2018 : WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,291,483
Total of all expenses incurred2018-12-31$8,258,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,209,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,363,807
Value of total assets at end of year2018-12-31$127,112,798
Value of total assets at beginning of year2018-12-31$132,079,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$48,942
Total interest from all sources2018-12-31$448,502
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,862,890
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$1,862,890
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,027,130
Participant contributions at end of year2018-12-31$2,419,552
Participant contributions at beginning of year2018-12-31$2,359,178
Participant contributions at end of year2018-12-31$298,821
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$336,677
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,442
Administrative expenses (other) incurred2018-12-31$48,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,966,802
Value of net assets at end of year (total assets less liabilities)2018-12-31$127,112,798
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$132,079,600
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$15,393,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$113,815,635
Interest on participant loans2018-12-31$118,848
Interest earned on other investments2018-12-31$329,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$108,997,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$15,904,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,383,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,209,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2018-12-31721202445
2017 : WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$26,144,322
Total of all expenses incurred2017-12-31$5,686,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,645,713
Expenses. Certain deemed distributions of participant loans2017-12-31$1,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,423,605
Value of total assets at end of year2017-12-31$132,079,600
Value of total assets at beginning of year2017-12-31$111,622,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,000
Total interest from all sources2017-12-31$460,936
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,498,142
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$1,498,142
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,872,210
Participant contributions at end of year2017-12-31$2,359,178
Participant contributions at beginning of year2017-12-31$2,011,859
Participant contributions at beginning of year2017-12-31$264,692
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$551,395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,226
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$20,457,572
Value of net assets at end of year (total assets less liabilities)2017-12-31$132,079,600
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$111,622,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$113,815,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$91,699,525
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$93,303
Interest earned on other investments2017-12-31$367,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,904,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,644,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,761,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,645,713
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2017-12-31721202445
2016 : WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$15,627,958
Total of all expenses incurred2016-12-31$6,582,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,552,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,260,000
Value of total assets at end of year2016-12-31$111,622,028
Value of total assets at beginning of year2016-12-31$102,576,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,352
Total interest from all sources2016-12-31$414,642
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,537,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,537,200
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,663,550
Participant contributions at end of year2016-12-31$2,011,859
Participant contributions at beginning of year2016-12-31$1,956,601
Participant contributions at end of year2016-12-31$264,692
Participant contributions at beginning of year2016-12-31$241,771
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$596,450
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,255
Administrative expenses (other) incurred2016-12-31$30,352
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,045,430
Value of net assets at end of year (total assets less liabilities)2016-12-31$111,622,028
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$102,576,598
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$91,699,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$85,077,826
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$85,944
Interest earned on other investments2016-12-31$328,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,644,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,299,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,416,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,552,176
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2016-12-31721202445
2015 : WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$10,362,292
Total of all expenses incurred2015-12-31$4,362,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,347,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,909,540
Value of total assets at end of year2015-12-31$102,576,598
Value of total assets at beginning of year2015-12-31$96,576,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,600
Total interest from all sources2015-12-31$186,928
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,342,761
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$2,342,761
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,241,908
Participant contributions at end of year2015-12-31$1,956,601
Participant contributions at beginning of year2015-12-31$1,660,379
Participant contributions at end of year2015-12-31$241,771
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$667,632
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,255
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$565
Administrative expenses (other) incurred2015-12-31$14,600
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$51,814
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$6,000,135
Value of net assets at end of year (total assets less liabilities)2015-12-31$102,576,598
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$96,576,463
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$85,077,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$82,023,953
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$12,666,845
Interest on participant loans2015-12-31$73,421
Interest earned on other investments2015-12-31$113,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,299,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$172,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-198,878
Net investment gain/loss from pooled separate accounts2015-12-31$121,941
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$4,347,557
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2015-12-31721202445
2014 : WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$11,522,805
Total of all expenses incurred2014-12-31$5,277,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,267,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,695,496
Value of total assets at end of year2014-12-31$96,576,463
Value of total assets at beginning of year2014-12-31$90,330,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,055
Total interest from all sources2014-12-31$72,209
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,872,009
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$1,872,009
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$6,540,030
Participant contributions at end of year2014-12-31$1,660,379
Participant contributions at beginning of year2014-12-31$1,450,201
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$155,466
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$816
Administrative expenses (other) incurred2014-12-31$10,055
Total non interest bearing cash at end of year2014-12-31$51,814
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$6,245,733
Value of net assets at end of year (total assets less liabilities)2014-12-31$96,576,463
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$90,330,730
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$82,023,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$75,660,728
Value of interest in pooled separate accounts at end of year2014-12-31$12,666,845
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,025,292
Interest on participant loans2014-12-31$64,604
Interest earned on other investments2014-12-31$7,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$172,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$193,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,684,786
Net investment gain/loss from pooled separate accounts2014-12-31$198,305
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$5,267,017
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2014-12-31721202445
2013 : WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$19,539,777
Total of all expenses incurred2013-12-31$3,930,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,923,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,765,478
Value of total assets at end of year2013-12-31$90,330,730
Value of total assets at beginning of year2013-12-31$74,721,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,457
Total interest from all sources2013-12-31$72,558
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,152,112
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$1,152,112
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$6,456,832
Participant contributions at end of year2013-12-31$1,450,201
Participant contributions at beginning of year2013-12-31$1,440,942
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$308,646
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$397
Administrative expenses (other) incurred2013-12-31$7,457
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$15,609,306
Value of net assets at end of year (total assets less liabilities)2013-12-31$90,330,730
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$74,721,424
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$75,660,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$62,008,829
Value of interest in pooled separate accounts at end of year2013-12-31$13,025,292
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,064,114
Interest on participant loans2013-12-31$64,275
Interest earned on other investments2013-12-31$8,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$193,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$207,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,345,399
Net investment gain/loss from pooled separate accounts2013-12-31$204,230
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$3,923,014
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 name2013-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2013-12-31721202445
2012 : WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$14,005,759
Total of all expenses incurred2012-12-31$4,003,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,994,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,475,817
Value of total assets at end of year2012-12-31$74,721,424
Value of total assets at beginning of year2012-12-31$64,718,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,290
Total interest from all sources2012-12-31$64,315
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,132,923
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$1,132,923
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$6,194,934
Participant contributions at end of year2012-12-31$1,440,942
Participant contributions at beginning of year2012-12-31$1,230,095
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$280,883
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$397
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$513
Administrative expenses (other) incurred2012-12-31$8,290
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$10,002,708
Value of net assets at end of year (total assets less liabilities)2012-12-31$74,721,424
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$64,718,716
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$62,008,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$52,363,706
Value of interest in pooled separate accounts at end of year2012-12-31$11,064,114
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,923,990
Interest on participant loans2012-12-31$55,787
Interest earned on other investments2012-12-31$8,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$207,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$200,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,130,057
Net investment gain/loss from pooled separate accounts2012-12-31$202,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,994,761
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 name2012-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2012-12-31721202445
2011 : WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$5,550,465
Total of all expenses incurred2011-12-31$2,623,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,613,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,871,008
Value of total assets at end of year2011-12-31$64,718,716
Value of total assets at beginning of year2011-12-31$61,791,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,933
Total interest from all sources2011-12-31$63,019
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$869,211
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$869,211
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$5,723,395
Participant contributions at end of year2011-12-31$1,230,095
Participant contributions at beginning of year2011-12-31$1,097,192
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$147,613
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,005
Administrative expenses (other) incurred2011-12-31$9,933
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$2,927,300
Value of net assets at end of year (total assets less liabilities)2011-12-31$64,718,716
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$61,791,416
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$52,363,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$50,436,425
Value of interest in pooled separate accounts at end of year2011-12-31$10,923,990
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,054,735
Interest on participant loans2011-12-31$54,501
Interest earned on other investments2011-12-31$8,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$200,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$202,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,463,439
Net investment gain/loss from pooled separate accounts2011-12-31$210,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,613,232
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 name2011-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2011-12-31721202445
2010 : WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$11,541,371
Total of all expenses incurred2010-12-31$3,444,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,414,772
Expenses. Certain deemed distributions of participant loans2010-12-31$21,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,549,613
Value of total assets at end of year2010-12-31$61,791,416
Value of total assets at beginning of year2010-12-31$53,694,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,605
Total interest from all sources2010-12-31$62,120
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$951,924
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$951,924
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,333,212
Participant contributions at end of year2010-12-31$1,097,192
Participant contributions at beginning of year2010-12-31$732,961
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$216,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,005
Other income not declared elsewhere2010-12-31$11,740
Administrative expenses (other) incurred2010-12-31$7,605
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$8,097,211
Value of net assets at end of year (total assets less liabilities)2010-12-31$61,791,416
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$53,694,205
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$50,436,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$43,516,349
Value of interest in pooled separate accounts at end of year2010-12-31$10,054,735
Value of interest in pooled separate accounts at beginning of year2010-12-31$9,242,532
Interest on participant loans2010-12-31$53,112
Interest earned on other investments2010-12-31$9,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$202,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$202,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,635,585
Net investment gain/loss from pooled separate accounts2010-12-31$330,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,414,772
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 name2010-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2010-12-31721202445
2009 : WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS 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 WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN

2022: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS 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: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS 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: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS 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: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS 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: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS 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: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS 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: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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: WOMANS HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS 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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069181
Policy instance 3
Insurance contract or identification numberTA069181
Number of Individuals Covered2032
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069181
Policy instance 2
Insurance contract or identification numberTA069181
Number of Individuals Covered2032
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009512-02
Policy instance 1
Insurance contract or identification number1009512-02
Number of Individuals Covered15
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009512-02
Policy instance 1
Insurance contract or identification number1009512-02
Number of Individuals Covered17
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069181
Policy instance 2
Insurance contract or identification numberTA069181
Number of Individuals Covered1969
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069181
Policy instance 3
Insurance contract or identification numberTA069181
Number of Individuals Covered1969
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009512-02
Policy instance 1
Insurance contract or identification number1009512-02
Number of Individuals Covered20
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069181
Policy instance 3
Insurance contract or identification numberTA069181
Number of Individuals Covered2003
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069181
Policy instance 2
Insurance contract or identification numberTA069181
Number of Individuals Covered2003
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069181
Policy instance 3
Insurance contract or identification numberTA069181
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-07-05
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069181
Policy instance 2
Insurance contract or identification numberTA069181
Number of Individuals Covered2003
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009512-02
Policy instance 1
Insurance contract or identification number1009512-02
Number of Individuals Covered36
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069181
Policy instance 4
Insurance contract or identification numberTA069181
Number of Individuals Covered2003
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069181
Policy instance 4
Insurance contract or identification numberTA069181
Number of Individuals Covered1968
Insurance policy start date2018-12-28
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069181
Policy instance 3
Insurance contract or identification numberTA069181
Number of Individuals Covered1968
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069181
Policy instance 2
Insurance contract or identification numberTA069181
Number of Individuals Covered1968
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009512-02
Policy instance 1
Insurance contract or identification number1009512-02
Number of Individuals Covered38
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069181
Policy instance 3
Insurance contract or identification numberTA069181
Number of Individuals Covered2104
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069181
Policy instance 2
Insurance contract or identification numberTA069181
Number of Individuals Covered2104
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009512-02
Policy instance 1
Insurance contract or identification number1009512-02
Number of Individuals Covered39
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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