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WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameWILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN
Plan identification number 005

WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLOW VIEW MENTAL HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:WILLOW VIEW MENTAL HEALTH SYSTEM
Employer identification number (EIN):730738716
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01WENDY CHANDLER2023-10-14
0052021-01-01WENDY CHANDLER2022-10-11
0052020-01-01WENDY CHANDLER2021-10-13
0052019-01-01KEITH MINNIS2020-09-24
0052018-01-01VIC BUZACHERO2019-10-02
0052017-01-01
0052016-01-01
0052015-01-01
0052014-01-01
0052013-01-01JASON ELIOT
0052012-01-01JASON ELIOT
0052011-01-01ROBERT QUIRING
0052010-01-01JASON ELIOT
0052009-01-01JASON ELIOT

Plan Statistics for WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN

Measure Date Value
2022: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0136
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-0136
Total participants2022-01-0136
Number of participants with account balances2022-01-0136
2021: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0142
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-0136
Total participants2021-01-0136
Number of participants with account balances2021-01-0136
2020: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0142
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0139
Number of participants with account balances2020-01-0139
2019: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0144
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0142
Number of participants with account balances2019-01-0142
2018: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0145
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0144
Number of participants with account balances2018-01-0144
2017: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0147
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0145
Number of participants with account balances2017-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0149
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-0147
Total participants2016-01-0147
Number of participants with account balances2016-01-0147
2015: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0153
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-0149
Total participants2015-01-0149
Number of participants with account balances2015-01-0149
2014: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0156
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-0153
Total participants2014-01-0153
Number of participants with account balances2014-01-0153
2013: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0158
Total number of active participants reported on line 7a of the Form 55002013-01-0118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0156
Number of participants with account balances2013-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0160
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-0158
Total participants2012-01-0158
Number of participants with account balances2012-01-0158
2011: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0162
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-0160
Total participants2011-01-0160
Number of participants with account balances2011-01-0160
2010: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0162
Total number of active participants reported on line 7a of the Form 55002010-01-0120
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-0162
Total participants2010-01-0162
Number of participants with account balances2010-01-0162
2009: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0178
Total number of active participants reported on line 7a of the Form 55002009-01-0120
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-0162
Total participants2009-01-0162
Number of participants with account balances2009-01-0162

Financial Data on WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN

Measure Date Value
2022 : WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2022 401k financial data
Total income from all sources2022-12-31$-26,433
Expenses. Total of all expenses incurred2022-12-31$5,500
Total plan assets at end of year2022-12-31$585,568
Total plan assets at beginning of year2022-12-31$617,501
Value of fidelity bond covering the plan2022-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$5,500
Other income received2022-12-31$-26,433
Net income (gross income less expenses)2022-12-31$-31,933
Net plan assets at end of year (total assets less liabilities)2022-12-31$585,568
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$617,501
2021 : WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$58,704
Expenses. Total of all expenses incurred2021-12-31$140,230
Benefits paid (including direct rollovers)2021-12-31$140,230
Total plan assets at end of year2021-12-31$617,501
Total plan assets at beginning of year2021-12-31$699,027
Value of fidelity bond covering the plan2021-12-31$1,000,000
Other income received2021-12-31$58,704
Net income (gross income less expenses)2021-12-31$-81,526
Net plan assets at end of year (total assets less liabilities)2021-12-31$617,501
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$699,027
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$55,289
Expenses. Total of all expenses incurred2020-12-31$59,075
Benefits paid (including direct rollovers)2020-12-31$49,075
Total plan assets at end of year2020-12-31$699,027
Total plan assets at beginning of year2020-12-31$702,813
Value of fidelity bond covering the plan2020-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$10,000
Other income received2020-12-31$55,289
Net income (gross income less expenses)2020-12-31$-3,786
Net plan assets at end of year (total assets less liabilities)2020-12-31$699,027
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$702,813
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$71,259
Expenses. Total of all expenses incurred2019-12-31$108,092
Benefits paid (including direct rollovers)2019-12-31$106,592
Total plan assets at end of year2019-12-31$702,813
Total plan assets at beginning of year2019-12-31$739,646
Value of fidelity bond covering the plan2019-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$1,500
Other income received2019-12-31$71,259
Net income (gross income less expenses)2019-12-31$-36,833
Net plan assets at end of year (total assets less liabilities)2019-12-31$702,813
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$739,646
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$8,770
Expenses. Total of all expenses incurred2018-12-31$72,376
Benefits paid (including direct rollovers)2018-12-31$66,001
Total plan assets at end of year2018-12-31$739,646
Total plan assets at beginning of year2018-12-31$803,252
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$6,375
Other income received2018-12-31$8,770
Net income (gross income less expenses)2018-12-31$-63,606
Net plan assets at end of year (total assets less liabilities)2018-12-31$739,646
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$803,252
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$62,169
Expenses. Total of all expenses incurred2017-12-31$57,575
Benefits paid (including direct rollovers)2017-12-31$57,575
Total plan assets at end of year2017-12-31$803,252
Total plan assets at beginning of year2017-12-31$798,658
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$62,169
Net income (gross income less expenses)2017-12-31$4,594
Net plan assets at end of year (total assets less liabilities)2017-12-31$803,252
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$798,658
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$32,394
Expenses. Total of all expenses incurred2016-12-31$37,863
Benefits paid (including direct rollovers)2016-12-31$37,863
Total plan assets at end of year2016-12-31$798,658
Total plan assets at beginning of year2016-12-31$804,127
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$32,394
Net income (gross income less expenses)2016-12-31$-5,469
Net plan assets at end of year (total assets less liabilities)2016-12-31$798,658
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$804,127
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$19,761
Expenses. Total of all expenses incurred2015-12-31$93,273
Benefits paid (including direct rollovers)2015-12-31$92,023
Total plan assets at end of year2015-12-31$804,127
Total plan assets at beginning of year2015-12-31$877,639
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$19,761
Net income (gross income less expenses)2015-12-31$-73,512
Net plan assets at end of year (total assets less liabilities)2015-12-31$804,127
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$877,639
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,250
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$40,705
Expenses. Total of all expenses incurred2014-12-31$72,218
Benefits paid (including direct rollovers)2014-12-31$68,718
Total plan assets at end of year2014-12-31$877,639
Total plan assets at beginning of year2014-12-31$909,152
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$40,705
Net income (gross income less expenses)2014-12-31$-31,513
Net plan assets at end of year (total assets less liabilities)2014-12-31$877,639
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$909,152
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,500
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$74,223
Expenses. Total of all expenses incurred2013-12-31$22,258
Benefits paid (including direct rollovers)2013-12-31$22,258
Total plan assets at end of year2013-12-31$909,152
Total plan assets at beginning of year2013-12-31$857,187
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$74,223
Net income (gross income less expenses)2013-12-31$51,965
Net plan assets at end of year (total assets less liabilities)2013-12-31$909,152
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$857,187
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$48,077
Expenses. Total of all expenses incurred2012-12-31$53,977
Benefits paid (including direct rollovers)2012-12-31$53,977
Total plan assets at end of year2012-12-31$857,187
Total plan assets at beginning of year2012-12-31$863,087
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$48,077
Net income (gross income less expenses)2012-12-31$-5,900
Net plan assets at end of year (total assets less liabilities)2012-12-31$857,187
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$863,087
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$16,076
Expenses. Total of all expenses incurred2011-12-31$16,120
Benefits paid (including direct rollovers)2011-12-31$16,120
Total plan assets at end of year2011-12-31$863,087
Total plan assets at beginning of year2011-12-31$863,131
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$16,076
Net income (gross income less expenses)2011-12-31$-44
Net plan assets at end of year (total assets less liabilities)2011-12-31$863,087
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$863,131
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$47,563
Expenses. Total of all expenses incurred2010-12-31$1,649
Total plan assets at end of year2010-12-31$863,131
Total plan assets at beginning of year2010-12-31$817,217
Value of fidelity bond covering the plan2010-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$1,649
Other income received2010-12-31$47,563
Net income (gross income less expenses)2010-12-31$45,914
Net plan assets at end of year (total assets less liabilities)2010-12-31$863,131
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$817,217

Form 5500 Responses for WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN

2022: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: WILLOW VIEW MENTAL HEALTH SYSTEM EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 2
Insurance contract or identification numberG93099
Number of Individuals Covered12
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 1
Insurance contract or identification numberG93099
Number of Individuals Covered33
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 2
Insurance contract or identification numberG93099
Number of Individuals Covered12
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 1
Insurance contract or identification numberG93099
Number of Individuals Covered33
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 2
Insurance contract or identification numberG93099
Number of Individuals Covered13
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 1
Insurance contract or identification numberG93099
Number of Individuals Covered36
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 1
Insurance contract or identification numberG93099
Number of Individuals Covered39
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 2
Insurance contract or identification numberG93099
Number of Individuals Covered14
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 1
Insurance contract or identification numberG93099
Number of Individuals Covered41
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 2
Insurance contract or identification numberG93099
Number of Individuals Covered16
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 2
Insurance contract or identification numberG93099
Number of Individuals Covered17
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $150
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees150
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGALLAGHER BEN SERVICES INC.
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 1
Insurance contract or identification numberG93099
Number of Individuals Covered42
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $459
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees459
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGALLAGHER BEN SERVICES INC.
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 2
Insurance contract or identification numberG93099
Number of Individuals Covered19
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $239
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
Amount paid for insurance broker fees239
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGARDNER & WHITE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 1
Insurance contract or identification numberG93099
Number of Individuals Covered46
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $861
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
Amount paid for insurance broker fees861
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGARDNER & WHITE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 2
Insurance contract or identification numberG93099
Number of Individuals Covered20
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $238
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
Amount paid for insurance broker fees238
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGARDNER & WHITE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 1
Insurance contract or identification numberG93099
Number of Individuals Covered50
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $644
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
Amount paid for insurance broker fees644
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGARDNER & WHITE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 1
Insurance contract or identification numberG93099
Number of Individuals Covered53
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $644
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
Amount paid for insurance broker fees644
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGARDNER & WHITE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 2
Insurance contract or identification numberG93099
Number of Individuals Covered22
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $221
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
Amount paid for insurance broker fees221
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGARDNER & WHITE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 2
Insurance contract or identification numberG93099
Number of Individuals Covered22
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $211
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
Amount paid for insurance broker fees211
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGARDNER & WHITE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 1
Insurance contract or identification numberG93099
Number of Individuals Covered55
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $663
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
Amount paid for insurance broker fees663
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGARDNER & WHITE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 1
Insurance contract or identification numberG93099
Number of Individuals Covered57
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $644
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 2
Insurance contract or identification numberG93099
Number of Individuals Covered25
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $217
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 1
Insurance contract or identification numberG93099
Number of Individuals Covered59
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 $621
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees621
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGARDNER & WHITE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93099
Policy instance 2
Insurance contract or identification numberG93099
Number of Individuals Covered25
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 $205
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees205
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGARDNER & WHITE

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