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CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameCHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN
Plan identification number 003

CHILDREN'S MEDICAL CENTER 403B EMPLOYEE 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHILDREN'S MEDICAL CENTER OF DALLAS CLINICAL OPERATIONS has sponsored the creation of one or more 401k plans.

Company Name:CHILDREN'S MEDICAL CENTER OF DALLAS CLINICAL OPERATIONS
Employer identification number (EIN):750800628
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about CHILDREN'S MEDICAL CENTER OF DALLAS CLINICAL OPERATIONS

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1947-03-06
Company Identification Number: 0009001701
Legal Registered Office Address: 1935 MEDICAL DISTRICT DR

DALLAS
United States of America (USA)
75235

More information about CHILDREN'S MEDICAL CENTER OF DALLAS CLINICAL OPERATIONS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01THOMAS BURT
0032016-01-01THOMAS BURT
0032015-01-01KIM BESSE
0032014-01-01KIM S. BESSE, SVP CHIEF HR OFFICER
0032013-01-01KIM BESSE
0032012-01-01KIM S. BESSE
0032011-01-01KIM BESSE
0032009-01-01KIM S. BESSE KIM S. BESSE2010-10-15
0032009-01-01KIM S. BESSE KIM S. BESSE2011-01-21

Plan Statistics for CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110,453
Total number of active participants reported on line 7a of the Form 55002022-01-018,569
Number of retired or separated participants receiving benefits2022-01-0127
Number of other retired or separated participants entitled to future benefits2022-01-012,888
Total of all active and inactive participants2022-01-0111,484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0111,484
Number of participants with account balances2022-01-0111,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110,318
Total number of active participants reported on line 7a of the Form 55002021-01-017,809
Number of retired or separated participants receiving benefits2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-012,625
Total of all active and inactive participants2021-01-0110,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0110,453
Number of participants with account balances2021-01-0110,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110,068
Total number of active participants reported on line 7a of the Form 55002020-01-018,024
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-012,287
Total of all active and inactive participants2020-01-0110,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0110,318
Number of participants with account balances2020-01-019,983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,730
Total number of active participants reported on line 7a of the Form 55002019-01-018,066
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-011,987
Total of all active and inactive participants2019-01-0110,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0110,068
Number of participants with account balances2019-01-019,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,506
Total number of active participants reported on line 7a of the Form 55002018-01-017,933
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-011,781
Total of all active and inactive participants2018-01-019,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019,730
Number of participants with account balances2018-01-019,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,423
Total number of active participants reported on line 7a of the Form 55002017-01-017,836
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-011,656
Total of all active and inactive participants2017-01-019,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019,506
Number of participants with account balances2017-01-019,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,620
Total number of active participants reported on line 7a of the Form 55002016-01-017,933
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-011,481
Total of all active and inactive participants2016-01-019,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019,423
Number of participants with account balances2016-01-019,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,671
Total number of active participants reported on line 7a of the Form 55002015-01-017,251
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-011,360
Total of all active and inactive participants2015-01-018,620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018,620
Number of participants with account balances2015-01-018,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,326
Total number of active participants reported on line 7a of the Form 55002014-01-016,409
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-011,254
Total of all active and inactive participants2014-01-017,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017,671
Number of participants with account balances2014-01-017,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,149
Total number of active participants reported on line 7a of the Form 55002013-01-016,129
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-011,192
Total of all active and inactive participants2013-01-017,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017,326
Number of participants with account balances2013-01-016,829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,821
Total number of active participants reported on line 7a of the Form 55002012-01-016,119
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-011,023
Total of all active and inactive participants2012-01-017,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017,149
Number of participants with account balances2012-01-016,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,749
Total number of active participants reported on line 7a of the Form 55002011-01-015,968
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-01845
Total of all active and inactive participants2011-01-016,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-016,821
Number of participants with account balances2011-01-016,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,714
Total number of active participants reported on line 7a of the Form 55002009-01-015,714
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-01694
Total of all active and inactive participants2009-01-016,415
Total participants2009-01-016,415
Number of participants with account balances2009-01-015,561

Financial Data on CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-44,670,644
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$44,286,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$44,431,330
Expenses. Certain deemed distributions of participant loans2022-12-31$187,776
Value of total corrective distributions2022-12-31$3,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$69,541,885
Value of total assets at end of year2022-12-31$558,104,573
Value of total assets at beginning of year2022-12-31$647,061,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$-335,886
Total interest from all sources2022-12-31$-5,833
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$41,512,147
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$41,512,147
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$63,421,111
Participant contributions at end of year2022-12-31$8,466,956
Participant contributions at beginning of year2022-12-31$7,763,888
Participant contributions at end of year2022-12-31$2,205,000
Participant contributions at beginning of year2022-12-31$1,768,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,120,774
Administrative expenses (other) incurred2022-12-31$-335,886
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$-88,957,245
Value of net assets at end of year (total assets less liabilities)2022-12-31$558,104,573
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$647,061,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$524,878,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$620,463,247
Interest on participant loans2022-12-31$379,485
Interest earned on other investments2022-12-31$32,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$21,742,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$15,087,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$15,087,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-417,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$812,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,979,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-155,718,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$44,431,330
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 name2022-12-31FORVIS,LLP
Accountancy firm EIN2022-12-31440160260
2021 : CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$141,322,829
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$69,643,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$69,673,920
Expenses. Certain deemed distributions of participant loans2021-12-31$338,198
Value of total corrective distributions2021-12-31$23,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$55,661,886
Value of total assets at end of year2021-12-31$647,061,818
Value of total assets at beginning of year2021-12-31$575,382,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$-392,081
Total interest from all sources2021-12-31$474,422
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$57,602,106
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$57,602,106
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$53,612,725
Participant contributions at end of year2021-12-31$7,763,888
Participant contributions at beginning of year2021-12-31$8,326,485
Participant contributions at end of year2021-12-31$1,768,000
Participant contributions at beginning of year2021-12-31$1,479,000
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,049,161
Administrative expenses (other) incurred2021-12-31$-392,081
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$71,679,263
Value of net assets at end of year (total assets less liabilities)2021-12-31$647,061,818
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$575,382,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$620,463,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$546,578,435
Interest on participant loans2021-12-31$425,365
Interest earned on other investments2021-12-31$47,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$15,087,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$15,324,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$15,324,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,979,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,673,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$27,584,415
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$69,673,920
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 name2021-12-31FORVIS,LLP
Accountancy firm EIN2021-12-31440160260
2020 : CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$140,256,792
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$43,609,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$43,636,608
Expenses. Certain deemed distributions of participant loans2020-12-31$139,196
Value of total corrective distributions2020-12-31$5,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$55,357,383
Value of total assets at end of year2020-12-31$575,382,555
Value of total assets at beginning of year2020-12-31$478,735,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$-171,990
Total interest from all sources2020-12-31$503,236
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$28,285,175
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$28,285,175
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$50,843,723
Participant contributions at end of year2020-12-31$8,326,485
Participant contributions at beginning of year2020-12-31$7,384,827
Participant contributions at end of year2020-12-31$1,479,000
Participant contributions at beginning of year2020-12-31$858,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,513,660
Administrative expenses (other) incurred2020-12-31$-171,990
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$96,647,318
Value of net assets at end of year (total assets less liabilities)2020-12-31$575,382,555
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$478,735,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$546,578,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$454,495,288
Interest on participant loans2020-12-31$390,385
Interest earned on other investments2020-12-31$81,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$15,324,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,272,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,272,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$30,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,673,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,725,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$56,110,998
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$43,636,608
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$162,000,077
Total income from all sources (including contributions)2019-12-31$162,000,077
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$33,112,513
Total of all expenses incurred2019-12-31$33,112,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,144,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,144,669
Expenses. Certain deemed distributions of participant loans2019-12-31$220,340
Expenses. Certain deemed distributions of participant loans2019-12-31$220,340
Value of total corrective distributions2019-12-31$7,547
Value of total corrective distributions2019-12-31$7,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$77,225,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$77,225,255
Value of total assets at end of year2019-12-31$478,735,237
Value of total assets at end of year2019-12-31$478,735,237
Value of total assets at beginning of year2019-12-31$349,847,673
Value of total assets at beginning of year2019-12-31$349,847,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$-260,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$-260,043
Total interest from all sources2019-12-31$691,310
Total interest from all sources2019-12-31$691,310
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$23,187,236
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$23,187,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$23,187,236
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$23,187,236
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$47,085,723
Contributions received from participants2019-12-31$47,085,723
Participant contributions at end of year2019-12-31$7,384,827
Participant contributions at end of year2019-12-31$7,384,827
Participant contributions at beginning of year2019-12-31$7,660,631
Participant contributions at beginning of year2019-12-31$7,660,631
Participant contributions at end of year2019-12-31$858,000
Participant contributions at end of year2019-12-31$858,000
Participant contributions at beginning of year2019-12-31$512,000
Participant contributions at beginning of year2019-12-31$512,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,139,532
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,139,532
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,162
Administrative expenses (other) incurred2019-12-31$-260,043
Administrative expenses (other) incurred2019-12-31$-260,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$128,887,564
Value of net income/loss2019-12-31$128,887,564
Value of net assets at end of year (total assets less liabilities)2019-12-31$478,735,237
Value of net assets at end of year (total assets less liabilities)2019-12-31$478,735,237
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$349,847,673
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$349,847,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$454,495,288
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$454,495,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$326,553,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$326,553,082
Interest on participant loans2019-12-31$395,604
Interest on participant loans2019-12-31$395,604
Interest earned on other investments2019-12-31$140,081
Interest earned on other investments2019-12-31$140,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,272,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,272,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,762,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,762,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,762,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,762,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$155,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$155,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,725,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,725,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,354,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,354,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$60,896,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$60,896,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,144,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,144,669
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$21,001,431
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$29,457,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$29,208,038
Expenses. Certain deemed distributions of participant loans2018-12-31$435,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$45,320,654
Value of total assets at end of year2018-12-31$349,847,673
Value of total assets at beginning of year2018-12-31$358,303,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$-186,380
Total interest from all sources2018-12-31$600,976
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$22,510,207
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$22,510,207
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$41,469,049
Participant contributions at end of year2018-12-31$7,660,631
Participant contributions at beginning of year2018-12-31$7,932,919
Participant contributions at end of year2018-12-31$512,000
Participant contributions at beginning of year2018-12-31$681,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,851,605
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$34,730
Administrative expenses (other) incurred2018-12-31$-186,380
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$-8,455,838
Value of net assets at end of year (total assets less liabilities)2018-12-31$349,847,673
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$358,303,511
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$326,553,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$336,688,530
Interest on participant loans2018-12-31$382,074
Interest earned on other investments2018-12-31$122,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,762,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,190,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,190,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$96,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,354,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,775,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-47,430,406
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$29,208,038
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$98,950,678
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$23,081,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$22,848,897
Expenses. Certain deemed distributions of participant loans2017-12-31$168,226
Value of total corrective distributions2017-12-31$2,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$42,798,525
Value of total assets at end of year2017-12-31$358,303,511
Value of total assets at beginning of year2017-12-31$282,434,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,503
Total interest from all sources2017-12-31$482,529
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$17,174,090
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$17,174,090
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$38,351,848
Participant contributions at end of year2017-12-31$7,932,919
Participant contributions at beginning of year2017-12-31$7,250,676
Participant contributions at end of year2017-12-31$681,000
Participant contributions at beginning of year2017-12-31$621,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,446,677
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$34,730
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$14,292
Administrative expenses (other) incurred2017-12-31$62,503
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$75,868,916
Value of net assets at end of year (total assets less liabilities)2017-12-31$358,303,511
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$282,434,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$336,688,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$261,084,448
Interest on participant loans2017-12-31$331,528
Interest earned on other investments2017-12-31$120,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,190,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,304,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,304,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$30,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,775,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,159,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$38,495,534
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$22,848,897
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$59,752,506
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$20,254,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,891,292
Expenses. Certain deemed distributions of participant loans2016-12-31$133,814
Value of total corrective distributions2016-12-31$5,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$39,600,363
Value of total assets at end of year2016-12-31$282,434,595
Value of total assets at beginning of year2016-12-31$242,936,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$223,754
Total interest from all sources2016-12-31$438,775
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,103,932
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$9,103,932
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$34,452,770
Participant contributions at end of year2016-12-31$7,250,676
Participant contributions at beginning of year2016-12-31$6,459,275
Participant contributions at end of year2016-12-31$621,000
Participant contributions at beginning of year2016-12-31$373,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,147,593
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$14,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$14,987
Administrative expenses (other) incurred2016-12-31$223,754
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$39,497,659
Value of net assets at end of year (total assets less liabilities)2016-12-31$282,434,595
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$242,936,936
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$261,084,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$223,053,621
Interest on participant loans2016-12-31$282,371
Interest earned on other investments2016-12-31$115,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,304,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,082,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,082,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$41,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,159,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,953,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,609,436
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$19,891,292
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$33,936,388
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$21,989,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$21,743,540
Expenses. Certain deemed distributions of participant loans2015-12-31$164,913
Value of total corrective distributions2015-12-31$170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$33,450,647
Value of total assets at end of year2015-12-31$242,936,936
Value of total assets at beginning of year2015-12-31$230,990,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$81,238
Total interest from all sources2015-12-31$365,491
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,375,040
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$11,375,040
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$28,436,916
Participant contributions at end of year2015-12-31$6,459,275
Participant contributions at beginning of year2015-12-31$5,762,586
Participant contributions at end of year2015-12-31$373,000
Participant contributions at beginning of year2015-12-31$242,000
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,013,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$14,987
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$15,159
Administrative expenses (other) incurred2015-12-31$81,238
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$11,946,527
Value of net assets at end of year (total assets less liabilities)2015-12-31$242,936,936
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$230,990,409
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$223,053,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$212,413,640
Interest on participant loans2015-12-31$252,550
Interest earned on other investments2015-12-31$112,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,082,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,150,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,150,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,953,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,406,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,254,790
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$21,743,540
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$41,133,221
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$20,271,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$19,023,249
Expenses. Certain deemed distributions of participant loans2014-12-31$1,193,978
Value of total corrective distributions2014-12-31$659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$27,589,135
Value of total assets at end of year2014-12-31$230,990,409
Value of total assets at beginning of year2014-12-31$210,128,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$53,126
Total interest from all sources2014-12-31$386,594
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$16,251,543
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$16,251,543
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$24,956,068
Participant contributions at end of year2014-12-31$5,762,586
Participant contributions at beginning of year2014-12-31$6,730,731
Participant contributions at end of year2014-12-31$242,000
Participant contributions at beginning of year2014-12-31$735,208
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,633,067
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$15,159
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$53,126
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$20,862,209
Value of net assets at end of year (total assets less liabilities)2014-12-31$230,990,409
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$210,128,200
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$212,413,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$190,606,498
Interest on participant loans2014-12-31$256,316
Interest earned on other investments2014-12-31$129,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,150,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,411,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,411,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,406,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,644,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-3,094,051
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
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,023,249
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$58,669,560
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$14,938,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,846,854
Expenses. Certain deemed distributions of participant loans2013-12-31$22,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,266,157
Value of total assets at end of year2013-12-31$210,128,200
Value of total assets at beginning of year2013-12-31$166,397,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,432
Total interest from all sources2013-12-31$376,914
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,857,114
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$5,857,114
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$22,773,881
Participant contributions at end of year2013-12-31$6,730,731
Participant contributions at beginning of year2013-12-31$6,094,459
Participant contributions at end of year2013-12-31$735,208
Participant contributions at beginning of year2013-12-31$498,030
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,492,276
Administrative expenses (other) incurred2013-12-31$69,432
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$43,730,609
Value of net assets at end of year (total assets less liabilities)2013-12-31$210,128,200
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$166,397,591
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$190,606,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$146,518,684
Interest on participant loans2013-12-31$230,139
Interest earned on other investments2013-12-31$146,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,411,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,714,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,714,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,644,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,571,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$27,169,375
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$14,846,854
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$42,179,924
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$12,091,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,992,662
Expenses. Certain deemed distributions of participant loans2012-12-31$4,655
Value of total corrective distributions2012-12-31$867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$23,909,541
Value of total assets at end of year2012-12-31$166,397,591
Value of total assets at beginning of year2012-12-31$136,309,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$93,180
Total interest from all sources2012-12-31$482,161
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,547,465
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$3,547,465
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$21,748,401
Participant contributions at end of year2012-12-31$6,094,459
Participant contributions at beginning of year2012-12-31$4,750,147
Participant contributions at end of year2012-12-31$498,030
Participant contributions at beginning of year2012-12-31$339,839
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,161,140
Administrative expenses (other) incurred2012-12-31$93,180
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$30,088,560
Value of net assets at end of year (total assets less liabilities)2012-12-31$166,397,591
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$136,309,031
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$146,518,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$119,828,350
Interest on participant loans2012-12-31$267,666
Interest earned on other investments2012-12-31$213,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,714,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,854,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,854,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,571,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,536,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,240,757
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$11,992,662
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$18,864,902
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,208,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,099,065
Expenses. Certain deemed distributions of participant loans2011-12-31$17,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,953,399
Value of total assets at end of year2011-12-31$136,309,031
Value of total assets at beginning of year2011-12-31$128,653,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$92,455
Total interest from all sources2011-12-31$473,935
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,275,701
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$3,275,701
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$20,032,946
Participant contributions at end of year2011-12-31$4,750,147
Participant contributions at beginning of year2011-12-31$4,177,438
Participant contributions at end of year2011-12-31$339,839
Participant contributions at beginning of year2011-12-31$345,778
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,920,453
Administrative expenses (other) incurred2011-12-31$92,455
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$7,655,988
Value of net assets at end of year (total assets less liabilities)2011-12-31$136,309,031
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$128,653,043
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$119,828,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$114,110,499
Interest on participant loans2011-12-31$259,451
Interest earned on other investments2011-12-31$213,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,854,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,353,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,353,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,536,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,665,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,838,133
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$11,099,065
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$35,374,041
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,127,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,009,219
Expenses. Certain deemed distributions of participant loans2010-12-31$39,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$20,645,873
Value of total assets at end of year2010-12-31$128,653,043
Value of total assets at beginning of year2010-12-31$101,406,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$79,201
Total income from rents2010-12-31$2
Total interest from all sources2010-12-31$432,708
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,260,008
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$2,260,008
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$18,886,395
Participant contributions at end of year2010-12-31$4,177,438
Participant contributions at beginning of year2010-12-31$3,415,346
Participant contributions at end of year2010-12-31$345,778
Participant contributions at beginning of year2010-12-31$3,997
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,759,478
Administrative expenses (other) incurred2010-12-31$79,201
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$27,246,464
Value of net assets at end of year (total assets less liabilities)2010-12-31$128,653,043
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$101,406,579
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$114,110,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$93,274,926
Interest on participant loans2010-12-31$231,948
Interest earned on other investments2010-12-31$200,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,353,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,665,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,712,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,035,450
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$8,009,219
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : CHILDREN'S MEDICAL CENTER 403B EMPLOYEE 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 CHILDREN'S MEDICAL CENTER 403B EMPLOYEE SAVINGS PLAN

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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611337/522277
Policy instance 2
Insurance contract or identification number611337/522277
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,061
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1061
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094220-087
Policy instance 1
Insurance contract or identification number094220-087
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611337/522277
Policy instance 2
Insurance contract or identification number611337/522277
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,435
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4435
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094220-087
Policy instance 1
Insurance contract or identification number094220-087
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611337/522277
Policy instance 2
Insurance contract or identification number611337/522277
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,204
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10204
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094220-087
Policy instance 1
Insurance contract or identification number094220-087
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094220-087
Policy instance 1
Insurance contract or identification number094220-087
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number61133701
Policy instance 2
Insurance contract or identification number61133701
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,152
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees16152
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094220-087
Policy instance 1
Insurance contract or identification number094220-087
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number61133701
Policy instance 2
Insurance contract or identification number61133701
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,635
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15635
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number61133701
Policy instance 2
Insurance contract or identification number61133701
Number of Individuals Covered0
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 $1,581
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1581
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094220-087
Policy instance 1
Insurance contract or identification number094220-087
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611337/522277
Policy instance 2
Insurance contract or identification number611337/522277
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,028
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees14028
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094220-087
Policy instance 1
Insurance contract or identification number094220-087
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,093
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,093
Insurance broker organization code?4
Insurance broker nameFIDELITY INVESTMENT INS AGCY TX INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611337/522277
Policy instance 2
Insurance contract or identification number611337/522277
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,438
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees14438
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094220-087
Policy instance 1
Insurance contract or identification number094220-087
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker nameFIDELITY INVESTMENT INS AGCY TX INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094220-087
Policy instance 1
Insurance contract or identification number094220-087
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,093
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,093
Insurance broker organization code?4
Insurance broker nameFIDELITY INVESTMENT INS AGCY TX INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611337/522277
Policy instance 2
Insurance contract or identification number611337/522277
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,762
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees19762
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611337/522277
Policy instance 2
Insurance contract or identification number611337/522277
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,496
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees10496
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094220-087
Policy instance 1
Insurance contract or identification number094220-087
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,241
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,241
Insurance broker organization code?4
Insurance broker nameFIDELITY INVESTMENT INS AGCY TX INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611337
Policy instance 1
Insurance contract or identification number611337
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,485
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094220-087
Policy instance 2
Insurance contract or identification number094220-087
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,764
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094220-087
Policy instance 1
Insurance contract or identification number094220-087
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,791
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611337
Policy instance 2
Insurance contract or identification number611337
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 $8,916
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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