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TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN
Plan identification number 001

TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRINITY MOTHER FRANCES HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:TRINITY MOTHER FRANCES HEALTH SYSTEM
Employer identification number (EIN):752616975
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012018-01-01KIMBERLY KING WEBB2021-04-21
0012017-01-01
0012016-01-01
0012015-01-01TOM WILKEN
0012015-01-01TOM WILKEN
0012014-01-01TOM WILKEN
0012013-01-01THOMAS WILKEN THOMAS WILKEN2015-05-28

Plan Statistics for TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN

401k plan membership statisitcs for TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN

Measure Date Value
2018: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,835
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,963
Total number of active participants reported on line 7a of the Form 55002017-01-015,388
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01445
Total of all active and inactive participants2017-01-015,835
Total participants2017-01-015,835
Number of participants with account balances2017-01-013,062
2016: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,212
Total number of active participants reported on line 7a of the Form 55002016-01-015,568
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01394
Total of all active and inactive participants2016-01-015,963
Total participants2016-01-015,963
Number of participants with account balances2016-01-012,968
2015: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,572
Total number of active participants reported on line 7a of the Form 55002015-01-014,836
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01375
Total of all active and inactive participants2015-01-015,212
Total participants2015-01-015,212
Number of participants with account balances2015-01-012,873
2014: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,950
Total number of active participants reported on line 7a of the Form 55002014-01-014,207
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01364
Total of all active and inactive participants2014-01-014,572
Total participants2014-01-014,572
Number of participants with account balances2014-01-012,838
2013: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01356
Total number of active participants reported on line 7a of the Form 55002013-01-014,618
Number of other retired or separated participants entitled to future benefits2013-01-01332
Total of all active and inactive participants2013-01-014,950
Total participants2013-01-014,950
Number of participants with account balances2013-01-012,913

Financial Data on TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN

Measure Date Value
2018 : TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$372,981
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$6
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$15,097,682
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$173,332,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$173,251,279
Expenses. Certain deemed distributions of participant loans2018-12-31$49,017
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,209,567
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$157,862,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,532
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$167,227
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,503,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,503,367
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,914,706
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$2,208,919
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$294,861
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$25,707
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,526
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$6
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$38,705
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-158,235,146
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$157,862,165
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$30,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$147,668,575
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$68,789
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$80,620
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,747,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,747,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$17,818
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,469,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,172,888
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$5,217,521
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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 plan2018-12-31Yes
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$173,251,279
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 : TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$42,470,200
Total of all expenses incurred2017-12-31$12,923,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,800,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,498,789
Value of total assets at end of year2017-12-31$177,367,055
Value of total assets at beginning of year2017-12-31$147,820,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$123,365
Total interest from all sources2017-12-31$110,618
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,186,831
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$6,186,831
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$13,588,053
Participant contributions at end of year2017-12-31$2,672,227
Participant contributions at beginning of year2017-12-31$2,682,128
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,910,736
Administrative expenses (other) incurred2017-12-31$123,365
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$29,546,302
Value of net assets at end of year (total assets less liabilities)2017-12-31$177,367,055
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$147,820,753
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$160,484,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$129,968,218
Interest on participant loans2017-12-31$110,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$353,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$91,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$91,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,856,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$15,079,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$20,673,962
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 plan2017-12-31Yes
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,800,533
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 : TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$23,570,489
Total of all expenses incurred2016-12-31$10,200,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,099,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,084,037
Value of total assets at end of year2016-12-31$147,820,753
Value of total assets at beginning of year2016-12-31$134,450,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$101,225
Total interest from all sources2016-12-31$101,986
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,570,436
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$3,570,436
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$12,218,990
Participant contributions at end of year2016-12-31$2,682,128
Participant contributions at beginning of year2016-12-31$2,569,727
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,865,047
Administrative expenses (other) incurred2016-12-31$101,225
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$13,369,981
Value of net assets at end of year (total assets less liabilities)2016-12-31$147,820,753
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$134,450,772
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$129,968,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$116,052,221
Interest on participant loans2016-12-31$101,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$91,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$201,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$201,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$15,079,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,626,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,814,030
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$10,099,283
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 : TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$14,292,349
Total of all expenses incurred2015-12-31$10,564,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,572,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,170,666
Value of total assets at end of year2015-12-31$134,450,772
Value of total assets at beginning of year2015-12-31$130,722,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$-8,340
Total interest from all sources2015-12-31$94,654
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,850,431
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$4,850,431
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$11,680,373
Participant contributions at end of year2015-12-31$2,569,727
Participant contributions at beginning of year2015-12-31$2,714,022
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,490,293
Administrative expenses (other) incurred2015-12-31$-8,340
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$3,728,144
Value of net assets at end of year (total assets less liabilities)2015-12-31$134,450,772
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$130,722,628
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$116,052,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$112,046,604
Interest on participant loans2015-12-31$94,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$201,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$104,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$104,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,626,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,857,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,823,402
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$10,572,545
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 : TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$19,737,523
Total of all expenses incurred2014-12-31$11,700,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,766,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,437,633
Value of total assets at end of year2014-12-31$130,722,628
Value of total assets at beginning of year2014-12-31$122,685,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$-65,827
Total interest from all sources2014-12-31$100,362
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,887,655
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$4,887,655
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$11,555,989
Participant contributions at end of year2014-12-31$2,714,022
Participant contributions at beginning of year2014-12-31$2,788,874
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$881,644
Administrative expenses (other) incurred2014-12-31$-65,827
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$8,037,054
Value of net assets at end of year (total assets less liabilities)2014-12-31$130,722,628
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$122,685,574
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$112,046,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$102,330,520
Interest on participant loans2014-12-31$100,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$104,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,857,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$17,566,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,311,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,766,296
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 : TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$65,906,291
Total income from all sources (including contributions)2013-12-31$26,919,463
Total of all expenses incurred2013-12-31$6,286,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,278,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,177,534
Value of total assets at end of year2013-12-31$122,685,574
Value of total assets at beginning of year2013-12-31$36,146,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,821
Total interest from all sources2013-12-31$59,088
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,309,420
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$2,309,420
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$9,158,823
Participant contributions at end of year2013-12-31$2,788,874
Participant contributions at beginning of year2013-12-31$366,314
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,018,711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$8,821
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$20,632,608
Value of net assets at end of year (total assets less liabilities)2013-12-31$122,685,574
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,146,675
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$102,330,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,312,780
Interest on participant loans2013-12-31$59,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,467,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,467,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$17,566,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,373,421
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$6,278,034
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260

Form 5500 Responses for TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN

2018: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT 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 filingYes
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: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number906197
Policy instance 2
Insurance contract or identification number906197
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80061
Policy instance 1
Insurance contract or identification numberGA80061
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number80304-01
Policy instance 1
Insurance contract or identification number80304-01
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number927777
Policy instance 3
Insurance contract or identification number927777
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $122
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number935432
Policy instance 4
Insurance contract or identification number935432
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $20,705
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,042
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000MOTH00TX00P
Policy instance 5
Insurance contract or identification number0000MOTH00TX00P
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00070
Policy instance 6
Insurance contract or identification numberG00070
Number of Individuals Covered29
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80061
Policy instance 7
Insurance contract or identification numberGA80061
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456484-01
Policy instance 8
Insurance contract or identification number456484-01
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number906197
Policy instance 2
Insurance contract or identification number906197
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $628
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $263
Insurance broker organization code?3
Insurance broker nameBRIGHTHOUSE SECURITIES, LLC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number80304-01
Policy instance 1
Insurance contract or identification number80304-01
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80061
Policy instance 7
Insurance contract or identification numberGA80061
Number of Individuals Covered888
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number927777
Policy instance 3
Insurance contract or identification number927777
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $110
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36
Insurance broker organization code?3
Insurance broker nameBRIGHTHOUSE SECURITIES, LLC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number935432
Policy instance 4
Insurance contract or identification number935432
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,073
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,081
Insurance broker organization code?3
Insurance broker nameBRIGHTHOUSE SECURITIES, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000MOTH00TX00P
Policy instance 5
Insurance contract or identification number0000MOTH00TX00P
Number of Individuals Covered66
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00070
Policy instance 6
Insurance contract or identification numberG00070
Number of Individuals Covered30
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456484-01
Policy instance 8
Insurance contract or identification number456484-01
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456484-01
Policy instance 8
Insurance contract or identification number456484-01
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80061
Policy instance 7
Insurance contract or identification numberGA80061
Number of Individuals Covered1010
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00070
Policy instance 6
Insurance contract or identification numberG00070
Number of Individuals Covered36
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000MOTH00TX00P
Policy instance 5
Insurance contract or identification number0000MOTH00TX00P
Number of Individuals Covered84
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )
Policy contract number935432
Policy instance 4
Insurance contract or identification number935432
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $19,545
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,295
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC
METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )
Policy contract number927777
Policy instance 3
Insurance contract or identification number927777
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $99
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC
METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )
Policy contract number906197
Policy instance 2
Insurance contract or identification number906197
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,644
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $143
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number80304-01
Policy instance 1
Insurance contract or identification number80304-01
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number80304-01
Policy instance 1
Insurance contract or identification number80304-01
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number906197
Policy instance 2
Insurance contract or identification number906197
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,840
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $925
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITES, INC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number927777
Policy instance 3
Insurance contract or identification number927777
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number935432
Policy instance 4
Insurance contract or identification number935432
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $20,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,319
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00070
Policy instance 6
Insurance contract or identification numberG00070
Number of Individuals Covered39
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000MOTH00TX00P
Policy instance 5
Insurance contract or identification number0000MOTH00TX00P
Number of Individuals Covered79
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA800061
Policy instance 7
Insurance contract or identification numberGA800061
Number of Individuals Covered1059
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number906197
Policy instance 2
Insurance contract or identification number906197
Insurance policy start date2013-06-29
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $941
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number927777
Policy instance 3
Insurance contract or identification number927777
Insurance policy start date2013-06-29
Insurance policy end date2103-12-31
Total amount of commissions paid to insurance brokerUSD $66
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number935432
Policy instance 4
Insurance contract or identification number935432
Insurance policy start date2013-06-29
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000MOTH00TX00P
Policy instance 5
Insurance contract or identification number0000MOTH00TX00P
Insurance policy start date2013-06-29
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00070
Policy instance 6
Insurance contract or identification numberG00070
Insurance policy start date2013-06-29
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number935432
Policy instance 1
Insurance contract or identification number935432
Insurance policy start date2013-06-29
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,464
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number80304-01
Policy instance 2
Insurance contract or identification number80304-01
Insurance policy start date2013-06-29
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number906197
Policy instance 3
Insurance contract or identification number906197
Insurance policy start date2013-06-29
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $941
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $391
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number927777
Policy instance 4
Insurance contract or identification number927777
Insurance policy start date2013-06-29
Insurance policy end date2103-12-31
Total amount of commissions paid to insurance brokerUSD $66
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00070
Policy instance 5
Insurance contract or identification numberG00070
Insurance policy start date2013-06-29
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000MOTH00TX00P
Policy instance 6
Insurance contract or identification number0000MOTH00TX00P
Insurance policy start date2013-06-29
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number80304-01
Policy instance 1
Insurance contract or identification number80304-01
Insurance policy start date2013-06-29
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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