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SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 401k Plan overview

Plan NameSANTE HEALTH SYSTEM, INC. RETIREMENT PLAN
Plan identification number 001

SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SANTE HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:SANTE HEALTH SYSTEM, INC.
Employer identification number (EIN):770382381
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTOPHER CHENEY
0012016-01-01CHRISTOPHER CHENEY
0012015-01-01CHRISTOPHER CHENEY
0012013-01-01CHRISTOPHER CHENEY
0012012-01-01CHRISTOPHER CHENEY
0012011-01-01CHRISTOPHER CHENEY
0012010-01-01CHRISTOPHER CHENEY
0012009-01-01CHRISTOPHER CHENEY
0012009-01-01 CHRISTOPHER CHENEY2010-07-07

Plan Statistics for SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN

401k plan membership statisitcs for SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN

Measure Date Value
2022: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,197
Total number of active participants reported on line 7a of the Form 55002022-01-01912
Number of retired or separated participants receiving benefits2022-01-0164
Number of other retired or separated participants entitled to future benefits2022-01-01228
Total of all active and inactive participants2022-01-011,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,204
Number of participants with account balances2022-01-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0188
2021: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,128
Total number of active participants reported on line 7a of the Form 55002021-01-01997
Number of retired or separated participants receiving benefits2021-01-0152
Number of other retired or separated participants entitled to future benefits2021-01-01166
Total of all active and inactive participants2021-01-011,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,216
Number of participants with account balances2021-01-01772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0162
2020: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,176
Total number of active participants reported on line 7a of the Form 55002020-01-01956
Number of retired or separated participants receiving benefits2020-01-0129
Number of other retired or separated participants entitled to future benefits2020-01-01124
Total of all active and inactive participants2020-01-011,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,109
Number of participants with account balances2020-01-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0159
2019: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,045
Total number of active participants reported on line 7a of the Form 55002019-01-01997
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-01135
Total of all active and inactive participants2019-01-011,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,151
Number of participants with account balances2019-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01945
Total number of active participants reported on line 7a of the Form 55002018-01-01878
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-01122
Total of all active and inactive participants2018-01-011,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,020
Number of participants with account balances2018-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0134
2017: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01808
Total number of active participants reported on line 7a of the Form 55002017-01-01888
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01106
Total of all active and inactive participants2017-01-011,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,001
Number of participants with account balances2017-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0141
2016: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01841
Total number of active participants reported on line 7a of the Form 55002016-01-01812
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01889
Number of participants with account balances2016-01-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01810
Total number of active participants reported on line 7a of the Form 55002015-01-01774
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0169
Total of all active and inactive participants2015-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01843
Number of participants with account balances2015-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2013: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01571
Total number of active participants reported on line 7a of the Form 55002013-01-01592
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01635
Number of participants with account balances2013-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01481
Total number of active participants reported on line 7a of the Form 55002012-01-01456
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01505
Number of participants with account balances2012-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01476
Total number of active participants reported on line 7a of the Form 55002011-01-01417
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01468
Number of participants with account balances2011-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01451
Total number of active participants reported on line 7a of the Form 55002010-01-01419
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01465
Number of participants with account balances2010-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01428
Total number of active participants reported on line 7a of the Form 55002009-01-01360
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01400
Number of participants with account balances2009-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN

Measure Date Value
2022 : SANTE HEALTH SYSTEM, INC. RETIREMENT 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$84,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$63,647
Total income from all sources (including contributions)2022-12-31$-2,715,161
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,666,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,333,201
Expenses. Certain deemed distributions of participant loans2022-12-31$86,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,781,293
Value of total assets at end of year2022-12-31$28,473,667
Value of total assets at beginning of year2022-12-31$35,834,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$247,665
Total interest from all sources2022-12-31$20,445
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,868,229
Participant contributions at end of year2022-12-31$311,133
Participant contributions at beginning of year2022-12-31$313,765
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$234,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$84,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$63,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,382,154
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,388,903
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,771,057
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$28,054,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,376,532
Interest on participant loans2022-12-31$20,445
Value of interest in common/collective trusts at end of year2022-12-31$92,437
Value of interest in common/collective trusts at beginning of year2022-12-31$124,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,484,639
Net investment gain or loss from common/collective trusts2022-12-31$-32,260
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
Contributions received in cash from employer2022-12-31$678,207
Employer contributions (assets) at end of year2022-12-31$15,529
Employer contributions (assets) at beginning of year2022-12-31$19,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,333,201
Contract administrator fees2022-12-31$247,665
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 name2022-12-31BAERG & ASSOCIATES, LLP
Accountancy firm EIN2022-12-31814772345
2021 : SANTE HEALTH SYSTEM, INC. RETIREMENT 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$63,647
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$93,041
Total income from all sources (including contributions)2021-12-31$7,633,014
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,515,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,251,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,770,907
Value of total assets at end of year2021-12-31$35,834,704
Value of total assets at beginning of year2021-12-31$31,746,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$264,226
Total interest from all sources2021-12-31$22,602
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,819,925
Participant contributions at end of year2021-12-31$313,765
Participant contributions at beginning of year2021-12-31$426,172
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$286,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$63,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$93,041
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$4,117,638
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,771,057
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,653,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$264,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,376,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,169,126
Interest on participant loans2021-12-31$22,602
Value of interest in common/collective trusts at end of year2021-12-31$124,697
Value of interest in common/collective trusts at beginning of year2021-12-31$136,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,837,240
Net investment gain or loss from common/collective trusts2021-12-31$2,265
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
Contributions received in cash from employer2021-12-31$664,729
Employer contributions (assets) at end of year2021-12-31$19,710
Employer contributions (assets) at beginning of year2021-12-31$14,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,251,150
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 name2021-12-31BAERG & ASSOCIATES, LLP
Accountancy firm EIN2021-12-31814772345
2020 : SANTE HEALTH SYSTEM, INC. RETIREMENT 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$93,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$62,877
Total income from all sources (including contributions)2020-12-31$6,779,485
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,799,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,581,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,454,986
Value of total assets at end of year2020-12-31$31,746,460
Value of total assets at beginning of year2020-12-31$27,736,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$217,947
Total interest from all sources2020-12-31$28,365
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,183,122
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$1,183,122
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,626,523
Participant contributions at end of year2020-12-31$426,172
Participant contributions at beginning of year2020-12-31$474,099
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$196,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$93,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$62,877
Administrative expenses (other) incurred2020-12-31$217,947
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$3,980,007
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,653,419
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,673,412
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$31,169,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,165,977
Interest on participant loans2020-12-31$28,147
Value of interest in common/collective trusts at end of year2020-12-31$136,341
Value of interest in common/collective trusts at beginning of year2020-12-31$96,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,113,012
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
Contributions received in cash from employer2020-12-31$632,262
Employer contributions (assets) at end of year2020-12-31$14,821
Employer contributions (assets) at beginning of year2020-12-31$199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,581,531
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAERG & ASSOCIATES, LLP
Accountancy firm EIN2020-12-31814772345
2019 : SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2019 401k financial data
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$62,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$51,218
Total income from all sources (including contributions)2019-12-31$7,620,898
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,522,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,326,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,457,951
Value of total assets at end of year2019-12-31$27,736,289
Value of total assets at beginning of year2019-12-31$21,626,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$196,177
Total interest from all sources2019-12-31$27,711
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$970,104
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$970,104
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,568,102
Participant contributions at end of year2019-12-31$474,099
Participant contributions at beginning of year2019-12-31$420,514
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$276,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$62,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$51,218
Administrative expenses (other) incurred2019-12-31$196,177
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$6,098,010
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,673,412
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,575,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,165,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,013,059
Interest on participant loans2019-12-31$26,715
Value of interest in common/collective trusts at end of year2019-12-31$96,014
Value of interest in common/collective trusts at beginning of year2019-12-31$108,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$79,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$79,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,165,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$612,950
Employer contributions (assets) at end of year2019-12-31$199
Employer contributions (assets) at beginning of year2019-12-31$199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,326,711
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAERG & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31814772345
2018 : SANTE HEALTH SYSTEM, INC. RETIREMENT 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$51,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$75,102
Total income from all sources (including contributions)2018-12-31$1,792,064
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,700,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,520,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,043,221
Value of total assets at end of year2018-12-31$21,626,620
Value of total assets at beginning of year2018-12-31$21,559,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$180,012
Total interest from all sources2018-12-31$24,213
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,207,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,207,708
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,465,971
Participant contributions at end of year2018-12-31$420,514
Participant contributions at beginning of year2018-12-31$459,236
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$50,338
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,061,359
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$51,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$75,102
Administrative expenses (other) incurred2018-12-31$180,012
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$91,155
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,575,402
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,484,247
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$21,121,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,021,649
Interest on participant loans2018-12-31$23,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$79,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,483,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$515,891
Employer contributions (assets) at end of year2018-12-31$199
Employer contributions (assets) at beginning of year2018-12-31$28,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,520,897
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 name2018-12-31BAERG & ASSOCIATES, LLP
Accountancy firm EIN2018-12-31814772345
2017 : SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,208,780
Total unrealized appreciation/depreciation of assets2017-12-31$2,208,780
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$75,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$111,465
Total income from all sources (including contributions)2017-12-31$5,283,740
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,632,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,474,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,139,364
Value of total assets at end of year2017-12-31$21,559,349
Value of total assets at beginning of year2017-12-31$17,944,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$158,139
Total interest from all sources2017-12-31$23,735
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$911,861
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$911,861
Administrative expenses professional fees incurred2017-12-31$158,139
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,296,868
Participant contributions at end of year2017-12-31$459,236
Participant contributions at beginning of year2017-12-31$415,446
Participant contributions at end of year2017-12-31$50,338
Participant contributions at beginning of year2017-12-31$50,274
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$348,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$75,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$111,465
Total non interest bearing cash at beginning of year2017-12-31$18,507
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$3,650,786
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,484,247
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,833,461
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$21,021,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,449,492
Interest on participant loans2017-12-31$22,503
Interest earned on other investments2017-12-31$1,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$494,037
Employer contributions (assets) at end of year2017-12-31$28,126
Employer contributions (assets) at beginning of year2017-12-31$8,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,474,815
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 name2017-12-31BAERG & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31814772345
2016 : SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$751,562
Total unrealized appreciation/depreciation of assets2016-12-31$751,562
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$111,465
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$3,473,783
Total of all expenses incurred2016-12-31$695,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$549,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,112,775
Value of total assets at end of year2016-12-31$17,944,926
Value of total assets at beginning of year2016-12-31$15,055,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$146,616
Total interest from all sources2016-12-31$17,835
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$591,611
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$591,611
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,140,747
Participant contributions at end of year2016-12-31$415,446
Participant contributions at beginning of year2016-12-31$320,920
Participant contributions at end of year2016-12-31$50,274
Participant contributions at beginning of year2016-12-31$33,249
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$538,609
Total non interest bearing cash at end of year2016-12-31$18,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,777,958
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,833,461
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,055,503
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$17,449,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,671,155
Interest on participant loans2016-12-31$17,426
Interest earned on other investments2016-12-31$409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$13,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$13,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,826
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
Contributions received in cash from employer2016-12-31$433,419
Employer contributions (assets) at end of year2016-12-31$8,527
Employer contributions (assets) at beginning of year2016-12-31$13,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$549,209
Contract administrator fees2016-12-31$146,616
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
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$111,465
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAERG & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31814772345
2015 : SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-190,486
Total unrealized appreciation/depreciation of assets2015-12-31$-190,486
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$801
Total income from all sources (including contributions)2015-12-31$1,718,650
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$693,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$693,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,873,413
Value of total assets at end of year2015-12-31$15,055,503
Value of total assets at beginning of year2015-12-31$14,030,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$14,145
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$495
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$495
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,103,925
Participant contributions at end of year2015-12-31$320,920
Participant contributions at beginning of year2015-12-31$289,203
Participant contributions at end of year2015-12-31$33,249
Participant contributions at beginning of year2015-12-31$37,360
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$377,191
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$27
Other income not declared elsewhere2015-12-31$21,083
Liabilities. Value of operating payables at beginning of year2015-12-31$801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,025,317
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,055,503
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,030,186
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$14,671,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,664,458
Interest on participant loans2015-12-31$14,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$13,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$37,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$37,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,743
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
Contributions received in cash from employer2015-12-31$392,297
Employer contributions (assets) at end of year2015-12-31$13,447
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$693,306
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 name2015-12-31CHW, LLP
Accountancy firm EIN2015-12-31472251777
2013 : SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,884,111
Total unrealized appreciation/depreciation of assets2013-12-31$1,884,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$530
Total income from all sources (including contributions)2013-12-31$3,481,979
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$552,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$552,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,587,866
Value of total assets at end of year2013-12-31$12,314,712
Value of total assets at beginning of year2013-12-31$9,380,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$10,002
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$798,947
Participant contributions at end of year2013-12-31$213,197
Participant contributions at beginning of year2013-12-31$177,779
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$518,898
Liabilities. Value of operating payables at end of year2013-12-31$5,153
Liabilities. Value of operating payables at beginning of year2013-12-31$530
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$2,929,745
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,309,559
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,379,814
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$12,066,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,179,281
Interest on participant loans2013-12-31$10,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$23,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$11,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$11,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,586
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
Contributions received in cash from employer2013-12-31$270,021
Employer contributions (assets) at end of year2013-12-31$9,203
Employer contributions (assets) at beginning of year2013-12-31$9,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$552,234
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 name2013-12-31TCA PARTNERS, LLP
Accountancy firm EIN2013-12-31202707086
2012 : SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$1,004,621
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$556
Total unrealized appreciation/depreciation of assets2012-12-31$1,005,177
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,106
Total income from all sources (including contributions)2012-12-31$1,970,058
Total of all expenses incurred2012-12-31$384,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$384,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$956,343
Value of total assets at end of year2012-12-31$9,380,344
Value of total assets at beginning of year2012-12-31$7,794,882
Total interest from all sources2012-12-31$8,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$688,673
Participant contributions at end of year2012-12-31$177,779
Participant contributions at beginning of year2012-12-31$187,525
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,981
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$1,586,038
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,379,814
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,793,776
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$9,179,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,598,323
Income. Interest from loans (other than to participants)2012-12-31$8,007
Interest earned on other investments2012-12-31$531
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$11,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,244
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$255,689
Employer contributions (assets) at end of year2012-12-31$9,203
Employer contributions (assets) at beginning of year2012-12-31$1,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$384,020
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$530
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$1,106
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TCA PARTNERS, LLP
Accountancy firm EIN2012-12-31202707086
2011 : SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-212,540
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$52,914
Total unrealized appreciation/depreciation of assets2011-12-31$-159,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,106
Total income from all sources (including contributions)2011-12-31$750,191
Total of all expenses incurred2011-12-31$420,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$395,549
Value of total corrective distributions2011-12-31$24,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$901,349
Value of total assets at end of year2011-12-31$7,794,882
Value of total assets at beginning of year2011-12-31$7,463,905
Total interest from all sources2011-12-31$8,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$671,540
Participant contributions at end of year2011-12-31$187,525
Participant contributions at beginning of year2011-12-31$168,550
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$24,220
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$329,871
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,793,776
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,463,905
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$7,598,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,243,676
Interest on participant loans2011-12-31$8,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$229,809
Employer contributions (assets) at end of year2011-12-31$1,010
Employer contributions (assets) at beginning of year2011-12-31$20,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$395,549
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
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$1,106
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TCA PARTNERS, LLP
Accountancy firm EIN2011-12-31202707086
2010 : SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$799,191
Total unrealized appreciation/depreciation of assets2010-12-31$799,191
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$555
Total income from all sources (including contributions)2010-12-31$1,683,784
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$336,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$312,966
Value of total corrective distributions2010-12-31$23,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$871,293
Value of total assets at end of year2010-12-31$7,463,905
Value of total assets at beginning of year2010-12-31$6,117,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$7,075
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$636,913
Participant contributions at end of year2010-12-31$168,550
Participant contributions at beginning of year2010-12-31$89,868
Participant contributions at end of year2010-12-31$24,220
Participant contributions at beginning of year2010-12-31$23,657
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$555
Other income not declared elsewhere2010-12-31$6,225
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$1,347,214
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,463,905
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,116,691
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$7,243,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,993,748
Interest on participant loans2010-12-31$7,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$232,754
Employer contributions (assets) at end of year2010-12-31$20,570
Employer contributions (assets) at beginning of year2010-12-31$7,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$312,966
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TCA PARTNERS, LLP
Accountancy firm EIN2010-12-31202707086
2009 : SANTE HEALTH SYSTEM, INC. RETIREMENT 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 SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN

2022: SANTE HEALTH SYSTEM, INC. RETIREMENT 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: SANTE HEALTH SYSTEM, INC. RETIREMENT 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: SANTE HEALTH SYSTEM, INC. RETIREMENT 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: SANTE HEALTH SYSTEM, INC. RETIREMENT 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: SANTE HEALTH SYSTEM, INC. 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 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: SANTE HEALTH SYSTEM, INC. RETIREMENT 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: SANTE HEALTH SYSTEM, INC. RETIREMENT 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: SANTE HEALTH SYSTEM, INC. RETIREMENT 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
2013: SANTE HEALTH SYSTEM, INC. RETIREMENT 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: SANTE HEALTH SYSTEM, INC. RETIREMENT 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: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SANTE HEALTH SYSTEM, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-86105
Policy instance 1
Insurance contract or identification number196-86105
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $159
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
Commission paid to Insurance BrokerUSD $159
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-86105
Policy instance 1
Insurance contract or identification number196-86105
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $362
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
Commission paid to Insurance BrokerUSD $362
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-86105
Policy instance 1
Insurance contract or identification number196-86105
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3
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
Commission paid to Insurance BrokerUSD $3
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-86105
Policy instance 1
Insurance contract or identification number196-86105
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $262
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?No
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
Commission paid to Insurance BrokerUSD $262
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-86105
Policy instance 1
Insurance contract or identification number196-86105
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $18,719
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?No
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
Commission paid to Insurance BrokerUSD $18,719
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51691
Policy instance 1
Insurance contract or identification number51691
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 $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?No
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51691
Policy instance 1
Insurance contract or identification number51691
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?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
Insurance broker organization code?3
Insurance broker nameVALIC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51691
Policy instance 1
Insurance contract or identification number51691
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameVALIC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51691
Policy instance 1
Insurance contract or identification number51691
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameVALIC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51691
Policy instance 1
Insurance contract or identification number51691
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51691
Policy instance 1
Insurance contract or identification number51691
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1

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