IDAHO HOSPITAL ASSOCIATION has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: IHA 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 13 |
| Total of all active and inactive participants | 2022-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 38 |
| Number of participants with account balances | 2022-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| 2021: IHA 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
| Total of all active and inactive participants | 2021-01-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 40 |
| Number of participants with account balances | 2021-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
| 2020: IHA 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 11 |
| Total of all active and inactive participants | 2020-01-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 45 |
| Number of participants with account balances | 2020-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
| 2019: IHA 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8 |
| Total of all active and inactive participants | 2019-01-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 45 |
| Number of participants with account balances | 2019-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
| 2018: IHA 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8 |
| Total of all active and inactive participants | 2018-01-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 40 |
| Number of participants with account balances | 2018-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
| 2017: IHA 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 6 |
| Total of all active and inactive participants | 2017-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 32 |
| Number of participants with account balances | 2017-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: IHA 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
| Total of all active and inactive participants | 2016-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 25 |
| Number of participants with account balances | 2016-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: IHA 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
| Total of all active and inactive participants | 2015-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 24 |
| Number of participants with account balances | 2015-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: IHA 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 23 |
| Number of participants with account balances | 2014-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: IHA 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 22 |
| Number of participants with account balances | 2013-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: IHA 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 22 |
| Number of participants with account balances | 2012-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : IHA 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-507,776 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $178,456 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $144,763 |
| Total plan assets at end of year | 2022-12-31 | $5,772,607 |
| Total plan assets at beginning of year | 2022-12-31 | $6,458,839 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $323,675 |
| Other income received | 2022-12-31 | $-1,028,302 |
| Net income (gross income less expenses) | 2022-12-31 | $-686,232 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,772,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,458,839 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $196,851 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $33,693 |
| 2021 : IHA 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,253,182 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $147,380 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $110,898 |
| Total plan assets at end of year | 2021-12-31 | $6,458,839 |
| Total plan assets at beginning of year | 2021-12-31 | $5,353,037 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $322,326 |
| Other income received | 2021-12-31 | $718,804 |
| Net income (gross income less expenses) | 2021-12-31 | $1,105,802 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,458,839 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,353,037 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $212,052 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $36,482 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : IHA 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,212,551 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $79,734 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $52,463 |
| Total plan assets at end of year | 2020-12-31 | $5,353,037 |
| Total plan assets at beginning of year | 2020-12-31 | $4,220,220 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $310,766 |
| Other income received | 2020-12-31 | $648,085 |
| Net income (gross income less expenses) | 2020-12-31 | $1,132,817 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,353,037 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,220,220 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $253,700 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $27,271 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : IHA 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,343,942 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $40,673 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $18,954 |
| Total plan assets at end of year | 2019-12-31 | $4,220,220 |
| Total plan assets at beginning of year | 2019-12-31 | $2,916,951 |
| Value of fidelity bond covering the plan | 2019-12-31 | $422,731 |
| Total contributions received or receivable from participants | 2019-12-31 | $294,179 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $135,125 |
| Other income received | 2019-12-31 | $681,519 |
| Net income (gross income less expenses) | 2019-12-31 | $1,303,269 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,220,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,916,951 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $233,119 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $21,719 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : IHA 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $212,734 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $297,397 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $277,192 |
| Total plan assets at end of year | 2018-12-31 | $2,916,951 |
| Total plan assets at beginning of year | 2018-12-31 | $3,001,614 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,870 |
| Total contributions received or receivable from participants | 2018-12-31 | $196,788 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $14,245 |
| Other income received | 2018-12-31 | $-190,131 |
| Net income (gross income less expenses) | 2018-12-31 | $-84,663 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,916,951 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,001,614 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $191,832 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $20,205 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : IHA 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $778,860 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $125,236 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $108,013 |
| Total plan assets at end of year | 2017-12-31 | $3,001,614 |
| Total plan assets at beginning of year | 2017-12-31 | $2,347,990 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,162 |
| Total contributions received or receivable from participants | 2017-12-31 | $180,184 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $23,431 |
| Other income received | 2017-12-31 | $428,384 |
| Net income (gross income less expenses) | 2017-12-31 | $653,624 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,001,614 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,347,990 |
| Assets. Value of participant loans | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $146,861 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $17,223 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : IHA 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $445,673 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $56,092 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $55,316 |
| Total plan assets at end of year | 2016-12-31 | $2,347,990 |
| Total plan assets at beginning of year | 2016-12-31 | $1,958,409 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $156,811 |
| Other income received | 2016-12-31 | $164,190 |
| Net income (gross income less expenses) | 2016-12-31 | $389,581 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,347,990 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,958,409 |
| Assets. Value of participant loans | 2016-12-31 | $4,359 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $124,672 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $776 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : IHA 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $203,402 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $438,247 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $438,029 |
| Total plan assets at end of year | 2015-12-31 | $1,958,409 |
| Total plan assets at beginning of year | 2015-12-31 | $2,193,254 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $136,726 |
| Other income received | 2015-12-31 | $-38,008 |
| Net income (gross income less expenses) | 2015-12-31 | $-234,845 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,958,409 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,193,254 |
| Assets. Value of participant loans | 2015-12-31 | $10,017 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $104,684 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $218 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : IHA 401(K) PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $827,508 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $15,832 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $11,878 |
| Total plan assets at end of year | 2014-12-31 | $2,193,254 |
| Total plan assets at beginning of year | 2014-12-31 | $1,381,578 |
| Value of fidelity bond covering the plan | 2014-12-31 | $220,100 |
| Total contributions received or receivable from participants | 2014-12-31 | $139,966 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $502,086 |
| Other income received | 2014-12-31 | $76,591 |
| Net income (gross income less expenses) | 2014-12-31 | $811,676 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,193,254 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,381,578 |
| Assets. Value of participant loans | 2014-12-31 | $15,450 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $108,865 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,954 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : IHA 401(K) PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $380,108 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $5,036 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $4,217 |
| Total plan assets at end of year | 2013-12-31 | $1,381,578 |
| Total plan assets at beginning of year | 2013-12-31 | $1,006,506 |
| Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $125,091 |
| Other income received | 2013-12-31 | $151,061 |
| Net income (gross income less expenses) | 2013-12-31 | $375,072 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,381,578 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,006,506 |
| Assets. Value of participant loans | 2013-12-31 | $30,084 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $103,956 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $819 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : IHA 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $329,783 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $90,055 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $64,920 |
| Total plan assets at end of year | 2012-12-31 | $1,006,506 |
| Total plan assets at beginning of year | 2012-12-31 | $766,778 |
| Value of fidelity bond covering the plan | 2012-12-31 | $130,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $126,212 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $81,808 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $239,728 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,006,506 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $766,778 |
| Assets. Value of participant loans | 2012-12-31 | $10,581 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $121,763 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $25,135 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2022: IHA 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Mulitple employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: IHA 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Mulitple employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: IHA 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Mulitple employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: IHA 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Mulitple employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: IHA 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Mulitple employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: IHA 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Mulitple employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: IHA 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: IHA 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: IHA 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: IHA 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: IHA 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 375484-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 375484-01 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 375484-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 375484-01 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 375484-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 375484-01 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 375484-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 375484-01 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 375484-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 375484-01 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 375484-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 375484-01 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 104573 |
| Policy instance | 1 |
| Insurance contract or identification number | 104573 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $7,592 | | Total amount of fees paid to insurance company | USD $241 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,592 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 104573 |
| Policy instance | 1 |
| Insurance contract or identification number | 104573 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2014-01-13 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $6,989 | | Total amount of fees paid to insurance company | USD $735 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,266 | | Amount paid for insurance broker fees | 650 | | Additional information about fees paid to insurance broker | OTHER ALLOWANCES | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE PENSION SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 104573 |
| Policy instance | 1 |
| Insurance contract or identification number | 104573 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2013-01-13 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $4,323 | | Total amount of fees paid to insurance company | USD $887 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,323 | | Amount paid for insurance broker fees | 437 | | Additional information about fees paid to insurance broker | ALLOWANCE | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE PENSION SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 104573 |
| Policy instance | 1 |
| Insurance contract or identification number | 104573 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2012-01-13 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $9,802 | | Total amount of fees paid to insurance company | USD $170 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,802 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 170 | | Additional information about fees paid to insurance broker | TPA FEE | | Insurance broker name | PINNACLE PENSION SERVICES |
|
