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SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 401k Plan overview

Plan NameSAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST
Plan identification number 001

SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAN JUAN REGIONAL MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:SAN JUAN REGIONAL MEDICAL CENTER
Employer identification number (EIN):850127924
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01KAREN MILLER
0012016-01-01BETH VOLKERDING
0012015-01-01BETH VOLKERDING
0012014-01-01JOHN BUFFINGTON
0012013-01-01JOHN BUFFINGTON
0012012-01-01JOHN BUFFINGTON
0012011-01-01JOHN BUFFINGTON
0012009-01-01JOHN BUFFINGTON

Plan Statistics for SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST

401k plan membership statisitcs for SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST

Measure Date Value
2018: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012,047
Total number of active participants reported on line 7a of the Form 55002018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
2017: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012,196
Total number of active participants reported on line 7a of the Form 55002017-01-011,887
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01160
Total of all active and inactive participants2017-01-012,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,047
Number of participants with account balances2017-01-011,378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012,196
Total number of active participants reported on line 7a of the Form 55002016-01-011,890
Number of other retired or separated participants entitled to future benefits2016-01-01306
Total of all active and inactive participants2016-01-012,196
Total participants2016-01-012,196
Number of participants with account balances2016-01-011,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012,126
Total number of active participants reported on line 7a of the Form 55002015-01-011,890
Number of other retired or separated participants entitled to future benefits2015-01-01306
Total of all active and inactive participants2015-01-012,196
Total participants2015-01-012,196
Number of participants with account balances2015-01-011,697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011,886
Total number of active participants reported on line 7a of the Form 55002014-01-011,790
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01336
Total of all active and inactive participants2014-01-012,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,126
Number of participants with account balances2014-01-011,808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0152
2013: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012,220
Total number of active participants reported on line 7a of the Form 55002013-01-011,635
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01251
Total of all active and inactive participants2013-01-011,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,886
Number of participants with account balances2013-01-011,883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01102
2012: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012,312
Total number of active participants reported on line 7a of the Form 55002012-01-011,866
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01354
Total of all active and inactive participants2012-01-012,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,220
Number of participants with account balances2012-01-012,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01128
2011: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-012,220
Total number of active participants reported on line 7a of the Form 55002011-01-011,778
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01401
Total of all active and inactive participants2011-01-012,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,179
Number of participants with account balances2011-01-012,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0180
2009: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012,224
Total number of active participants reported on line 7a of the Form 55002009-01-011,635
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,185
Total of all active and inactive participants2009-01-012,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,820
Number of participants with account balances2009-01-011,691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01135

Financial Data on SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST

Measure Date Value
2018 : SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$652,028
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$39,324,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$39,244,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,994
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$38,672,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$79,480
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-38,672,199
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$38,672,199
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 pooled separate accounts at beginning of year2018-12-31$27,532,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,139,300
Net investment gain/loss from pooled separate accounts2018-12-31$643,034
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$8,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$39,244,747
Contract administrator fees2018-12-31$79,480
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,817,181
Total of all expenses incurred2017-12-31$4,924,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,641,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,670,517
Value of total assets at end of year2017-12-31$38,672,199
Value of total assets at beginning of year2017-12-31$37,779,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$283,645
Total interest from all sources2017-12-31$469,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$1,756,862
Amount contributed by the employer to the plan for this plan year2017-12-31$1,756,862
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$892,489
Value of net assets at end of year (total assets less liabilities)2017-12-31$38,672,199
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,779,710
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 pooled separate accounts at end of year2017-12-31$27,532,899
Value of interest in pooled separate accounts at beginning of year2017-12-31$25,460,469
Interest earned on other investments2017-12-31$469,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,139,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,232,896
Net investment gain/loss from pooled separate accounts2017-12-31$3,676,874
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$1,670,517
Employer contributions (assets) at beginning of year2017-12-31$86,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,641,047
Contract administrator fees2017-12-31$283,645
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,765,527
Total of all expenses incurred2016-12-31$1,867,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,634,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,537,485
Value of total assets at end of year2016-12-31$37,779,710
Value of total assets at beginning of year2016-12-31$34,882,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$233,712
Total interest from all sources2016-12-31$450,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$2,442,472
Amount contributed by the employer to the plan for this plan year2016-12-31$2,442,472
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,897,531
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,779,710
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,882,179
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
Investment advisory and management fees2016-12-31$202,037
Value of interest in pooled separate accounts at end of year2016-12-31$25,460,469
Value of interest in pooled separate accounts at beginning of year2016-12-31$24,252,481
Interest earned on other investments2016-12-31$450,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,232,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,629,698
Net investment gain/loss from pooled separate accounts2016-12-31$1,777,596
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$2,537,485
Employer contributions (assets) at end of year2016-12-31$86,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,634,284
Contract administrator fees2016-12-31$31,675
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-841,154
Total unrealized appreciation/depreciation of assets2015-12-31$-841,154
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,129,128
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,095,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,868,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,983,347
Value of total assets at end of year2015-12-31$34,882,179
Value of total assets at beginning of year2015-12-31$34,848,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$227,382
Total interest from all sources2015-12-31$378,027
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$2,739,297
Amount contributed by the employer to the plan for this plan year2015-12-31$2,739,297
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$280,149
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$33,445
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,882,179
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,848,734
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
Investment advisory and management fees2015-12-31$195,704
Value of interest in pooled separate accounts at end of year2015-12-31$24,252,481
Value of interest in pooled separate accounts at beginning of year2015-12-31$25,055,326
Interest earned on other investments2015-12-31$378,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,629,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,793,408
Net investment gain/loss from pooled separate accounts2015-12-31$-391,092
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$2,703,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,868,301
Contract administrator fees2015-12-31$31,678
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$444,005
Total unrealized appreciation/depreciation of assets2014-12-31$444,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$40,000
Total income from all sources (including contributions)2014-12-31$4,768,937
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,508,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,323,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,775,777
Value of total assets at end of year2014-12-31$34,848,734
Value of total assets at beginning of year2014-12-31$31,628,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$185,092
Total interest from all sources2014-12-31$341,246
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,772,512
Amount contributed by the employer to the plan for this plan year2014-12-31$2,772,512
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,265
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$40,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,260,039
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,848,734
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,588,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$143,407
Value of interest in pooled separate accounts at end of year2014-12-31$25,055,326
Value of interest in pooled separate accounts at beginning of year2014-12-31$22,860,534
Interest earned on other investments2014-12-31$341,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,793,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,768,161
Net investment gain/loss from pooled separate accounts2014-12-31$1,207,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,772,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,323,806
Contract administrator fees2014-12-31$41,685
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-583,070
Total unrealized appreciation/depreciation of assets2013-12-31$-583,070
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$40,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$41,685
Total income from all sources (including contributions)2013-12-31$5,502,464
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,532,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,357,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,674,289
Value of total assets at end of year2013-12-31$31,628,695
Value of total assets at beginning of year2013-12-31$27,660,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$174,947
Total interest from all sources2013-12-31$319,045
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$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,673,727
Amount contributed by the employer to the plan for this plan year2013-12-31$2,673,727
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$562
Liabilities. Value of operating payables at end of year2013-12-31$40,000
Liabilities. Value of operating payables at beginning of year2013-12-31$41,685
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$3,969,845
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,588,695
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,618,850
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 pooled separate accounts at end of year2013-12-31$22,860,534
Value of interest in pooled separate accounts at beginning of year2013-12-31$18,907,309
Interest earned on other investments2013-12-31$319,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,768,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,753,226
Net investment gain/loss from pooled separate accounts2013-12-31$3,092,200
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$2,673,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,357,672
Contract administrator fees2013-12-31$174,947
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$320,542
Total unrealized appreciation/depreciation of assets2012-12-31$320,542
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$41,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$38,990
Total income from all sources (including contributions)2012-12-31$5,268,538
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,573,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,376,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,099,444
Value of total assets at end of year2012-12-31$27,660,535
Value of total assets at beginning of year2012-12-31$23,962,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$196,566
Total interest from all sources2012-12-31$289,060
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$3,103,967
Amount contributed by the employer to the plan for this plan year2012-12-31$3,103,967
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,894
Liabilities. Value of operating payables at end of year2012-12-31$41,685
Liabilities. Value of operating payables at beginning of year2012-12-31$38,990
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$3,695,004
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,618,850
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,923,846
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 pooled separate accounts at end of year2012-12-31$18,907,309
Value of interest in pooled separate accounts at beginning of year2012-12-31$16,132,761
Interest earned on other investments2012-12-31$289,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,753,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,830,075
Net investment gain/loss from pooled separate accounts2012-12-31$1,559,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,097,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,376,968
Contract administrator fees2012-12-31$196,566
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$38,990
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$40,828
Total income from all sources (including contributions)2011-12-31$3,047,188
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,784,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,586,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,729,899
Value of total assets at end of year2011-12-31$23,962,836
Value of total assets at beginning of year2011-12-31$22,702,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$197,972
Total interest from all sources2011-12-31$267,944
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$3,241,405
Amount contributed by the employer to the plan for this plan year2011-12-31$3,241,405
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Liabilities. Value of operating payables at end of year2011-12-31$38,990
Liabilities. Value of operating payables at beginning of year2011-12-31$40,828
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$1,262,541
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,923,846
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,661,305
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 pooled separate accounts at end of year2011-12-31$16,132,761
Value of interest in pooled separate accounts at beginning of year2011-12-31$16,017,405
Interest earned on other investments2011-12-31$267,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,830,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,684,728
Net investment gain/loss from pooled separate accounts2011-12-31$49,345
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$2,729,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,586,675
Contract administrator fees2011-12-31$197,972
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$40,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$46,754
Total income from all sources (including contributions)2010-12-31$4,777,447
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,589,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,400,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,035,235
Value of total assets at end of year2010-12-31$22,702,133
Value of total assets at beginning of year2010-12-31$19,519,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$188,548
Total interest from all sources2010-12-31$524,516
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$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$2,753,800
Amount contributed by the employer to the plan for this plan year2010-12-31$2,753,800
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Liabilities. Value of operating payables at end of year2010-12-31$40,828
Liabilities. Value of operating payables at beginning of year2010-12-31$46,754
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$3,188,207
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,661,305
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,473,098
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 pooled separate accounts at end of year2010-12-31$16,017,405
Value of interest in pooled separate accounts at beginning of year2010-12-31$13,618,548
Interest earned on other investments2010-12-31$524,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,684,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,901,304
Net investment gain/loss from pooled separate accounts2010-12-31$1,217,696
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$3,035,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,400,692
Contract administrator fees2010-12-31$188,548
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$2,753,800
Amount contributed by the employer to the plan for this plan year2009-12-31$2,753,800

Form 5500 Responses for SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST

2018: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 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: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 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: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 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: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 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: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SAN JUAN REGIONAL MEDICAL CENTER MONEY PURCHASE PENSION TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP72517
Policy instance 1
Insurance contract or identification numberGP72517
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $57,155
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,155
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP72517
Policy instance 1
Insurance contract or identification numberGP72517
Number of Individuals Covered1379
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $157,346
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $157,346
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP72517
Policy instance 1
Insurance contract or identification numberGP72517
Number of Individuals Covered1699
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $139,175
Total amount of fees paid to insurance companyUSD $30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $139,175
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP72517
Policy instance 1
Insurance contract or identification numberGP72517
Number of Individuals Covered1808
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $109,900
Total amount of fees paid to insurance companyUSD $36
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $109,900
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP72517
Policy instance 1
Insurance contract or identification numberGP72517
Number of Individuals Covered1883
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $127,587
Total amount of fees paid to insurance companyUSD $25
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $127,587
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP72517
Policy instance 1
Insurance contract or identification numberGP72517
Number of Individuals Covered2220
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $148,650
Total amount of fees paid to insurance companyUSD $26
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $148,650
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP72517
Policy instance 1
Insurance contract or identification numberGP72517
Number of Individuals Covered2157
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $145,869
Total amount of fees paid to insurance companyUSD $44
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP72517
Policy instance 1
Insurance contract or identification numberGP72517
Number of Individuals Covered1992
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $136,946
Total amount of fees paid to insurance companyUSD $20
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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