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SCOTTSDALE LINCOLN HEALTH 401k Plan overview

Plan NameSCOTTSDALE LINCOLN HEALTH
Plan identification number 001

SCOTTSDALE LINCOLN HEALTH Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HONORHEALTH has sponsored the creation of one or more 401k plans.

Company Name:HONORHEALTH
Employer identification number (EIN):860181654
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTTSDALE LINCOLN HEALTH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WENDY CRAWFORD
0012016-01-01WENDY CRAWFORD
0012016-01-01
0012015-01-01WENDY CRAWFORD WENDY CRAWFORD2016-10-14

Plan Statistics for SCOTTSDALE LINCOLN HEALTH

401k plan membership statisitcs for SCOTTSDALE LINCOLN HEALTH

Measure Date Value
2022: SCOTTSDALE LINCOLN HEALTH 2022 401k membership
Total participants, beginning-of-year2022-01-0115,896
Total number of active participants reported on line 7a of the Form 55002022-01-0113,597
Number of retired or separated participants receiving benefits2022-01-0150
Number of other retired or separated participants entitled to future benefits2022-01-014,112
Total of all active and inactive participants2022-01-0117,759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0117,760
Number of participants with account balances2022-01-0116,987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01201
2021: SCOTTSDALE LINCOLN HEALTH 2021 401k membership
Total participants, beginning-of-year2021-01-0115,650
Total number of active participants reported on line 7a of the Form 55002021-01-0112,089
Number of retired or separated participants receiving benefits2021-01-0151
Number of other retired or separated participants entitled to future benefits2021-01-013,755
Total of all active and inactive participants2021-01-0115,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0115,896
Number of participants with account balances2021-01-0115,896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SCOTTSDALE LINCOLN HEALTH 2020 401k membership
Total participants, beginning-of-year2020-01-0115,791
Total number of active participants reported on line 7a of the Form 55002020-01-0112,617
Number of retired or separated participants receiving benefits2020-01-0146
Number of other retired or separated participants entitled to future benefits2020-01-012,986
Total of all active and inactive participants2020-01-0115,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0115,650
Number of participants with account balances2020-01-0114,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SCOTTSDALE LINCOLN HEALTH 2019 401k membership
Total participants, beginning-of-year2019-01-0114,468
Total number of active participants reported on line 7a of the Form 55002019-01-0113,134
Number of retired or separated participants receiving benefits2019-01-0146
Number of other retired or separated participants entitled to future benefits2019-01-012,611
Total of all active and inactive participants2019-01-0115,791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0115,791
Number of participants with account balances2019-01-0114,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SCOTTSDALE LINCOLN HEALTH 2018 401k membership
Total participants, beginning-of-year2018-01-0113,673
Total number of active participants reported on line 7a of the Form 55002018-01-0112,056
Number of retired or separated participants receiving benefits2018-01-0143
Number of other retired or separated participants entitled to future benefits2018-01-012,367
Total of all active and inactive participants2018-01-0114,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0114,467
Number of participants with account balances2018-01-0112,400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SCOTTSDALE LINCOLN HEALTH 2017 401k membership
Total participants, beginning-of-year2017-01-0113,230
Total number of active participants reported on line 7a of the Form 55002017-01-0111,306
Number of retired or separated participants receiving benefits2017-01-0138
Number of other retired or separated participants entitled to future benefits2017-01-012,328
Total of all active and inactive participants2017-01-0113,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0113,673
Number of participants with account balances2017-01-0111,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SCOTTSDALE LINCOLN HEALTH 2016 401k membership
Total participants, beginning-of-year2016-01-019,611
Total number of active participants reported on line 7a of the Form 55002016-01-0110,751
Number of retired or separated participants receiving benefits2016-01-0129
Number of other retired or separated participants entitled to future benefits2016-01-012,399
Total of all active and inactive participants2016-01-0113,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0113,180
Number of participants with account balances2016-01-019,650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SCOTTSDALE LINCOLN HEALTH 2015 401k membership
Total participants, beginning-of-year2015-01-019,805
Total number of active participants reported on line 7a of the Form 55002015-01-017,103
Number of retired or separated participants receiving benefits2015-01-0125
Number of other retired or separated participants entitled to future benefits2015-01-012,167
Total of all active and inactive participants2015-01-019,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-019,296
Number of participants with account balances2015-01-019,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on SCOTTSDALE LINCOLN HEALTH

Measure Date Value
2022 : SCOTTSDALE LINCOLN HEALTH 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$9,221,133
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-58,624,497
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$80,206,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$79,295,252
Expenses. Certain deemed distributions of participant loans2022-12-31$302,364
Value of total corrective distributions2022-12-31$2,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$98,357,460
Value of total assets at end of year2022-12-31$872,849,758
Value of total assets at beginning of year2022-12-31$1,020,901,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$606,425
Total interest from all sources2022-12-31$3,371,951
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,605,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$10,605,992
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$59,706,298
Participant contributions at end of year2022-12-31$11,658,489
Participant contributions at beginning of year2022-12-31$12,113,643
Assets. Other investments not covered elsewhere at end of year2022-12-31$983,520
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,319,304
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,685,795
Other income not declared elsewhere2022-12-31$-371,461
Administrative expenses (other) incurred2022-12-31$16,625
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-138,830,798
Value of net assets at end of year (total assets less liabilities)2022-12-31$872,849,758
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,020,901,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$688,503,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$839,833,076
Interest on participant loans2022-12-31$565,956
Interest earned on other investments2022-12-31$2,805,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$171,703,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$167,635,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-167,791,946
Net investment gain/loss from pooled separate accounts2022-12-31$-2,796,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$31,965,367
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$79,295,252
Contract administrator fees2022-12-31$589,800
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ERNST & YOUNG
Accountancy firm EIN2022-12-31346565596
2021 : SCOTTSDALE LINCOLN HEALTH 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$195,774,071
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$82,434,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$81,619,105
Expenses. Certain deemed distributions of participant loans2021-12-31$166,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$90,111,570
Value of total assets at end of year2021-12-31$1,020,901,689
Value of total assets at beginning of year2021-12-31$907,562,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$649,611
Total interest from all sources2021-12-31$3,481,901
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,220,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,220,110
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$55,853,784
Participant contributions at end of year2021-12-31$12,113,643
Participant contributions at beginning of year2021-12-31$12,976,413
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,319,304
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,163,614
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,562,074
Other income not declared elsewhere2021-12-31$125,039
Administrative expenses (other) incurred2021-12-31$649,611
Total non interest bearing cash at end of year2021-12-31$180
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$113,339,157
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,020,901,689
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$907,562,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$839,833,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$732,723,527
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$682,549
Interest earned on other investments2021-12-31$2,799,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$167,635,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$160,698,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$89,622,327
Net investment gain/loss from pooled separate accounts2021-12-31$2,213,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$28,695,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$81,619,105
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ERNST & YOUNG
Accountancy firm EIN2021-12-31346565596
2020 : SCOTTSDALE LINCOLN HEALTH 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$210,056,661
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$75,611,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$74,567,517
Expenses. Certain deemed distributions of participant loans2020-12-31$491,571
Value of total corrective distributions2020-12-31$5,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$80,085,296
Value of total assets at end of year2020-12-31$907,562,532
Value of total assets at beginning of year2020-12-31$773,117,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$547,709
Total interest from all sources2020-12-31$3,666,260
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,237,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,237,032
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$49,129,317
Participant contributions at end of year2020-12-31$12,976,413
Participant contributions at beginning of year2020-12-31$14,087,695
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,163,614
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,298,581
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,220,749
Other income not declared elsewhere2020-12-31$148,238
Administrative expenses (other) incurred2020-12-31$547,709
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$134,444,667
Value of net assets at end of year (total assets less liabilities)2020-12-31$907,562,532
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$773,117,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$732,723,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$622,083,620
Interest on participant loans2020-12-31$751,027
Interest earned on other investments2020-12-31$2,915,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$160,698,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$135,647,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$116,686,212
Net investment gain/loss from pooled separate accounts2020-12-31$1,233,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$25,735,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$74,567,517
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG
Accountancy firm EIN2020-12-31346565596
2019 : SCOTTSDALE LINCOLN HEALTH 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$205,393,185
Total income from all sources (including contributions)2019-12-31$205,393,185
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$60,480,292
Total of all expenses incurred2019-12-31$60,480,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$59,370,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$59,370,171
Expenses. Certain deemed distributions of participant loans2019-12-31$505,521
Value of total corrective distributions2019-12-31$346
Value of total corrective distributions2019-12-31$346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$76,367,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$76,367,476
Value of total assets at end of year2019-12-31$773,117,865
Value of total assets at end of year2019-12-31$773,117,865
Value of total assets at beginning of year2019-12-31$628,204,972
Value of total assets at beginning of year2019-12-31$628,204,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$604,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$604,254
Total interest from all sources2019-12-31$3,681,856
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,831,195
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,831,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,831,195
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,831,195
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$47,263,920
Participant contributions at end of year2019-12-31$14,087,695
Participant contributions at end of year2019-12-31$14,087,695
Participant contributions at beginning of year2019-12-31$13,869,039
Participant contributions at beginning of year2019-12-31$13,869,039
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,298,581
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,298,581
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,150,275
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,150,275
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,763,220
Other income not declared elsewhere2019-12-31$227,787
Other income not declared elsewhere2019-12-31$227,787
Administrative expenses (other) incurred2019-12-31$604,254
Administrative expenses (other) incurred2019-12-31$604,254
Total non interest bearing cash at end of year2019-12-31$250
Total non interest bearing cash at end of year2019-12-31$250
Total non interest bearing cash at beginning of year2019-12-31$270
Total non interest bearing cash at beginning of year2019-12-31$270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$144,912,893
Value of net income/loss2019-12-31$144,912,893
Value of net assets at end of year (total assets less liabilities)2019-12-31$773,117,865
Value of net assets at end of year (total assets less liabilities)2019-12-31$773,117,865
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$628,204,972
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$628,204,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$610,364,254
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$610,364,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$483,331,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$483,331,205
Value of interest in pooled separate accounts at end of year2019-12-31$11,719,366
Value of interest in pooled separate accounts at end of year2019-12-31$11,719,366
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,175,611
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,175,611
Interest on participant loans2019-12-31$765,942
Interest earned on other investments2019-12-31$2,915,914
Interest earned on other investments2019-12-31$2,915,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$135,647,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$135,647,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$120,678,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$120,678,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$113,406,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$113,406,698
Net investment gain/loss from pooled separate accounts2019-12-31$1,878,173
Net investment gain/loss from pooled separate accounts2019-12-31$1,878,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$24,340,336
Contributions received in cash from employer2019-12-31$24,340,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$59,370,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$59,370,171
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG
Accountancy firm name2019-12-31ERNST & YOUNG
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : SCOTTSDALE LINCOLN HEALTH 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$37,238,851
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$66,435,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$64,535,435
Expenses. Certain deemed distributions of participant loans2018-12-31$760,860
Value of total corrective distributions2018-12-31$21,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$72,066,622
Value of total assets at end of year2018-12-31$628,204,972
Value of total assets at beginning of year2018-12-31$657,401,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,117,739
Total interest from all sources2018-12-31$3,014,296
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,337,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,337,195
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$44,475,457
Participant contributions at end of year2018-12-31$13,869,039
Participant contributions at beginning of year2018-12-31$13,246,016
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,150,275
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$998,043
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,887,317
Other income not declared elsewhere2018-12-31$1,010,993
Administrative expenses (other) incurred2018-12-31$1,117,739
Total non interest bearing cash at end of year2018-12-31$270
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-29,196,869
Value of net assets at end of year (total assets less liabilities)2018-12-31$628,204,972
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$657,401,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$483,331,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$514,847,720
Value of interest in pooled separate accounts at end of year2018-12-31$9,175,611
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,955,078
Interest on participant loans2018-12-31$663,533
Interest earned on other investments2018-12-31$2,350,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$120,678,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$119,354,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-45,569,175
Net investment gain/loss from pooled separate accounts2018-12-31$-621,080
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$22,703,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$64,535,435
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG
Accountancy firm EIN2018-12-31346565596
2017 : SCOTTSDALE LINCOLN HEALTH 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$156,527,854
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$53,977,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$53,098,139
Expenses. Certain deemed distributions of participant loans2017-12-31$593,896
Value of total corrective distributions2017-12-31$64,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$63,643,675
Value of total assets at end of year2017-12-31$657,401,841
Value of total assets at beginning of year2017-12-31$554,851,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$220,801
Total interest from all sources2017-12-31$2,629,407
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,952,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,952,558
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$39,850,798
Participant contributions at end of year2017-12-31$13,246,016
Participant contributions at beginning of year2017-12-31$12,701,925
Assets. Other investments not covered elsewhere at end of year2017-12-31$998,043
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,104,251
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,520,518
Other income not declared elsewhere2017-12-31$377,297
Administrative expenses (other) incurred2017-12-31$220,801
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$338
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$102,550,756
Value of net assets at end of year (total assets less liabilities)2017-12-31$657,401,841
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$554,851,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$514,847,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$422,116,158
Value of interest in pooled separate accounts at end of year2017-12-31$8,955,078
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,213,385
Interest on participant loans2017-12-31$571,555
Interest earned on other investments2017-12-31$2,057,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$119,354,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$111,715,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$82,934,239
Net investment gain/loss from pooled separate accounts2017-12-31$990,678
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$19,272,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$53,098,139
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 name2017-12-31ERNST & YOUNG
Accountancy firm EIN2017-12-31346565596
2016 : SCOTTSDALE LINCOLN HEALTH 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$96,761,110
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$45,648,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$44,733,961
Expenses. Certain deemed distributions of participant loans2016-12-31$830,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$62,810,637
Value of total assets at end of year2016-12-31$554,851,085
Value of total assets at beginning of year2016-12-31$503,738,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$83,388
Total interest from all sources2016-12-31$2,443,484
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,117,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,117,694
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$39,968,743
Participant contributions at end of year2016-12-31$12,701,925
Participant contributions at beginning of year2016-12-31$13,073,857
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,104,251
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$957,017
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,615,899
Other income not declared elsewhere2016-12-31$197,094
Administrative expenses (other) incurred2016-12-31$83,388
Total non interest bearing cash at end of year2016-12-31$338
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$51,112,934
Value of net assets at end of year (total assets less liabilities)2016-12-31$554,851,085
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$503,738,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$422,116,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$381,103,566
Value of interest in pooled separate accounts at end of year2016-12-31$7,213,385
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,138,618
Interest on participant loans2016-12-31$533,144
Interest earned on other investments2016-12-31$1,910,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$111,715,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$102,465,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$24,730,602
Net investment gain/loss from pooled separate accounts2016-12-31$461,599
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$19,225,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$44,733,961
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST AND YOUNG
Accountancy firm EIN2016-12-31346565596
2015 : SCOTTSDALE LINCOLN HEALTH 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$61,134,238
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$48,096,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$46,435,415
Expenses. Certain deemed distributions of participant loans2015-12-31$1,408,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$62,211,978
Value of total assets at end of year2015-12-31$503,738,151
Value of total assets at beginning of year2015-12-31$490,700,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$253,193
Total interest from all sources2015-12-31$2,274,664
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,184,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,184,118
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$38,674,084
Participant contributions at end of year2015-12-31$13,073,857
Participant contributions at beginning of year2015-12-31$14,029,937
Assets. Other investments not covered elsewhere at end of year2015-12-31$957,017
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$858,044
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,855,097
Other income not declared elsewhere2015-12-31$256,606
Administrative expenses (other) incurred2015-12-31$253,193
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$253
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$13,037,554
Value of net assets at end of year (total assets less liabilities)2015-12-31$503,738,151
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$490,700,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$381,103,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$374,185,128
Value of interest in pooled separate accounts at end of year2015-12-31$6,138,618
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,200,633
Interest on participant loans2015-12-31$537,330
Interest earned on other investments2015-12-31$1,737,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$102,465,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$96,426,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,789,032
Net investment gain/loss from pooled separate accounts2015-12-31$-4,096
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$18,682,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$46,435,415
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 name2015-12-31ERNST AND YOUNG
Accountancy firm EIN2015-12-31346565596

Form 5500 Responses for SCOTTSDALE LINCOLN HEALTH

2022: SCOTTSDALE LINCOLN HEALTH 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCOTTSDALE LINCOLN HEALTH 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCOTTSDALE LINCOLN HEALTH 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCOTTSDALE LINCOLN HEALTH 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCOTTSDALE LINCOLN HEALTH 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCOTTSDALE LINCOLN HEALTH 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: SCOTTSDALE LINCOLN HEALTH 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: SCOTTSDALE LINCOLN HEALTH 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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006861
Policy instance 1
Insurance contract or identification number006861
Number of Individuals Covered17760
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006861
Policy instance 1
Insurance contract or identification number006861
Number of Individuals Covered15896
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006861
Policy instance 1
Insurance contract or identification number006861
Number of Individuals Covered15650
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006861
Policy instance 1
Insurance contract or identification number006861
Number of Individuals Covered15791
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006861
Policy instance 1
Insurance contract or identification number006861
Number of Individuals Covered14467
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006861
Policy instance 1
Insurance contract or identification number006861
Number of Individuals Covered13673
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Insurance broker organization code?4
Insurance broker name
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006861
Policy instance 1
Insurance contract or identification number006861
Number of Individuals Covered9296
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $177,881
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
Amount paid for insurance broker fees177881
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNATIONAL PLANNING CORPORATION

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