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Plan Name | PEACEHEALTH SWHS FROZEN DB PENSION PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | PEACEHEALTH, REWARDS |
Employer identification number (EIN): | 910939479 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about PEACEHEALTH, REWARDS
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1976-06-15 |
Company Identification Number: | 600521489 |
Legal Registered Office Address: |
700 WASHINGTON ST STE 701 VANCOUVER United States of America (USA) 986603338 |
More information about PEACEHEALTH, REWARDS
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2022-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | SALLY HILL | |||
004 | 2016-01-01 | GEORGE HUBEL | |||
004 | 2016-01-01 |
Measure | Date | Value |
---|---|---|
2022: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,270 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,369 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 516 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 473 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 244 |
Total of all active and inactive participants | 2021-01-01 | 1,233 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 37 |
Total participants | 2021-01-01 | 1,270 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 162,061,600 |
Acturial value of plan assets | 2020-12-31 | 153,891,932 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 69,205,524 |
Number of terminated vested participants | 2020-12-31 | 344 |
Fundng target for terminated vested participants | 2020-12-31 | 23,852,303 |
Active participant vested funding target | 2020-12-31 | 46,131,306 |
Number of active participants | 2020-12-31 | 602 |
Total funding liabilities for active participants | 2020-12-31 | 46,181,940 |
Total participant count | 2020-12-31 | 1,360 |
Total funding target for all participants | 2020-12-31 | 139,239,767 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 4,882,713 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 2,544,553 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 2,338,160 |
Present value of excess contributions | 2020-12-31 | 28,384,049 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 30,434,138 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 21,425,497 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 24,332,064 |
Total employer contributions | 2020-12-31 | 33,600,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 32,275,015 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 485,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 20,636,233 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 5,434,069 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 5,434,069 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 32,275,015 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,360 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 564 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 442 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 325 |
Total of all active and inactive participants | 2020-01-01 | 1,331 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 38 |
Total participants | 2020-01-01 | 1,369 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 107,957,239 |
Acturial value of plan assets | 2019-12-31 | 113,606,361 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 63,757,950 |
Number of terminated vested participants | 2019-12-31 | 382 |
Fundng target for terminated vested participants | 2019-12-31 | 25,355,998 |
Active participant vested funding target | 2019-12-31 | 46,722,500 |
Number of active participants | 2019-12-31 | 609 |
Total funding liabilities for active participants | 2019-12-31 | 46,790,611 |
Total participant count | 2019-12-31 | 1,373 |
Total funding target for all participants | 2019-12-31 | 135,904,559 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 6,510,593 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 2,341,185 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 4,169,408 |
Present value of excess contributions | 2019-12-31 | 2,181,163 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 2,305,926 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 2,041,569 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 1,061,422 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 4,882,713 |
Total employer contributions | 2019-12-31 | 37,100,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 34,363,676 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,060,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 27,180,911 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 8,524,180 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 2,544,553 |
Additional cash requirement | 2019-12-31 | 5,979,627 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 34,363,676 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,373 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 602 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 397 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 344 |
Total of all active and inactive participants | 2019-01-01 | 1,343 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 17 |
Total participants | 2019-01-01 | 1,360 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 116,227,501 |
Acturial value of plan assets | 2018-12-31 | 108,315,457 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 52,068,622 |
Number of terminated vested participants | 2018-12-31 | 385 |
Fundng target for terminated vested participants | 2018-12-31 | 25,820,057 |
Active participant vested funding target | 2018-12-31 | 48,006,844 |
Number of active participants | 2018-12-31 | 668 |
Total funding liabilities for active participants | 2018-12-31 | 48,110,355 |
Total participant count | 2018-12-31 | 1,372 |
Total funding target for all participants | 2018-12-31 | 125,999,034 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 12,437,912 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 6,958,076 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 5,479,836 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 6,510,593 |
Total employer contributions | 2018-12-31 | 5,202,633 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 5,042,611 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 980,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 24,194,170 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 5,202,633 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 2,341,185 |
Additional cash requirement | 2018-12-31 | 2,861,448 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 5,042,611 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,372 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 609 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 369 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 382 |
Total of all active and inactive participants | 2018-01-01 | 1,360 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 13 |
Total participants | 2018-01-01 | 1,373 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 108,058,979 |
Acturial value of plan assets | 2017-12-31 | 113,274,258 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 45,446,140 |
Number of terminated vested participants | 2017-12-31 | 495 |
Fundng target for terminated vested participants | 2017-12-31 | 27,666,260 |
Active participant vested funding target | 2017-12-31 | 49,977,109 |
Number of active participants | 2017-12-31 | 732 |
Total funding liabilities for active participants | 2017-12-31 | 50,114,771 |
Total participant count | 2017-12-31 | 1,496 |
Total funding target for all participants | 2017-12-31 | 123,227,171 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 21,113,289 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 8,329,536 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 12,783,753 |
Present value of excess contributions | 2017-12-31 | 10,192,302 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 10,811,260 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 10,811,260 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 11,931,796 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 12,437,912 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,080,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 22,390,825 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 6,958,076 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 6,958,076 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,496 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 668 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 308 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 385 |
Total of all active and inactive participants | 2017-01-01 | 1,361 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 11 |
Total participants | 2017-01-01 | 1,372 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 169,584,625 |
Acturial value of plan assets | 2016-12-31 | 180,044,303 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 71,952,017 |
Number of terminated vested participants | 2016-12-31 | 1,280 |
Fundng target for terminated vested participants | 2016-12-31 | 39,749,232 |
Active participant vested funding target | 2016-12-31 | 64,456,973 |
Number of active participants | 2016-12-31 | 1,773 |
Total funding liabilities for active participants | 2016-12-31 | 64,511,255 |
Total participant count | 2016-12-31 | 4,287 |
Total funding target for all participants | 2016-12-31 | 176,212,504 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 20,458,775 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 5,923,534 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 14,535,241 |
Present value of excess contributions | 2016-12-31 | 6,817,991 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 6,788,809 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 6,788,809 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 21,113,289 |
Total employer contributions | 2016-12-31 | 11,200,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 10,192,302 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,900,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 17,281,490 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 8,329,536 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 8,329,536 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 10,192,302 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 4,287 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,614 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,254 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,236 |
Total of all active and inactive participants | 2016-01-01 | 4,104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 73 |
Total participants | 2016-01-01 | 4,177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 7 |
Measure | Date | Value |
---|---|---|
2022 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2022 401k financial data | ||
Total transfer of assets to this plan | 2022-12-09 | $941,163 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-09 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-09 | $288,175 |
Total income from all sources (including contributions) | 2022-12-09 | $-26,984 |
Total of all expenses incurred | 2022-12-09 | $1,650,010 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-09 | $1,045,374 |
Value of total assets at end of year | 2022-12-09 | $0 |
Value of total assets at beginning of year | 2022-12-09 | $1,024,006 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-09 | $604,636 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-09 | $1,308 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-09 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-09 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-09 | $1,308 |
Administrative expenses professional fees incurred | 2022-12-09 | $3,650 |
Was this plan covered by a fidelity bond | 2022-12-09 | Yes |
Value of fidelity bond cover | 2022-12-09 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-09 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-09 | $307,994 |
Other income not declared elsewhere | 2022-12-09 | $-28,382 |
Administrative expenses (other) incurred | 2022-12-09 | $494,553 |
Liabilities. Value of operating payables at end of year | 2022-12-09 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-09 | $288,175 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-09 | No |
Value of net income/loss | 2022-12-09 | $-1,676,994 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-09 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-09 | $735,831 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-09 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-09 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-09 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-09 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-09 | $300,493 |
Investment advisory and management fees | 2022-12-09 | $106,433 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-09 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-09 | $723,513 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-09 | $90 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-09 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-09 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-09 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-09 | $737,380 |
Did the plan have assets held for investment | 2022-12-09 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-09 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-09 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-12-09 | Unqualified |
Accountancy firm name | 2022-12-09 | KPMG LLP |
Accountancy firm EIN | 2022-12-09 | 135565207 |
2021 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2021 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $288,175 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $142,119 |
Total income from all sources (including contributions) | 2021-12-31 | $8,678,333 |
Total of all expenses incurred | 2021-12-31 | $207,928,027 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $206,760,166 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $13,061,000 |
Value of total assets at end of year | 2021-12-31 | $1,024,006 |
Value of total assets at beginning of year | 2021-12-31 | $200,127,644 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,167,861 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $74,898 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $74,898 |
Administrative expenses professional fees incurred | 2021-12-31 | $53,735 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other income not declared elsewhere | 2021-12-31 | $-256,705 |
Administrative expenses (other) incurred | 2021-12-31 | $411,030 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $288,175 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $142,119 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-199,249,694 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $735,831 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $199,985,525 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $300,493 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $594,098 |
Investment advisory and management fees | 2021-12-31 | $703,096 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $723,513 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $199,533,546 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $192,164,149 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-4,200,860 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $13,061,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $14,596,017 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | KPMG LLP |
Accountancy firm EIN | 2021-12-31 | 135565207 |
2020 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2020 401k financial data | ||
Total transfer of assets to this plan | 2020-12-31 | $28,868 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $142,119 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $126,858 |
Total income from all sources (including contributions) | 2020-12-31 | $48,391,563 |
Total of all expenses incurred | 2020-12-31 | $11,309,196 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $10,765,957 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $33,617,683 |
Value of total assets at end of year | 2020-12-31 | $200,127,644 |
Value of total assets at beginning of year | 2020-12-31 | $163,001,148 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $543,239 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $5,227,499 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $5,227,499 |
Administrative expenses professional fees incurred | 2020-12-31 | $88,670 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $126,858 |
Other income not declared elsewhere | 2020-12-31 | $65,000 |
Administrative expenses (other) incurred | 2020-12-31 | $222,804 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $142,119 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $37,082,367 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $199,985,525 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $162,874,290 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $594,098 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $532,198 |
Investment advisory and management fees | 2020-12-31 | $231,765 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $199,533,546 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $129,925,094 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $4,243,856 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $4,243,856 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $9,481,381 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $33,617,683 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $28,300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $10,765,957 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KPMG LLP |
Accountancy firm EIN | 2020-12-31 | 135565207 |
2019 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2019 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $126,858 |
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 | $63,196,119 |
Total of all expenses incurred | 2019-12-31 | $8,238,639 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,886,110 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $37,100,000 |
Value of total assets at end of year | 2019-12-31 | $163,001,148 |
Value of total assets at beginning of year | 2019-12-31 | $107,916,810 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,352,529 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,870,842 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,870,842 |
Administrative expenses professional fees incurred | 2019-12-31 | $60,000 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $126,858 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $-149,058 |
Administrative expenses (other) incurred | 2019-12-31 | $957,105 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $54,957,480 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $162,874,290 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $107,916,810 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $532,198 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $856,256 |
Investment advisory and management fees | 2019-12-31 | $208,566 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $129,925,094 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $107,042,878 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,243,856 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $17,676 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $17,676 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $22,374,335 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $37,100,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $28,300,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,886,110 |
Contract administrator fees | 2019-12-31 | $126,858 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KPMG LLP |
Accountancy firm EIN | 2019-12-31 | 135565207 |
2018 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $-7,401,267 |
Total of all expenses incurred | 2018-12-31 | $6,088,826 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,060,485 |
Value of total assets at end of year | 2018-12-31 | $107,916,810 |
Value of total assets at beginning of year | 2018-12-31 | $121,406,903 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,028,341 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $3,167,582 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $3,167,582 |
Administrative expenses professional fees incurred | 2018-12-31 | $65,000 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other income not declared elsewhere | 2018-12-31 | $108,913 |
Administrative expenses (other) incurred | 2018-12-31 | $960,341 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-13,490,093 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $107,916,810 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $121,406,903 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $856,256 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $1,071,869 |
Investment advisory and management fees | 2018-12-31 | $3,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $107,042,878 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $115,128,387 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $17,676 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $4,014 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $4,014 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-10,677,762 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $5,202,633 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,060,485 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KPMG LLP |
Accountancy firm EIN | 2018-12-31 | 135565207 |
2017 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2017 401k financial data | ||
Total transfer of assets from this plan | 2017-12-31 | $77,521,279 |
Total income from all sources (including contributions) | 2017-12-31 | $28,657,348 |
Total of all expenses incurred | 2017-12-31 | $10,928,217 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $9,446,962 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,202,633 |
Value of total assets at end of year | 2017-12-31 | $121,406,903 |
Value of total assets at beginning of year | 2017-12-31 | $181,199,051 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,481,255 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,803,733 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,803,733 |
Administrative expenses professional fees incurred | 2017-12-31 | $251,576 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other income not declared elsewhere | 2017-12-31 | $28,277 |
Administrative expenses (other) incurred | 2017-12-31 | $1,154,679 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $968,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $17,729,131 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $121,406,903 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $181,199,051 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $1,071,869 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $1,348,907 |
Investment advisory and management fees | 2017-12-31 | $75,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $115,128,387 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $167,681,344 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $4,014 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $20,622,705 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $5,202,633 |
Employer contributions (assets) at end of year | 2017-12-31 | $5,202,633 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $11,200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $9,446,962 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KPMG LLP |
Accountancy firm EIN | 2017-12-31 | 135565207 |
2016 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $20,929,463 |
Total of all expenses incurred | 2016-12-31 | $9,594,694 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $7,494,276 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $11,200,000 |
Value of total assets at end of year | 2016-12-31 | $181,199,051 |
Value of total assets at beginning of year | 2016-12-31 | $169,864,282 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,100,418 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $3,169,955 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $3,169,955 |
Administrative expenses professional fees incurred | 2016-12-31 | $20,000 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $2,080,418 |
Total non interest bearing cash at end of year | 2016-12-31 | $968,800 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $6,161,420 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $11,334,769 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $181,199,051 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $169,864,282 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $1,348,907 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $1,987,541 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $167,681,344 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $153,015,321 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $6,559,508 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $11,200,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $11,200,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $8,700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $7,494,276 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KPMG LLP |
Accountancy firm EIN | 2016-12-31 | 135565207 |
2022: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |