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403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 401k Plan overview

Plan Name403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES
Plan identification number 006

403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MILLS-PENINSULA HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:MILLS-PENINSULA HEALTH SERVICES
Employer identification number (EIN):941156265
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062014-01-01VICTORIA FLEMMING
0062013-01-01VICTORIA FLEMMING
0062012-01-01VICTORIA FLEMMING
0062011-01-01MAYNARD JENKINS
0062010-01-01JUDY DIPAOLO
0062009-01-01JUDY DIPAOLO

Plan Statistics for 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES

401k plan membership statisitcs for 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES

Measure Date Value
2014: 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2014 401k membership
Total participants, beginning-of-year2014-01-01746
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2013 401k membership
Total participants, beginning-of-year2013-01-01976
Total number of active participants reported on line 7a of the Form 55002013-01-01509
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01229
Total of all active and inactive participants2013-01-01746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01746
Number of participants with account balances2013-01-01746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2012 401k membership
Total participants, beginning-of-year2012-01-011,013
Total number of active participants reported on line 7a of the Form 55002012-01-01744
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01223
Total of all active and inactive participants2012-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01976
Number of participants with account balances2012-01-01976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2011 401k membership
Total participants, beginning-of-year2011-01-011,058
Total number of active participants reported on line 7a of the Form 55002011-01-01827
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01180
Total of all active and inactive participants2011-01-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,013
Number of participants with account balances2011-01-011,013
2010: 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2010 401k membership
Total participants, beginning-of-year2010-01-011,103
Total number of active participants reported on line 7a of the Form 55002010-01-01859
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01197
Total of all active and inactive participants2010-01-011,058
Total participants2010-01-011,058
Number of participants with account balances2010-01-011,058
2009: 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2009 401k membership
Total participants, beginning-of-year2009-01-011,181
Total number of active participants reported on line 7a of the Form 55002009-01-01931
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01171
Total of all active and inactive participants2009-01-011,103
Total participants2009-01-011,103
Number of participants with account balances2009-01-011,103

Financial Data on 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES

Measure Date Value
2014 : 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2014 401k financial data
Total transfer of assets from this plan2014-11-01$51,587,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-01$219,101
Total income from all sources (including contributions)2014-11-01$2,217,468
Total of all expenses incurred2014-11-01$1,766,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-11-01$1,741,241
Expenses. Certain deemed distributions of participant loans2014-11-01$245
Value of total assets at end of year2014-11-01$0
Value of total assets at beginning of year2014-11-01$51,355,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-11-01$25,325
Total interest from all sources2014-11-01$499,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-11-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-11-01$0
Was this plan covered by a fidelity bond2014-11-01Yes
Value of fidelity bond cover2014-11-01$10,000,000
If this is an individual account plan, was there a blackout period2014-11-01No
Were there any nonexempt tranactions with any party-in-interest2014-11-01No
Participant contributions at end of year2014-11-01$0
Participant contributions at beginning of year2014-11-01$706,760
Administrative expenses (other) incurred2014-11-01$25,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-01No
Value of net income/loss2014-11-01$450,657
Value of net assets at end of year (total assets less liabilities)2014-11-01$0
Value of net assets at beginning of year (total assets less liabilities)2014-11-01$51,136,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-11-01No
Were any loans by the plan or fixed income obligations due to the plan in default2014-11-01No
Were any leases to which the plan was party in default or uncollectible2014-11-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-11-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-11-01$34,627,468
Interest on participant loans2014-11-01$28,806
Interest earned on other investments2014-11-01$470,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-11-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-11-01$16,021,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-11-01$1,718,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-11-01No
Was there a failure to transmit to the plan any participant contributions2014-11-01No
Has the plan failed to provide any benefit when due under the plan2014-11-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-11-01$1,741,241
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-11-01No
Liabilities. Value of benefit claims payable at beginning of year2014-11-01$219,101
Did the plan have assets held for investment2014-11-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-11-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-11-01No
Opinion of an independent qualified public accountant for this plan2014-11-01Disclaimer
Accountancy firm name2014-11-01MOSS ADAMS LLP
Accountancy firm EIN2014-11-01910189318
2013 : 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$12,141,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$219,101
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,000
Total income from all sources (including contributions)2013-12-31$9,109,652
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,990,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,953,107
Expenses. Certain deemed distributions of participant loans2013-12-31$6,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$51,355,973
Value of total assets at beginning of year2013-12-31$59,162,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,804
Total interest from all sources2013-12-31$587,263
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$580,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$580,681
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$706,760
Participant contributions at beginning of year2013-12-31$697,226
Administrative expenses (other) incurred2013-12-31$30,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,119,616
Value of net assets at end of year (total assets less liabilities)2013-12-31$51,136,872
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$59,158,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,627,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$42,433,752
Interest on participant loans2013-12-31$43,425
Interest earned on other investments2013-12-31$543,791
Income. Interest from US Government securities2013-12-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$16,021,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$16,031,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,941,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,953,107
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$219,101
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,543,881
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,176,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,116,539
Expenses. Certain deemed distributions of participant loans2012-12-31$36,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$59,162,746
Value of total assets at beginning of year2012-12-31$56,791,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,581
Total interest from all sources2012-12-31$611,646
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$300,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$300,169
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$697,226
Participant contributions at beginning of year2012-12-31$779,561
Administrative expenses (other) incurred2012-12-31$23,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,366,908
Value of net assets at end of year (total assets less liabilities)2012-12-31$59,158,746
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$56,791,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$42,433,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$39,753,061
Interest on participant loans2012-12-31$39,479
Interest earned on other investments2012-12-31$572,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$16,031,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$16,259,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,632,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,116,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,000
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2011 401k financial data
Total transfer of assets to this plan2011-12-31$275,314
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$240,683
Total income from all sources (including contributions)2011-12-31$823,827
Total of all expenses incurred2011-12-31$3,564,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,503,919
Expenses. Certain deemed distributions of participant loans2011-12-31$35,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$887,645
Value of total assets at end of year2011-12-31$56,791,838
Value of total assets at beginning of year2011-12-31$59,497,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,293
Total interest from all sources2011-12-31$585,633
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$288,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$288,408
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$779,561
Participant contributions at beginning of year2011-12-31$816,778
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$887,645
Administrative expenses (other) incurred2011-12-31$25,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,740,427
Value of net assets at end of year (total assets less liabilities)2011-12-31$56,791,838
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$59,256,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$39,753,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$43,533,190
Interest on participant loans2011-12-31$35,105
Interest earned on other investments2011-12-31$550,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$440,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$440,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$16,259,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$14,706,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-937,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,503,919
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$240,683
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2010 401k financial data
Total transfer of assets from this plan2010-12-31$86,296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$240,683
Total income from all sources (including contributions)2010-12-31$6,657,696
Total of all expenses incurred2010-12-31$4,209,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,120,202
Expenses. Certain deemed distributions of participant loans2010-12-31$49,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$512,566
Value of total assets at end of year2010-12-31$59,497,634
Value of total assets at beginning of year2010-12-31$56,894,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$39,739
Total interest from all sources2010-12-31$570,232
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$207,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$207,664
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$816,778
Participant contributions at beginning of year2010-12-31$888,645
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$512,566
Administrative expenses (other) incurred2010-12-31$39,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,448,341
Value of net assets at end of year (total assets less liabilities)2010-12-31$59,256,951
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$56,894,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$43,533,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$40,734,465
Interest on participant loans2010-12-31$36,547
Interest earned on other investments2010-12-31$533,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$440,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$541,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$541,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$14,706,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,730,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,367,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,120,202
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$240,683
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PERRY-SMITH, LLP
Accountancy firm EIN2010-12-31680041802
2009 : 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES

2014: 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 403(B) EMPLOYER SAVINGS PLAN FOR EMPLOYEES OF MILLS-PENINSULA HEALTH SERVICES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33880
Policy instance 1
Insurance contract or identification numberCR33880
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-11-01
Total amount of commissions paid to insurance brokerUSD $132,017
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $132,017
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33880
Policy instance 1
Insurance contract or identification numberCR33880
Number of Individuals Covered746
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $122,485
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $122,485
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33880
Policy instance 1
Insurance contract or identification numberCR33880
Number of Individuals Covered778
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $116,558
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $116,558
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33880
Policy instance 1
Insurance contract or identification numberCR33880
Number of Individuals Covered807
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $152,350
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33880
Policy instance 1
Insurance contract or identification numberCR33880
Number of Individuals Covered841
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $121,235
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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