?>
Logo

SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 401k Plan overview

Plan NameSUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN
Plan identification number 002

SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:SUTTER HEALTH
Employer identification number (EIN):942788907
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SUTTER HEALTH

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1088703

More information about SUTTER HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01VICTORIA FLEMMING
0022016-01-01VICTORIA FLEMMING
0022015-01-01VICTORIA FLEMMING
0022014-01-01VICTORIA FLEMMING
0022013-01-01VICTORIA FLEMMING
0022012-01-01VICTORIA FLEMMING
0022011-01-01DIANE SCHNABEL
0022010-01-01DIANE SCHNABEL
0022009-01-01DIANE SCHNABEL
0022009-01-01DIANE SCHNABEL

Plan Statistics for SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN

401k plan membership statisitcs for SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN

Measure Date Value
2022: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,639
Total number of active participants reported on line 7a of the Form 55002022-01-01989
Number of retired or separated participants receiving benefits2022-01-01227
Number of other retired or separated participants entitled to future benefits2022-01-011,239
Total of all active and inactive participants2022-01-012,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0122
Total participants2022-01-012,477
Number of participants with account balances2022-01-012,477
2021: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,804
Total number of active participants reported on line 7a of the Form 55002021-01-011,137
Number of retired or separated participants receiving benefits2021-01-01217
Number of other retired or separated participants entitled to future benefits2021-01-011,272
Total of all active and inactive participants2021-01-012,626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0113
Total participants2021-01-012,639
Number of participants with account balances2021-01-012,639
2020: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,947
Total number of active participants reported on line 7a of the Form 55002020-01-011,306
Number of retired or separated participants receiving benefits2020-01-01173
Number of other retired or separated participants entitled to future benefits2020-01-011,310
Total of all active and inactive participants2020-01-012,789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0115
Total participants2020-01-012,804
Number of participants with account balances2020-01-012,804
2019: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,121
Total number of active participants reported on line 7a of the Form 55002019-01-011,433
Number of retired or separated participants receiving benefits2019-01-01204
Number of other retired or separated participants entitled to future benefits2019-01-011,286
Total of all active and inactive participants2019-01-012,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0124
Total participants2019-01-012,947
Number of participants with account balances2019-01-012,947
2018: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,320
Total number of active participants reported on line 7a of the Form 55002018-01-011,565
Number of retired or separated participants receiving benefits2018-01-01148
Number of other retired or separated participants entitled to future benefits2018-01-011,374
Total of all active and inactive participants2018-01-013,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0134
Total participants2018-01-013,121
Number of participants with account balances2018-01-013,121
2017: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,501
Total number of active participants reported on line 7a of the Form 55002017-01-011,698
Number of retired or separated participants receiving benefits2017-01-01142
Number of other retired or separated participants entitled to future benefits2017-01-011,476
Total of all active and inactive participants2017-01-013,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-013,320
Number of participants with account balances2017-01-013,320
2016: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,702
Total number of active participants reported on line 7a of the Form 55002016-01-011,843
Number of retired or separated participants receiving benefits2016-01-01128
Number of other retired or separated participants entitled to future benefits2016-01-011,528
Total of all active and inactive participants2016-01-013,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-013,501
Number of participants with account balances2016-01-013,501
2015: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,904
Total number of active participants reported on line 7a of the Form 55002015-01-011,991
Number of retired or separated participants receiving benefits2015-01-01121
Number of other retired or separated participants entitled to future benefits2015-01-011,588
Total of all active and inactive participants2015-01-013,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-013,702
Number of participants with account balances2015-01-013,702
2014: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,136
Total number of active participants reported on line 7a of the Form 55002014-01-012,132
Number of retired or separated participants receiving benefits2014-01-0198
Number of other retired or separated participants entitled to future benefits2014-01-011,670
Total of all active and inactive participants2014-01-013,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-013,904
Number of participants with account balances2014-01-013,904
2013: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,737
Total number of active participants reported on line 7a of the Form 55002013-01-012,160
Number of retired or separated participants receiving benefits2013-01-01104
Number of other retired or separated participants entitled to future benefits2013-01-011,871
Total of all active and inactive participants2013-01-014,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-014,136
Number of participants with account balances2013-01-014,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,147
Total number of active participants reported on line 7a of the Form 55002012-01-013,030
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,707
Total of all active and inactive participants2012-01-014,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014,737
Number of participants with account balances2012-01-014,737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,358
Total number of active participants reported on line 7a of the Form 55002011-01-013,042
Number of retired or separated participants receiving benefits2011-01-0195
Number of other retired or separated participants entitled to future benefits2011-01-012,010
Total of all active and inactive participants2011-01-015,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,147
Number of participants with account balances2011-01-015,147
2010: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,605
Total number of active participants reported on line 7a of the Form 55002010-01-013,048
Number of retired or separated participants receiving benefits2010-01-0186
Number of other retired or separated participants entitled to future benefits2010-01-012,221
Total of all active and inactive participants2010-01-015,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-015,358
Number of participants with account balances2010-01-015,358
2009: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,944
Total number of active participants reported on line 7a of the Form 55002009-01-013,491
Number of retired or separated participants receiving benefits2009-01-0149
Number of other retired or separated participants entitled to future benefits2009-01-012,062
Total of all active and inactive participants2009-01-015,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-015,605
Number of participants with account balances2009-01-015,605

Financial Data on SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN

Measure Date Value
2022 : SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$273,678
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$156,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$387,953
Total income from all sources (including contributions)2022-12-31$-21,941,748
Total of all expenses incurred2022-12-31$14,549,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,545,648
Value of total assets at end of year2022-12-31$176,088,839
Value of total assets at beginning of year2022-12-31$213,085,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,007
Total interest from all sources2022-12-31$3,092,779
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$99,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$99,384
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$93,458
Participant contributions at beginning of year2022-12-31$108,469
Administrative expenses (other) incurred2022-12-31$4,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-36,491,403
Value of net assets at end of year (total assets less liabilities)2022-12-31$175,932,695
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$212,697,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$89,448,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$124,407,696
Interest on participant loans2022-12-31$9,461
Interest earned on other investments2022-12-31$3,083,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$86,546,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$88,569,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,133,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,545,648
Liabilities. Value of benefit claims payable at end of year2022-12-31$156,144
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$387,953
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2021 401k financial data
Total transfer of assets from this plan2021-12-31$647,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$387,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,869
Total income from all sources (including contributions)2021-12-31$25,885,304
Total of all expenses incurred2021-12-31$13,454,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,450,331
Value of total assets at end of year2021-12-31$213,085,729
Value of total assets at beginning of year2021-12-31$200,927,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,425
Total interest from all sources2021-12-31$3,059,430
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$143,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$143,268
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$108,469
Participant contributions at beginning of year2021-12-31$124,986
Administrative expenses (other) incurred2021-12-31$4,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,430,548
Value of net assets at end of year (total assets less liabilities)2021-12-31$212,697,776
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$200,914,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$124,407,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$114,059,799
Interest on participant loans2021-12-31$8,834
Interest earned on other investments2021-12-31$3,050,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$88,569,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$86,742,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,682,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,450,331
Liabilities. Value of benefit claims payable at end of year2021-12-31$387,953
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$12,869
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$1,134,321
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,182
Total income from all sources (including contributions)2020-12-31$21,956,332
Total of all expenses incurred2020-12-31$7,997,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,992,688
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total assets at end of year2020-12-31$200,927,719
Value of total assets at beginning of year2020-12-31$188,092,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,815
Total interest from all sources2020-12-31$2,960,526
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$134,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$134,468
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$124,986
Participant contributions at beginning of year2020-12-31$178,978
Administrative expenses (other) incurred2020-12-31$4,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,958,829
Value of net assets at end of year (total assets less liabilities)2020-12-31$200,914,850
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$188,090,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$114,059,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$103,563,413
Interest on participant loans2020-12-31$11,242
Interest earned on other investments2020-12-31$2,949,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$86,742,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$84,350,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,861,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,992,688
Liabilities. Value of benefit claims payable at end of year2020-12-31$12,869
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,182
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$1,895,908
Total transfer of assets from this plan2019-12-31$1,895,908
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,182
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,182
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,378
Total income from all sources (including contributions)2019-12-31$25,933,552
Total income from all sources (including contributions)2019-12-31$25,933,552
Total of all expenses incurred2019-12-31$14,066,571
Total of all expenses incurred2019-12-31$14,066,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,061,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,061,359
Expenses. Certain deemed distributions of participant loans2019-12-31$450
Expenses. Certain deemed distributions of participant loans2019-12-31$450
Value of total assets at end of year2019-12-31$188,092,524
Value of total assets at end of year2019-12-31$188,092,524
Value of total assets at beginning of year2019-12-31$178,132,647
Value of total assets at beginning of year2019-12-31$178,132,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,762
Total interest from all sources2019-12-31$2,951,369
Total interest from all sources2019-12-31$2,951,369
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$123,561
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$123,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$123,561
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$123,561
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$178,978
Participant contributions at end of year2019-12-31$178,978
Participant contributions at beginning of year2019-12-31$248,568
Participant contributions at beginning of year2019-12-31$248,568
Administrative expenses (other) incurred2019-12-31$4,762
Administrative expenses (other) incurred2019-12-31$4,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,866,981
Value of net income/loss2019-12-31$11,866,981
Value of net assets at end of year (total assets less liabilities)2019-12-31$188,090,342
Value of net assets at end of year (total assets less liabilities)2019-12-31$188,090,342
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$178,119,269
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$178,119,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$103,563,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$103,563,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$91,899,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$91,899,531
Interest on participant loans2019-12-31$108,318
Interest on participant loans2019-12-31$108,318
Interest earned on other investments2019-12-31$2,843,051
Interest earned on other investments2019-12-31$2,843,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$84,350,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$84,350,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$85,984,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$85,984,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,858,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,858,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,061,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,061,359
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,182
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,182
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$13,378
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$13,378
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2018 401k financial data
Total transfer of assets from this plan2018-12-31$1,166,816
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$272,073
Total income from all sources (including contributions)2018-12-31$-3,645,452
Total of all expenses incurred2018-12-31$11,735,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,730,380
Value of total assets at end of year2018-12-31$178,132,647
Value of total assets at beginning of year2018-12-31$194,939,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,151
Total interest from all sources2018-12-31$3,002,637
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$148,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$148,800
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$248,568
Participant contributions at beginning of year2018-12-31$478,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$10,853
Administrative expenses (other) incurred2018-12-31$5,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,380,983
Value of net assets at end of year (total assets less liabilities)2018-12-31$178,119,269
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$194,667,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$91,899,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$109,475,650
Interest on participant loans2018-12-31$46,091
Interest earned on other investments2018-12-31$2,956,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$85,984,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$84,984,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,796,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,730,380
Liabilities. Value of benefit claims payable at end of year2018-12-31$13,378
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$261,220
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$813,069
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$272,073
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,866
Total income from all sources (including contributions)2017-12-31$21,985,277
Total of all expenses incurred2017-12-31$14,651,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,641,302
Expenses. Certain deemed distributions of participant loans2017-12-31$5,013
Value of total assets at end of year2017-12-31$194,939,141
Value of total assets at beginning of year2017-12-31$188,164,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,340
Total interest from all sources2017-12-31$3,019,726
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$124,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$124,968
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$478,586
Participant contributions at beginning of year2017-12-31$834,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$10,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$10,853
Administrative expenses (other) incurred2017-12-31$5,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,333,622
Value of net assets at end of year (total assets less liabilities)2017-12-31$194,667,068
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$188,146,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$109,475,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$101,796,585
Interest on participant loans2017-12-31$32,814
Interest earned on other investments2017-12-31$2,986,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$84,984,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$85,533,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$18,840,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,641,302
Liabilities. Value of benefit claims payable at end of year2017-12-31$261,220
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$7,013
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$1,104,017
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$258,392
Total income from all sources (including contributions)2016-12-31$11,509,311
Total of all expenses incurred2016-12-31$9,988,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,962,396
Expenses. Certain deemed distributions of participant loans2016-12-31$19,804
Value of total assets at end of year2016-12-31$188,164,381
Value of total assets at beginning of year2016-12-31$187,987,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,841
Total interest from all sources2016-12-31$2,909,763
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$113,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$113,139
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$834,116
Participant contributions at beginning of year2016-12-31$1,470,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$10,853
Administrative expenses (other) incurred2016-12-31$5,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,521,270
Value of net assets at end of year (total assets less liabilities)2016-12-31$188,146,515
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$187,729,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$101,796,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$105,078,866
Interest on participant loans2016-12-31$68,831
Interest earned on other investments2016-12-31$2,840,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$85,533,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$81,438,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,486,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,962,396
Liabilities. Value of benefit claims payable at end of year2016-12-31$7,013
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$258,392
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$1,326,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$258,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$225,312
Total income from all sources (including contributions)2015-12-31$2,219,948
Total of all expenses incurred2015-12-31$10,077,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,053,805
Expenses. Certain deemed distributions of participant loans2015-12-31$14,404
Value of total assets at end of year2015-12-31$187,987,654
Value of total assets at beginning of year2015-12-31$197,138,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,829
Total interest from all sources2015-12-31$2,849,304
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$125,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$125,835
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$1,470,668
Participant contributions at beginning of year2015-12-31$2,365,831
Administrative expenses (other) incurred2015-12-31$8,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,857,090
Value of net assets at end of year (total assets less liabilities)2015-12-31$187,729,262
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$196,912,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$105,078,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$116,493,761
Interest on participant loans2015-12-31$123,585
Interest earned on other investments2015-12-31$2,725,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$81,438,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$78,278,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-755,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,053,805
Liabilities. Value of benefit claims payable at end of year2015-12-31$258,392
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$225,312
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$2,049,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$225,312
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$480,175
Total income from all sources (including contributions)2014-12-31$10,862,069
Total of all expenses incurred2014-12-31$11,025,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,882,600
Expenses. Certain deemed distributions of participant loans2014-12-31$129,364
Value of total assets at end of year2014-12-31$197,138,162
Value of total assets at beginning of year2014-12-31$199,605,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,225
Total interest from all sources2014-12-31$2,834,857
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$148,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$148,733
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$2,365,831
Participant contributions at beginning of year2014-12-31$2,874,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$35,039
Administrative expenses (other) incurred2014-12-31$13,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-163,120
Value of net assets at end of year (total assets less liabilities)2014-12-31$196,912,850
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$199,125,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$116,493,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$117,916,420
Interest on participant loans2014-12-31$186,440
Interest earned on other investments2014-12-31$2,648,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$78,278,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$78,814,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,878,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,882,600
Liabilities. Value of benefit claims payable at end of year2014-12-31$225,312
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$445,136
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$18,126,136
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$480,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$236,803
Total income from all sources (including contributions)2013-12-31$31,238,168
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$12,572,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,503,151
Expenses. Certain deemed distributions of participant loans2013-12-31$52,133
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$199,605,968
Value of total assets at beginning of year2013-12-31$198,822,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,865
Total interest from all sources2013-12-31$2,856,628
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$841,714
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$841,714
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$2,874,617
Participant contributions at beginning of year2013-12-31$3,532,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$35,039
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$18,666,019
Value of net assets at end of year (total assets less liabilities)2013-12-31$199,125,793
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$198,585,910
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$117,916,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$117,171,650
Interest on participant loans2013-12-31$191,631
Interest earned on other investments2013-12-31$2,664,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$78,814,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$78,118,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$27,539,826
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$12,503,151
Contract administrator fees2013-12-31$16,865
Liabilities. Value of benefit claims payable at end of year2013-12-31$445,136
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$236,803
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 : SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$778,999
Total transfer of assets from this plan2012-12-31$88,041
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$236,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$36,244
Total income from all sources (including contributions)2012-12-31$18,183,919
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,487,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,456,901
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$335,420
Value of total assets at end of year2012-12-31$198,830,723
Value of total assets at beginning of year2012-12-31$191,154,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,826
Total interest from all sources2012-12-31$2,837,844
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$520,480
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$520,480
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$3,540,460
Participant contributions at beginning of year2012-12-31$3,957,921
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$335,420
Administrative expenses (other) incurred2012-12-31$795
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$6,696,192
Value of net assets at end of year (total assets less liabilities)2012-12-31$198,593,920
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$191,118,729
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$117,171,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$114,723,593
Income. Interest from loans (other than to participants)2012-12-31$229,137
Interest earned on other investments2012-12-31$2,608,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$78,118,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$72,473,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,490,175
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$11,456,901
Contract administrator fees2012-12-31$30,031
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$236,803
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$36,244
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 : SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$751,551
Total transfer of assets from this plan2011-12-31$805,475
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$36,244
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$149,840
Total income from all sources (including contributions)2011-12-31$1,014,341
Total of all expenses incurred2011-12-31$18,137,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$17,857,338
Expenses. Certain deemed distributions of participant loans2011-12-31$240,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$983,377
Value of total assets at end of year2011-12-31$191,154,973
Value of total assets at beginning of year2011-12-31$208,445,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,681
Total interest from all sources2011-12-31$2,663,502
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$536,205
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$536,205
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$3,957,921
Participant contributions at beginning of year2011-12-31$4,260,495
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$983,377
Administrative expenses (other) incurred2011-12-31$39,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-17,122,879
Value of net assets at end of year (total assets less liabilities)2011-12-31$191,118,729
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$208,295,532
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$114,723,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$132,415,996
Income. Interest from loans (other than to participants)2011-12-31$181,810
Interest earned on other investments2011-12-31$2,481,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,736,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,736,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$72,473,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$70,032,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,168,743
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$17,857,338
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$36,244
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$149,840
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 : SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$10,178
Total transfer of assets from this plan2010-12-31$5,058,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$149,840
Total income from all sources (including contributions)2010-12-31$20,497,457
Total of all expenses incurred2010-12-31$13,076,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,677,693
Expenses. Certain deemed distributions of participant loans2010-12-31$338,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$249,579
Value of total assets at end of year2010-12-31$206,477,516
Value of total assets at beginning of year2010-12-31$203,964,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$60,343
Total interest from all sources2010-12-31$2,690,811
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$438,532
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$438,532
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$4,260,495
Participant contributions at beginning of year2010-12-31$4,928,773
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$249,579
Administrative expenses (other) incurred2010-12-31$60,343
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$7,421,036
Value of net assets at end of year (total assets less liabilities)2010-12-31$206,327,676
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$203,964,984
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$130,503,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$128,418,359
Income. Interest from loans (other than to participants)2010-12-31$209,558
Interest earned on other investments2010-12-31$2,480,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,681,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,627,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,627,055
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$70,032,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$68,990,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$17,118,535
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$12,677,693
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$149,840
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PERRY-SMITH, LLP
Accountancy firm EIN2010-12-31680041802

Form 5500 Responses for SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN

2022: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 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: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 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: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000SHEA00CA00R
Policy instance 3
Insurance contract or identification number0000SHEA00CA00R
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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 numberEX02664
Policy instance 2
Insurance contract or identification numberEX02664
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $292
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $292
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02664/CR34072
Policy instance 1
Insurance contract or identification numberCR02664/CR34072
Number of Individuals Covered2443
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $299,964
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $299,964
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000SHEA00CA00R
Policy instance 3
Insurance contract or identification number0000SHEA00CA00R
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 numberEX02664
Policy instance 2
Insurance contract or identification numberEX02664
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $246
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $246
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02664/CR34072
Policy instance 1
Insurance contract or identification numberCR02664/CR34072
Number of Individuals Covered2601
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $271,628
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $271,628
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02664/CR34072
Policy instance 1
Insurance contract or identification numberCR02664/CR34072
Number of Individuals Covered2760
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $290,064
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $290,064
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX02664
Policy instance 2
Insurance contract or identification numberEX02664
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $298
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $298
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000SHEA00CA00R
Policy instance 3
Insurance contract or identification number0000SHEA00CA00R
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 numberCR02664/CR34072
Policy instance 1
Insurance contract or identification numberCR02664/CR34072
Number of Individuals Covered2902
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $291,798
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $291,798
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX02664
Policy instance 2
Insurance contract or identification numberEX02664
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $290
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $290
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000SHEA00CA00R
Policy instance 3
Insurance contract or identification number0000SHEA00CA00R
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 numberCR02664/CR34072
Policy instance 1
Insurance contract or identification numberCR02664/CR34072
Number of Individuals Covered3076
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $306,679
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $306,679
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX02664
Policy instance 2
Insurance contract or identification numberEX02664
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $292
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $292
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000SHEA00CA00R
Policy instance 3
Insurance contract or identification number0000SHEA00CA00R
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000SHEA00CA00R
Policy instance 3
Insurance contract or identification number0000SHEA00CA00R
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 numberEX02664
Policy instance 2
Insurance contract or identification numberEX02664
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $492
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $492
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 numberCR02664/CR34072
Policy instance 1
Insurance contract or identification numberCR02664/CR34072
Number of Individuals Covered3260
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $493,406
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $493,406
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 numberCR02664/CR34072
Policy instance 1
Insurance contract or identification numberCR02664/CR34072
Number of Individuals Covered3648
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $569,759
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $569,759
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000SHEA00CA00R
Policy instance 3
Insurance contract or identification number0000SHEA00CA00R
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 numberEX02664
Policy instance 2
Insurance contract or identification numberEX02664
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $413
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $413
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 numberEX02664
Policy instance 2
Insurance contract or identification numberEX02664
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $672
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 Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $672
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000SHEA00CA00R
Policy instance 3
Insurance contract or identification number0000SHEA00CA00R
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12
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
Amount paid for insurance broker fees12
Additional information about fees paid to insurance brokerAMDIN FEE
Insurance broker organization code?6
Insurance broker nameNATIONWIDE LIFE INSURNACE COMPANY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02664/CR34072
Policy instance 1
Insurance contract or identification numberCR02664/CR34072
Number of Individuals Covered3847
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $557,816
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 Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $557,816
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000SHEA00CA00R
Policy instance 3
Insurance contract or identification number0000SHEA00CA00R
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12
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
Amount paid for insurance broker fees12
Additional information about fees paid to insurance brokerADMIN FEE
Insurance broker organization code?6
Insurance broker nameNATIONWIDE LIFE INSURANCE COMPANY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX02664
Policy instance 2
Insurance contract or identification numberEX02664
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $865
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $865
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 numberCR02664/CR34072
Policy instance 1
Insurance contract or identification numberCR02664/CR34072
Number of Individuals Covered4071
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $514,597
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $514,597
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 numberCR02664/CR34072
Policy instance 1
Insurance contract or identification numberCR02664/CR34072
Number of Individuals Covered4281
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $491,971
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $491,956
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker name
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02664/CR34072
Policy instance 3
Insurance contract or identification numberCR02664/CR34072
Number of Individuals Covered4281
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $491,971
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000SHEA00CA00R
Policy instance 2
Insurance contract or identification number0000SHEA00CA00R
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Amount paid for insurance broker fees12
Additional information about fees paid to insurance brokerADMIN FEE
Insurance broker organization code?6
Insurance broker nameNATIONWIDE LIFE INSURANCE COMPANY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX02664
Policy instance 3
Insurance contract or identification numberEX02664
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,337
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,337
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 numberEX02664
Policy instance 1
Insurance contract or identification numberEX02664
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,337
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000SHEA00CA00R
Policy instance 1
Insurance contract or identification number0000SHEA00CA00R
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12
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 numberCR02664/CR34072
Policy instance 2
Insurance contract or identification numberCR02664/CR34072
Number of Individuals Covered4520
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $444,344
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 numberCR02664/CR34072
Policy instance 1
Insurance contract or identification numberCR02664/CR34072
Number of Individuals Covered4824
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $326,972
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000SUTC00CA00R
Policy instance 2
Insurance contract or identification number0000SUTC00CA00R
Number of Individuals Covered7
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3