401k Plan data: BARTON HEALTH 403(B) PLAN plan

BARTON HEALTH 403(B) PLAN 401k Plan overview

Plan Name	BARTON HEALTH 403(B) PLAN
Plan identification number	004

BARTON HEALTH 403(B) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BARTON HEALTHCARE SYSTEM has sponsored the creation of one or more 401k plans.

Company Name: BARTON HEALTHCARE SYSTEM

Employer identification number (EIN): 946050274

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about BARTON HEALTHCARE SYSTEM

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0396937

More information about BARTON HEALTHCARE SYSTEM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARTON HEALTH 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2018-01-01
004 2017-01-01 ELIZABETH STORK
004 2016-01-01 RICHARD DERBY
004 2015-01-01 JULIE OSBORNE RICHARD DERBY 2016-10-14
004 2014-01-01 LEANNE KANKEL
004 2013-01-01 LEANNE KANKEL
004 2012-01-01 LEANNE KANKEL LEANNE KANKEL 2013-10-08
004 2011-01-01 LEANNE KANKEL
004 2010-01-01 LEANNE KANKEL LEANNE KANKEL 2011-10-05
004 2009-01-01 LEANNE KANKEL

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2022-01-01
004	2021-01-01
004	2020-01-01
004	2019-01-01
004	2018-01-01
004	2018-01-01
004	2017-01-01	ELIZABETH STORK
004	2016-01-01	RICHARD DERBY
004	2015-01-01	JULIE OSBORNE	RICHARD DERBY	2016-10-14
004	2014-01-01	LEANNE KANKEL
004	2013-01-01	LEANNE KANKEL
004	2012-01-01	LEANNE KANKEL	LEANNE KANKEL	2013-10-08
004	2011-01-01	LEANNE KANKEL
004	2010-01-01	LEANNE KANKEL	LEANNE KANKEL	2011-10-05
004	2009-01-01	LEANNE KANKEL

Plan Statistics for BARTON HEALTH 403(B) PLAN

401k plan membership statisitcs for BARTON HEALTH 403(B) PLAN

Measure Date Value
2022: BARTON HEALTH 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,298
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 960
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 380
Total of all active and inactive participants 2022-01-01 1,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 1,354
Number of participants with account balances 2022-01-01 1,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BARTON HEALTH 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,263
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 928
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 362
Total of all active and inactive participants 2021-01-01 1,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 1,298
Number of participants with account balances 2021-01-01 1,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BARTON HEALTH 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,340
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 910
Number of retired or separated participants receiving benefits 2020-01-01 40
Number of other retired or separated participants entitled to future benefits 2020-01-01 313
Total of all active and inactive participants 2020-01-01 1,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,263
Number of participants with account balances 2020-01-01 1,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 94
2019: BARTON HEALTH 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,320
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 993
Number of retired or separated participants receiving benefits 2019-01-01 58
Number of other retired or separated participants entitled to future benefits 2019-01-01 289
Total of all active and inactive participants 2019-01-01 1,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,340
Number of participants with account balances 2019-01-01 1,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: BARTON HEALTH 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,227
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 984
Number of retired or separated participants receiving benefits 2018-01-01 11
Number of other retired or separated participants entitled to future benefits 2018-01-01 135
Total of all active and inactive participants 2018-01-01 1,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,130
Number of participants with account balances 2018-01-01 866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BARTON HEALTH 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,176
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 944
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 279
Total of all active and inactive participants 2017-01-01 1,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,227
Number of participants with account balances 2017-01-01 927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BARTON HEALTH 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,125
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 906
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 268
Total of all active and inactive participants 2016-01-01 1,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,176
Number of participants with account balances 2016-01-01 894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BARTON HEALTH 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,099
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 869
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 254
Total of all active and inactive participants 2015-01-01 1,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,125
Number of participants with account balances 2015-01-01 704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BARTON HEALTH 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,153
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 837
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 261
Total of all active and inactive participants 2014-01-01 1,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,099
Number of participants with account balances 2014-01-01 777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BARTON HEALTH 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,166
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 907
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 244
Total of all active and inactive participants 2013-01-01 1,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,153
Number of participants with account balances 2013-01-01 780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: BARTON HEALTH 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,166
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 904
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 262
Total of all active and inactive participants 2012-01-01 1,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,166
Number of participants with account balances 2012-01-01 778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 10
2011: BARTON HEALTH 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,128
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 911
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 255
Total of all active and inactive participants 2011-01-01 1,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,166
Number of participants with account balances 2011-01-01 770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: BARTON HEALTH 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,132
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 869
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 259
Total of all active and inactive participants 2010-01-01 1,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1,128
Number of participants with account balances 2010-01-01 738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 37
2009: BARTON HEALTH 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 894
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 894
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 238
Total of all active and inactive participants 2009-01-01 1,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,132
Number of participants with account balances 2009-01-01 721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BARTON HEALTH 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,298
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	960
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	380
Total of all active and inactive participants	2022-01-01	1,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	1,354
Number of participants with account balances	2022-01-01	1,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BARTON HEALTH 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,263
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	928
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	362
Total of all active and inactive participants	2021-01-01	1,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	1,298
Number of participants with account balances	2021-01-01	1,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BARTON HEALTH 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,340
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	910
Number of retired or separated participants receiving benefits	2020-01-01	40
Number of other retired or separated participants entitled to future benefits	2020-01-01	313
Total of all active and inactive participants	2020-01-01	1,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,263
Number of participants with account balances	2020-01-01	1,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	94
2019: BARTON HEALTH 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,320
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	993
Number of retired or separated participants receiving benefits	2019-01-01	58
Number of other retired or separated participants entitled to future benefits	2019-01-01	289
Total of all active and inactive participants	2019-01-01	1,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,340
Number of participants with account balances	2019-01-01	1,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: BARTON HEALTH 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,227
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	984
Number of retired or separated participants receiving benefits	2018-01-01	11
Number of other retired or separated participants entitled to future benefits	2018-01-01	135
Total of all active and inactive participants	2018-01-01	1,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,130
Number of participants with account balances	2018-01-01	866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BARTON HEALTH 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,176
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	944
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	279
Total of all active and inactive participants	2017-01-01	1,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,227
Number of participants with account balances	2017-01-01	927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BARTON HEALTH 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,125
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	906
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	268
Total of all active and inactive participants	2016-01-01	1,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,176
Number of participants with account balances	2016-01-01	894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BARTON HEALTH 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,099
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	869
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	254
Total of all active and inactive participants	2015-01-01	1,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,125
Number of participants with account balances	2015-01-01	704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BARTON HEALTH 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,153
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	837
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	261
Total of all active and inactive participants	2014-01-01	1,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,099
Number of participants with account balances	2014-01-01	777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BARTON HEALTH 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,166
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	907
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	244
Total of all active and inactive participants	2013-01-01	1,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,153
Number of participants with account balances	2013-01-01	780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: BARTON HEALTH 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,166
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	904
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	262
Total of all active and inactive participants	2012-01-01	1,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,166
Number of participants with account balances	2012-01-01	778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	10
2011: BARTON HEALTH 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,128
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	911
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	255
Total of all active and inactive participants	2011-01-01	1,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,166
Number of participants with account balances	2011-01-01	770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: BARTON HEALTH 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,132
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	869
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	259
Total of all active and inactive participants	2010-01-01	1,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1,128
Number of participants with account balances	2010-01-01	738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	37
2009: BARTON HEALTH 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	894
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	894
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	238
Total of all active and inactive participants	2009-01-01	1,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,132
Number of participants with account balances	2009-01-01	721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BARTON HEALTH 403(B) PLAN

Measure	Date	Value
2022 : BARTON HEALTH 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,674,517
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,855,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,653,985
Expenses. Certain deemed distributions of participant loans	2022-12-31	$43,928
Value of total corrective distributions	2022-12-31	$180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,785,026
Value of total assets at end of year	2022-12-31	$79,092,819
Value of total assets at beginning of year	2022-12-31	$86,623,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$157,768
Total interest from all sources	2022-12-31	$581,212
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$533,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$533,965
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$6,275,271
Participant contributions at end of year	2022-12-31	$1,146,494
Participant contributions at beginning of year	2022-12-31	$1,100,768
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$489,432
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$529,046
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$675,557
Other income not declared elsewhere	2022-12-31	$-97,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-7,530,378
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$79,092,819
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$86,623,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$31,875
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$56,449,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$63,716,897
Interest on participant loans	2022-12-31	$48,237
Interest earned on other investments	2022-12-31	$532,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$21,007,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$21,276,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-12,476,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,834,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,653,985
Contract administrator fees	2022-12-31	$125,893
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EIDE BAILLY
Accountancy firm EIN	2022-12-31	450250958
2021 : BARTON HEALTH 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$16,245,563
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$6,404,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$6,289,775
Expenses. Certain deemed distributions of participant loans	2021-12-31	$11,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,909,318
Value of total assets at end of year	2021-12-31	$86,623,197
Value of total assets at beginning of year	2021-12-31	$76,781,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$103,216
Total interest from all sources	2021-12-31	$632,970
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,782,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,782,512
Administrative expenses professional fees incurred	2021-12-31	$12,800
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$5,134,960
Participant contributions at end of year	2021-12-31	$1,100,768
Participant contributions at beginning of year	2021-12-31	$1,238,188
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$529,046
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$366,575
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$338,978
Other income not declared elsewhere	2021-12-31	$116,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$9,841,246
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$86,623,197
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$76,781,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$42,848
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$63,716,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$53,951,691
Interest on participant loans	2021-12-31	$52,351
Interest earned on other investments	2021-12-31	$580,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$21,276,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$21,225,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,803,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,435,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$6,289,775
Contract administrator fees	2021-12-31	$47,568
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WIPFLI LLP
Accountancy firm EIN	2021-12-31	390758449
2020 : BARTON HEALTH 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$15,943,733
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$7,047,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,939,058
Expenses. Certain deemed distributions of participant loans	2020-12-31	$22,516
Value of total corrective distributions	2020-12-31	$722
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,353,817
Value of total assets at end of year	2020-12-31	$76,781,951
Value of total assets at beginning of year	2020-12-31	$67,885,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$85,240
Total interest from all sources	2020-12-31	$626,828
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,035,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,035,252
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,854,846
Participant contributions at end of year	2020-12-31	$1,238,188
Participant contributions at beginning of year	2020-12-31	$1,220,530
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$366,575
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$34,464
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$65,341
Other income not declared elsewhere	2020-12-31	$95,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$8,896,197
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$76,781,951
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$67,885,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$78,933
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$53,951,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$46,708,639
Interest on participant loans	2020-12-31	$59,821
Interest earned on other investments	2020-12-31	$567,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$21,225,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$19,922,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,832,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,433,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,939,058
Contract administrator fees	2020-12-31	$6,307
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WIPFLI LLP
Accountancy firm EIN	2020-12-31	390758449
2019 : BARTON HEALTH 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$16,496,155
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,499,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,432,856
Expenses. Certain deemed distributions of participant loans	2019-12-31	$51,100
Value of total corrective distributions	2019-12-31	$141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,057,143
Value of total assets at end of year	2019-12-31	$67,885,754
Value of total assets at beginning of year	2019-12-31	$55,889,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,863
Total interest from all sources	2019-12-31	$596,238
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,944,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,944,243
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,716,458
Participant contributions at end of year	2019-12-31	$1,220,530
Participant contributions at beginning of year	2019-12-31	$1,232,737
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$34,464
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,678
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$70,224
Other income not declared elsewhere	2019-12-31	$81,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$11,996,195
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$67,885,754
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$55,889,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$46,708,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$35,992,945
Interest on participant loans	2019-12-31	$73,741
Interest earned on other investments	2019-12-31	$522,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$19,922,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$18,662,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,816,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,270,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,432,856
Contract administrator fees	2019-12-31	$15,863
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI LLP
Accountancy firm EIN	2019-12-31	390758449
2018 : BARTON HEALTH 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$5,032,681
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,277,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,250,343
Expenses. Certain deemed distributions of participant loans	2018-12-31	$23,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,975,190
Value of total assets at end of year	2018-12-31	$55,889,559
Value of total assets at beginning of year	2018-12-31	$55,133,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,494
Total interest from all sources	2018-12-31	$546,932
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,348,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,348,120
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,224,741
Participant contributions at end of year	2018-12-31	$1,232,737
Participant contributions at beginning of year	2018-12-31	$978,755
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,678
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,678
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$629,228
Other income not declared elsewhere	2018-12-31	$79,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$755,610
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$55,889,559
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$55,133,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$35,992,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$36,271,211
Interest on participant loans	2018-12-31	$53,860
Interest earned on other investments	2018-12-31	$493,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$18,662,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$17,882,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,917,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,121,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,250,343
Contract administrator fees	2018-12-31	$3,494
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLI LLP
Accountancy firm EIN	2018-12-31	390758449
2017 : BARTON HEALTH 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$12,845,218
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,809,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,785,698
Expenses. Certain deemed distributions of participant loans	2017-12-31	$4,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,974,963
Value of total assets at end of year	2017-12-31	$55,133,949
Value of total assets at beginning of year	2017-12-31	$46,097,806
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,361
Total interest from all sources	2017-12-31	$506,643
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,455,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,455,201
Administrative expenses professional fees incurred	2017-12-31	$16,555
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,895,044
Participant contributions at end of year	2017-12-31	$978,755
Participant contributions at beginning of year	2017-12-31	$620,311
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,678
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$1,678
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$994,080
Other income not declared elsewhere	2017-12-31	$27,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$9,036,143
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$55,133,949
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$46,097,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$36,271,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$28,726,446
Interest on participant loans	2017-12-31	$31,763
Interest earned on other investments	2017-12-31	$474,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$17,882,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$16,749,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,880,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,085,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,785,698
Contract administrator fees	2017-12-31	$2,806
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2017-12-31	450250958
2016 : BARTON HEALTH 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$9,206,316
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,909,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,887,373
Expenses. Certain deemed distributions of participant loans	2016-12-31	$19,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,335,296
Value of total assets at end of year	2016-12-31	$46,097,806
Value of total assets at beginning of year	2016-12-31	$41,800,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,317
Total interest from all sources	2016-12-31	$480,327
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$776,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$776,949
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,637,856
Participant contributions at end of year	2016-12-31	$620,311
Participant contributions at beginning of year	2016-12-31	$492,421
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$1,678
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$139,379
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$748,045
Other income not declared elsewhere	2016-12-31	$7,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,297,201
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$46,097,806
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$41,800,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$28,726,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$25,256,117
Interest on participant loans	2016-12-31	$28,049
Interest earned on other investments	2016-12-31	$452,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$16,749,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$15,912,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,606,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,949,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,887,373
Contract administrator fees	2016-12-31	$2,317
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2016-12-31	450250958
2015 : BARTON HEALTH 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$5,618,042
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,429,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,370,154
Expenses. Certain deemed distributions of participant loans	2015-12-31	$35,735
Value of total corrective distributions	2015-12-31	$10,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,212,552
Value of total assets at end of year	2015-12-31	$41,800,605
Value of total assets at beginning of year	2015-12-31	$38,612,549
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$13,736
Total interest from all sources	2015-12-31	$458,860
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,021,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,021,134
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,272,807
Participant contributions at end of year	2015-12-31	$492,421
Participant contributions at beginning of year	2015-12-31	$330,694
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$139,379
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$134,780
Other income not declared elsewhere	2015-12-31	$6,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,188,056
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$41,800,605
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$38,612,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$25,256,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$22,560,418
Interest on participant loans	2015-12-31	$18,052
Interest earned on other investments	2015-12-31	$440,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$15,912,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$15,721,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,080,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,804,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,370,154
Contract administrator fees	2015-12-31	$13,736
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	EIDE BAILLY, LLC
Accountancy firm EIN	2015-12-31	450250958
2014 : BARTON HEALTH 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$5,872,881
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,832,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,811,611
Expenses. Certain deemed distributions of participant loans	2014-12-31	$17,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,925,595
Value of total assets at end of year	2014-12-31	$38,612,549
Value of total assets at beginning of year	2014-12-31	$34,572,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,369
Total interest from all sources	2014-12-31	$431,499
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,081,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,081,631
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,683,914
Participant contributions at end of year	2014-12-31	$330,694
Participant contributions at beginning of year	2014-12-31	$173,210
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$207,989
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$1,381
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$4,040,474
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$38,612,549
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$34,572,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$22,560,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$20,308,846
Interest on participant loans	2014-12-31	$8,556
Interest earned on other investments	2014-12-31	$422,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$15,721,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$14,090,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$432,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,033,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,811,611
Contract administrator fees	2014-12-31	$3,369
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : BARTON HEALTH 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$8,148,263
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,915,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,877,453
Expenses. Certain deemed distributions of participant loans	2013-12-31	$32,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,615,603
Value of total assets at end of year	2013-12-31	$34,572,075
Value of total assets at beginning of year	2013-12-31	$29,339,096
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,668
Total interest from all sources	2013-12-31	$393,261
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$512,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$512,572
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,523,933
Participant contributions at end of year	2013-12-31	$173,210
Participant contributions at beginning of year	2013-12-31	$131,444
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$82,623
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$1
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$-1,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$5,232,979
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$34,572,075
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$29,339,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$20,308,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$16,719,316
Interest on participant loans	2013-12-31	$6,454
Interest earned on other investments	2013-12-31	$386,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$14,090,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$12,490,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,626,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,009,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,877,453
Contract administrator fees	2013-12-31	$5,668
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2013-12-31	910189318
2012 : BARTON HEALTH 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$3,577
Total income from all sources (including contributions)	2012-12-31	$5,926,235
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,048,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,029,225
Value of total corrective distributions	2012-12-31	$17,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,553,295
Value of total assets at end of year	2012-12-31	$29,339,096
Value of total assets at beginning of year	2012-12-31	$25,465,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,604
Total interest from all sources	2012-12-31	$378,444
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$137,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$137,132
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,524,679
Participant contributions at end of year	2012-12-31	$131,444
Participant contributions at beginning of year	2012-12-31	$114,331
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$85,953
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$3,577
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$764,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$3,577
Total non interest bearing cash at end of year	2012-12-31	$-1,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,877,461
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$29,339,096
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$25,461,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$16,719,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$13,659,556
Interest on participant loans	2012-12-31	$4,485
Interest earned on other investments	2012-12-31	$373,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$65,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$65,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$12,490,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$10,858,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,857,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$942,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,029,225
Contract administrator fees	2012-12-31	$1,604
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2012-12-31	910189318
2011 : BARTON HEALTH 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$3,577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$3,343,035
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,742,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,735,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,350,213
Value of total assets at end of year	2011-12-31	$25,465,212
Value of total assets at beginning of year	2011-12-31	$23,861,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,371
Total interest from all sources	2011-12-31	$357,110
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$189,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$189,030
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,035,944
Participant contributions at end of year	2011-12-31	$114,331
Participant contributions at beginning of year	2011-12-31	$39,375
Participant contributions at beginning of year	2011-12-31	$2,538
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$754,915
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$3,577
Assets. Loans (other than to participants) at end of year	2011-12-31	$764,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$3,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,600,552
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$25,461,635
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$23,861,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$13,659,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$14,003,701
Interest on participant loans	2011-12-31	$2,104
Interest earned on other investments	2011-12-31	$355,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$65,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$10,858,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$9,815,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-553,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$559,354
Employer contributions (assets) at beginning of year	2011-12-31	$11
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,735,112
Contract administrator fees	2011-12-31	$7,371
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2011-12-31	946050274
2010 : BARTON HEALTH 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,982,551
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,720,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,716,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,883,684
Value of total assets at end of year	2010-12-31	$23,861,083
Value of total assets at beginning of year	2010-12-31	$20,599,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,121
Total interest from all sources	2010-12-31	$332,632
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$54,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$54,645
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,052,146
Participant contributions at end of year	2010-12-31	$39,375
Participant contributions at end of year	2010-12-31	$2,538
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,556,612
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$621,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,261,593
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$23,861,083
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$20,599,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$14,003,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$11,521,483
Interest on participant loans	2010-12-31	$383
Interest earned on other investments	2010-12-31	$332,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$9,815,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$8,456,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,711,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$274,926
Employer contributions (assets) at end of year	2010-12-31	$11
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,716,837
Contract administrator fees	2010-12-31	$4,121
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2010-12-31	946050274
2009 : BARTON HEALTH 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BARTON HEALTH 403(B) PLAN

2022: BARTON HEALTH 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BARTON HEALTH 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BARTON HEALTH 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BARTON HEALTH 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BARTON HEALTH 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BARTON HEALTH 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BARTON HEALTH 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BARTON HEALTH 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BARTON HEALTH 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BARTON HEALTH 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BARTON HEALTH 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BARTON HEALTH 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BARTON HEALTH 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BARTON HEALTH 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896803-007

Policy instance

Insurance contract or identification number	896803-007
Number of Individuals Covered	146
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893202-007

Policy instance

Insurance contract or identification number	893202-007
Number of Individuals Covered	154
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15167

Policy instance

Insurance contract or identification number	CR15167
Number of Individuals Covered	263
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $32,368
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $32,368
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896803-007

Policy instance

Insurance contract or identification number	896803-007
Number of Individuals Covered	143
Insurance policy start date	2021-06-24
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893202-007

Policy instance

Insurance contract or identification number	893202-007
Number of Individuals Covered	155
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $6,449
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6,449
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15167

Policy instance

Insurance contract or identification number	CR15167
Number of Individuals Covered	282
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $29,050
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $29,050
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15167

Policy instance

Insurance contract or identification number	CR15167
Number of Individuals Covered	291
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $33,208
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $33,208
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893202-007

Policy instance

Insurance contract or identification number	893202-007
Number of Individuals Covered	690
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $12,684
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $12,684
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893202-007

Policy instance

Insurance contract or identification number	893202-007
Number of Individuals Covered	553
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $10,669
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $10,669
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15167

Policy instance

Insurance contract or identification number	CR15167
Number of Individuals Covered	305
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $36,136
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $36,136
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893202-007

Policy instance

Insurance contract or identification number	893202-007
Number of Individuals Covered	532
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15167

Policy instance

Insurance contract or identification number	CR15167
Number of Individuals Covered	326
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $35,272
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $35,272
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893202-007

Policy instance

Insurance contract or identification number	893202-007
Number of Individuals Covered	500
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15167

Policy instance

Insurance contract or identification number	CR15167
Number of Individuals Covered	355
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $46,141
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $46,141
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15167

Policy instance

Insurance contract or identification number	CR15167
Number of Individuals Covered	417
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $72,136
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $72,136
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893202-007

Policy instance

Insurance contract or identification number	893202-007
Number of Individuals Covered	397
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $18,788
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $18,788
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15167

Policy instance

Insurance contract or identification number	CR15167
Number of Individuals Covered	453
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $75,009
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $75,009
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893202-007

Policy instance

Insurance contract or identification number	893202-007
Number of Individuals Covered	431
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $18,239
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $18,239
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15167

Policy instance

Insurance contract or identification number	CR15167
Number of Individuals Covered	491
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $70,154
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $70,154
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893202-007

Policy instance

Insurance contract or identification number	893202-007
Number of Individuals Covered	413
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $13,350
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $13,350
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893202-007

Policy instance

Insurance contract or identification number	893202-007
Number of Individuals Covered	389
Insurance policy start date	2012-06-10
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $8,581
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $8,581
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15167

Policy instance

Insurance contract or identification number	CR15167
Number of Individuals Covered	533
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $69,454
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $69,454
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15167

Policy instance

Insurance contract or identification number	CR15167
Number of Individuals Covered	770
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $72,792
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893202-007

Policy instance

Insurance contract or identification number	893202-007
Number of Individuals Covered	349
Insurance policy start date	2011-06-10
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,734
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893202-007

Policy instance

Insurance contract or identification number	893202-007
Number of Individuals Covered	278
Insurance policy start date	2010-06-10
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $844
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15167

Policy instance

Insurance contract or identification number	CR15167
Number of Individuals Covered	640
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $59,132
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

BARTON HEALTHCARE EMPLOYEE WELFARE PLAN [EIN = 363990916]

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See full terms and conditions

Company Name:	BARTON HEALTHCARE SYSTEM
Employer identification number (EIN):	946050274
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0396937