?>
Logo

REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 401k Plan overview

Plan NameREDLANDS COMMUNITY HOSPITAL PLUS PROGRAM
Plan identification number 003

REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

REDLANDS COMMUNITY HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:REDLANDS COMMUNITY HOSPITAL
Employer identification number (EIN):951643347
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about REDLANDS COMMUNITY HOSPITAL

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0124191

More information about REDLANDS COMMUNITY HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MICHELLE MOK
0032016-01-01MICHELLE MOK
0032015-01-01MICHELLE MOK
0032014-01-01MICHELLE MOK
0032013-01-01DIANNE COX
0032012-01-01DIANNE COX
0032011-01-01DIANNE COX
0032009-07-01DIANNE E. COX

Plan Statistics for REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM

401k plan membership statisitcs for REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM

Measure Date Value
2022: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-012,158
Total number of active participants reported on line 7a of the Form 55002022-01-011,713
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-01391
Total of all active and inactive participants2022-01-012,121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-012,131
Number of participants with account balances2022-01-011,693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-012,143
Total number of active participants reported on line 7a of the Form 55002021-01-011,775
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-01356
Total of all active and inactive participants2021-01-012,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-012,158
Number of participants with account balances2021-01-011,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-012,110
Total number of active participants reported on line 7a of the Form 55002020-01-011,823
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01293
Total of all active and inactive participants2020-01-012,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-012,138
Number of participants with account balances2020-01-011,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-011,993
Total number of active participants reported on line 7a of the Form 55002019-01-011,831
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01257
Total of all active and inactive participants2019-01-012,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-012,110
Number of participants with account balances2019-01-011,650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-011,902
Total number of active participants reported on line 7a of the Form 55002018-01-011,716
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-01253
Total of all active and inactive participants2018-01-011,985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-011,993
Number of participants with account balances2018-01-011,579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-011,888
Total number of active participants reported on line 7a of the Form 55002017-01-011,650
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01232
Total of all active and inactive participants2017-01-011,894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-011,902
Number of participants with account balances2017-01-011,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-011,805
Total number of active participants reported on line 7a of the Form 55002016-01-011,549
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01324
Total of all active and inactive participants2016-01-011,881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-011,888
Number of participants with account balances2016-01-011,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-011,833
Total number of active participants reported on line 7a of the Form 55002015-01-011,505
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-01285
Total of all active and inactive participants2015-01-011,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-011,805
Number of participants with account balances2015-01-011,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-011,830
Total number of active participants reported on line 7a of the Form 55002014-01-011,583
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-01231
Total of all active and inactive participants2014-01-011,826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-011,833
Number of participants with account balances2014-01-011,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-011,754
Total number of active participants reported on line 7a of the Form 55002013-01-011,630
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01194
Total of all active and inactive participants2013-01-011,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,830
Number of participants with account balances2013-01-011,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-011,884
Total number of active participants reported on line 7a of the Form 55002012-01-011,589
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01163
Total of all active and inactive participants2012-01-011,752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,754
Number of participants with account balances2012-01-011,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-011,779
Total number of active participants reported on line 7a of the Form 55002011-01-011,519
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01362
Total of all active and inactive participants2011-01-011,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,884
Number of participants with account balances2011-01-011,261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-07-011,703
Total number of active participants reported on line 7a of the Form 55002009-07-011,480
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-014
Total of all active and inactive participants2009-07-011,484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-011,484
Number of participants with account balances2009-07-01779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-013

Financial Data on REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM

Measure Date Value
2022 : REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-10,304,162
Total of all expenses incurred2022-12-31$8,938,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,829,843
Value of total corrective distributions2022-12-31$177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,016,106
Value of total assets at end of year2022-12-31$137,712,276
Value of total assets at beginning of year2022-12-31$156,954,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$108,269
Total interest from all sources2022-12-31$693,108
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,648,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,648,714
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,944,135
Participant contributions at end of year2022-12-31$2,968,211
Participant contributions at beginning of year2022-12-31$2,615,303
Participant contributions at end of year2022-12-31$298,295
Participant contributions at beginning of year2022-12-31$872
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$358,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,130
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$715
Other income not declared elsewhere2022-12-31$50,240
Administrative expenses (other) incurred2022-12-31$108,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,242,451
Value of net assets at end of year (total assets less liabilities)2022-12-31$137,712,276
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$156,954,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$100
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$111,893,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$134,811,436
Interest on participant loans2022-12-31$132,188
Interest earned on other investments2022-12-31$560,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$22,448,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$19,525,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,712,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,713,634
Employer contributions (assets) at end of year2022-12-31$98,586
Employer contributions (assets) at beginning of year2022-12-31$446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,829,843
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SOREN MCADAM, LLP
Accountancy firm EIN2022-12-31770549163
2021 : REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2021 401k financial data
Total transfer of assets to this plan2021-12-31$0
Total income from all sources (including contributions)2021-12-31$30,886,976
Total of all expenses incurred2021-12-31$13,664,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,531,679
Expenses. Certain deemed distributions of participant loans2021-12-31$17
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,922,175
Value of total assets at end of year2021-12-31$156,954,727
Value of total assets at beginning of year2021-12-31$139,732,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$132,788
Total interest from all sources2021-12-31$664,113
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,551,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,551,771
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,603,233
Participant contributions at end of year2021-12-31$2,615,303
Participant contributions at beginning of year2021-12-31$2,512,149
Participant contributions at end of year2021-12-31$872
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$694,728
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,697
Other income not declared elsewhere2021-12-31$52,586
Administrative expenses (other) incurred2021-12-31$132,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$17,222,492
Value of net assets at end of year (total assets less liabilities)2021-12-31$156,954,727
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$139,732,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$134,811,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$117,646,845
Interest on participant loans2021-12-31$126,827
Interest earned on other investments2021-12-31$537,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$16,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$16,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$19,525,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$19,554,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,696,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,624,214
Employer contributions (assets) at end of year2021-12-31$446
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,531,679
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SOREN MCADAM, LLP
Accountancy firm EIN2021-12-31770549163
2020 : REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$26,458,769
Total of all expenses incurred2020-12-31$10,695,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,554,650
Expenses. Certain deemed distributions of participant loans2020-12-31$16,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,330,621
Value of total assets at end of year2020-12-31$139,732,235
Value of total assets at beginning of year2020-12-31$123,968,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$123,381
Total interest from all sources2020-12-31$685,641
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,896,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,896,869
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,308,768
Participant contributions at end of year2020-12-31$2,512,149
Participant contributions at beginning of year2020-12-31$2,503,459
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$427
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$399,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,678
Other income not declared elsewhere2020-12-31$32,672
Administrative expenses (other) incurred2020-12-31$123,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,763,757
Value of net assets at end of year (total assets less liabilities)2020-12-31$139,732,235
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$123,968,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$117,646,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$102,763,681
Interest on participant loans2020-12-31$134,000
Interest earned on other investments2020-12-31$551,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$16,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$19,554,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,696,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,512,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,622,753
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,554,650
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SOREN MCADAM, LLP
Accountancy firm EIN2020-12-31770549163
2019 : REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$29,794,689
Total of all expenses incurred2019-12-31$6,445,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,298,721
Expenses. Certain deemed distributions of participant loans2019-12-31$1,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,354,139
Value of total assets at end of year2019-12-31$123,968,478
Value of total assets at beginning of year2019-12-31$100,618,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$144,726
Total interest from all sources2019-12-31$672,273
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,339,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,339,169
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,781,550
Participant contributions at end of year2019-12-31$2,503,459
Participant contributions at beginning of year2019-12-31$2,415,076
Participant contributions at end of year2019-12-31$427
Participant contributions at beginning of year2019-12-31$573
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$185,826
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,911
Other income not declared elsewhere2019-12-31$128,943
Administrative expenses (other) incurred2019-12-31$144,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$23,349,622
Value of net assets at end of year (total assets less liabilities)2019-12-31$123,968,478
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$100,618,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$102,763,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$80,133,135
Interest on participant loans2019-12-31$127,467
Interest earned on other investments2019-12-31$544,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$22,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$22,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,696,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,044,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,300,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,386,763
Employer contributions (assets) at end of year2019-12-31$172
Employer contributions (assets) at beginning of year2019-12-31$262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,298,721
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SOREN MCADAM, LLP
Accountancy firm EIN2019-12-31770549163
2018 : REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$4,780,053
Total of all expenses incurred2018-12-31$5,024,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,892,915
Expenses. Certain deemed distributions of participant loans2018-12-31$11,518
Value of total corrective distributions2018-12-31$4,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,662,332
Value of total assets at end of year2018-12-31$100,618,856
Value of total assets at beginning of year2018-12-31$100,863,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$115,980
Total interest from all sources2018-12-31$635,937
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,638,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,638,920
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,048,060
Participant contributions at end of year2018-12-31$2,415,076
Participant contributions at beginning of year2018-12-31$2,365,576
Participant contributions at end of year2018-12-31$573
Participant contributions at beginning of year2018-12-31$435
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$666,060
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$462,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,083
Other income not declared elsewhere2018-12-31$47,827
Administrative expenses (other) incurred2018-12-31$115,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-244,702
Value of net assets at end of year (total assets less liabilities)2018-12-31$100,618,856
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$100,863,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$80,133,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$80,225,410
Interest on participant loans2018-12-31$118,414
Interest earned on other investments2018-12-31$517,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$22,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,044,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,601,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,204,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,151,968
Employer contributions (assets) at end of year2018-12-31$262
Employer contributions (assets) at beginning of year2018-12-31$2,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,892,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SOREN MCADAM, LLP
Accountancy firm EIN2018-12-31770549163
2017 : REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$20,832,330
Total of all expenses incurred2017-12-31$7,809,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,700,197
Expenses. Certain deemed distributions of participant loans2017-12-31$25,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,727,900
Value of total assets at end of year2017-12-31$100,863,558
Value of total assets at beginning of year2017-12-31$87,840,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$83,736
Total interest from all sources2017-12-31$613,047
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,293,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,293,649
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,275,823
Participant contributions at end of year2017-12-31$2,365,576
Participant contributions at beginning of year2017-12-31$2,058,611
Participant contributions at end of year2017-12-31$435
Participant contributions at beginning of year2017-12-31$2,373
Assets. Other investments not covered elsewhere at end of year2017-12-31$666,060
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$547,667
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$478,997
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,083
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,257
Other income not declared elsewhere2017-12-31$58,552
Administrative expenses (other) incurred2017-12-31$83,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,023,247
Value of net assets at end of year (total assets less liabilities)2017-12-31$100,863,558
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$87,840,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$80,225,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$67,227,209
Interest on participant loans2017-12-31$95,138
Interest earned on other investments2017-12-31$517,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,601,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,998,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,139,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,973,080
Employer contributions (assets) at end of year2017-12-31$2,445
Employer contributions (assets) at beginning of year2017-12-31$432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,700,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SOREN MCADAM, LLP
Accountancy firm EIN2017-12-31770549163
2016 : REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$13,257,529
Total of all expenses incurred2016-12-31$6,185,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,106,487
Expenses. Certain deemed distributions of participant loans2016-12-31$6,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,280,117
Value of total assets at end of year2016-12-31$87,840,311
Value of total assets at beginning of year2016-12-31$80,768,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,205
Total interest from all sources2016-12-31$602,313
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,190,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,190,805
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,750,086
Participant contributions at end of year2016-12-31$2,058,611
Participant contributions at beginning of year2016-12-31$1,859,871
Participant contributions at end of year2016-12-31$2,373
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$547,667
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$505,556
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$652,158
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,034
Other income not declared elsewhere2016-12-31$26,619
Administrative expenses (other) incurred2016-12-31$72,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,072,190
Value of net assets at end of year (total assets less liabilities)2016-12-31$87,840,311
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$80,768,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$67,227,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$60,688,314
Interest on participant loans2016-12-31$79,415
Interest earned on other investments2016-12-31$522,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,998,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$17,711,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,157,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,877,873
Employer contributions (assets) at end of year2016-12-31$432
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,106,487
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SOREN MCADAM, LLP
Accountancy firm EIN2016-12-31770549163
2015 : REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$7,878,267
Total of all expenses incurred2015-12-31$8,045,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,973,093
Expenses. Certain deemed distributions of participant loans2015-12-31$1,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,905,798
Value of total assets at end of year2015-12-31$80,768,121
Value of total assets at beginning of year2015-12-31$80,935,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$71,087
Total interest from all sources2015-12-31$587,812
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,045,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,045,659
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,746,339
Participant contributions at end of year2015-12-31$1,859,871
Participant contributions at beginning of year2015-12-31$1,705,975
Assets. Other investments not covered elsewhere at end of year2015-12-31$505,556
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$822,840
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$337,868
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,800
Other income not declared elsewhere2015-12-31$-10,406
Administrative expenses (other) incurred2015-12-31$71,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-167,566
Value of net assets at end of year (total assets less liabilities)2015-12-31$80,768,121
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$80,935,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$60,688,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$61,097,540
Interest on participant loans2015-12-31$74,079
Interest earned on other investments2015-12-31$513,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$17,711,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$17,303,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,650,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,821,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,973,093
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SOREN MCADAM, LLP
Accountancy firm EIN2015-12-31770549163
2014 : REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$12,182,912
Total of all expenses incurred2014-12-31$5,207,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,111,562
Expenses. Certain deemed distributions of participant loans2014-12-31$30,610
Value of total corrective distributions2014-12-31$1,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,247,711
Value of total assets at end of year2014-12-31$80,935,687
Value of total assets at beginning of year2014-12-31$73,959,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,788
Total interest from all sources2014-12-31$605,391
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,049,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,049,778
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,380,996
Participant contributions at end of year2014-12-31$1,705,975
Participant contributions at beginning of year2014-12-31$1,446,871
Assets. Other investments not covered elsewhere at end of year2014-12-31$822,840
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$741,306
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,152,011
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,592
Other income not declared elsewhere2014-12-31$51,325
Administrative expenses (other) incurred2014-12-31$63,788
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,975,888
Value of net assets at end of year (total assets less liabilities)2014-12-31$80,935,687
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,959,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$61,097,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$53,265,577
Interest on participant loans2014-12-31$66,552
Interest earned on other investments2014-12-31$538,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$17,303,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$18,501,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,228,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,714,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,111,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SOREN MCADAM CHRISTENSON LLP
Accountancy firm EIN2014-12-31770549163
2013 : REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$21,124,866
Total of all expenses incurred2013-12-31$5,741,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,671,852
Expenses. Certain deemed distributions of participant loans2013-12-31$20,606
Value of total corrective distributions2013-12-31$16,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,463,996
Value of total assets at end of year2013-12-31$73,959,799
Value of total assets at beginning of year2013-12-31$58,576,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,930
Total interest from all sources2013-12-31$592,352
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$806,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$806,678
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,841,205
Participant contributions at end of year2013-12-31$1,446,871
Participant contributions at beginning of year2013-12-31$1,892,326
Participant contributions at beginning of year2013-12-31$343,657
Assets. Other investments not covered elsewhere at end of year2013-12-31$741,306
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$529,145
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,030,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,592
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$86,858
Administrative expenses (other) incurred2013-12-31$32,930
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$15,383,477
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,959,799
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$58,576,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$53,265,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$39,537,056
Interest on participant loans2013-12-31$53,234
Interest earned on other investments2013-12-31$539,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$23,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$23,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$18,501,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,950,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,174,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,592,554
Employer contributions (assets) at beginning of year2013-12-31$300,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,671,852
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SOREN MCADAM CHRISTENSON LLP
Accountancy firm EIN2013-12-31770549163
2012 : REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$182,380
Total income from all sources (including contributions)2012-12-31$10,924,033
Total of all expenses incurred2012-12-31$3,544,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,423,825
Expenses. Certain deemed distributions of participant loans2012-12-31$93,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,153,271
Value of total assets at end of year2012-12-31$58,576,322
Value of total assets at beginning of year2012-12-31$51,379,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,108
Total interest from all sources2012-12-31$605,213
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$715,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$715,165
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,271,950
Participant contributions at end of year2012-12-31$1,892,326
Participant contributions at beginning of year2012-12-31$1,865,960
Participant contributions at end of year2012-12-31$343,657
Assets. Other investments not covered elsewhere at end of year2012-12-31$529,145
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$501,469
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$465,606
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$28,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$182,380
Other income not declared elsewhere2012-12-31$833,475
Administrative expenses (other) incurred2012-12-31$27,108
Total non interest bearing cash at end of year2012-12-31$1
Total non interest bearing cash at beginning of year2012-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,379,479
Value of net assets at end of year (total assets less liabilities)2012-12-31$58,576,322
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$51,196,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$39,537,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,150,096
Interest on participant loans2012-12-31$27,163
Interest earned on other investments2012-12-31$578,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$23,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$163,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$163,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,950,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$22,344,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,616,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,415,715
Employer contributions (assets) at end of year2012-12-31$300,243
Employer contributions (assets) at beginning of year2012-12-31$325,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,423,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SOREN MCADAM CHRISTENSON LLP
Accountancy firm EIN2012-12-31770549163
2011 : REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$182,380
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$5,750,323
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,401,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,327,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,703,202
Value of total assets at end of year2011-12-31$51,379,223
Value of total assets at beginning of year2011-12-31$48,847,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$74,177
Total interest from all sources2011-12-31$620,435
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,015,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,015,337
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,040,131
Participant contributions at end of year2011-12-31$1,865,960
Participant contributions at beginning of year2011-12-31$1,822,958
Participant contributions at beginning of year2011-12-31$134,428
Assets. Other investments not covered elsewhere at end of year2011-12-31$501,469
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$447,403
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$386,503
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$28,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$121,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$182,380
Other income not declared elsewhere2011-12-31$9,357
Total non interest bearing cash at end of year2011-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,348,959
Value of net assets at end of year (total assets less liabilities)2011-12-31$51,196,843
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$48,847,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$60,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$26,150,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,008,842
Interest on participant loans2011-12-31$24,044
Interest earned on other investments2011-12-31$596,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$163,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,023
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 year2011-12-31$22,344,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$15,944,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,598,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,276,568
Employer contributions (assets) at end of year2011-12-31$325,981
Employer contributions (assets) at beginning of year2011-12-31$362,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,327,187
Contract administrator fees2011-12-31$14,130
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SOREN MCADAM CHRISTENSON LLP
Accountancy firm EIN2011-12-31770549163
2010 : REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$8,078,521
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,510,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,500,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,241,388
Value of total assets at end of year2010-12-31$48,847,884
Value of total assets at beginning of year2010-12-31$43,279,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,097
Total interest from all sources2010-12-31$315,678
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$405,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$405,049
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,099,596
Participant contributions at end of year2010-12-31$1,822,958
Participant contributions at beginning of year2010-12-31$1,614,248
Participant contributions at end of year2010-12-31$134,428
Assets. Other investments not covered elsewhere at end of year2010-12-31$447,403
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$232,565
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$287,444
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$121,448
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$169,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,568,415
Value of net assets at end of year (total assets less liabilities)2010-12-31$48,847,884
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$43,279,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$30,008,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$24,973,176
Interest on participant loans2010-12-31$4,795
Interest earned on other investments2010-12-31$310,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$15,944,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$16,287,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,116,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$854,348
Employer contributions (assets) at end of year2010-12-31$362,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,500,009
Contract administrator fees2010-12-31$10,097
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SOREN MCADAM CHRISTENSON, LLP
Accountancy firm EIN2010-12-31770549163
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM

2022: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069482
Policy instance 2
Insurance contract or identification numberTT069482
Number of Individuals Covered1486
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14418
Policy instance 1
Insurance contract or identification numberCR14418
Number of Individuals Covered309
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $33,039
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,039
Insurance broker organization code?4
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069482
Policy instance 2
Insurance contract or identification numberTT069482
Number of Individuals Covered1443
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14418
Policy instance 1
Insurance contract or identification numberCR14418
Number of Individuals Covered327
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $30,063
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,063
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14418
Policy instance 1
Insurance contract or identification numberCR14418
Number of Individuals Covered350
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $34,573
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,573
Insurance broker organization code?4
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069482
Policy instance 2
Insurance contract or identification numberTT069482
Number of Individuals Covered1418
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069482
Policy instance 2
Insurance contract or identification numberTT069482
Number of Individuals Covered1383
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14418
Policy instance 1
Insurance contract or identification numberCR14418
Number of Individuals Covered377
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $35,584
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,584
Insurance broker organization code?4
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069482
Policy instance 3
Insurance contract or identification numberTT069482
Number of Individuals Covered1348
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR34236,CR34237
Policy instance 2
Insurance contract or identification numberCR34236,CR34237
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14418
Policy instance 1
Insurance contract or identification numberCR14418
Number of Individuals Covered399
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $37,484
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,484
Insurance broker organization code?4
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069482
Policy instance 3
Insurance contract or identification numberTT069482
Number of Individuals Covered1271
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR34236,CR34237
Policy instance 2
Insurance contract or identification numberCR34236,CR34237
Number of Individuals Covered247
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $26,513
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,513
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14418,CR02561
Policy instance 1
Insurance contract or identification numberCR14418,CR02561
Number of Individuals Covered177
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $28,905
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,905
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR34236,CR34237
Policy instance 2
Insurance contract or identification numberCR34236,CR34237
Number of Individuals Covered207
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $27,989
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,989
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069482
Policy instance 3
Insurance contract or identification numberTT069482
Number of Individuals Covered1312
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14418,CR02561
Policy instance 1
Insurance contract or identification numberCR14418,CR02561
Number of Individuals Covered207
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $27,989
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,989
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14418,CR02561
Policy instance 1
Insurance contract or identification numberCR14418,CR02561
Number of Individuals Covered219
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $20,792
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,792
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069482
Policy instance 3
Insurance contract or identification numberTT069482
Number of Individuals Covered1554
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR34236,CR34237
Policy instance 2
Insurance contract or identification numberCR34236,CR34237
Number of Individuals Covered308
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $28,882
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,882
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR34236,CR34237
Policy instance 2
Insurance contract or identification numberCR34236,CR34237
Number of Individuals Covered340
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $42,284
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,284
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069482
Policy instance 3
Insurance contract or identification numberTT069482
Number of Individuals Covered1630
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14418,CR02561
Policy instance 1
Insurance contract or identification numberCR14418,CR02561
Number of Individuals Covered239
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,294
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,294
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14418,CR02561
Policy instance 2
Insurance contract or identification numberCR14418,CR02561
Number of Individuals Covered277
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $29,080
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,080
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893192-007
Policy instance 1
Insurance contract or identification number893192-007
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $9,814
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,814
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR34236,CR34237
Policy instance 3
Insurance contract or identification numberCR34236,CR34237
Number of Individuals Covered378
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $26,926
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,926
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberN/A
Policy instance 4
Insurance contract or identification numberN/A
Number of Individuals Covered980
Insurance policy start date2012-11-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR34236,CR34237
Policy instance 3
Insurance contract or identification numberCR34236,CR34237
Number of Individuals Covered421
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $23,037
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893192-007
Policy instance 1
Insurance contract or identification number893192-007
Number of Individuals Covered408
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,972
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR14418,CR02561
Policy instance 2
Insurance contract or identification numberCR14418,CR02561
Number of Individuals Covered312
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $34,423
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893192-007
Policy instance 2
Insurance contract or identification number893192-007
Number of Individuals Covered294
Insurance policy start date2010-07-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,502
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2651, 14418
Policy instance 3
Insurance contract or identification number2651, 14418
Number of Individuals Covered333
Insurance policy start date2010-07-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $17,442
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number34236, 34237
Policy instance 1
Insurance contract or identification number34236, 34237
Number of Individuals Covered456
Insurance policy start date2010-07-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,584
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

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

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

See full terms and conditions

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