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TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL
Plan identification number 003

TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

VALLEY PRESBYTERIAN HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:VALLEY PRESBYTERIAN HOSPITAL
Employer identification number (EIN):951945832
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about VALLEY PRESBYTERIAN HOSPITAL

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0231189

More information about VALLEY PRESBYTERIAN HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL

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
0032017-01-01JANICE KLOSTERMEIER
0032016-01-01LORI CARDLE
0032015-01-01LORI CARDLE
0032015-01-01
0032014-01-01
0032014-01-01
0032013-01-01
0032012-01-01
0032011-01-01
0032010-11-01
0032009-11-01
0032009-01-01

Plan Statistics for TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL

401k plan membership statisitcs for TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL

Measure Date Value
2022: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2022 401k membership
Total participants, beginning-of-year2022-01-012,392
Total number of active participants reported on line 7a of the Form 55002022-01-011,614
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01511
Total of all active and inactive participants2022-01-012,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-012,139
Number of participants with account balances2022-01-011,659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2021 401k membership
Total participants, beginning-of-year2021-01-012,492
Total number of active participants reported on line 7a of the Form 55002021-01-011,795
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01582
Total of all active and inactive participants2021-01-012,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-012,392
Number of participants with account balances2021-01-011,766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2020 401k membership
Total participants, beginning-of-year2020-01-012,276
Total number of active participants reported on line 7a of the Form 55002020-01-011,795
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01688
Total of all active and inactive participants2020-01-012,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-012,492
Number of participants with account balances2020-01-011,920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2019 401k membership
Total participants, beginning-of-year2019-01-012,288
Total number of active participants reported on line 7a of the Form 55002019-01-011,778
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01491
Total of all active and inactive participants2019-01-012,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-012,276
Number of participants with account balances2019-01-011,475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2018 401k membership
Total participants, beginning-of-year2018-01-011,879
Total number of active participants reported on line 7a of the Form 55002018-01-011,816
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01467
Total of all active and inactive participants2018-01-012,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-012,288
Number of participants with account balances2018-01-011,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2017 401k membership
Total participants, beginning-of-year2017-01-011,817
Total number of active participants reported on line 7a of the Form 55002017-01-011,746
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01130
Total of all active and inactive participants2017-01-011,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,879
Number of participants with account balances2017-01-011,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2016 401k membership
Total participants, beginning-of-year2016-01-011,069
Total number of active participants reported on line 7a of the Form 55002016-01-011,722
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0195
Total of all active and inactive participants2016-01-011,817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,817
Number of participants with account balances2016-01-011,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2015 401k membership
Total participants, beginning-of-year2015-01-01964
Total number of active participants reported on line 7a of the Form 55002015-01-011,043
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-011,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,069
Number of participants with account balances2015-01-011,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2014 401k membership
Total participants, beginning-of-year2014-01-011,455
Total number of active participants reported on line 7a of the Form 55002014-01-01833
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01128
Total of all active and inactive participants2014-01-01961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01964
Number of participants with account balances2014-01-01963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2013 401k membership
Total participants, beginning-of-year2013-01-011,789
Total number of active participants reported on line 7a of the Form 55002013-01-01822
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01105
Total of all active and inactive participants2013-01-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01928
Number of participants with account balances2013-01-01928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-01-011,673
Total number of active participants reported on line 7a of the Form 55002012-01-01843
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-01896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01899
Number of participants with account balances2012-01-01897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-01-011,600
Total number of active participants reported on line 7a of the Form 55002011-01-01642
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01248
Total of all active and inactive participants2011-01-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01891
Number of participants with account balances2011-01-01891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2010 401k membership
Total participants, beginning-of-year2010-11-011,610
Total number of active participants reported on line 7a of the Form 55002010-11-01417
Number of retired or separated participants receiving benefits2010-11-010
Number of other retired or separated participants entitled to future benefits2010-11-0159
Total of all active and inactive participants2010-11-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-011
Total participants2010-11-01477
Number of participants with account balances2010-11-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010
2009: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-11-011,545
Total number of active participants reported on line 7a of the Form 55002009-11-01277
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-01199
Total of all active and inactive participants2009-11-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-011
Total participants2009-11-01477
Number of participants with account balances2009-11-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010
Total participants, beginning-of-year2009-01-011,696
Total number of active participants reported on line 7a of the Form 55002009-01-011,672
Total of all active and inactive participants2009-01-011,672
Total participants2009-01-011,672
Number of participants with account balances2009-01-0192

Financial Data on TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL

Measure Date Value
2022 : TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-5,069,586
Total of all expenses incurred2022-12-31$6,968,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,611,594
Expenses. Certain deemed distributions of participant loans2022-12-31$149,209
Value of total corrective distributions2022-12-31$5,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,588,854
Value of total assets at end of year2022-12-31$65,241,353
Value of total assets at beginning of year2022-12-31$77,279,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$202,620
Total interest from all sources2022-12-31$138,718
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,041,761
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$1,041,761
Administrative expenses professional fees incurred2022-12-31$26,333
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$6,831,158
Participant contributions at end of year2022-12-31$883,825
Participant contributions at beginning of year2022-12-31$922,086
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$756,957
Administrative expenses (other) incurred2022-12-31$98,828
Total non interest bearing cash at end of year2022-12-31$6,575
Total non interest bearing cash at beginning of year2022-12-31$45,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,038,400
Value of net assets at end of year (total assets less liabilities)2022-12-31$65,241,353
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$77,279,753
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$77,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$49,899,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$59,332,481
Value of interest in pooled separate accounts at end of year2022-12-31$9,066,005
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,491,704
Interest on participant loans2022-12-31$17,847
Interest earned on other investments2022-12-31$120,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,385,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,487,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,746,722
Net investment gain/loss from pooled separate accounts2022-12-31$-2,092,197
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$739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,611,594
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$15,380,915
Total of all expenses incurred2021-12-31$4,809,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,422,751
Expenses. Certain deemed distributions of participant loans2021-12-31$120,612
Value of total corrective distributions2021-12-31$19,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,879,868
Value of total assets at end of year2021-12-31$77,279,753
Value of total assets at beginning of year2021-12-31$66,708,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$247,219
Total interest from all sources2021-12-31$154,664
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,023,199
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$1,023,199
Administrative expenses professional fees incurred2021-12-31$17,850
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$6,673,212
Participant contributions at end of year2021-12-31$922,086
Participant contributions at beginning of year2021-12-31$989,681
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$206,656
Administrative expenses (other) incurred2021-12-31$187,459
Total non interest bearing cash at end of year2021-12-31$45,490
Total non interest bearing cash at beginning of year2021-12-31$20,032
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$10,571,041
Value of net assets at end of year (total assets less liabilities)2021-12-31$77,279,753
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$66,708,712
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
Investment advisory and management fees2021-12-31$41,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$59,332,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$50,098,012
Value of interest in pooled separate accounts at end of year2021-12-31$11,491,704
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,350,223
Interest on participant loans2021-12-31$41,610
Interest earned on other investments2021-12-31$113,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,487,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,250,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,859,629
Net investment gain/loss from pooled separate accounts2021-12-31$1,463,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,422,751
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$15,308,303
Total of all expenses incurred2020-12-31$4,770,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,408,216
Expenses. Certain deemed distributions of participant loans2020-12-31$93,384
Value of total corrective distributions2020-12-31$1,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,227,935
Value of total assets at end of year2020-12-31$66,708,712
Value of total assets at beginning of year2020-12-31$56,170,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$267,186
Total interest from all sources2020-12-31$46,931
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$803,442
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$803,442
Administrative expenses professional fees incurred2020-12-31$35,954
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$5,901,135
Participant contributions at end of year2020-12-31$989,681
Participant contributions at beginning of year2020-12-31$964,123
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,326,800
Administrative expenses (other) incurred2020-12-31$213,692
Total non interest bearing cash at end of year2020-12-31$20,032
Total non interest bearing cash at beginning of year2020-12-31$78,458
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$10,537,819
Value of net assets at end of year (total assets less liabilities)2020-12-31$66,708,712
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$56,170,893
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
Investment advisory and management fees2020-12-31$17,540
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$50,098,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,193,799
Value of interest in pooled separate accounts at end of year2020-12-31$10,350,223
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,503,014
Interest on participant loans2020-12-31$46,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,250,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,431,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,881,565
Net investment gain/loss from pooled separate accounts2020-12-31$1,348,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,408,216
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$15,070,668
Total of all expenses incurred2019-12-31$3,872,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,581,268
Expenses. Certain deemed distributions of participant loans2019-12-31$110,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,230,353
Value of total assets at end of year2019-12-31$56,170,893
Value of total assets at beginning of year2019-12-31$44,972,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$180,390
Total interest from all sources2019-12-31$147,596
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$823,652
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$823,652
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$5,849,440
Participant contributions at end of year2019-12-31$964,123
Participant contributions at beginning of year2019-12-31$746,992
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$79,510
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$380,913
Administrative expenses (other) incurred2019-12-31$145,931
Total non interest bearing cash at end of year2019-12-31$78,458
Total non interest bearing cash at beginning of year2019-12-31$50,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,198,162
Value of net assets at end of year (total assets less liabilities)2019-12-31$56,170,893
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$44,972,731
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
Investment advisory and management fees2019-12-31$34,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,193,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,188,528
Value of interest in pooled separate accounts at end of year2019-12-31$9,503,014
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$47,044
Interest earned on other investments2019-12-31$100,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,431,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,906,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,142,550
Net investment gain/loss from pooled separate accounts2019-12-31$1,726,517
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,581,268
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 name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,693,001
Total of all expenses incurred2018-12-31$4,139,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,847,203
Expenses. Certain deemed distributions of participant loans2018-12-31$108,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,220,702
Value of total assets at end of year2018-12-31$44,972,731
Value of total assets at beginning of year2018-12-31$45,419,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$183,465
Total interest from all sources2018-12-31$97,634
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$636,466
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$636,466
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$5,697,550
Participant contributions at end of year2018-12-31$746,992
Participant contributions at beginning of year2018-12-31$476,424
Participant contributions at end of year2018-12-31$79,510
Participant contributions at beginning of year2018-12-31$201,298
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$523,152
Administrative expenses (other) incurred2018-12-31$149,242
Total non interest bearing cash at end of year2018-12-31$50,731
Total non interest bearing cash at beginning of year2018-12-31$121,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-446,601
Value of net assets at end of year (total assets less liabilities)2018-12-31$44,972,731
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,419,332
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
Investment advisory and management fees2018-12-31$34,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$39,188,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$39,826,782
Interest on participant loans2018-12-31$26,646
Interest earned on other investments2018-12-31$70,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,906,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,793,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,261,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,847,203
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$11,229,327
Total of all expenses incurred2017-12-31$3,546,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,349,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,608,782
Value of total assets at end of year2017-12-31$45,419,332
Value of total assets at beginning of year2017-12-31$37,736,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$197,426
Total interest from all sources2017-12-31$154,746
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$552,952
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$552,952
Administrative expenses professional fees incurred2017-12-31$33,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$5,328,558
Participant contributions at end of year2017-12-31$476,424
Participant contributions at beginning of year2017-12-31$350,110
Participant contributions at end of year2017-12-31$201,298
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$280,224
Administrative expenses (other) incurred2017-12-31$149,066
Total non interest bearing cash at end of year2017-12-31$121,620
Total non interest bearing cash at beginning of year2017-12-31$75,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,682,346
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,419,332
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,736,986
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
Investment advisory and management fees2017-12-31$15,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$39,826,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,571,775
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$15,721
Interest earned on other investments2017-12-31$139,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,793,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,739,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,912,847
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,349,555
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$7,782,962
Total of all expenses incurred2016-12-31$2,802,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,623,556
Expenses. Certain deemed distributions of participant loans2016-12-31$61,470
Value of total corrective distributions2016-12-31$1,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,461,756
Value of total assets at end of year2016-12-31$37,736,986
Value of total assets at beginning of year2016-12-31$32,756,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$115,551
Total interest from all sources2016-12-31$48,823
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$463,638
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$463,638
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$4,869,083
Participant contributions at end of year2016-12-31$350,110
Participant contributions at beginning of year2016-12-31$262,031
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$166,408
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$592,673
Administrative expenses (other) incurred2016-12-31$115,551
Total non interest bearing cash at end of year2016-12-31$75,874
Total non interest bearing cash at beginning of year2016-12-31$15,704
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$4,980,903
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,736,986
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,756,083
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$32,571,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,585,860
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$14,023,469
Interest on participant loans2016-12-31$11,381
Interest earned on other investments2016-12-31$37,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,739,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,702,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,808,745
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,623,556
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$5,966,366
Total of all expenses incurred2015-12-31$4,964,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,936,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,993,141
Value of total assets at end of year2015-12-31$32,756,083
Value of total assets at beginning of year2015-12-31$31,754,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,343
Total interest from all sources2015-12-31$75,052
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$268,254
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$268,254
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$4,270,666
Participant contributions at end of year2015-12-31$262,031
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$166,408
Participant contributions at beginning of year2015-12-31$126,746
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,722,475
Administrative expenses (other) incurred2015-12-31$28,343
Total non interest bearing cash at end of year2015-12-31$15,704
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,001,879
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,756,083
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,754,204
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$27,609,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,888,132
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$25,739,326
Interest on participant loans2015-12-31$910
Interest earned on other investments2015-12-31$74,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,702,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-370,081
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,936,144
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$180,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,574,653
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,610,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,612,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,982,126
Value of total assets at end of year2014-12-31$31,627,458
Value of total assets at beginning of year2014-12-31$26,483,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$-1,728
Total interest from all sources2014-12-31$83,955
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$3,873,360
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,108,766
Administrative expenses (other) incurred2014-12-31$-1,728
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$4,964,154
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,627,458
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,483,107
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$5,888,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,294,922
Value of interest in pooled separate accounts at end of year2014-12-31$25,739,326
Value of interest in pooled separate accounts at beginning of year2014-12-31$21,188,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$83,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,508,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,612,227
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,845,463
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,662,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,657,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,373,860
Value of total assets at end of year2013-12-31$26,483,107
Value of total assets at beginning of year2013-12-31$19,300,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,767
Total interest from all sources2013-12-31$88,779
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$3,831,689
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,542,171
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$7,182,758
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,483,107
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,300,349
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 pooled separate accounts at end of year2013-12-31$21,188,185
Value of interest in pooled separate accounts at beginning of year2013-12-31$14,647,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$88,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,294,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,652,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,382,824
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,657,938
Contract administrator fees2013-12-31$4,767
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,091,820
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,251,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,248,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,612,164
Value of total assets at end of year2012-12-31$19,300,349
Value of total assets at beginning of year2012-12-31$13,460,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,446
Total interest from all sources2012-12-31$89,870
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,772,877
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,839,287
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$5,840,159
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,300,349
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,460,190
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 pooled separate accounts at end of year2012-12-31$14,647,706
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,127,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$89,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,652,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,332,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,389,786
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,248,215
Contract administrator fees2012-12-31$3,446
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 name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 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$0
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$4,896,603
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$606,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$606,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,275,869
Value of total assets at end of year2011-12-31$13,460,190
Value of total assets at beginning of year2011-12-31$9,170,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$380
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$65,562
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$65,562
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,670,808
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$9,150,219
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,605,061
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$4,289,955
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,460,190
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,170,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$10,127,800
Value of interest in pooled separate accounts at beginning of year2011-12-31$18,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,332,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-444,828
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$606,268
Contract administrator fees2011-12-31$380
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 name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 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$744,626
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$162,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$161,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$370,180
Value of total assets at end of year2010-12-31$9,170,235
Value of total assets at beginning of year2010-12-31$8,587,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,025
Total interest from all sources2010-12-31$1,804
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$95,688
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$95,688
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$350,180
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$265,989
Assets. Other investments not covered elsewhere at end of year2010-12-31$9,150,219
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$20,000
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$582,585
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,170,235
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,587,650
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 beginning of year2010-12-31$8,321,661
Value of interest in pooled separate accounts at end of year2010-12-31$18,015
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$1,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$276,954
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$161,016
Contract administrator fees2010-12-31$1,025
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 name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
Unrealized appreciation/depreciation of other (non real estate) assets2010-10-31$58,901
Total unrealized appreciation/depreciation of assets2010-10-31$58,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-10-31$0
Total income from all sources (including contributions)2010-10-31$3,277,484
Total loss/gain on sale of assets2010-10-31$0
Total of all expenses incurred2010-10-31$760,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-10-31$699,677
Expenses. Certain deemed distributions of participant loans2010-10-31$19,932
Value of total corrective distributions2010-10-31$39,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-10-31$2,522,087
Value of total assets at end of year2010-10-31$8,587,650
Value of total assets at beginning of year2010-10-31$6,070,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-10-31$775
Total interest from all sources2010-10-31$8,540
Total dividends received (eg from common stock, registered investment company shares)2010-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-10-31No
Was this plan covered by a fidelity bond2010-10-31Yes
Value of fidelity bond cover2010-10-31$500,000
If this is an individual account plan, was there a blackout period2010-10-31No
Were there any nonexempt tranactions with any party-in-interest2010-10-31No
Contributions received from participants2010-10-31$2,338,955
Participant contributions at end of year2010-10-31$265,989
Participant contributions at beginning of year2010-10-31$160,810
Income. Received or receivable in cash from other sources (including rollovers)2010-10-31$183,132
Total non interest bearing cash at end of year2010-10-31$0
Total non interest bearing cash at beginning of year2010-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-10-31No
Value of net income/loss2010-10-31$2,517,166
Value of net assets at end of year (total assets less liabilities)2010-10-31$8,587,650
Value of net assets at beginning of year (total assets less liabilities)2010-10-31$6,070,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-10-31No
Were any leases to which the plan was party in default or uncollectible2010-10-31Yes
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-10-31$176,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-10-31$8,321,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-10-31$5,909,674
Interest on participant loans2010-10-31$8,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-10-31$687,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-10-31No
Was there a failure to transmit to the plan any participant contributions2010-10-31No
Has the plan failed to provide any benefit when due under the plan2010-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-10-31$699,677
Contract administrator fees2010-10-31$775
Did the plan have assets held for investment2010-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-10-31Yes
Opinion of an independent qualified public accountant for this plan2010-10-31Disclaimer
Accountancy firm name2010-10-31MOSS ADAMS LLP
Accountancy firm EIN2010-10-31910189318
2009 : TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2009 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2009-10-31$164,029
Total unrealized appreciation/depreciation of assets2009-10-31$164,029
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-10-31$0
Total income from all sources (including contributions)2009-10-31$164,029
Total loss/gain on sale of assets2009-10-31$0
Total of all expenses incurred2009-10-31$68,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-10-31$68,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-10-31$0
Value of total assets at end of year2009-10-31$6,070,484
Value of total assets at beginning of year2009-10-31$5,974,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-10-31$0
Total interest from all sources2009-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2009-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-10-31No
Was this plan covered by a fidelity bond2009-10-31Yes
Value of fidelity bond cover2009-10-31$500,000
If this is an individual account plan, was there a blackout period2009-10-31No
Were there any nonexempt tranactions with any party-in-interest2009-10-31No
Contributions received from participants2009-10-31$0
Assets. Loans (other than to participants) at end of year2009-10-31$160,810
Assets. Loans (other than to participants) at beginning of year2009-10-31$160,810
Total non interest bearing cash at end of year2009-10-31$0
Total non interest bearing cash at beginning of year2009-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-10-31No
Value of net income/loss2009-10-31$95,979
Value of net assets at end of year (total assets less liabilities)2009-10-31$6,070,484
Value of net assets at beginning of year (total assets less liabilities)2009-10-31$5,974,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-10-31No
Were any leases to which the plan was party in default or uncollectible2009-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-10-31$5,909,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-10-31$5,813,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-10-31No
Was there a failure to transmit to the plan any participant contributions2009-10-31No
Has the plan failed to provide any benefit when due under the plan2009-10-31No
Contributions received in cash from employer2009-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-10-31$68,050
Did the plan have assets held for investment2009-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-10-31No
Opinion of an independent qualified public accountant for this plan2009-10-31Disclaimer

Form 5500 Responses for TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL

2022: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 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: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 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: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 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: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 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: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 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: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 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: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 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: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 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
2010: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – InsuranceYes
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement – InsuranceYes
2010-11-01Plan benefit arrangement - TrustYes
2009: TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTA069789
Policy instance 3
Insurance contract or identification numberTA069789
Number of Individuals Covered1239
Insurance policy start date2022-03-01
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069789
Policy instance 2
Insurance contract or identification numberTA069789
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-03-01
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058262-A
Policy instance 1
Insurance contract or identification number058262-A
Number of Individuals Covered420
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069789
Policy instance 2
Insurance contract or identification numberTA069789
Number of Individuals Covered1330
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058262-A
Policy instance 1
Insurance contract or identification number058262-A
Number of Individuals Covered795
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069789
Policy instance 2
Insurance contract or identification numberTA069789
Number of Individuals Covered1466
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058262-A
Policy instance 1
Insurance contract or identification number058262-A
Number of Individuals Covered438
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069789
Policy instance 2
Insurance contract or identification numberTA069789
Number of Individuals Covered1389
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058262-A
Policy instance 1
Insurance contract or identification number058262-A
Number of Individuals Covered86
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058262-A
Policy instance 2
Insurance contract or identification number058262-A
Number of Individuals Covered526
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $8,806
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
Amount paid for insurance broker fees8806
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameLOS ANGELES REGIONAL OFFICE
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069789
Policy instance 1
Insurance contract or identification numberTA069789
Number of Individuals Covered971
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

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