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EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 401k Plan overview

Plan NameEMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN
Plan identification number 001

EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:EMANATE HEALTH
Employer identification number (EIN):953885523
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RYAN BURKE
0012016-01-01RYAN BURKE
0012015-01-01JASON DENNISON JASON DENNISON2016-10-17
0012014-01-01KAREN DEAN KAREN DEAN2015-10-06
0012013-01-01KAREN DEAN KAREN DEAN2014-10-11
0012012-01-01KAREN DEAN KAREN DEAN2013-10-03
0012011-01-01LISA FOUST LISA FOUST2012-10-12
0012009-01-01LISA FOUST LISA FOUST2010-10-11

Plan Statistics for EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN

401k plan membership statisitcs for EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN

Measure Date Value
2021: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01638
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01653
Total number of active participants reported on line 7a of the Form 55002020-01-01365
Number of retired or separated participants receiving benefits2020-01-0157
Number of other retired or separated participants entitled to future benefits2020-01-01210
Total of all active and inactive participants2020-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01638
Number of participants with account balances2020-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01688
Total number of active participants reported on line 7a of the Form 55002019-01-01382
Number of retired or separated participants receiving benefits2019-01-0158
Number of other retired or separated participants entitled to future benefits2019-01-01206
Total of all active and inactive participants2019-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01653
Number of participants with account balances2019-01-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01725
Total number of active participants reported on line 7a of the Form 55002018-01-01406
Number of retired or separated participants receiving benefits2018-01-0154
Number of other retired or separated participants entitled to future benefits2018-01-01224
Total of all active and inactive participants2018-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01688
Number of participants with account balances2018-01-01674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01780
Total number of active participants reported on line 7a of the Form 55002017-01-01437
Number of retired or separated participants receiving benefits2017-01-0149
Number of other retired or separated participants entitled to future benefits2017-01-01237
Total of all active and inactive participants2017-01-01723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01725
Number of participants with account balances2017-01-01715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01852
Total number of active participants reported on line 7a of the Form 55002016-01-01484
Number of retired or separated participants receiving benefits2016-01-0128
Number of other retired or separated participants entitled to future benefits2016-01-01266
Total of all active and inactive participants2016-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01780
Number of participants with account balances2016-01-01776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01913
Total number of active participants reported on line 7a of the Form 55002015-01-01525
Number of retired or separated participants receiving benefits2015-01-0120
Number of other retired or separated participants entitled to future benefits2015-01-01307
Total of all active and inactive participants2015-01-01852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01852
Number of participants with account balances2015-01-01852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01977
Total number of active participants reported on line 7a of the Form 55002014-01-01572
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-01323
Total of all active and inactive participants2014-01-01913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01913
Number of participants with account balances2014-01-01913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,019
Total number of active participants reported on line 7a of the Form 55002013-01-01639
Number of retired or separated participants receiving benefits2013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-01322
Total of all active and inactive participants2013-01-01977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01977
Number of participants with account balances2013-01-01977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,102
Total number of active participants reported on line 7a of the Form 55002012-01-01702
Number of retired or separated participants receiving benefits2012-01-0117
Number of other retired or separated participants entitled to future benefits2012-01-01300
Total of all active and inactive participants2012-01-011,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,019
Number of participants with account balances2012-01-011,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,169
Total number of active participants reported on line 7a of the Form 55002011-01-01743
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-01348
Total of all active and inactive participants2011-01-011,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,102
Number of participants with account balances2011-01-011,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,278
Total number of active participants reported on line 7a of the Form 55002009-01-01903
Number of retired or separated participants receiving benefits2009-01-0118
Number of other retired or separated participants entitled to future benefits2009-01-01295
Total of all active and inactive participants2009-01-011,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,219
Number of participants with account balances2009-01-011,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN

Measure Date Value
2021 : EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-11-09$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-09$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-09$0
Total income from all sources (including contributions)2021-11-09$2,132,038
Total loss/gain on sale of assets2021-11-09$0
Total of all expenses incurred2021-11-09$31,487,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-11-09$31,457,709
Expenses. Certain deemed distributions of participant loans2021-11-09$7,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-11-09$0
Value of total assets at end of year2021-11-09$0
Value of total assets at beginning of year2021-11-09$29,355,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-11-09$22,336
Total interest from all sources2021-11-09$123,993
Total dividends received (eg from common stock, registered investment company shares)2021-11-09$83,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-11-09No
Total dividends received from registered investment company shares (eg mutual funds)2021-11-09$83,918
Was this plan covered by a fidelity bond2021-11-09Yes
Value of fidelity bond cover2021-11-09$2,000,000
If this is an individual account plan, was there a blackout period2021-11-09No
Were there any nonexempt tranactions with any party-in-interest2021-11-09No
Participant contributions at end of year2021-11-09$0
Participant contributions at beginning of year2021-11-09$204,305
Other income not declared elsewhere2021-11-09$122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-09No
Value of net income/loss2021-11-09$-29,355,113
Value of net assets at end of year (total assets less liabilities)2021-11-09$0
Value of net assets at beginning of year (total assets less liabilities)2021-11-09$29,355,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-11-09No
Were any loans by the plan or fixed income obligations due to the plan in default2021-11-09No
Were any leases to which the plan was party in default or uncollectible2021-11-09No
Investment advisory and management fees2021-11-09$7,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-11-09$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-11-09$20,326,195
Interest on participant loans2021-11-09$4,441
Interest earned on other investments2021-11-09$119,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-11-09$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-11-09$8,824,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-11-09$1,924,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-11-09No
Was there a failure to transmit to the plan any participant contributions2021-11-09No
Has the plan failed to provide any benefit when due under the plan2021-11-09No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-11-09$31,457,709
Contract administrator fees2021-11-09$15,336
Did the plan have assets held for investment2021-11-09Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-09No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-11-09Yes
Opinion of an independent qualified public accountant for this plan2021-11-09Disclaimer
Accountancy firm name2021-11-09HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2021-11-09954345526
2020 : EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,596,535
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,468,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,421,135
Expenses. Certain deemed distributions of participant loans2020-12-31$-878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$29,355,113
Value of total assets at beginning of year2020-12-31$30,227,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,307
Total interest from all sources2020-12-31$280,245
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,144,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,144,573
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$204,305
Participant contributions at beginning of year2020-12-31$234,883
Other income not declared elsewhere2020-12-31$3,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-872,029
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,355,113
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,227,142
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$24,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,326,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,898,637
Interest on participant loans2020-12-31$12,246
Interest earned on other investments2020-12-31$267,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,824,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,093,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,168,217
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$3,421,135
Contract administrator fees2020-12-31$23,807
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2020-12-31954345526
2019 : EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,722,279
Total income from all sources (including contributions)2019-12-31$4,722,279
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,855,435
Total of all expenses incurred2019-12-31$1,855,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,822,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,822,632
Expenses. Certain deemed distributions of participant loans2019-12-31$9,284
Expenses. Certain deemed distributions of participant loans2019-12-31$9,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$30,227,142
Value of total assets at end of year2019-12-31$30,227,142
Value of total assets at beginning of year2019-12-31$27,360,298
Value of total assets at beginning of year2019-12-31$27,360,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,519
Total interest from all sources2019-12-31$284,800
Total interest from all sources2019-12-31$284,800
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$918,695
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$918,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$918,695
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$918,695
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$234,883
Participant contributions at end of year2019-12-31$234,883
Participant contributions at beginning of year2019-12-31$284,432
Participant contributions at beginning of year2019-12-31$284,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,866,844
Value of net income/loss2019-12-31$2,866,844
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,227,142
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,227,142
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,360,298
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,360,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,898,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,898,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,820,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,820,853
Interest on participant loans2019-12-31$13,381
Interest on participant loans2019-12-31$13,381
Interest earned on other investments2019-12-31$271,419
Interest earned on other investments2019-12-31$271,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,093,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,093,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,255,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,255,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,518,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,518,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,822,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,822,632
Contract administrator fees2019-12-31$23,519
Contract administrator fees2019-12-31$23,519
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm name2019-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2019-12-31954345526
Accountancy firm EIN2019-12-31954345526
2018 : EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-776,752
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,439,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,395,433
Expenses. Certain deemed distributions of participant loans2018-12-31$21,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$27,360,298
Value of total assets at beginning of year2018-12-31$30,576,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,711
Total interest from all sources2018-12-31$296,846
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,574,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,574,589
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$284,432
Participant contributions at beginning of year2018-12-31$300,249
Other income not declared elsewhere2018-12-31$117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,216,041
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,360,298
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,576,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,820,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,467,301
Interest on participant loans2018-12-31$13,221
Interest earned on other investments2018-12-31$283,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,255,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,808,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,648,304
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$2,395,433
Contract administrator fees2018-12-31$22,711
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 name2018-12-31HBLA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2018-12-31330155525
2017 : EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,428,722
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,927,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,890,130
Expenses. Certain deemed distributions of participant loans2017-12-31$6,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$30,576,339
Value of total assets at beginning of year2017-12-31$30,075,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,314
Total interest from all sources2017-12-31$314,436
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,203,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$7,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$300,249
Participant contributions at beginning of year2017-12-31$415,876
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$501,326
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,576,339
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,075,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,467,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,184,707
Interest on participant loans2017-12-31$15,812
Interest earned on other investments2017-12-31$298,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,808,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,474,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,910,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Income. Dividends from common stock2017-12-31$1,203,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,890,130
Contract administrator fees2017-12-31$23,314
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 name2017-12-31HBLA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2017-12-31330155525
2016 : EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,910,268
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,628,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,563,531
Expenses. Certain deemed distributions of participant loans2016-12-31$31,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$30,075,013
Value of total assets at beginning of year2016-12-31$32,793,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,168
Total interest from all sources2016-12-31$339,270
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$636,260
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$636,260
Administrative expenses professional fees incurred2016-12-31$11,074
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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
Participant contributions at end of year2016-12-31$415,876
Participant contributions at beginning of year2016-12-31$518,327
Other income not declared elsewhere2016-12-31$26,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,718,080
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,075,013
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,793,093
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$19,184,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,199,556
Interest on participant loans2016-12-31$18,349
Interest earned on other investments2016-12-31$320,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,474,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,075,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$908,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,563,531
Contract administrator fees2016-12-31$22,094
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31HBLA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2016-12-31330155525
2015 : EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$260,423
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,120,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,080,604
Expenses. Certain deemed distributions of participant loans2015-12-31$-1,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$32,793,093
Value of total assets at beginning of year2015-12-31$35,653,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,473
Total interest from all sources2015-12-31$348,358
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$288,451
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$288,451
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$518,327
Participant contributions at beginning of year2015-12-31$544,010
Other income not declared elsewhere2015-12-31$17,883
Administrative expenses (other) incurred2015-12-31$41,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,860,388
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,793,093
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,653,481
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$21,199,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,773,875
Interest on participant loans2015-12-31$21,318
Interest earned on other investments2015-12-31$327,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,075,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,335,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-394,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,080,604
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 name2015-12-31HBLA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2015-12-31330155525
2014 : EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,490,329
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,040,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,025,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$35,653,481
Value of total assets at beginning of year2014-12-31$36,203,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,004
Total interest from all sources2014-12-31$361,603
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$339,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$339,522
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$544,010
Participant contributions at beginning of year2014-12-31$588,838
Other income not declared elsewhere2014-12-31$21,435
Administrative expenses (other) incurred2014-12-31$15,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-549,756
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,653,481
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,203,237
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$23,773,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,904,751
Interest on participant loans2014-12-31$22,608
Interest earned on other investments2014-12-31$338,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,335,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,709,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,767,769
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$3,025,081
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 name2014-12-31HBLA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2014-12-31330155525
2013 : EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 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$5,409,845
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,814,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,779,602
Expenses. Certain deemed distributions of participant loans2013-12-31$5,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$36,203,237
Value of total assets at beginning of year2013-12-31$33,607,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,583
Total interest from all sources2013-12-31$407,500
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$320,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$320,854
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$588,838
Participant contributions at beginning of year2013-12-31$597,537
Other income not declared elsewhere2013-12-31$-8,783
Administrative expenses (other) incurred2013-12-31$29,583
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$2,595,493
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,203,237
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,607,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,904,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,994,921
Interest on participant loans2013-12-31$25,763
Interest earned on other investments2013-12-31$381,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,709,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,015,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,690,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,779,602
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 name2013-12-31HBLA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2013-12-31330155525
2012 : EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 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$3,402,967
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,152,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,121,830
Expenses. Certain deemed distributions of participant loans2012-12-31$1,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$33,607,744
Value of total assets at beginning of year2012-12-31$33,357,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,853
Total interest from all sources2012-12-31$384,440
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$303,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$303,262
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$597,537
Participant contributions at beginning of year2012-12-31$719,444
Other income not declared elsewhere2012-12-31$24,655
Administrative expenses (other) incurred2012-12-31$29,853
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$250,018
Value of net assets at end of year (total assets less liabilities)2012-12-31$33,607,744
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,357,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,994,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,429,944
Interest on participant loans2012-12-31$28,278
Interest earned on other investments2012-12-31$356,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$12,015,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,208,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,690,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,121,830
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 name2012-12-31HBLA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2012-12-31330155525
2011 : EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 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$93,232
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,037,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,999,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$33,357,726
Value of total assets at beginning of year2011-12-31$35,301,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$38,004
Total interest from all sources2011-12-31$398,633
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$323,942
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$323,942
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$719,444
Participant contributions at beginning of year2011-12-31$766,191
Other income not declared elsewhere2011-12-31$6,750
Administrative expenses (other) incurred2011-12-31$38,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,944,194
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,357,726
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$35,301,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,429,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,030,685
Interest on participant loans2011-12-31$37,389
Interest earned on other investments2011-12-31$361,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,208,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,505,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-636,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,999,422
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 name2011-12-31HBLA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2011-12-31330155525
2010 : EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 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$3,280,408
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,839,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,811,239
Expenses. Certain deemed distributions of participant loans2010-12-31$11,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$35,301,920
Value of total assets at beginning of year2010-12-31$33,861,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,697
Total interest from all sources2010-12-31$421,807
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$285,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$285,040
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$766,191
Participant contributions at beginning of year2010-12-31$857,077
Other income not declared elsewhere2010-12-31$11,842
Administrative expenses (other) incurred2010-12-31$16,697
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$1,440,844
Value of net assets at end of year (total assets less liabilities)2010-12-31$35,301,920
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,861,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,030,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,801,334
Interest on participant loans2010-12-31$49,712
Interest earned on other investments2010-12-31$372,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,505,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$12,202,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,561,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,811,239
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 name2010-12-31HBLA CERTIFIED PUBLIC ACCOUNTANTS,
Accountancy firm EIN2010-12-31330155525
2009 : EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN

2021: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planYes
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: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
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: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
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: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
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: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 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: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMANATE HEALTH RETIREMENT SAVING AND INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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)No
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 number894541-087
Policy instance 1
Insurance contract or identification number894541-087
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-11-09
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894541-087
Policy instance 1
Insurance contract or identification number894541-087
Number of Individuals Covered508
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894541-087
Policy instance 1
Insurance contract or identification number894541-087
Number of Individuals Covered547
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894541-087
Policy instance 1
Insurance contract or identification number894541-087
Number of Individuals Covered583
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894541-087
Policy instance 1
Insurance contract or identification number894541-087
Number of Individuals Covered622
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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