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ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN
Plan identification number 001

ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC.
Employer identification number (EIN):113574493
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2000-09-12
Company Identification Number: 2551887
Legal Registered Office Address: 29-01 216TH STREET
Queens
BAYSIDE
United States of America (USA)
11360

More information about ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01TRISH HACKENJOS
0012016-01-01TRISH HACKENJOS
0012016-01-01
0012015-01-01MIKE SKLAR
0012014-01-01MIKE SKLAR
0012013-01-01MIKE SKLAR
0012012-01-01MIKE SKLAR
0012011-01-01MIKE SKLAR
0012009-01-01MICHAEL SKLAR

Plan Statistics for ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2023: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,898
Total number of active participants reported on line 7a of the Form 55002023-01-011,159
Number of retired or separated participants receiving benefits2023-01-0114
Number of other retired or separated participants entitled to future benefits2023-01-01697
Total of all active and inactive participants2023-01-011,870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0115
Total participants2023-01-011,885
Number of participants with account balances2023-01-011,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01128
2022: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,867
Total number of active participants reported on line 7a of the Form 55002022-01-011,172
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-01696
Total of all active and inactive participants2022-01-011,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0115
Total participants2022-01-011,898
Number of participants with account balances2022-01-011,898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01138
2021: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,667
Total number of active participants reported on line 7a of the Form 55002021-01-011,173
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-01671
Total of all active and inactive participants2021-01-011,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-011,867
Number of participants with account balances2021-01-011,867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01137
2020: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,584
Total number of active participants reported on line 7a of the Form 55002020-01-011,108
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-011,545
Total of all active and inactive participants2020-01-012,657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-012,667
Number of participants with account balances2020-01-012,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,390
Total number of active participants reported on line 7a of the Form 55002019-01-011,116
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-011,446
Total of all active and inactive participants2019-01-012,572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0112
Total participants2019-01-012,584
Number of participants with account balances2019-01-012,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,289
Total number of active participants reported on line 7a of the Form 55002018-01-011,986
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01388
Total of all active and inactive participants2018-01-012,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-012,390
Number of participants with account balances2018-01-012,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,650
Total number of active participants reported on line 7a of the Form 55002017-01-011,880
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-01392
Total of all active and inactive participants2017-01-012,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-012,289
Number of participants with account balances2017-01-012,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,060
Total number of active participants reported on line 7a of the Form 55002016-01-012,240
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01394
Total of all active and inactive participants2016-01-012,644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-012,650
Number of participants with account balances2016-01-012,180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,256
Total number of active participants reported on line 7a of the Form 55002015-01-011,732
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01314
Total of all active and inactive participants2015-01-012,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-012,060
Number of participants with account balances2015-01-012,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,842
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01328
Total of all active and inactive participants2014-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01337
Number of participants with account balances2014-01-011,987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,494
Total number of active participants reported on line 7a of the Form 55002013-01-011,256
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01578
Total of all active and inactive participants2013-01-011,840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,842
Number of participants with account balances2013-01-011,842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,054
Total number of active participants reported on line 7a of the Form 55002012-01-011,313
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01177
Total of all active and inactive participants2012-01-011,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,494
Number of participants with account balances2012-01-011,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01973
Total number of active participants reported on line 7a of the Form 55002011-01-01923
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01127
Total of all active and inactive participants2011-01-011,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,054
Number of participants with account balances2011-01-011,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01848
Total number of active participants reported on line 7a of the Form 55002009-01-01791
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01125
Total of all active and inactive participants2009-01-01917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01920
Number of participants with account balances2009-01-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2023 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$23,669,227
Total of all expenses incurred2023-12-31$6,306,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,789,814
Expenses. Certain deemed distributions of participant loans2023-12-31$176,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$9,831,907
Value of total assets at end of year2023-12-31$97,114,193
Value of total assets at beginning of year2023-12-31$79,751,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$340,273
Total interest from all sources2023-12-31$303,818
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,714,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,714,697
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,799,169
Participant contributions at end of year2023-12-31$1,091,690
Participant contributions at beginning of year2023-12-31$870,350
Participant contributions at end of year2023-12-31$168,065
Participant contributions at beginning of year2023-12-31$165,876
Assets. Other investments not covered elsewhere at end of year2023-12-31$39,753
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$24,781
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$130,246
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$22,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$13,056
Other income not declared elsewhere2023-12-31$7,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$17,362,457
Value of net assets at end of year (total assets less liabilities)2023-12-31$97,114,193
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$79,751,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$162,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$85,199,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$66,977,843
Interest on participant loans2023-12-31$53,527
Interest earned on other investments2023-12-31$250,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$10,395,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$11,507,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$11,811,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$4,902,492
Employer contributions (assets) at end of year2023-12-31$197,654
Employer contributions (assets) at beginning of year2023-12-31$191,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,789,814
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31GRANT THORNTON LLP
Accountancy firm EIN2023-12-31366055558
2022 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-5,409,041
Total of all expenses incurred2022-12-31$5,957,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,572,661
Expenses. Certain deemed distributions of participant loans2022-12-31$59,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,438,917
Value of total assets at end of year2022-12-31$79,751,736
Value of total assets at beginning of year2022-12-31$91,118,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$325,191
Total interest from all sources2022-12-31$259,433
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,334,238
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$1,334,238
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$4,398,118
Participant contributions at end of year2022-12-31$870,350
Participant contributions at beginning of year2022-12-31$833,009
Participant contributions at end of year2022-12-31$165,876
Participant contributions at beginning of year2022-12-31$156,387
Assets. Other investments not covered elsewhere at end of year2022-12-31$24,781
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$17,930
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$683,385
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$13,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$8,968
Other income not declared elsewhere2022-12-31$-4,259
Administrative expenses (other) incurred2022-12-31$162,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,366,436
Value of net assets at end of year (total assets less liabilities)2022-12-31$79,751,736
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$91,118,172
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$162,695
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$66,977,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$80,090,444
Interest on participant loans2022-12-31$34,159
Interest earned on other investments2022-12-31$225,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,507,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,838,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,437,370
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$4,357,414
Employer contributions (assets) at end of year2022-12-31$191,884
Employer contributions (assets) at beginning of year2022-12-31$173,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,572,661
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$19,051,181
Total of all expenses incurred2021-12-31$5,311,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,917,521
Expenses. Certain deemed distributions of participant loans2021-12-31$65,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,013,912
Value of total assets at end of year2021-12-31$91,118,172
Value of total assets at beginning of year2021-12-31$77,378,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$328,931
Total interest from all sources2021-12-31$263,098
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,373,107
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$1,373,107
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$4,068,130
Participant contributions at end of year2021-12-31$833,009
Participant contributions at beginning of year2021-12-31$795,422
Participant contributions at end of year2021-12-31$156,387
Participant contributions at beginning of year2021-12-31$124,224
Assets. Other investments not covered elsewhere at end of year2021-12-31$17,930
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$460
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$271,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$9,680
Other income not declared elsewhere2021-12-31$809
Administrative expenses (other) incurred2021-12-31$172,925
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$13,739,695
Value of net assets at end of year (total assets less liabilities)2021-12-31$91,118,172
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$77,378,477
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$156,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$80,090,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$66,783,769
Interest on participant loans2021-12-31$48,392
Interest earned on other investments2021-12-31$214,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,838,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,498,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,400,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,674,114
Employer contributions (assets) at end of year2021-12-31$173,244
Employer contributions (assets) at beginning of year2021-12-31$166,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,917,521
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GRANT THORTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$18,703,347
Total of all expenses incurred2020-12-31$7,686,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,340,360
Expenses. Certain deemed distributions of participant loans2020-12-31$93,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,301,893
Value of total assets at end of year2020-12-31$77,378,477
Value of total assets at beginning of year2020-12-31$66,361,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$252,340
Total interest from all sources2020-12-31$252,553
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,147,241
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$1,147,241
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$3,635,074
Participant contributions at end of year2020-12-31$795,422
Participant contributions at beginning of year2020-12-31$916,390
Participant contributions at end of year2020-12-31$124,224
Assets. Other investments not covered elsewhere at end of year2020-12-31$460
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$459
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$319,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$9,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$8,093
Other income not declared elsewhere2020-12-31$1
Administrative expenses (other) incurred2020-12-31$128,083
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$11,016,882
Value of net assets at end of year (total assets less liabilities)2020-12-31$77,378,477
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$66,361,595
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$124,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$66,783,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$57,000,283
Interest on participant loans2020-12-31$41,240
Interest earned on other investments2020-12-31$211,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,498,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,436,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,001,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,347,555
Employer contributions (assets) at end of year2020-12-31$166,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,340,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT THORTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$154,783
Total transfer of assets to this plan2019-12-31$154,783
Total income from all sources (including contributions)2019-12-31$17,831,712
Total income from all sources (including contributions)2019-12-31$17,831,712
Total of all expenses incurred2019-12-31$3,104,425
Total of all expenses incurred2019-12-31$3,104,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,658,679
Expenses. Certain deemed distributions of participant loans2019-12-31$179,527
Expenses. Certain deemed distributions of participant loans2019-12-31$179,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,955,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,955,830
Value of total assets at end of year2019-12-31$66,361,595
Value of total assets at beginning of year2019-12-31$51,479,525
Value of total assets at beginning of year2019-12-31$51,479,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$266,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$266,219
Total interest from all sources2019-12-31$54,751
Total interest from all sources2019-12-31$54,751
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,086,461
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,086,461
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$1,086,461
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,086,461
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$3,208,155
Contributions received from participants2019-12-31$3,208,155
Participant contributions at end of year2019-12-31$916,390
Participant contributions at beginning of year2019-12-31$869,826
Participant contributions at beginning of year2019-12-31$869,826
Assets. Other investments not covered elsewhere at end of year2019-12-31$459
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$452
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$452
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$997,588
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$997,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,093
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,093
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,874
Other income not declared elsewhere2019-12-31$7
Other income not declared elsewhere2019-12-31$7
Administrative expenses (other) incurred2019-12-31$153,457
Administrative expenses (other) incurred2019-12-31$153,457
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$14,727,287
Value of net income/loss2019-12-31$14,727,287
Value of net assets at end of year (total assets less liabilities)2019-12-31$66,361,595
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,479,525
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,479,525
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
Investment advisory and management fees2019-12-31$112,762
Investment advisory and management fees2019-12-31$112,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$57,000,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$57,000,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,570,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,570,638
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,206,686
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,206,686
Interest on participant loans2019-12-31$45,843
Interest on participant loans2019-12-31$45,843
Interest earned on other investments2019-12-31$8,908
Interest earned on other investments2019-12-31$8,908
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$1,428,701
Value of interest in common/collective trusts at beginning of year2019-12-31$1,428,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,436,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$395,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$395,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,546,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,546,957
Net investment gain/loss from pooled separate accounts2019-12-31$159,974
Net investment gain/loss from pooled separate accounts2019-12-31$159,974
Net investment gain or loss from common/collective trusts2019-12-31$27,732
Net investment gain or loss from common/collective trusts2019-12-31$27,732
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
Contributions received in cash from employer2019-12-31$2,750,087
Contributions received in cash from employer2019-12-31$2,750,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,658,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,658,679
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 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 name2019-12-31GRANT THORTON LLP
Accountancy firm name2019-12-31GRANT THORTON LLP
Accountancy firm EIN2019-12-31366055558
Accountancy firm EIN2019-12-31366055558
2018 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,963,453
Total of all expenses incurred2018-12-31$3,411,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,731,286
Expenses. Certain deemed distributions of participant loans2018-12-31$129,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,227,045
Value of total assets at end of year2018-12-31$51,479,525
Value of total assets at beginning of year2018-12-31$51,927,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$550,087
Total interest from all sources2018-12-31$36,503
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$978,281
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$978,281
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$2,631,319
Participant contributions at end of year2018-12-31$869,826
Participant contributions at beginning of year2018-12-31$735,557
Assets. Other investments not covered elsewhere at end of year2018-12-31$452
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$447
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$266,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,882
Other income not declared elsewhere2018-12-31$3,615
Administrative expenses (other) incurred2018-12-31$272,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-447,682
Value of net assets at end of year (total assets less liabilities)2018-12-31$51,479,525
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,927,207
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$277,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$42,570,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$44,374,769
Value of interest in pooled separate accounts at end of year2018-12-31$6,206,686
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,178,966
Interest on participant loans2018-12-31$30,548
Interest earned on other investments2018-12-31$5,955
Value of interest in common/collective trusts at end of year2018-12-31$1,428,701
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$395,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$631,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,426,144
Net investment gain/loss from pooled separate accounts2018-12-31$121,269
Net investment gain or loss from common/collective trusts2018-12-31$22,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,329,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,731,286
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 name2018-12-31GRANT THORNTON
Accountancy firm EIN2018-12-31366055558
2017 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$155,793
Total income from all sources (including contributions)2017-12-31$12,157,741
Total of all expenses incurred2017-12-31$2,695,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,348,610
Expenses. Certain deemed distributions of participant loans2017-12-31$113,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,984,987
Value of total assets at end of year2017-12-31$51,927,207
Value of total assets at beginning of year2017-12-31$42,309,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$233,148
Total interest from all sources2017-12-31$30,120
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$771,821
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$771,821
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$2,384,416
Participant contributions at end of year2017-12-31$735,557
Participant contributions at beginning of year2017-12-31$620,207
Assets. Other investments not covered elsewhere at end of year2017-12-31$447
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$368,082
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$378,579
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,882
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,966
Other income not declared elsewhere2017-12-31$5,542
Administrative expenses (other) incurred2017-12-31$233,148
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$9,462,164
Value of net assets at end of year (total assets less liabilities)2017-12-31$51,927,207
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,309,250
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$44,374,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,479,215
Value of interest in pooled separate accounts at end of year2017-12-31$6,178,966
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,146,944
Interest on participant loans2017-12-31$22,738
Interest earned on other investments2017-12-31$7,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$631,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$677,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,246,600
Net investment gain/loss from pooled separate accounts2017-12-31$118,671
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
Contributions received in cash from employer2017-12-31$2,221,992
Employer contributions (assets) at beginning of year2017-12-31$13,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,348,610
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 name2017-12-31GRANT THORNTON
Accountancy firm EIN2017-12-31366055558
2016 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$6,851,942
Total of all expenses incurred2016-12-31$2,087,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,828,426
Expenses. Certain deemed distributions of participant loans2016-12-31$72,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,122,943
Value of total assets at end of year2016-12-31$42,309,250
Value of total assets at beginning of year2016-12-31$37,545,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$187,002
Total interest from all sources2016-12-31$106,114
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$621,463
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$621,463
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$2,190,235
Participant contributions at end of year2016-12-31$620,207
Participant contributions at beginning of year2016-12-31$645,187
Assets. Other investments not covered elsewhere at end of year2016-12-31$368,082
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$375,233
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$64,664
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,557
Other income not declared elsewhere2016-12-31$3,849
Administrative expenses (other) incurred2016-12-31$187,002
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$4,763,990
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,309,250
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,545,260
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$34,479,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,009,784
Value of interest in pooled separate accounts at end of year2016-12-31$6,146,944
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,085,011
Interest on participant loans2016-12-31$19,941
Interest earned on other investments2016-12-31$86,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$677,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,280,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,876,408
Net investment gain/loss from pooled separate accounts2016-12-31$121,165
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
Contributions received in cash from employer2016-12-31$1,868,044
Employer contributions (assets) at end of year2016-12-31$13,242
Employer contributions (assets) at beginning of year2016-12-31$145,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,828,426
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 name2016-12-31LOEB & TROPER LLP
Accountancy firm EIN2016-12-31131517563
2015 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$101,856
Total income from all sources (including contributions)2015-12-31$4,177,996
Total of all expenses incurred2015-12-31$3,604,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,347,070
Expenses. Certain deemed distributions of participant loans2015-12-31$131,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,958,133
Value of total assets at end of year2015-12-31$37,545,260
Value of total assets at beginning of year2015-12-31$36,870,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$126,436
Total interest from all sources2015-12-31$32,513
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$583,440
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$583,440
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 period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,929,530
Participant contributions at end of year2015-12-31$645,187
Participant contributions at beginning of year2015-12-31$685,317
Assets. Other investments not covered elsewhere at end of year2015-12-31$375,233
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$375,752
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$140,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,082
Other income not declared elsewhere2015-12-31$-519
Administrative expenses (other) incurred2015-12-31$126,436
Total non interest bearing cash at beginning of year2015-12-31$511
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$573,008
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,545,260
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,870,396
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$29,009,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,394,553
Value of interest in pooled separate accounts at end of year2015-12-31$6,085,011
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,409,577
Interest on participant loans2015-12-31$20,403
Interest earned on other investments2015-12-31$12,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,280,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$369,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-529,960
Net investment gain/loss from pooled separate accounts2015-12-31$134,389
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
Contributions received in cash from employer2015-12-31$1,887,610
Employer contributions (assets) at end of year2015-12-31$145,298
Employer contributions (assets) at beginning of year2015-12-31$630,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,347,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LOEB & TROPER LLP
Accountancy firm EIN2015-12-31131517563
2014 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$67
Total income from all sources (including contributions)2014-12-31$6,186,342
Total of all expenses incurred2014-12-31$2,721,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,600,312
Expenses. Certain deemed distributions of participant loans2014-12-31$60,617
Value of total corrective distributions2014-12-31$1,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,080,961
Value of total assets at end of year2014-12-31$36,870,396
Value of total assets at beginning of year2014-12-31$33,405,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$59,273
Total interest from all sources2014-12-31$34,364
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$454,817
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$454,817
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$1,828,259
Participant contributions at end of year2014-12-31$685,317
Participant contributions at beginning of year2014-12-31$686,114
Assets. Other investments not covered elsewhere at end of year2014-12-31$375,752
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$374,395
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$207,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,082
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,523
Other income not declared elsewhere2014-12-31$1,356
Administrative expenses (other) incurred2014-12-31$59,273
Total non interest bearing cash at end of year2014-12-31$511
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$3,464,681
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,870,396
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,405,648
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$28,394,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,947,466
Value of interest in pooled separate accounts at end of year2014-12-31$6,409,577
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,000,597
Interest on participant loans2014-12-31$21,984
Interest earned on other investments2014-12-31$12,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$369,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$393,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,469,499
Net investment gain/loss from pooled separate accounts2014-12-31$145,345
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,045,102
Employer contributions (assets) at end of year2014-12-31$630,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,600,312
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LOEB & TROPER LLP
Accountancy firm EIN2014-12-31131517563
2013 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$36,712
Total income from all sources (including contributions)2013-12-31$8,514,082
Total of all expenses incurred2013-12-31$1,777,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,643,953
Expenses. Certain deemed distributions of participant loans2013-12-31$99,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,786,883
Value of total assets at end of year2013-12-31$33,405,648
Value of total assets at beginning of year2013-12-31$26,632,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,523
Total interest from all sources2013-12-31$35,909
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$409,167
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$409,167
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$1,776,081
Participant contributions at end of year2013-12-31$686,114
Participant contributions at beginning of year2013-12-31$536,572
Assets. Other investments not covered elsewhere at end of year2013-12-31$374,395
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$370,029
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$133,542
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,104
Other income not declared elsewhere2013-12-31$4,371
Administrative expenses (other) incurred2013-12-31$34,523
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$6,736,499
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,405,648
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,632,437
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$25,947,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,888,304
Value of interest in pooled separate accounts at end of year2013-12-31$6,000,597
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,396,520
Interest on participant loans2013-12-31$22,021
Interest earned on other investments2013-12-31$13,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$393,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$437,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,137,542
Net investment gain/loss from pooled separate accounts2013-12-31$140,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,877,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,643,953
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LOEB & TROPER LLP
Accountancy firm EIN2013-12-31131517563
2012 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$116
Total income from all sources (including contributions)2012-12-31$5,613,200
Total of all expenses incurred2012-12-31$1,948,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,799,056
Expenses. Certain deemed distributions of participant loans2012-12-31$135,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,230,454
Value of total assets at end of year2012-12-31$26,632,437
Value of total assets at beginning of year2012-12-31$22,967,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,724
Total interest from all sources2012-12-31$33,729
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$370,800
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$370,800
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,526,521
Participant contributions at end of year2012-12-31$536,572
Participant contributions at beginning of year2012-12-31$524,684
Assets. Other investments not covered elsewhere at end of year2012-12-31$370,029
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$365,652
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$264,577
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,104
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,238
Other income not declared elsewhere2012-12-31$4,377
Administrative expenses (other) incurred2012-12-31$13,724
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$3,664,713
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,632,437
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,967,608
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$19,888,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,617,179
Value of interest in pooled separate accounts at end of year2012-12-31$5,396,520
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,015,199
Interest on participant loans2012-12-31$18,680
Interest earned on other investments2012-12-31$15,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$437,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$442,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,834,016
Net investment gain/loss from pooled separate accounts2012-12-31$139,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,439,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,799,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31LOEB & TROPER LLP
Accountancy firm EIN2012-12-31131517563
2011 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$12,020
Total income from all sources (including contributions)2011-12-31$2,658,666
Total of all expenses incurred2011-12-31$1,812,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,706,545
Expenses. Certain deemed distributions of participant loans2011-12-31$102,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,741,416
Value of total assets at end of year2011-12-31$22,967,608
Value of total assets at beginning of year2011-12-31$22,109,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,694
Total interest from all sources2011-12-31$39,166
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$233,946
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$233,946
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,410,199
Participant contributions at end of year2011-12-31$524,684
Participant contributions at beginning of year2011-12-31$541,722
Assets. Other investments not covered elsewhere at end of year2011-12-31$365,652
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$612,449
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$76,605
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,238
Other income not declared elsewhere2011-12-31$-21,589
Administrative expenses (other) incurred2011-12-31$3,694
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$845,883
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,967,608
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,109,705
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$16,617,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,841,455
Value of interest in pooled separate accounts at end of year2011-12-31$5,015,199
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,580,823
Interest on participant loans2011-12-31$23,290
Interest earned on other investments2011-12-31$15,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$442,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$533,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-471,078
Net investment gain/loss from pooled separate accounts2011-12-31$136,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,254,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,706,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31LOEB & TROPER LLP
Accountancy firm EIN2011-12-31131517563
2010 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$333,536
Total income from all sources (including contributions)2010-12-31$5,092,668
Total of all expenses incurred2010-12-31$1,520,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,510,613
Expenses. Certain deemed distributions of participant loans2010-12-31$6,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,885,274
Value of total assets at end of year2010-12-31$22,109,705
Value of total assets at beginning of year2010-12-31$18,204,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,325
Total interest from all sources2010-12-31$31,848
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$217,747
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$217,747
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,473,105
Participant contributions at end of year2010-12-31$541,722
Participant contributions at beginning of year2010-12-31$292,151
Assets. Other investments not covered elsewhere at end of year2010-12-31$612,449
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$925,647
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$199,868
Other income not declared elsewhere2010-12-31$63,475
Administrative expenses (other) incurred2010-12-31$4,325
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$3,571,689
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,109,705
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,204,480
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$15,841,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,229,926
Value of interest in pooled separate accounts at end of year2010-12-31$4,580,823
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,220,861
Interest on participant loans2010-12-31$13,583
Interest earned on other investments2010-12-31$18,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$533,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$535,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,764,473
Net investment gain/loss from pooled separate accounts2010-12-31$129,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,212,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,510,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31LOEB & TROPER LLP
Accountancy firm EIN2010-12-31131517563
2009 : ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT 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 ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN

2023: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
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: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT 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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7550061
Policy instance 1
Insurance contract or identification numberL7550061
Number of Individuals Covered8
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069158
Policy instance 2
Insurance contract or identification numberTT069158
Number of Individuals Covered1877
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069158
Policy instance 2
Insurance contract or identification numberTT069158
Number of Individuals Covered1890
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7550061
Policy instance 1
Insurance contract or identification numberL7550061
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $48
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
Commission paid to Insurance BrokerUSD $48
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069158
Policy instance 2
Insurance contract or identification numberTT069158
Number of Individuals Covered1862
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7550061
Policy instance 1
Insurance contract or identification numberL7550061
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $205
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
Commission paid to Insurance BrokerUSD $205
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7550061
Policy instance 1
Insurance contract or identification numberL7550061
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,800
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
Commission paid to Insurance BrokerUSD $1,800
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069158
Policy instance 2
Insurance contract or identification numberTT069158
Number of Individuals Covered2662
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069158
Policy instance 3
Insurance contract or identification numberTT069158
Number of Individuals Covered2577
Insurance policy start date2019-12-26
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069158
Policy instance 2
Insurance contract or identification numberTT069158
Number of Individuals Covered2577
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7550061
Policy instance 1
Insurance contract or identification numberL7550061
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,525
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
Commission paid to Insurance BrokerUSD $2,525
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069158
Policy instance 2
Insurance contract or identification numberTT069158
Number of Individuals Covered2393
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7550061
Policy instance 1
Insurance contract or identification numberL7550061
Number of Individuals Covered11
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,560
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
Commission paid to Insurance BrokerUSD $2,560
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069158
Policy instance 2
Insurance contract or identification numberTT069158
Number of Individuals Covered2281
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7550061
Policy instance 1
Insurance contract or identification numberL7550061
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $629
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
Commission paid to Insurance BrokerUSD $629
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7550061
Policy instance 1
Insurance contract or identification numberL7550061
Number of Individuals Covered12
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069158
Policy instance 2
Insurance contract or identification numberTT069158
Number of Individuals Covered2051
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,146
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
Commission paid to Insurance BrokerUSD $7,146
Insurance broker organization code?3
Insurance broker nameHAMILTON CAVANAUGH INV BROKERS
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number890455006
Policy instance 3
Insurance contract or identification number890455006
Number of Individuals Covered48
Total amount of commissions paid to insurance brokerUSD $3,276
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,049
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7550061
Policy instance 1
Insurance contract or identification numberL7550061
Number of Individuals Covered13
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069158
Policy instance 2
Insurance contract or identification numberTT069158
Number of Individuals Covered1974
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,341
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
Commission paid to Insurance BrokerUSD $10,341
Insurance broker organization code?3
Insurance broker nameHAMILTON CAVANAUGH INV BROKERS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7550061
Policy instance 1
Insurance contract or identification numberL7550061
Number of Individuals Covered15
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,505
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
Commission paid to Insurance BrokerUSD $2,505
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMM SECURITIES CORP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069158
Policy instance 2
Insurance contract or identification numberTT069158
Number of Individuals Covered1830
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,964
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,964
Insurance broker organization code?3
Insurance broker nameHAMILTON CAVANAUGH INV BROKERS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069158
Policy instance 2
Insurance contract or identification numberTT069158
Number of Individuals Covered1481
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,913
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,913
Insurance broker organization code?3
Insurance broker nameHAMILTON CAVANAUGH INV BROKERS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7550061
Policy instance 1
Insurance contract or identification numberL7550061
Number of Individuals Covered16
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,424
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
Commission paid to Insurance BrokerUSD $1,424
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMM SECURITIES CORP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069158
Policy instance 2
Insurance contract or identification numberTT069158
Number of Individuals Covered1041
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,269
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 numberL7550061
Policy instance 1
Insurance contract or identification numberL7550061
Number of Individuals Covered16
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,580
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069158
Policy instance 2
Insurance contract or identification numberTT069158
Number of Individuals Covered956
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,452
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 numberL7550061
Policy instance 1
Insurance contract or identification numberL7550061
Number of Individuals Covered21
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,929
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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