Logo

ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN
Plan identification number 002

ST. LUKE'S CORNWALL HOSPITAL 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.
  • 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. LUKES CORNWALL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:ST. LUKES CORNWALL HOSPITAL
Employer identification number (EIN):141340054
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ST. LUKES CORNWALL HOSPITAL

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1923-11-24
Company Identification Number: 18788
Legal Registered Office Address: 70 DUBOIS STREET
Orange
NEWBURGH
United States of America (USA)
12550

More information about ST. LUKES CORNWALL HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TOM GIBNEY
0022016-01-01THOMAS GIBNEY
0022015-01-01THOMAS GIBNEY
0022014-01-01THOMAS GIBNEY
0022013-01-01THOMAS GIBNEY
0022012-01-01MARY ELIZABETH DUFFY
0022011-01-01MARY ELIZABETH DUFFY
0022010-01-01DEBORAH TURNER MARY ELIZABETH DUFFY2011-10-06
0022009-01-01DEBORAH TURNER MARY ELIZABETH DUFFY2010-10-07

Plan Statistics for ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN

401k plan membership statisitcs for ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN

Measure Date Value
2023: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,847
Total number of active participants reported on line 7a of the Form 55002023-01-011,412
Number of retired or separated participants receiving benefits2023-01-0128
Number of other retired or separated participants entitled to future benefits2023-01-01512
Total of all active and inactive participants2023-01-011,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-011,958
Number of participants with account balances2023-01-011,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,725
Total number of active participants reported on line 7a of the Form 55002022-01-011,297
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-01519
Total of all active and inactive participants2022-01-011,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-011,847
Number of participants with account balances2022-01-011,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,688
Total number of active participants reported on line 7a of the Form 55002021-01-011,217
Number of retired or separated participants receiving benefits2021-01-0125
Number of other retired or separated participants entitled to future benefits2021-01-01478
Total of all active and inactive participants2021-01-011,720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-011,725
Number of participants with account balances2021-01-011,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,694
Total number of active participants reported on line 7a of the Form 55002020-01-011,220
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01453
Total of all active and inactive participants2020-01-011,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,688
Number of participants with account balances2020-01-011,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,680
Total number of active participants reported on line 7a of the Form 55002019-01-011,254
Number of retired or separated participants receiving benefits2019-01-0125
Number of other retired or separated participants entitled to future benefits2019-01-01412
Total of all active and inactive participants2019-01-011,691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,694
Number of participants with account balances2019-01-011,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,673
Total number of active participants reported on line 7a of the Form 55002018-01-011,246
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-01412
Total of all active and inactive participants2018-01-011,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,680
Number of participants with account balances2018-01-011,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,628
Total number of active participants reported on line 7a of the Form 55002017-01-011,244
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-01411
Total of all active and inactive participants2017-01-011,670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,673
Number of participants with account balances2017-01-011,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,586
Total number of active participants reported on line 7a of the Form 55002016-01-011,237
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-01376
Total of all active and inactive participants2016-01-011,626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,628
Number of participants with account balances2016-01-011,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,562
Total number of active participants reported on line 7a of the Form 55002015-01-011,236
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01339
Total of all active and inactive participants2015-01-011,585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,586
Number of participants with account balances2015-01-011,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,462
Total number of active participants reported on line 7a of the Form 55002014-01-011,221
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01333
Total of all active and inactive participants2014-01-011,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,562
Number of participants with account balances2014-01-011,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,584
Total number of active participants reported on line 7a of the Form 55002013-01-011,260
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01198
Total of all active and inactive participants2013-01-011,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,462
Number of participants with account balances2013-01-01787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,561
Total number of active participants reported on line 7a of the Form 55002012-01-011,436
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01145
Total of all active and inactive participants2012-01-011,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,584
Number of participants with account balances2012-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,597
Total number of active participants reported on line 7a of the Form 55002011-01-011,431
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01128
Total of all active and inactive participants2011-01-011,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,561
Number of participants with account balances2011-01-01803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,603
Total number of active participants reported on line 7a of the Form 55002010-01-011,407
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01188
Total of all active and inactive participants2010-01-011,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,597
Number of participants with account balances2010-01-01860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,436
Total number of active participants reported on line 7a of the Form 55002009-01-011,451
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01150
Total of all active and inactive participants2009-01-011,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,603
Number of participants with account balances2009-01-01829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN

Measure Date Value
2023 : ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$21,408,614
Total of all expenses incurred2023-12-31$9,719,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,566,198
Expenses. Certain deemed distributions of participant loans2023-12-31$125,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,588,373
Value of total assets at end of year2023-12-31$99,357,184
Value of total assets at beginning of year2023-12-31$87,668,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$28,072
Total interest from all sources2023-12-31$325,766
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,609,620
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$1,609,620
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
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$5,598,524
Participant contributions at end of year2023-12-31$704,129
Participant contributions at beginning of year2023-12-31$671,691
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$552,913
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$9,184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$7,271
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$11,688,674
Value of net assets at end of year (total assets less liabilities)2023-12-31$99,357,184
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$87,668,510
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$85,847,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$72,231,903
Interest on participant loans2023-12-31$22,588
Interest earned on other investments2023-12-31$303,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$12,796,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$14,757,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$11,884,855
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$1,436,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,566,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RBT CPAS, LLP
Accountancy firm EIN2023-12-31141604297
2022 : ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-10,152,441
Total of all expenses incurred2022-12-31$7,425,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,261,647
Expenses. Certain deemed distributions of participant loans2022-12-31$92,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,646,069
Value of total assets at end of year2022-12-31$87,668,510
Value of total assets at beginning of year2022-12-31$105,246,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$71,559
Total interest from all sources2022-12-31$331,393
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,394,839
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$1,394,839
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,184,470
Participant contributions at end of year2022-12-31$671,691
Participant contributions at beginning of year2022-12-31$743,226
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$84,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$6,746
Administrative expenses (other) incurred2022-12-31$71,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-17,577,789
Value of net assets at end of year (total assets less liabilities)2022-12-31$87,668,510
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$105,246,299
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$72,231,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$89,801,220
Interest on participant loans2022-12-31$13,173
Interest earned on other investments2022-12-31$318,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,757,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,695,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,524,742
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$1,376,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,261,647
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RBT CPAS, LLP
Accountancy firm EIN2022-12-31141604297
2021 : ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$20,832,681
Total of all expenses incurred2021-12-31$8,246,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,130,372
Expenses. Certain deemed distributions of participant loans2021-12-31$34,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,302,076
Value of total assets at end of year2021-12-31$105,246,299
Value of total assets at beginning of year2021-12-31$92,660,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$81,891
Total interest from all sources2021-12-31$351,910
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,419,956
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$1,419,956
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,269,265
Participant contributions at end of year2021-12-31$743,226
Participant contributions at beginning of year2021-12-31$646,637
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$642,845
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$6,746
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,708
Administrative expenses (other) incurred2021-12-31$81,891
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$12,585,742
Value of net assets at end of year (total assets less liabilities)2021-12-31$105,246,299
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$92,660,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$89,801,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$77,156,298
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$22,253
Interest earned on other investments2021-12-31$329,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,695,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,849,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,758,739
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$1,389,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,130,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RBT CPAS, LLP
Accountancy firm EIN2021-12-31141604297
2020 : ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$17,155,931
Total of all expenses incurred2020-12-31$4,765,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,648,569
Expenses. Certain deemed distributions of participant loans2020-12-31$54,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,369,518
Value of total assets at end of year2020-12-31$92,660,557
Value of total assets at beginning of year2020-12-31$80,269,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,731
Total interest from all sources2020-12-31$363,522
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,164,778
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$1,164,778
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,816,754
Participant contributions at end of year2020-12-31$646,637
Participant contributions at beginning of year2020-12-31$594,256
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$248,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,270
Administrative expenses (other) incurred2020-12-31$61,731
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$12,390,892
Value of net assets at end of year (total assets less liabilities)2020-12-31$92,660,557
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$80,269,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$77,156,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$67,260,712
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$116,017
Interest on participant loans2020-12-31$18,447
Interest earned on other investments2020-12-31$345,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,849,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,291,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,258,113
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$1,304,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,648,569
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 name2020-12-31RBT CPAS, LLP
Accountancy firm EIN2020-12-31141604297
2019 : ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$19,739,271
Total income from all sources (including contributions)2019-12-31$19,739,271
Total of all expenses incurred2019-12-31$7,201,205
Total of all expenses incurred2019-12-31$7,201,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,069,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,069,015
Expenses. Certain deemed distributions of participant loans2019-12-31$50,359
Expenses. Certain deemed distributions of participant loans2019-12-31$50,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,120,971
Value of total assets at end of year2019-12-31$80,269,665
Value of total assets at end of year2019-12-31$80,269,665
Value of total assets at beginning of year2019-12-31$67,731,599
Value of total assets at beginning of year2019-12-31$67,731,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$81,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$81,831
Total interest from all sources2019-12-31$310,988
Total interest from all sources2019-12-31$310,988
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,319,915
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,319,915
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$1,319,915
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,319,915
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$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,642,475
Contributions received from participants2019-12-31$4,642,475
Participant contributions at end of year2019-12-31$594,256
Participant contributions at end of year2019-12-31$594,256
Participant contributions at beginning of year2019-12-31$671,995
Participant contributions at beginning of year2019-12-31$671,995
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$233,343
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$233,343
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$64
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$64
Administrative expenses (other) incurred2019-12-31$81,831
Administrative expenses (other) incurred2019-12-31$81,831
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$12,538,066
Value of net income/loss2019-12-31$12,538,066
Value of net assets at end of year (total assets less liabilities)2019-12-31$80,269,665
Value of net assets at end of year (total assets less liabilities)2019-12-31$80,269,665
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$67,731,599
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$67,731,599
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,260,712
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,260,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,742,042
Value of interest in pooled separate accounts at end of year2019-12-31$116,017
Value of interest in pooled separate accounts at end of year2019-12-31$116,017
Value of interest in pooled separate accounts at beginning of year2019-12-31$106,772
Interest on participant loans2019-12-31$25,729
Interest earned on other investments2019-12-31$285,225
Interest earned on other investments2019-12-31$285,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$34
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,291,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,291,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,209,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,209,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,959,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,959,721
Net investment gain/loss from pooled separate accounts2019-12-31$27,676
Net investment gain/loss from pooled separate accounts2019-12-31$27,676
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
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$1,245,153
Contributions received in cash from employer2019-12-31$1,245,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,069,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,069,015
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
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 name2019-12-31RBT CPAS, LLP
Accountancy firm EIN2019-12-31141604297
2018 : ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$4,010,239
Total of all expenses incurred2018-12-31$6,127,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,826,469
Expenses. Certain deemed distributions of participant loans2018-12-31$185,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,793,221
Value of total assets at end of year2018-12-31$67,731,599
Value of total assets at beginning of year2018-12-31$69,848,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$115,249
Total interest from all sources2018-12-31$271,989
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,227,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,227,040
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,225,423
Participant contributions at end of year2018-12-31$671,995
Participant contributions at beginning of year2018-12-31$751,536
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,409,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$64
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,428
Administrative expenses (other) incurred2018-12-31$115,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,117,376
Value of net assets at end of year (total assets less liabilities)2018-12-31$67,731,599
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$69,848,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$54,742,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$57,124,009
Value of interest in pooled separate accounts at end of year2018-12-31$106,772
Value of interest in pooled separate accounts at beginning of year2018-12-31$117,009
Interest on participant loans2018-12-31$20,057
Interest earned on other investments2018-12-31$251,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$11,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,209,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,837,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,274,064
Net investment gain/loss from pooled separate accounts2018-12-31$-7,947
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$1,158,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,826,469
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 name2018-12-31RBT CPAS, LLP
Accountancy firm EIN2018-12-31141604297
2017 : ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$23,114
Total income from all sources (including contributions)2017-12-31$14,799,315
Total of all expenses incurred2017-12-31$4,829,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,708,471
Expenses. Certain deemed distributions of participant loans2017-12-31$50,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,183,593
Value of total assets at end of year2017-12-31$69,848,975
Value of total assets at beginning of year2017-12-31$59,856,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70,980
Total interest from all sources2017-12-31$250,383
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$932,663
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$932,663
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,939,548
Participant contributions at end of year2017-12-31$751,536
Participant contributions at beginning of year2017-12-31$704,429
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$148,796
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,535
Administrative expenses (other) incurred2017-12-31$70,980
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$9,969,570
Value of net assets at end of year (total assets less liabilities)2017-12-31$69,848,975
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$59,856,291
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$57,124,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$46,554,565
Value of interest in pooled separate accounts at end of year2017-12-31$117,009
Value of interest in pooled separate accounts at beginning of year2017-12-31$96,652
Interest on participant loans2017-12-31$15,782
Interest earned on other investments2017-12-31$234,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$11,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,837,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,491,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,412,863
Net investment gain/loss from pooled separate accounts2017-12-31$19,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,095,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,708,471
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 name2017-12-31RBT CPAS, LLP
Accountancy firm EIN2017-12-31141604297
2016 : ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$9,085,920
Total of all expenses incurred2016-12-31$3,916,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,806,821
Expenses. Certain deemed distributions of participant loans2016-12-31$47,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,102,520
Value of total assets at end of year2016-12-31$59,856,291
Value of total assets at beginning of year2016-12-31$54,686,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,082
Total interest from all sources2016-12-31$294,533
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$765,161
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$765,161
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$3,830,671
Participant contributions at end of year2016-12-31$704,429
Participant contributions at beginning of year2016-12-31$650,391
Participant contributions at beginning of year2016-12-31$119,120
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$647,069
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,535
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,018
Administrative expenses (other) incurred2016-12-31$62,082
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$5,169,652
Value of net assets at end of year (total assets less liabilities)2016-12-31$59,856,291
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$54,686,639
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$46,554,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$42,419,247
Value of interest in pooled separate accounts at end of year2016-12-31$96,652
Value of interest in pooled separate accounts at beginning of year2016-12-31$89,793
Interest on participant loans2016-12-31$18,378
Interest earned on other investments2016-12-31$276,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$16,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$16,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,491,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,962,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,923,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$624,780
Employer contributions (assets) at beginning of year2016-12-31$425,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,806,821
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 name2016-12-31RBT CPAS, LLP
Accountancy firm EIN2016-12-31141604297
2015 : ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$80,399
Total income from all sources (including contributions)2015-12-31$6,236,574
Total of all expenses incurred2015-12-31$5,431,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,322,192
Expenses. Certain deemed distributions of participant loans2015-12-31$47,522
Value of total corrective distributions2015-12-31$416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,654,131
Value of total assets at end of year2015-12-31$54,686,639
Value of total assets at beginning of year2015-12-31$53,800,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$61,045
Total interest from all sources2015-12-31$250,945
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$739,822
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$739,822
Administrative expenses professional fees incurred2015-12-31$1,600
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,626,825
Participant contributions at end of year2015-12-31$650,391
Participant contributions at beginning of year2015-12-31$857,030
Participant contributions at end of year2015-12-31$119,120
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$991,421
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,976
Administrative expenses (other) incurred2015-12-31$59,445
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$805,399
Value of net assets at end of year (total assets less liabilities)2015-12-31$54,686,639
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$53,800,841
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$42,419,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$41,641,735
Value of interest in pooled separate accounts at end of year2015-12-31$89,793
Value of interest in pooled separate accounts at beginning of year2015-12-31$77,490
Interest on participant loans2015-12-31$20,039
Interest earned on other investments2015-12-31$230,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$16,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$24,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$24,108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,962,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,783,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-407,363
Net investment gain/loss from pooled separate accounts2015-12-31$-961
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$1,035,885
Employer contributions (assets) at end of year2015-12-31$425,448
Employer contributions (assets) at beginning of year2015-12-31$412,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,322,192
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 name2015-12-31VANACORE DEBENEDICTUS DIGIOVANNI
Accountancy firm EIN2015-12-31141604297
2014 : ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$7,259
Total income from all sources (including contributions)2014-12-31$8,396,072
Total of all expenses incurred2014-12-31$7,450,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,108,299
Expenses. Certain deemed distributions of participant loans2014-12-31$225,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,962,332
Value of total assets at end of year2014-12-31$53,800,841
Value of total assets at beginning of year2014-12-31$52,847,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$116,960
Total interest from all sources2014-12-31$234,246
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$840,205
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$840,205
Administrative expenses professional fees incurred2014-12-31$16,280
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,327,439
Participant contributions at end of year2014-12-31$857,030
Participant contributions at beginning of year2014-12-31$1,775,532
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$572,788
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,976
Administrative expenses (other) incurred2014-12-31$100,680
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$945,597
Value of net assets at end of year (total assets less liabilities)2014-12-31$53,800,841
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$52,847,985
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$41,641,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,791,414
Value of interest in pooled separate accounts at end of year2014-12-31$77,490
Value of interest in pooled separate accounts at beginning of year2014-12-31$14,446,626
Interest on participant loans2014-12-31$41,960
Interest earned on other investments2014-12-31$192,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$24,108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,783,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,358,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,985,372
Net investment gain/loss from pooled separate accounts2014-12-31$373,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,062,105
Employer contributions (assets) at end of year2014-12-31$412,593
Employer contributions (assets) at beginning of year2014-12-31$475,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,108,299
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31VANACORE DEBENEDICTUS DIGIOVANNI
Accountancy firm EIN2014-12-31141604297
2013 : ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,687,299
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,912,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,631,595
Expenses. Certain deemed distributions of participant loans2013-12-31$115,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,082,672
Value of total assets at end of year2013-12-31$52,847,985
Value of total assets at beginning of year2013-12-31$45,073,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$165,484
Total interest from all sources2013-12-31$39,331
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,444,069
Participant contributions at end of year2013-12-31$1,775,532
Participant contributions at beginning of year2013-12-31$1,599,948
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$405,123
Administrative expenses (other) incurred2013-12-31$5,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,774,532
Value of net assets at end of year (total assets less liabilities)2013-12-31$52,847,985
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,073,453
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
Investment advisory and management fees2013-12-31$134,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$32,791,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,788,822
Value of interest in pooled separate accounts at end of year2013-12-31$14,446,626
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,538,372
Interest on participant loans2013-12-31$39,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,358,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,448,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,426,628
Net investment gain/loss from pooled separate accounts2013-12-31$138,668
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$1,233,480
Employer contributions (assets) at end of year2013-12-31$475,950
Employer contributions (assets) at beginning of year2013-12-31$697,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,631,595
Contract administrator fees2013-12-31$26,008
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 name2013-12-31VANACORE DEBENEDICTUS DIGIOVANNI &
Accountancy firm EIN2013-12-31141604297
2012 : ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$111,839
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,609,443
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,419,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,214,101
Expenses. Certain deemed distributions of participant loans2012-12-31$66,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,236,403
Value of total assets at end of year2012-12-31$45,073,453
Value of total assets at beginning of year2012-12-31$38,772,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$139,489
Total interest from all sources2012-12-31$32,299
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,558,180
Participant contributions at end of year2012-12-31$1,599,948
Participant contributions at beginning of year2012-12-31$1,424,179
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$236,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$139,489
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$6,189,518
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,073,453
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$38,772,096
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$25,788,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,987,943
Value of interest in pooled separate accounts at end of year2012-12-31$13,538,372
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,157,879
Interest on participant loans2012-12-31$32,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,448,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,531,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,384,730
Net investment gain/loss from pooled separate accounts2012-12-31$956,011
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$1,441,964
Employer contributions (assets) at end of year2012-12-31$697,806
Employer contributions (assets) at beginning of year2012-12-31$670,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,214,101
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 name2012-12-31VANACORE DEBENEDICTUS DIGIOVANNI &
Accountancy firm EIN2012-12-31141604297
2011 : ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$257,970
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,486,896
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,608,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,494,305
Expenses. Certain deemed distributions of participant loans2011-12-31$57,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,082,736
Value of total assets at end of year2011-12-31$38,772,096
Value of total assets at beginning of year2011-12-31$36,636,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$56,618
Total interest from all sources2011-12-31$26,435
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,382,059
Participant contributions at end of year2011-12-31$1,424,179
Participant contributions at beginning of year2011-12-31$1,451,981
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$340,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$647
Other income not declared elsewhere2011-12-31$114,537
Administrative expenses (other) incurred2011-12-31$56,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,878,047
Value of net assets at end of year (total assets less liabilities)2011-12-31$38,772,096
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,636,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,987,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,598,111
Value of interest in pooled separate accounts at end of year2011-12-31$12,157,879
Value of interest in pooled separate accounts at beginning of year2011-12-31$12,259,791
Interest on participant loans2011-12-31$26,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,531,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,751,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-663,831
Net investment gain/loss from pooled separate accounts2011-12-31$-72,981
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$1,359,795
Employer contributions (assets) at end of year2011-12-31$670,191
Employer contributions (assets) at beginning of year2011-12-31$574,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,494,305
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 name2011-12-31VANACORE DEBENEDICTUS DIGIOVANNI &
Accountancy firm EIN2011-12-31141604297
2010 : ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$172,852
Total transfer of assets from this plan2010-12-31$513
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,164,652
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,744,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,623,749
Expenses. Certain deemed distributions of participant loans2010-12-31$74,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,452,820
Value of total assets at end of year2010-12-31$36,636,079
Value of total assets at beginning of year2010-12-31$31,043,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$46,782
Total interest from all sources2010-12-31$34,586
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,189,972
Participant contributions at end of year2010-12-31$1,451,981
Participant contributions at beginning of year2010-12-31$1,164,150
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$64,277
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$647
Other income not declared elsewhere2010-12-31$116,359
Administrative expenses (other) incurred2010-12-31$46,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,420,018
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,636,079
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,043,722
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$18,598,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,337,450
Value of interest in pooled separate accounts at end of year2010-12-31$12,259,791
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,194,163
Interest on participant loans2010-12-31$34,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,751,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,882,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,395,591
Net investment gain/loss from pooled separate accounts2010-12-31$1,165,296
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$1,198,571
Employer contributions (assets) at end of year2010-12-31$574,426
Employer contributions (assets) at beginning of year2010-12-31$465,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,623,749
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 name2010-12-31VANACORE DEBENEDICTUS DIGIOVANNI &
Accountancy firm EIN2010-12-31141604297
2009 : ST. LUKE'S CORNWALL HOSPITAL 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. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN

2023: ST. LUKE'S CORNWALL HOSPITAL 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. LUKE'S CORNWALL HOSPITAL 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. LUKE'S CORNWALL HOSPITAL 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. LUKE'S CORNWALL HOSPITAL 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. LUKE'S CORNWALL HOSPITAL 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. LUKE'S CORNWALL HOSPITAL 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. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. LUKE'S CORNWALL HOSPITAL 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. LUKE'S CORNWALL HOSPITAL 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. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ST. LUKE'S CORNWALL HOSPITAL 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 numberTA069554
Policy instance 1
Insurance contract or identification numberTA069554
Number of Individuals Covered1296
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 numberTA069554
Policy instance 1
Insurance contract or identification numberTA069554
Number of Individuals Covered1234
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 numberTA069554
Policy instance 1
Insurance contract or identification numberTA069554
Number of Individuals Covered1199
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6603
Policy instance 1
Insurance contract or identification numberVE6603
Number of Individuals Covered34
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6606
Policy instance 2
Insurance contract or identification numberVE6606
Number of Individuals Covered1
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 numberTA069554
Policy instance 3
Insurance contract or identification numberTA069554
Number of Individuals Covered1175
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6606
Policy instance 2
Insurance contract or identification numberVE6606
Number of Individuals Covered2
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069554
Policy instance 3
Insurance contract or identification numberTA069554
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-26
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 numberTA069554
Policy instance 4
Insurance contract or identification numberTA069554
Number of Individuals Covered1136
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6603
Policy instance 1
Insurance contract or identification numberVE6603
Number of Individuals Covered34
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069554
Policy instance 3
Insurance contract or identification numberTA069554
Number of Individuals Covered1102
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6606
Policy instance 2
Insurance contract or identification numberVE6606
Number of Individuals Covered2
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6603
Policy instance 1
Insurance contract or identification numberVE6603
Number of Individuals Covered37
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069554
Policy instance 3
Insurance contract or identification numberTA069554
Number of Individuals Covered1086
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6606
Policy instance 2
Insurance contract or identification numberVE6606
Number of Individuals Covered2
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6603
Policy instance 1
Insurance contract or identification numberVE6603
Number of Individuals Covered40
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6606
Policy instance 2
Insurance contract or identification numberVE6606
Number of Individuals Covered3
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069554
Policy instance 3
Insurance contract or identification numberTA069554
Number of Individuals Covered1023
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6603
Policy instance 1
Insurance contract or identification numberVE6603
Number of Individuals Covered46
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069554
Policy instance 1
Insurance contract or identification numberTA069554
Number of Individuals Covered1000
Insurance policy start date2014-03-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6606
Policy instance 3
Insurance contract or identification numberVE6606
Number of Individuals Covered365
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,361
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 $1,361
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?4
Insurance broker nameHAMILTON CAVANAUGH INVSTMNT BROKERS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6603
Policy instance 2
Insurance contract or identification numberVE6603
Number of Individuals Covered262
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,948
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 $3,911
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?4
Insurance broker nameCETERA ADVISOR NETWORKS LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29228
Policy instance 1
Insurance contract or identification number29228
Number of Individuals Covered492
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6603
Policy instance 2
Insurance contract or identification numberVE6603
Number of Individuals Covered280
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,500
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,422
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSION
Insurance broker organization code?4
Insurance broker nameCETERA ADVISOR NETWORK
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6606
Policy instance 3
Insurance contract or identification numberVE6606
Number of Individuals Covered394
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,313
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,313
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?4
Insurance broker nameHAMILTON CAVANAUGH INVSTMT BROKERS
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29228
Policy instance 1
Insurance contract or identification number29228
Number of Individuals Covered492
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6606
Policy instance 3
Insurance contract or identification numberVE6606
Number of Individuals Covered422
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,359
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,359
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?4
Insurance broker nameHAMILTON CAVANAUGH INVSTMT BROKERS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6603
Policy instance 2
Insurance contract or identification numberVE6603
Number of Individuals Covered303
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,713
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,646
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSION
Insurance broker organization code?4
Insurance broker nameWALNUT STREET SECURITIES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29228
Policy instance 1
Insurance contract or identification number29228
Number of Individuals Covered530
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6603
Policy instance 2
Insurance contract or identification numberVE6603
Number of Individuals Covered399
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,104
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6606
Policy instance 3
Insurance contract or identification numberVE6606
Number of Individuals Covered572
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,586
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29228
Policy instance 1
Insurance contract or identification number29228
Number of Individuals Covered860
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6603
Policy instance 2
Insurance contract or identification numberVE6603
Number of Individuals Covered425
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,969
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6606
Policy instance 3
Insurance contract or identification numberVE6606
Number of Individuals Covered604
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,634
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1