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401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 401k Plan overview

Plan Name401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL
Plan identification number 002

401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE SOCIETY OF THE VALLEY HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:THE SOCIETY OF THE VALLEY HOSPITAL
Employer identification number (EIN):221487307
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL

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
0022017-01-01JOHN PACKARD
0022016-01-01JOHN PACKARD
0022015-01-01JOHN PACKARD
0022014-01-01KAREN SOSNOWSKI
0022013-01-01KAREN SOSNOWSKI
0022012-01-01RUSSELL SHOWERS RUSSELL SHOWERS2013-10-13
0022011-01-01RUSSELL SHOWERS
0022009-01-01RUSSELL SHOWERS

Plan Statistics for 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL

401k plan membership statisitcs for 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL

Measure Date Value
2023: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2023 401k membership
Total participants, beginning-of-year2023-01-018,326
Total number of active participants reported on line 7a of the Form 55002023-01-015,712
Number of retired or separated participants receiving benefits2023-01-01135
Number of other retired or separated participants entitled to future benefits2023-01-012,807
Total of all active and inactive participants2023-01-018,654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0117
Total participants2023-01-018,671
Number of participants with account balances2023-01-016,487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0177
2022: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2022 401k membership
Total participants, beginning-of-year2022-01-015,384
Total number of active participants reported on line 7a of the Form 55002022-01-015,346
Number of retired or separated participants receiving benefits2022-01-01347
Number of other retired or separated participants entitled to future benefits2022-01-012,633
Total of all active and inactive participants2022-01-018,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-018,326
Number of participants with account balances2022-01-018,262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0180
2021: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2021 401k membership
Total participants, beginning-of-year2021-01-017,183
Total number of active participants reported on line 7a of the Form 55002021-01-015,255
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-01115
Total of all active and inactive participants2021-01-015,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015,384
Number of participants with account balances2021-01-015,365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0190
2020: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2020 401k membership
Total participants, beginning-of-year2020-01-016,674
Total number of active participants reported on line 7a of the Form 55002020-01-015,128
Number of retired or separated participants receiving benefits2020-01-01275
Number of other retired or separated participants entitled to future benefits2020-01-011,780
Total of all active and inactive participants2020-01-017,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017,183
Number of participants with account balances2020-01-017,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0172
2019: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2019 401k membership
Total participants, beginning-of-year2019-01-016,191
Total number of active participants reported on line 7a of the Form 55002019-01-015,226
Number of retired or separated participants receiving benefits2019-01-01143
Number of other retired or separated participants entitled to future benefits2019-01-011,305
Total of all active and inactive participants2019-01-016,674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016,674
Number of participants with account balances2019-01-016,583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2018 401k membership
Total participants, beginning-of-year2018-01-016,269
Total number of active participants reported on line 7a of the Form 55002018-01-014,979
Number of retired or separated participants receiving benefits2018-01-01128
Number of other retired or separated participants entitled to future benefits2018-01-011,084
Total of all active and inactive participants2018-01-016,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016,191
Number of participants with account balances2018-01-016,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0158
2017: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2017 401k membership
Total participants, beginning-of-year2017-01-015,902
Total number of active participants reported on line 7a of the Form 55002017-01-015,180
Number of retired or separated participants receiving benefits2017-01-0139
Number of other retired or separated participants entitled to future benefits2017-01-011,047
Total of all active and inactive participants2017-01-016,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-016,269
Number of participants with account balances2017-01-015,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0168
2016: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2016 401k membership
Total participants, beginning-of-year2016-01-015,594
Total number of active participants reported on line 7a of the Form 55002016-01-015,074
Number of retired or separated participants receiving benefits2016-01-0122
Number of other retired or separated participants entitled to future benefits2016-01-01801
Total of all active and inactive participants2016-01-015,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-015,902
Number of participants with account balances2016-01-015,661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0153
2015: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2015 401k membership
Total participants, beginning-of-year2015-01-015,970
Total number of active participants reported on line 7a of the Form 55002015-01-014,874
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-01694
Total of all active and inactive participants2015-01-015,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-015,584
Number of participants with account balances2015-01-015,271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0157
2014: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2014 401k membership
Total participants, beginning-of-year2014-01-015,885
Total number of active participants reported on line 7a of the Form 55002014-01-015,331
Number of retired or separated participants receiving benefits2014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-01624
Total of all active and inactive participants2014-01-015,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-015,970
Number of participants with account balances2014-01-015,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2013 401k membership
Total participants, beginning-of-year2013-01-015,472
Total number of active participants reported on line 7a of the Form 55002013-01-015,252
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-01619
Total of all active and inactive participants2013-01-015,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-015,885
Number of participants with account balances2013-01-015,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0128
2012: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-01-015,180
Total number of active participants reported on line 7a of the Form 55002012-01-014,826
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01645
Total of all active and inactive participants2012-01-015,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-015,472
Number of participants with account balances2012-01-014,912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0154
2011: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-01-015,122
Total number of active participants reported on line 7a of the Form 55002011-01-014,613
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01567
Total of all active and inactive participants2011-01-015,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,180
Number of participants with account balances2011-01-014,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0176
2009: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-01-015,285
Total number of active participants reported on line 7a of the Form 55002009-01-014,573
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01580
Total of all active and inactive participants2009-01-015,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015,153
Number of participants with account balances2009-01-013,687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0150

Financial Data on 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL

Measure Date Value
2023 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$192,038,681
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$55,968,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$55,230,091
Expenses. Certain deemed distributions of participant loans2023-12-31$352,449
Value of total corrective distributions2023-12-31$4,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$71,808,483
Value of total assets at end of year2023-12-31$930,511,014
Value of total assets at beginning of year2023-12-31$794,441,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$381,500
Total interest from all sources2023-12-31$3,958,635
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$8,818,186
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$8,818,186
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
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$46,963,442
Participant contributions at end of year2023-12-31$6,450,903
Participant contributions at beginning of year2023-12-31$5,758,790
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$4,305,104
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$136,069,836
Value of net assets at end of year (total assets less liabilities)2023-12-31$930,511,014
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$794,441,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$58,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$745,285,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$614,372,685
Interest on participant loans2023-12-31$350,921
Interest earned on other investments2023-12-31$3,607,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$178,774,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$174,309,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$107,453,377
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$20,539,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$55,230,091
Contract administrator fees2023-12-31$322,848
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 name2023-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2023-12-31271728945
2022 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-52,190,470
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$39,381,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$38,778,475
Expenses. Certain deemed distributions of participant loans2022-12-31$206,545
Value of total corrective distributions2022-12-31$3,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$64,446,911
Value of total assets at end of year2022-12-31$794,441,178
Value of total assets at beginning of year2022-12-31$886,013,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$393,134
Total interest from all sources2022-12-31$3,955,598
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,905,754
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$10,905,754
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$42,603,017
Participant contributions at end of year2022-12-31$5,758,790
Participant contributions at beginning of year2022-12-31$5,961,490
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,238,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-91,572,348
Value of net assets at end of year (total assets less liabilities)2022-12-31$794,441,178
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$886,013,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$58,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$614,372,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$671,113,761
Interest on participant loans2022-12-31$282,600
Interest earned on other investments2022-12-31$3,672,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$174,309,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$208,938,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-131,498,733
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$18,605,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$38,778,475
Contract administrator fees2022-12-31$334,775
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 name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$151,802,742
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$51,978,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$51,181,221
Expenses. Certain deemed distributions of participant loans2021-12-31$272,730
Value of total corrective distributions2021-12-31$14,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$63,916,167
Value of total assets at end of year2021-12-31$886,013,526
Value of total assets at beginning of year2021-12-31$786,189,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$510,919
Total interest from all sources2021-12-31$5,882,043
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$33,152,560
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$33,152,560
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$40,300,154
Participant contributions at end of year2021-12-31$5,961,490
Participant contributions at beginning of year2021-12-31$6,371,195
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,472,971
Other income not declared elsewhere2021-12-31$250
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$99,823,804
Value of net assets at end of year (total assets less liabilities)2021-12-31$886,013,526
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$786,189,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$106,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$671,113,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$579,682,239
Interest on participant loans2021-12-31$321,402
Interest earned on other investments2021-12-31$5,560,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$208,938,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$200,136,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$48,851,722
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$18,143,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$51,181,221
Contract administrator fees2021-12-31$403,935
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 name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$216,760,468
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$50,313,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$49,681,584
Expenses. Certain deemed distributions of participant loans2020-12-31$326,619
Value of total corrective distributions2020-12-31$1,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$119,070,746
Value of total assets at end of year2020-12-31$786,189,722
Value of total assets at beginning of year2020-12-31$619,742,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$303,683
Total interest from all sources2020-12-31$5,145,024
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$19,329,932
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$19,329,932
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$39,096,581
Participant contributions at end of year2020-12-31$6,371,195
Participant contributions at beginning of year2020-12-31$6,346,788
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$56,626,751
Other income not declared elsewhere2020-12-31$1,000
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$166,447,145
Value of net assets at end of year (total assets less liabilities)2020-12-31$786,189,722
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$619,742,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$52,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$579,682,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$462,728,355
Interest on participant loans2020-12-31$345,292
Interest earned on other investments2020-12-31$4,799,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$200,136,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$150,667,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$73,213,766
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$23,347,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$49,681,584
Contract administrator fees2020-12-31$251,216
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 name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$148,405,868
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$39,595,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$38,966,786
Expenses. Certain deemed distributions of participant loans2019-12-31$315,777
Value of total corrective distributions2019-12-31$3,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$53,686,972
Value of total assets at end of year2019-12-31$619,742,577
Value of total assets at beginning of year2019-12-31$510,932,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$309,653
Total interest from all sources2019-12-31$4,295,696
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,771,059
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$18,771,059
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$37,788,600
Participant contributions at end of year2019-12-31$6,346,788
Participant contributions at beginning of year2019-12-31$5,958,852
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,367,045
Other income not declared elsewhere2019-12-31$34,547
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$108,810,530
Value of net assets at end of year (total assets less liabilities)2019-12-31$619,742,577
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$510,932,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$30,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$462,728,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$365,505,517
Interest on participant loans2019-12-31$331,833
Interest earned on other investments2019-12-31$3,963,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$150,667,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$139,467,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$71,617,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,531,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$38,966,786
Contract administrator fees2019-12-31$279,458
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
2018 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$39,385,650
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$30,346,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$29,563,052
Expenses. Certain deemed distributions of participant loans2018-12-31$206,361
Value of total corrective distributions2018-12-31$1,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$58,626,276
Value of total assets at end of year2018-12-31$510,932,047
Value of total assets at beginning of year2018-12-31$501,892,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$575,585
Total interest from all sources2018-12-31$3,339,658
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$18,359,051
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$18,359,051
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$35,402,854
Participant contributions at end of year2018-12-31$5,958,852
Participant contributions at beginning of year2018-12-31$5,096,938
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,450,150
Other income not declared elsewhere2018-12-31$130,448
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$9,039,403
Value of net assets at end of year (total assets less liabilities)2018-12-31$510,932,047
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$501,892,644
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$365,505,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$367,961,434
Interest on participant loans2018-12-31$261,896
Interest earned on other investments2018-12-31$3,077,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$139,467,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$128,834,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-41,069,783
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$20,773,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$29,563,052
Contract administrator fees2018-12-31$575,585
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 name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$114,375,184
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$23,070,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$22,271,753
Expenses. Certain deemed distributions of participant loans2017-12-31$218,603
Value of total corrective distributions2017-12-31$42,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$58,381,893
Value of total assets at end of year2017-12-31$501,892,644
Value of total assets at beginning of year2017-12-31$410,587,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$537,424
Total interest from all sources2017-12-31$2,709,800
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$14,127,097
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$14,127,097
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$33,063,539
Participant contributions at end of year2017-12-31$5,096,938
Participant contributions at beginning of year2017-12-31$4,533,739
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,666,304
Other income not declared elsewhere2017-12-31$111,590
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$91,305,034
Value of net assets at end of year (total assets less liabilities)2017-12-31$501,892,644
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$410,587,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$30,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$367,961,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$290,403,628
Interest on participant loans2017-12-31$213,292
Interest earned on other investments2017-12-31$2,496,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$128,834,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$115,650,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$39,044,804
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$19,652,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$22,271,753
Contract administrator fees2017-12-31$507,022
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 name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$81,072,117
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$21,127,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$20,546,428
Expenses. Certain deemed distributions of participant loans2016-12-31$177,474
Value of total corrective distributions2016-12-31$1,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$55,048,910
Value of total assets at end of year2016-12-31$410,587,610
Value of total assets at beginning of year2016-12-31$350,642,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$402,134
Total interest from all sources2016-12-31$2,166,806
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,693,521
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$9,693,521
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$31,314,670
Participant contributions at end of year2016-12-31$4,533,739
Participant contributions at beginning of year2016-12-31$4,260,258
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,080,547
Other income not declared elsewhere2016-12-31$149,787
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$59,944,908
Value of net assets at end of year (total assets less liabilities)2016-12-31$410,587,610
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$350,642,702
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
Investment advisory and management fees2016-12-31$75,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$290,403,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$242,127,792
Interest on participant loans2016-12-31$191,434
Interest earned on other investments2016-12-31$1,975,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$115,650,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$104,254,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,013,093
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$18,653,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$20,546,428
Contract administrator fees2016-12-31$326,230
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 name2016-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-12-31271728945
2015 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$52,390,067
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$19,414,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,147,809
Expenses. Certain deemed distributions of participant loans2015-12-31$162,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$52,291,897
Value of total assets at end of year2015-12-31$350,642,702
Value of total assets at beginning of year2015-12-31$317,667,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$104,340
Total interest from all sources2015-12-31$1,442,746
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,263,525
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$8,263,525
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$29,596,526
Participant contributions at end of year2015-12-31$4,260,258
Participant contributions at beginning of year2015-12-31$3,590,064
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,854,433
Other income not declared elsewhere2015-12-31$213,071
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$32,975,347
Value of net assets at end of year (total assets less liabilities)2015-12-31$350,642,702
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$317,667,355
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
Investment advisory and management fees2015-12-31$89,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$242,127,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$214,485,439
Interest on participant loans2015-12-31$159,432
Interest earned on other investments2015-12-31$1,283,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$104,254,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$99,591,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,821,172
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$18,840,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,147,809
Contract administrator fees2015-12-31$14,606
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 name2015-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2015-12-31271728945
2014 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$64,124,434
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$14,133,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,924,581
Expenses. Certain deemed distributions of participant loans2014-12-31$108,497
Value of total corrective distributions2014-12-31$2,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$47,473,915
Value of total assets at end of year2014-12-31$317,667,355
Value of total assets at beginning of year2014-12-31$267,676,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$97,275
Total interest from all sources2014-12-31$2,068,909
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,634,200
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$6,634,200
Administrative expenses professional fees incurred2014-12-31$79,208
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$27,120,584
Participant contributions at end of year2014-12-31$3,590,064
Participant contributions at beginning of year2014-12-31$2,894,585
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,217,135
Other income not declared elsewhere2014-12-31$40,344
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$49,991,352
Value of net assets at end of year (total assets less liabilities)2014-12-31$317,667,355
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$267,676,003
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$214,485,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$169,107,178
Interest on participant loans2014-12-31$137,137
Interest earned on other investments2014-12-31$1,931,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$99,591,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$95,674,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,907,066
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$18,136,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,924,581
Contract administrator fees2014-12-31$18,067
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Qualified
Accountancy firm name2014-12-31O'CONNOR DAVIES LLP
Accountancy firm EIN2014-12-31271728945
2013 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$8,202,438
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$75,589,185
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,763,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,233,353
Expenses. Certain deemed distributions of participant loans2013-12-31$489,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$44,162,775
Value of total assets at end of year2013-12-31$267,676,003
Value of total assets at beginning of year2013-12-31$194,648,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,579
Total interest from all sources2013-12-31$2,969,667
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,045,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,045,184
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$24,927,983
Participant contributions at end of year2013-12-31$2,894,585
Participant contributions at beginning of year2013-12-31$2,158,397
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,003,685
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$26
Other income not declared elsewhere2013-12-31$-653,219
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$4,438
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$64,825,295
Value of net assets at end of year (total assets less liabilities)2013-12-31$267,676,003
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$194,648,270
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$164
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$169,107,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$118,617,693
Interest on participant loans2013-12-31$102,230
Interest earned on other investments2013-12-31$2,867,217
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$95,674,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$73,867,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$25,064,778
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$17,231,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,233,353
Contract administrator fees2013-12-31$40,415
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Qualified
Accountancy firm name2013-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2013-12-31271728945
2012 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$251,968
Total income from all sources (including contributions)2012-12-31$59,582,605
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,056,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,953,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$41,486,382
Value of total assets at end of year2012-12-31$194,648,270
Value of total assets at beginning of year2012-12-31$143,374,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$102,776
Total interest from all sources2012-12-31$1,972,033
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,542,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,542,462
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$22,644,689
Participant contributions at end of year2012-12-31$2,158,397
Participant contributions at beginning of year2012-12-31$2,168,044
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,952,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$26
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$200,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$251,968
Other income not declared elsewhere2012-12-31$407,936
Total non interest bearing cash at end of year2012-12-31$4,438
Total non interest bearing cash at beginning of year2012-12-31$8,135
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$51,526,013
Value of net assets at end of year (total assets less liabilities)2012-12-31$194,648,270
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$143,122,257
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$118,617,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$85,613,421
Interest on participant loans2012-12-31$79,905
Interest earned on other investments2012-12-31$1,892,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,541,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,541,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$73,867,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$53,842,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,173,792
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$16,889,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,953,816
Contract administrator fees2012-12-31$102,776
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Qualified
Accountancy firm name2012-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2012-12-31271728945
2011 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$251,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$244,167
Total income from all sources (including contributions)2011-12-31$43,057,421
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,546,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,380,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$43,550,619
Value of total assets at end of year2011-12-31$143,374,225
Value of total assets at beginning of year2011-12-31$105,855,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$166,232
Total interest from all sources2011-12-31$1,457,227
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,759,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,759,852
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$21,213,879
Participant contributions at end of year2011-12-31$2,168,044
Participant contributions at beginning of year2011-12-31$2,144,482
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,322,177
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$200,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$304,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$251,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$244,167
Other income not declared elsewhere2011-12-31$321,801
Total non interest bearing cash at end of year2011-12-31$8,135
Total non interest bearing cash at beginning of year2011-12-31$154,340
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$37,510,774
Value of net assets at end of year (total assets less liabilities)2011-12-31$143,122,257
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$105,611,483
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$85,613,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$66,404,925
Interest on participant loans2011-12-31$89,177
Interest earned on other investments2011-12-31$1,367,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,541,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$67,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$67,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$56
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$53,842,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$36,780,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,032,078
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$17,014,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,380,415
Contract administrator fees2011-12-31$166,232
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Qualified
Accountancy firm name2011-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2011-12-31271728945
2010 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$244,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$76,111
Total income from all sources (including contributions)2010-12-31$47,293,327
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,193,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,180,729
Value of total corrective distributions2010-12-31$2,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$38,580,337
Value of total assets at end of year2010-12-31$105,855,650
Value of total assets at beginning of year2010-12-31$60,587,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,605
Total interest from all sources2010-12-31$927,593
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,476,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,476,796
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$18,547,045
Participant contributions at end of year2010-12-31$2,144,482
Participant contributions at beginning of year2010-12-31$1,433,941
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,649,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$304,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$90,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$244,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$76,111
Other income not declared elsewhere2010-12-31$67,034
Administrative expenses (other) incurred2010-12-31$378
Total non interest bearing cash at end of year2010-12-31$154,340
Total non interest bearing cash at beginning of year2010-12-31$13,441
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$45,099,948
Value of net assets at end of year (total assets less liabilities)2010-12-31$105,611,483
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$60,511,535
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$66,404,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$38,248,553
Interest on participant loans2010-12-31$82,386
Interest earned on other investments2010-12-31$845,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$67,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$15,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$15,924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$50
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$36,780,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$20,784,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,241,567
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$16,384,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,180,729
Contract administrator fees2010-12-31$10,227
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31OCONNOR DAVIES MUNNS & DOBBINS LLP
Accountancy firm EIN2010-12-31133385019
2009 : 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 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 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL

2023: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
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: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 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: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number897085087
Policy instance 2
Insurance contract or identification number897085087
Number of Individuals Covered1040
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893837+087
Policy instance 1
Insurance contract or identification number893837+087
Number of Individuals Covered1343
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberVLH-001
Policy instance 2
Insurance contract or identification numberVLH-001
Number of Individuals Covered953
Insurance policy start date2022-05-18
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893837+087
Policy instance 1
Insurance contract or identification number893837+087
Number of Individuals Covered1413
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893837+087
Policy instance 1
Insurance contract or identification number893837+087
Number of Individuals Covered5365
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893837+087
Policy instance 1
Insurance contract or identification number893837+087
Number of Individuals Covered6514
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893837+087
Policy instance 1
Insurance contract or identification number893837+087
Number of Individuals Covered6007
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893837+087
Policy instance 1
Insurance contract or identification number893837+087
Number of Individuals Covered5675
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893837+087
Policy instance 1
Insurance contract or identification number893837+087
Number of Individuals Covered5522
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893837+087
Policy instance 1
Insurance contract or identification number893837+087
Number of Individuals Covered4885
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 55354
Policy instance 1
Insurance contract or identification numberGP 55354
Number of Individuals Covered4973
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 55354
Policy instance 1
Insurance contract or identification numberGP 55354
Number of Individuals Covered4824
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 55354
Policy instance 1
Insurance contract or identification numberGP 55354
Number of Individuals Covered4646
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 55354
Policy instance 1
Insurance contract or identification numberGP 55354
Number of Individuals Covered4496
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 55354
Policy instance 1
Insurance contract or identification numberGP 55354
Number of Individuals Covered4423
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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