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ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 401k Plan overview

Plan NameST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN
Plan identification number 001

ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION
Employer identification number (EIN):330562468
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01JAMES BENOIT MD2022-10-01 JAMES BENOIT MD2022-10-01
0012020-01-01JAMES BENOIT MD2021-08-06
0012020-01-01JAMES BENOIT MD2022-05-27 JAMES BENOIT MD2022-05-27
0012019-01-01JAMES BENOIT MD2020-09-30 JAMES BENOIT MD2020-09-30
0012018-01-01JAMES BENOIT MD2019-07-22
0012017-01-01
0012016-01-01JAMES BENOIT MD2018-09-25
0012015-01-01
0012014-01-01MICHAEL SUGARMAN
0012014-01-01JAMES BENOIT MD
0012013-01-01MICHAEL SUGARMAN
0012012-01-01MICHAEL SUGARMAN
0012011-01-01MICHAEL SUGARMAN
0012010-01-01MICHAEL SUGARMAN
0012009-01-01MICHAEL SUGARMAN

Plan Statistics for ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN

401k plan membership statisitcs for ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN

Measure Date Value
2021: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01157
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3120,079,857
Acturial value of plan assets2020-12-3120,079,857
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3125
Fundng target for terminated vested participants2020-12-311,113,874
Active participant vested funding target2020-12-3118,706,618
Number of active participants2020-12-31275
Total funding liabilities for active participants2020-12-3118,706,618
Total participant count2020-12-31300
Total funding target for all participants2020-12-3119,820,492
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31246,721
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31246,721
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-312,210,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-312,121,181
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31160,748
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-312,121,181
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01300
Total number of active participants reported on line 7a of the Form 55002020-01-01153
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3118,508,426
Acturial value of plan assets2019-12-3118,508,426
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3129
Fundng target for terminated vested participants2019-12-311,094,560
Active participant vested funding target2019-12-3118,856,198
Number of active participants2019-12-31254
Total funding liabilities for active participants2019-12-3118,856,198
Total participant count2019-12-31283
Total funding target for all participants2019-12-3119,950,758
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3132,743
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3132,743
Present value of excess contributions2019-12-31205,120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31215,889
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31215,000
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31246,721
Total employer contributions2019-12-31190,996
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31176,102
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31147,788
Net shortfall amortization installment of oustanding balance2019-12-311,689,053
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31422,238
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31246,136
Additional cash requirement2019-12-31176,102
Contributions allocatedtoward minimum required contributions for current year2019-12-31176,102
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01311
Total number of active participants reported on line 7a of the Form 55002019-01-01275
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3120,458,229
Acturial value of plan assets2018-12-3120,458,229
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3124
Fundng target for terminated vested participants2018-12-31773,406
Active participant vested funding target2018-12-3119,651,588
Number of active participants2018-12-31254
Total funding liabilities for active participants2018-12-3119,651,588
Total participant count2018-12-31278
Total funding target for all participants2018-12-3120,424,994
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31154,728
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31154,728
Present value of excess contributions2018-12-31647,236
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31682,187
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-31130,000
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3132,743
Total employer contributions2018-12-31260,634
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31249,129
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3144,501
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3144,009
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3144,009
Contributions allocatedtoward minimum required contributions for current year2018-12-31249,129
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01285
Total number of active participants reported on line 7a of the Form 55002018-01-01254
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3119,937,226
Acturial value of plan assets2017-12-3119,937,226
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3124
Fundng target for terminated vested participants2017-12-31745,442
Active participant vested funding target2017-12-3119,910,392
Number of active participants2017-12-31236
Total funding liabilities for active participants2017-12-3119,910,392
Total participant count2017-12-31260
Total funding target for all participants2017-12-3120,655,834
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31152,321
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31152,321
Present value of excess contributions2017-12-31574,371
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31606,076
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31154,728
Total employer contributions2017-12-31910,030
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31853,934
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3147,819
Net shortfall amortization installment of oustanding balance2017-12-31873,336
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31206,698
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31206,698
Contributions allocatedtoward minimum required contributions for current year2017-12-31853,934
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01270
Total number of active participants reported on line 7a of the Form 55002017-01-01253
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3121,782,588
Acturial value of plan assets2016-12-3121,782,588
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3123
Fundng target for terminated vested participants2016-12-31671,003
Active participant vested funding target2016-12-3121,755,180
Number of active participants2016-12-31209
Total funding liabilities for active participants2016-12-3121,755,180
Total participant count2016-12-31232
Total funding target for all participants2016-12-3122,426,183
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31164,867
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31164,867
Present value of excess contributions2016-12-311,147,726
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,212,458
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31152,321
Total employer contributions2016-12-31807,363
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31750,428
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3144,553
Net shortfall amortization installment of oustanding balance2016-12-31795,916
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31176,057
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31176,057
Contributions allocatedtoward minimum required contributions for current year2016-12-31750,428
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01248
Total number of active participants reported on line 7a of the Form 55002016-01-01235
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01176
Total number of active participants reported on line 7a of the Form 55002015-01-01208
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01179
Total number of active participants reported on line 7a of the Form 55002014-01-01154
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01171
Total number of active participants reported on line 7a of the Form 55002013-01-01151
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01162
Total number of active participants reported on line 7a of the Form 55002012-01-01139
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01156
Total number of active participants reported on line 7a of the Form 55002011-01-01135
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01147
Total number of active participants reported on line 7a of the Form 55002010-01-01133
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01135
Total number of active participants reported on line 7a of the Form 55002009-01-01120
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN

Measure Date Value
2021 : ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 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$833
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,259,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,220,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$98,395
Value of total assets at beginning of year2021-12-31$9,357,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,759
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$833
Administrative expenses professional fees incurred2021-12-31$21,318
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-9,258,701
Value of net assets at end of year (total assets less liabilities)2021-12-31$98,395
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,357,096
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$17,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$98,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,147,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,147,096
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
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$210,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,220,775
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 name2021-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2021-12-31954345526
2020 : ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,469,275
Total loss/gain on sale of assets2020-12-31$446,511
Total of all expenses incurred2020-12-31$13,197,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,913,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,210,000
Value of total assets at end of year2020-12-31$9,357,096
Value of total assets at beginning of year2020-12-31$20,085,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$284,299
Total interest from all sources2020-12-31$5,623
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$174,056
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,716,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,510,000
Administrative expenses (other) incurred2020-12-31$88,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-10,728,669
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,357,096
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,085,765
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$21,510
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$12,668,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,147,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,623
Net investment gain or loss from common/collective trusts2020-12-31$-192,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$2,210,000
Employer contributions (assets) at end of year2020-12-31$210,000
Employer contributions (assets) at beginning of year2020-12-31$190,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,913,645
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
Aggregate proceeds on sale of assets2020-12-31$74,702,648
Aggregate carrying amount (costs) on sale of assets2020-12-31$74,256,137
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2020-12-31954345526
2019 : ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 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$2,635,363
Total loss/gain on sale of assets2019-12-31$-1,473
Total of all expenses incurred2019-12-31$1,058,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$846,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$190,996
Value of total assets at end of year2019-12-31$20,085,765
Value of total assets at beginning of year2019-12-31$18,508,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$211,960
Total interest from all sources2019-12-31$128
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$69,468
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,716,220
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,842,777
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,510,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$2,019,258
Administrative expenses (other) incurred2019-12-31$114,685
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$1,577,330
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,085,765
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,508,435
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$27,807
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1
Value of interest in common/collective trusts at end of year2019-12-31$12,668,354
Value of interest in common/collective trusts at beginning of year2019-12-31$12,633,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$128
Net investment gain or loss from common/collective trusts2019-12-31$426,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$190,996
Employer contributions (assets) at end of year2019-12-31$190,996
Employer contributions (assets) at beginning of year2019-12-31$32,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$846,073
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
Aggregate proceeds on sale of assets2019-12-31$2,763,926
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,765,399
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 name2019-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2019-12-31954345526
2018 : ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-309,156
Total loss/gain on sale of assets2018-12-31$307,896
Total of all expenses incurred2018-12-31$1,652,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,495,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$260,634
Value of total assets at end of year2018-12-31$18,508,435
Value of total assets at beginning of year2018-12-31$20,469,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$157,018
Total interest from all sources2018-12-31$478
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$31,385
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,842,777
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,633,257
Other income not declared elsewhere2018-12-31$-320,935
Administrative expenses (other) incurred2018-12-31$89,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,961,495
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,508,435
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,469,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$36,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1
Value of interest in common/collective trusts at end of year2018-12-31$12,633,195
Value of interest in common/collective trusts at beginning of year2018-12-31$12,250,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$478
Net investment gain or loss from common/collective trusts2018-12-31$-557,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$260,634
Employer contributions (assets) at end of year2018-12-31$32,453
Employer contributions (assets) at beginning of year2018-12-31$586,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,495,321
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
Aggregate proceeds on sale of assets2018-12-31$29,421,419
Aggregate carrying amount (costs) on sale of assets2018-12-31$29,113,523
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 name2018-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2018-12-31954345526
2017 : ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,902,241
Total loss/gain on sale of assets2017-12-31$120,277
Total of all expenses incurred2017-12-31$1,385,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,316,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$910,030
Value of total assets at end of year2017-12-31$20,469,930
Value of total assets at beginning of year2017-12-31$19,952,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$68,474
Total interest from all sources2017-12-31$27
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10
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$10
Administrative expenses professional fees incurred2017-12-31$44,501
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,633,257
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,172,056
Other income not declared elsewhere2017-12-31$461,200
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$517,193
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,469,930
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,952,737
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$23,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$798
Value of interest in common/collective trusts at end of year2017-12-31$12,250,322
Value of interest in common/collective trusts at beginning of year2017-12-31$11,953,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$18,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$18,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$27
Net investment gain or loss from common/collective trusts2017-12-31$410,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$910,030
Employer contributions (assets) at end of year2017-12-31$586,194
Employer contributions (assets) at beginning of year2017-12-31$807,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,316,574
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
Aggregate proceeds on sale of assets2017-12-31$15,119,327
Aggregate carrying amount (costs) on sale of assets2017-12-31$14,999,050
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 name2017-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2017-12-31954345526
2016 : ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,113,933
Total loss/gain on sale of assets2016-12-31$-9,130
Total of all expenses incurred2016-12-31$3,051,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,000,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$807,363
Value of total assets at end of year2016-12-31$19,952,737
Value of total assets at beginning of year2016-12-31$21,890,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$50,722
Total interest from all sources2016-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$177,748
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$177,748
Administrative expenses professional fees incurred2016-12-31$47,819
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,172,056
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,912,305
Other income not declared elsewhere2016-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,937,739
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,952,737
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,890,476
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$2,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,070,341
Value of interest in common/collective trusts at end of year2016-12-31$11,953,950
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$18,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$53,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$53,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$224,999
Net investment gain or loss from common/collective trusts2016-12-31$-87,053
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$807,363
Employer contributions (assets) at end of year2016-12-31$807,363
Employer contributions (assets) at beginning of year2016-12-31$2,854,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,000,950
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
Aggregate proceeds on sale of assets2016-12-31$10,308,316
Aggregate carrying amount (costs) on sale of assets2016-12-31$10,317,446
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 name2016-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2016-12-31954345526
2015 : ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,387,505
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,740,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,539,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,854,607
Value of total assets at end of year2015-12-31$21,890,476
Value of total assets at beginning of year2015-12-31$23,243,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$201,310
Total interest from all sources2015-12-31$300
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$499,303
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$499,303
Administrative expenses professional fees incurred2015-12-31$40,803
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,912,305
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-1,305,619
Administrative expenses (other) incurred2015-12-31$3,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,353,202
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,890,476
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,243,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31Yes
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$156,757
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,070,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$53,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$20,063,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$20,063,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-661,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$2,854,607
Employer contributions (assets) at end of year2015-12-31$2,854,607
Employer contributions (assets) at beginning of year2015-12-31$3,180,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,539,397
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2015-12-31954345526
2014 : ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,942,880
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$263,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$79,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,180,245
Value of total assets at end of year2014-12-31$23,243,678
Value of total assets at beginning of year2014-12-31$19,564,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$183,902
Total interest from all sources2014-12-31$690
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$239,412
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$239,412
Administrative expenses professional fees incurred2014-12-31$56,355
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Administrative expenses (other) incurred2014-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,679,135
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,243,678
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,564,543
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
Investment advisory and management fees2014-12-31$127,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,212,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$20,063,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,364,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,364,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$522,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$3,180,245
Employer contributions (assets) at end of year2014-12-31$3,180,245
Employer contributions (assets) at beginning of year2014-12-31$2,987,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$79,843
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 plan2014-12-31Unqualified
Accountancy firm name2014-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2014-12-31954345526
2013 : ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,478,166
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$597,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$437,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,987,799
Value of total assets at end of year2013-12-31$19,564,543
Value of total assets at beginning of year2013-12-31$16,683,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$160,407
Total interest from all sources2013-12-31$60
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$534,984
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$534,984
Administrative expenses professional fees incurred2013-12-31$46,235
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Administrative expenses (other) incurred2013-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,880,555
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,564,543
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,683,988
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$114,147
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,212,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,805,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,364,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$245,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$245,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$60
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-44,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$2,987,799
Employer contributions (assets) at end of year2013-12-31$2,987,799
Employer contributions (assets) at beginning of year2013-12-31$1,632,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$437,204
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 plan2013-12-31Unqualified
Accountancy firm name2013-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2013-12-31954345526
2012 : ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,893,962
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$207,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$73,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,632,941
Value of total assets at end of year2012-12-31$16,683,988
Value of total assets at beginning of year2012-12-31$13,997,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$134,191
Total interest from all sources2012-12-31$28
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$594,180
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$594,180
Administrative expenses professional fees incurred2012-12-31$35,132
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Administrative expenses (other) incurred2012-12-31$25
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$2,686,221
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,683,988
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,997,767
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
Investment advisory and management fees2012-12-31$99,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,805,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,229,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$245,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$314,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$314,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$666,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,632,941
Employer contributions (assets) at end of year2012-12-31$1,632,941
Employer contributions (assets) at beginning of year2012-12-31$1,454,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$73,550
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 plan2012-12-31Unqualified
Accountancy firm name2012-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2012-12-31954345526
2011 : ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,530,599
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$729,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$604,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,454,308
Value of total assets at end of year2011-12-31$13,997,767
Value of total assets at beginning of year2011-12-31$13,196,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$125,491
Total interest from all sources2011-12-31$25
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$438,262
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$438,262
Administrative expenses professional fees incurred2011-12-31$38,250
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,454,308
Administrative expenses (other) incurred2011-12-31$75
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$800,971
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,997,767
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,196,796
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
Investment advisory and management fees2011-12-31$87,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,229,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,599,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$314,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-361,996
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
Employer contributions (assets) at end of year2011-12-31$1,454,308
Employer contributions (assets) at beginning of year2011-12-31$1,597,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$604,137
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 plan2011-12-31Unqualified
Accountancy firm name2011-12-31RICHARD WEGLARZ, CPA
Accountancy firm EIN2011-12-31954635567
2010 : ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,482,495
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$339,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$226,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,597,313
Value of total assets at end of year2010-12-31$13,196,796
Value of total assets at beginning of year2010-12-31$11,054,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$113,086
Total interest from all sources2010-12-31$84
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$609,558
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$609,558
Administrative expenses professional fees incurred2010-12-31$41,169
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Other income not declared elsewhere2010-12-31$379
Administrative expenses (other) incurred2010-12-31$34
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$2,142,789
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,196,796
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,054,007
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
Investment advisory and management fees2010-12-31$71,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,599,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,335,893
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$84
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$275,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,597,313
Employer contributions (assets) at end of year2010-12-31$1,597,313
Employer contributions (assets) at beginning of year2010-12-31$1,718,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$226,620
Contract administrator fees2010-12-31$0
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 plan2010-12-31Unqualified
Accountancy firm name2010-12-31RICHARD WEGLARZ, CPA
Accountancy firm EIN2010-12-31954635567
2009 : ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN

2021: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final 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: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained 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: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained 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: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained 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: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ST. JUDE HERITAGE MEDICAL GROUP PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number315028652
Policy instance 1
Insurance contract or identification number315028652
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number315028652
Policy instance 1
Insurance contract or identification number315028652
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number315028652
Policy instance 1
Insurance contract or identification number315028652
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number315028652
Policy instance 1
Insurance contract or identification number315028652
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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