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ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN
Plan identification number 001

ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ST. CROIX REGIONAL MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:ST. CROIX REGIONAL MEDICAL CENTER
Employer identification number (EIN):390890676
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BETSY A. NORDBY
0012016-01-01BETSY A. NORDBY
0012015-01-01LEEANN VITALIS
0012014-01-01LEEANN VITALIS
0012013-01-01LEEANN VITALIS JOHN TREMBLE2014-10-06
0012012-01-01LEEANN VITALIS JOHN TREMBLE2013-10-14
0012011-01-01LEEANN VITALIS JOHN TREMBLE2012-10-12
0012009-01-01LEEANN VITALIS JOHN TREMBLE2010-10-12

Plan Statistics for ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN

401k plan membership statisitcs for ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN

Measure Date Value
2023: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,051
Total number of active participants reported on line 7a of the Form 55002023-01-01691
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01366
Total of all active and inactive participants2023-01-011,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,057
Number of participants with account balances2023-01-01960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0140
2022: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01992
Total number of active participants reported on line 7a of the Form 55002022-01-01739
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01312
Total of all active and inactive participants2022-01-011,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,051
Number of participants with account balances2022-01-01921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01971
Total number of active participants reported on line 7a of the Form 55002021-01-01720
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01272
Total of all active and inactive participants2021-01-01992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01992
Number of participants with account balances2021-01-01857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01957
Total number of active participants reported on line 7a of the Form 55002020-01-01751
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01218
Total of all active and inactive participants2020-01-01969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01969
Number of participants with account balances2020-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01922
Total number of active participants reported on line 7a of the Form 55002019-01-01758
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01199
Total of all active and inactive participants2019-01-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01957
Number of participants with account balances2019-01-01805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01878
Total number of active participants reported on line 7a of the Form 55002018-01-01746
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01175
Total of all active and inactive participants2018-01-01921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01921
Number of participants with account balances2018-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01754
Total number of active participants reported on line 7a of the Form 55002017-01-01721
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01157
Total of all active and inactive participants2017-01-01878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01878
Number of participants with account balances2017-01-01695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01718
Total number of active participants reported on line 7a of the Form 55002016-01-01636
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01118
Total of all active and inactive participants2016-01-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01754
Number of participants with account balances2016-01-01617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01660
Total number of active participants reported on line 7a of the Form 55002015-01-01610
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01108
Total of all active and inactive participants2015-01-01718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01718
Number of participants with account balances2015-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01608
Total number of active participants reported on line 7a of the Form 55002014-01-01567
Number of other retired or separated participants entitled to future benefits2014-01-0193
Total of all active and inactive participants2014-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01660
Number of participants with account balances2014-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01553
Total number of active participants reported on line 7a of the Form 55002013-01-01515
Number of other retired or separated participants entitled to future benefits2013-01-0193
Total of all active and inactive participants2013-01-01608
Total participants2013-01-01608
Number of participants with account balances2013-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01553
Total number of active participants reported on line 7a of the Form 55002012-01-01467
Number of other retired or separated participants entitled to future benefits2012-01-0186
Total of all active and inactive participants2012-01-01553
Total participants2012-01-01553
Number of participants with account balances2012-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01556
Total number of active participants reported on line 7a of the Form 55002011-01-01453
Number of other retired or separated participants entitled to future benefits2011-01-0192
Total of all active and inactive participants2011-01-01545
Total participants2011-01-01545
Number of participants with account balances2011-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01445
Total number of active participants reported on line 7a of the Form 55002009-01-01409
Number of retired or separated participants receiving benefits2009-01-0157
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01466
Number of participants with account balances2009-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN

Measure Date Value
2023 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$40,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$187,571
Total income from all sources (including contributions)2023-12-31$17,886,325
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$10,094,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,910,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,631,860
Value of total assets at end of year2023-12-31$75,341,886
Value of total assets at beginning of year2023-12-31$67,696,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$184,127
Total interest from all sources2023-12-31$49,306
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,777,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,777,982
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$3,091,229
Participant contributions at end of year2023-12-31$964,487
Participant contributions at beginning of year2023-12-31$862,646
Participant contributions at end of year2023-12-31$5,084
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$238,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$40,741
Liabilities. Value of operating payables at beginning of year2023-12-31$187,571
Total non interest bearing cash at end of year2023-12-31$40,741
Total non interest bearing cash at beginning of year2023-12-31$208,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$7,792,161
Value of net assets at end of year (total assets less liabilities)2023-12-31$75,301,145
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$67,508,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$24,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$70,958,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$63,067,340
Interest on participant loans2023-12-31$49,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$3,111,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,557,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$10,427,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,301,632
Employer contributions (assets) at end of year2023-12-31$261,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,910,037
Contract administrator fees2023-12-31$141,123
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WIPFLI
Accountancy firm EIN2023-12-31390758449
2022 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$187,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$47,951
Total income from all sources (including contributions)2022-12-31$-8,529,155
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,225,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,040,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,414,732
Value of total assets at end of year2022-12-31$67,696,555
Value of total assets at beginning of year2022-12-31$81,311,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$184,853
Total interest from all sources2022-12-31$39,113
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,771,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,771,611
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,090,343
Participant contributions at end of year2022-12-31$862,646
Participant contributions at beginning of year2022-12-31$853,512
Participant contributions at beginning of year2022-12-31$6,271
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$90,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,089
Liabilities. Value of operating payables at end of year2022-12-31$187,571
Liabilities. Value of operating payables at beginning of year2022-12-31$45,862
Total non interest bearing cash at end of year2022-12-31$208,747
Total non interest bearing cash at beginning of year2022-12-31$2,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,754,285
Value of net assets at end of year (total assets less liabilities)2022-12-31$67,508,984
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$81,263,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$184,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$63,067,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$77,633,681
Interest on participant loans2022-12-31$39,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,557,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,787,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,754,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,233,802
Employer contributions (assets) at beginning of year2022-12-31$28,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,040,277
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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$47,951
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$50,693
Total income from all sources (including contributions)2021-12-31$16,591,024
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,683,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,489,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,566,948
Value of total assets at end of year2021-12-31$81,311,220
Value of total assets at beginning of year2021-12-31$72,406,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$194,134
Total interest from all sources2021-12-31$39,491
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,746,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,746,769
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,832,375
Participant contributions at end of year2021-12-31$853,512
Participant contributions at beginning of year2021-12-31$793,755
Participant contributions at end of year2021-12-31$6,271
Participant contributions at beginning of year2021-12-31$4,532
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$493,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$10,842
Liabilities. Value of operating payables at end of year2021-12-31$45,862
Liabilities. Value of operating payables at beginning of year2021-12-31$39,851
Total non interest bearing cash at end of year2021-12-31$2,089
Total non interest bearing cash at beginning of year2021-12-31$2,861
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$8,907,793
Value of net assets at end of year (total assets less liabilities)2021-12-31$81,263,269
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$72,355,476
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$194,134
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$77,633,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$69,468,270
Interest on participant loans2021-12-31$39,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,787,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,122,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,237,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,241,214
Employer contributions (assets) at end of year2021-12-31$28,657
Employer contributions (assets) at beginning of year2021-12-31$14,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,489,097
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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$50,693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,366,687
Total income from all sources (including contributions)2020-12-31$15,502,760
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,412,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,250,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,704,892
Value of total assets at end of year2020-12-31$72,406,169
Value of total assets at beginning of year2020-12-31$63,631,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$161,872
Total interest from all sources2020-12-31$41,834
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,809,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,809,013
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,543,349
Participant contributions at end of year2020-12-31$793,755
Participant contributions at beginning of year2020-12-31$799,760
Participant contributions at end of year2020-12-31$4,532
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$83,255
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$94,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$10,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,332,124
Liabilities. Value of operating payables at end of year2020-12-31$39,851
Liabilities. Value of operating payables at beginning of year2020-12-31$34,563
Total non interest bearing cash at end of year2020-12-31$2,861
Total non interest bearing cash at beginning of year2020-12-31$1,332,124
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$10,090,657
Value of net assets at end of year (total assets less liabilities)2020-12-31$72,355,476
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$62,264,819
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$161,872
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$69,468,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$60,328,213
Interest on participant loans2020-12-31$41,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,122,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,088,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,947,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,066,886
Employer contributions (assets) at end of year2020-12-31$14,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,250,231
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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$1,366,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,381,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,381,857
Total income from all sources (including contributions)2019-12-31$16,247,621
Total income from all sources (including contributions)2019-12-31$16,247,621
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,544,519
Total of all expenses incurred2019-12-31$5,544,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,400,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,400,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,127,712
Value of total assets at end of year2019-12-31$63,631,506
Value of total assets at beginning of year2019-12-31$52,943,574
Value of total assets at beginning of year2019-12-31$52,943,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$144,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$144,229
Total interest from all sources2019-12-31$46,948
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,755,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,755,747
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,548,800
Participant contributions at end of year2019-12-31$799,760
Participant contributions at end of year2019-12-31$799,760
Participant contributions at beginning of year2019-12-31$841,599
Participant contributions at beginning of year2019-12-31$841,599
Participant contributions at beginning of year2019-12-31$78,482
Participant contributions at beginning of year2019-12-31$78,482
Assets. Other investments not covered elsewhere at end of year2019-12-31$83,255
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$72,678
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$72,678
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$554,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,332,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,352,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,352,355
Liabilities. Value of operating payables at end of year2019-12-31$34,563
Liabilities. Value of operating payables at beginning of year2019-12-31$29,502
Liabilities. Value of operating payables at beginning of year2019-12-31$29,502
Total non interest bearing cash at end of year2019-12-31$1,332,124
Total non interest bearing cash at end of year2019-12-31$1,332,124
Total non interest bearing cash at beginning of year2019-12-31$1,200,862
Total non interest bearing cash at beginning of year2019-12-31$1,200,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,703,102
Value of net income/loss2019-12-31$10,703,102
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,264,819
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,561,717
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,561,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$144,229
Investment advisory and management fees2019-12-31$144,229
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,328,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,328,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,488,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,488,893
Interest on participant loans2019-12-31$46,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,088,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,088,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,202,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,202,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,317,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,024,893
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$58,912
Employer contributions (assets) at beginning of year2019-12-31$58,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,400,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,400,290
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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$1,381,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$732,227
Total income from all sources (including contributions)2018-12-31$2,369,249
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,159,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,033,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,943,059
Value of total assets at end of year2018-12-31$52,943,574
Value of total assets at beginning of year2018-12-31$53,083,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$126,009
Total interest from all sources2018-12-31$38,492
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,973,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,973,388
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,386,205
Participant contributions at end of year2018-12-31$841,599
Participant contributions at beginning of year2018-12-31$803,291
Participant contributions at end of year2018-12-31$78,482
Participant contributions at beginning of year2018-12-31$78,908
Assets. Other investments not covered elsewhere at end of year2018-12-31$72,678
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$81,550
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$678,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,352,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$706,310
Liabilities. Value of operating payables at end of year2018-12-31$29,502
Liabilities. Value of operating payables at beginning of year2018-12-31$25,917
Total non interest bearing cash at end of year2018-12-31$1,200,862
Total non interest bearing cash at beginning of year2018-12-31$706,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-789,998
Value of net assets at end of year (total assets less liabilities)2018-12-31$51,561,717
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$52,351,715
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$126,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$49,488,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$50,167,402
Interest on participant loans2018-12-31$38,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,202,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,182,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,585,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,878,040
Employer contributions (assets) at end of year2018-12-31$58,912
Employer contributions (assets) at beginning of year2018-12-31$63,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,033,238
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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$732,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$543,128
Total income from all sources (including contributions)2017-12-31$20,031,557
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,318,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,210,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,315,610
Value of total assets at end of year2017-12-31$53,083,942
Value of total assets at beginning of year2017-12-31$36,182,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$108,114
Total interest from all sources2017-12-31$36,069
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,152,133
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$2,152,133
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,975,309
Participant contributions at end of year2017-12-31$803,291
Participant contributions at beginning of year2017-12-31$748,058
Participant contributions at end of year2017-12-31$78,908
Participant contributions at beginning of year2017-12-31$55,958
Assets. Other investments not covered elsewhere at end of year2017-12-31$81,550
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$65,404
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,697,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$45,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$706,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$520,887
Liabilities. Value of operating payables at end of year2017-12-31$25,917
Liabilities. Value of operating payables at beginning of year2017-12-31$22,241
Total non interest bearing cash at end of year2017-12-31$706,310
Total non interest bearing cash at beginning of year2017-12-31$491,810
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$16,712,792
Value of net assets at end of year (total assets less liabilities)2017-12-31$52,351,715
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,638,923
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$108,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$50,167,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$33,297,473
Interest on participant loans2017-12-31$36,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,182,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,390,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,527,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,642,928
Employer contributions (assets) at end of year2017-12-31$63,834
Employer contributions (assets) at beginning of year2017-12-31$87,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,210,651
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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$543,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$788,388
Total income from all sources (including contributions)2016-12-31$5,715,095
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,357,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,251,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,019,298
Value of total assets at end of year2016-12-31$36,182,051
Value of total assets at beginning of year2016-12-31$34,069,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$105,490
Total interest from all sources2016-12-31$32,244
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,294,251
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$1,294,251
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,589,555
Participant contributions at end of year2016-12-31$748,058
Participant contributions at beginning of year2016-12-31$662,724
Participant contributions at end of year2016-12-31$55,958
Participant contributions at beginning of year2016-12-31$53,841
Assets. Other investments not covered elsewhere at end of year2016-12-31$65,404
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$96,338
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$45,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$520,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$768,078
Liabilities. Value of operating payables at end of year2016-12-31$22,241
Liabilities. Value of operating payables at beginning of year2016-12-31$20,310
Total non interest bearing cash at end of year2016-12-31$491,810
Total non interest bearing cash at beginning of year2016-12-31$664,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,358,076
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,638,923
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,280,847
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$105,490
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$33,297,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,046,292
Interest on participant loans2016-12-31$32,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,390,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,598,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,369,302
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$1,333,405
Employer contributions (assets) at end of year2016-12-31$87,465
Employer contributions (assets) at beginning of year2016-12-31$43,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,251,529
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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$788,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,021
Total income from all sources (including contributions)2015-12-31$3,261,796
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,918,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,825,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,982,837
Value of total assets at end of year2015-12-31$34,069,235
Value of total assets at beginning of year2015-12-31$32,949,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$93,292
Total interest from all sources2015-12-31$27,780
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,701,723
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$1,701,723
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,538,220
Participant contributions at end of year2015-12-31$662,724
Participant contributions at beginning of year2015-12-31$704,482
Participant contributions at end of year2015-12-31$53,841
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$183,740
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$474,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$768,078
Other income not declared elsewhere2015-12-31$-1,450,544
Liabilities. Value of operating payables at end of year2015-12-31$20,310
Liabilities. Value of operating payables at beginning of year2015-12-31$12,021
Total non interest bearing cash at end of year2015-12-31$664,363
Total non interest bearing cash at beginning of year2015-12-31$43
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$343,089
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,280,847
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,937,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$93,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,046,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,255,449
Interest on participant loans2015-12-31$27,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,598,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,502,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,260,877
Employer contributions (assets) at end of year2015-12-31$43,096
Employer contributions (assets) at beginning of year2015-12-31$12,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,825,415
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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$12,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,113
Total income from all sources (including contributions)2014-12-31$4,876,109
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,803,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,703,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,590,181
Value of total assets at end of year2014-12-31$32,949,779
Value of total assets at beginning of year2014-12-31$29,872,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$99,572
Total interest from all sources2014-12-31$29,429
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,678,671
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$1,678,671
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,382,785
Participant contributions at end of year2014-12-31$704,482
Participant contributions at beginning of year2014-12-31$677,889
Participant contributions at beginning of year2014-12-31$6
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$22,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$474,926
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$284,916
Liabilities. Value of operating payables at end of year2014-12-31$12,021
Liabilities. Value of operating payables at beginning of year2014-12-31$7,113
Total non interest bearing cash at end of year2014-12-31$43
Total non interest bearing cash at beginning of year2014-12-31$94
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$3,072,586
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,937,758
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,865,172
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$99,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$30,255,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,007,138
Interest on participant loans2014-12-31$29,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$900,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$900,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,502,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$577,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,185,275
Employer contributions (assets) at end of year2014-12-31$12,662
Employer contributions (assets) at beginning of year2014-12-31$1,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,703,951
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,442
Total income from all sources (including contributions)2013-12-31$8,146,362
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,055,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,964,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,741,647
Value of total assets at end of year2013-12-31$29,872,285
Value of total assets at beginning of year2013-12-31$24,780,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$90,723
Total interest from all sources2013-12-31$23,819
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$918,966
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$918,966
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,315,601
Participant contributions at end of year2013-12-31$677,889
Participant contributions at beginning of year2013-12-31$481,643
Participant contributions at end of year2013-12-31$6
Participant contributions at beginning of year2013-12-31$212
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$369,901
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$284,916
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$269,307
Liabilities. Value of operating payables at end of year2013-12-31$7,113
Liabilities. Value of operating payables at beginning of year2013-12-31$6,442
Total non interest bearing cash at end of year2013-12-31$94
Total non interest bearing cash at beginning of year2013-12-31$36
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$5,090,992
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,865,172
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,774,180
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$90,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,007,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,092,968
Interest on participant loans2013-12-31$23,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$900,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$936,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$936,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,461,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,056,145
Employer contributions (assets) at end of year2013-12-31$1,811
Employer contributions (assets) at beginning of year2013-12-31$148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,964,647
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
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$6,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,095
Total income from all sources (including contributions)2012-12-31$5,209,526
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,135,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,047,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,276,550
Value of total assets at end of year2012-12-31$24,780,622
Value of total assets at beginning of year2012-12-31$21,709,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$87,918
Total interest from all sources2012-12-31$19,869
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$706,322
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$706,322
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31Yes
Amount of non-exempt transactions with any party-in-interest2012-12-31$831
Contributions received from participants2012-12-31$1,225,186
Participant contributions at end of year2012-12-31$481,643
Participant contributions at beginning of year2012-12-31$499,295
Participant contributions at end of year2012-12-31$212
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$70,543
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$269,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$204,473
Administrative expenses (other) incurred2012-12-31$37,976
Liabilities. Value of operating payables at end of year2012-12-31$6,442
Liabilities. Value of operating payables at beginning of year2012-12-31$9,095
Total non interest bearing cash at end of year2012-12-31$36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,073,655
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,774,180
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,700,525
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$41,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,092,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,278,300
Interest on participant loans2012-12-31$19,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$936,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$727,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$727,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,206,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$980,821
Employer contributions (assets) at end of year2012-12-31$148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,047,953
Contract administrator fees2012-12-31$8,346
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,227
Total income from all sources (including contributions)2011-12-31$2,530,578
Total of all expenses incurred2011-12-31$531,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$446,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,303,926
Value of total assets at end of year2011-12-31$21,709,620
Value of total assets at beginning of year2011-12-31$19,705,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$85,320
Total interest from all sources2011-12-31$18,624
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$629,957
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$629,957
Administrative expenses professional fees incurred2011-12-31$11,552
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31Yes
Amount of non-exempt transactions with any party-in-interest2011-12-31$351
Contributions received from participants2011-12-31$1,104,237
Participant contributions at end of year2011-12-31$499,295
Participant contributions at beginning of year2011-12-31$393,575
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$291,829
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$204,473
Other income not declared elsewhere2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$9,095
Liabilities. Value of operating payables at beginning of year2011-12-31$4,227
Total non interest bearing cash at beginning of year2011-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,999,102
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,700,525
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,701,423
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$32,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,278,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,870,240
Interest on participant loans2011-12-31$18,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$727,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$441,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$441,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-421,929
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$907,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$446,156
Contract administrator fees2011-12-31$41,268
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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$4,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,099
Total income from all sources (including contributions)2010-12-31$4,143,284
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$956,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$933,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,035,833
Value of total assets at end of year2010-12-31$19,705,650
Value of total assets at beginning of year2010-12-31$16,518,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,929
Total interest from all sources2010-12-31$17,799
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$510,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$920,520
Participant contributions at end of year2010-12-31$393,575
Participant contributions at beginning of year2010-12-31$264,197
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$377,761
Liabilities. Value of operating payables at end of year2010-12-31$4,227
Liabilities. Value of operating payables at beginning of year2010-12-31$4,099
Total non interest bearing cash at end of year2010-12-31$2
Total non interest bearing cash at beginning of year2010-12-31$12,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,187,114
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,701,423
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,514,309
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$22,929
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,870,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,689,487
Interest on participant loans2010-12-31$17,799
Income. Interest from loans (other than to participants)2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$441,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$552,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$552,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,579,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$737,552
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$510,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$933,241
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN

2023: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT 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. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809309
Policy instance 1
Insurance contract or identification number809309
Number of Individuals Covered960
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809309
Policy instance 1
Insurance contract or identification number809309
Number of Individuals Covered921
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809309
Policy instance 1
Insurance contract or identification number809309
Number of Individuals Covered992
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809309
Policy instance 1
Insurance contract or identification number809309
Number of Individuals Covered969
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809309
Policy instance 1
Insurance contract or identification number809309
Number of Individuals Covered957
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809309
Policy instance 1
Insurance contract or identification number809309
Number of Individuals Covered921
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809309
Policy instance 1
Insurance contract or identification number809309
Number of Individuals Covered878
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809309
Policy instance 1
Insurance contract or identification number809309
Number of Individuals Covered718
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809309
Policy instance 1
Insurance contract or identification number809309
Number of Individuals Covered660
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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