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THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameTHE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN
Plan identification number 002

THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE CHILDREN'S MERCY HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:THE CHILDREN'S MERCY HOSPITAL
Employer identification number (EIN):440605373
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about THE CHILDREN'S MERCY HOSPITAL

Jurisdiction of Incorporation: Missouri Secretary of State
Incorporation Date:
Company Identification Number: B00002438

More information about THE CHILDREN'S MERCY HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SANDRA A. J. LAWRENCE SANDRA A. J. LAWRENCE2018-10-02
0022016-01-01SANDRA A. J. LAWRENCE SANDRA A. J. LAWRENCE2017-10-10
0022015-01-01SANDRA AIRENE' JONES LAWRENCE SANDRA AIRENE' JONES LAWRENCE2016-10-12
0022014-01-01SANDRA AIRENE' JONES LAWRENCE SANDRA AIRENE' JONES LAWRENCE2015-10-14
0022013-01-01SANDRA AIRENE' JONES LAWRENCE SANDRA AIRENE' JONES LAWRENCE2014-10-15
0022012-01-01DANIEL WRIGHT
0022011-01-01DANIEL WRIGHT SANDRA LAWRENCE2012-10-15
0022009-01-01DANIEL WRIGHT SANDRA LAWRENCE, CFO2010-10-15

Plan Statistics for THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2023: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0111,973
Total number of active participants reported on line 7a of the Form 55002023-01-019,188
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-013,118
Total of all active and inactive participants2023-01-0112,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0123
Total participants2023-01-0112,329
Number of participants with account balances2023-01-0111,833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01486
2022: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112,408
Total number of active participants reported on line 7a of the Form 55002022-01-018,686
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012,975
Total of all active and inactive participants2022-01-0111,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0147
Total participants2022-01-0111,708
Number of participants with account balances2022-01-0111,413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01160
2021: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111,956
Total number of active participants reported on line 7a of the Form 55002021-01-018,491
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013,870
Total of all active and inactive participants2021-01-0112,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0143
Total participants2021-01-0112,404
Number of participants with account balances2021-01-0112,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01231
2020: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111,813
Total number of active participants reported on line 7a of the Form 55002020-01-018,261
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013,677
Total of all active and inactive participants2020-01-0111,938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0118
Total participants2020-01-0111,956
Number of participants with account balances2020-01-0111,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111,192
Total number of active participants reported on line 7a of the Form 55002019-01-019,362
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012,445
Total of all active and inactive participants2019-01-0111,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0112
Total participants2019-01-0111,819
Number of participants with account balances2019-01-0111,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110,244
Total number of active participants reported on line 7a of the Form 55002018-01-019,088
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,092
Total of all active and inactive participants2018-01-0111,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-0111,192
Number of participants with account balances2018-01-0110,912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,104
Total number of active participants reported on line 7a of the Form 55002017-01-018,921
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,310
Total of all active and inactive participants2017-01-0110,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-0110,243
Number of participants with account balances2017-01-0110,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,744
Total number of active participants reported on line 7a of the Form 55002016-01-017,960
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,141
Total of all active and inactive participants2016-01-019,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-019,109
Number of participants with account balances2016-01-018,951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,481
Total number of active participants reported on line 7a of the Form 55002015-01-016,733
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,004
Total of all active and inactive participants2015-01-017,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-017,745
Number of participants with account balances2015-01-017,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,122
Total number of active participants reported on line 7a of the Form 55002014-01-015,522
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01954
Total of all active and inactive participants2014-01-016,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-016,482
Number of participants with account balances2014-01-016,336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,509
Total number of active participants reported on line 7a of the Form 55002013-01-016,174
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01923
Total of all active and inactive participants2013-01-017,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-017,104
Number of participants with account balances2013-01-014,931
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,521
Total number of active participants reported on line 7a of the Form 55002012-01-013,924
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01856
Total of all active and inactive participants2012-01-014,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-014,785
Number of participants with account balances2012-01-014,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,042
Total number of active participants reported on line 7a of the Form 55002011-01-013,856
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01660
Total of all active and inactive participants2011-01-014,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-014,521
Number of participants with account balances2011-01-014,308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,142
Total number of active participants reported on line 7a of the Form 55002009-01-013,156
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01461
Total of all active and inactive participants2009-01-013,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-013,619
Number of participants with account balances2009-01-013,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2023 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$208,707,105
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$46,853,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$46,008,171
Expenses. Certain deemed distributions of participant loans2023-12-31$254,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$81,839,536
Value of total assets at end of year2023-12-31$969,276,726
Value of total assets at beginning of year2023-12-31$807,422,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$590,597
Total interest from all sources2023-12-31$5,245,784
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$15,806,050
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$15,806,050
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$58,244,097
Participant contributions at end of year2023-12-31$5,155,146
Participant contributions at beginning of year2023-12-31$4,045,866
Assets. Other investments not covered elsewhere at end of year2023-12-31$2,686,223
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,185,402
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$4,054,059
Other income not declared elsewhere2023-12-31$418,869
Administrative expenses (other) incurred2023-12-31$485,954
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$161,853,872
Value of net assets at end of year (total assets less liabilities)2023-12-31$969,276,726
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$807,422,854
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$91,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$811,052,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$653,441,936
Value of interest in pooled separate accounts at end of year2023-12-31$27,504,695
Value of interest in pooled separate accounts at beginning of year2023-12-31$30,397,651
Interest on participant loans2023-12-31$260,518
Interest earned on other investments2023-12-31$4,985,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$122,532,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$117,929,369
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$909,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$109,684,377
Net investment gain/loss from pooled separate accounts2023-12-31$-4,287,511
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$19,541,380
Employer contributions (assets) at end of year2023-12-31$345,846
Employer contributions (assets) at beginning of year2023-12-31$422,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$45,098,364
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 name2023-12-31FORVIS MAZARS LLP
Accountancy firm EIN2023-12-31440160260
2022 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-46,973,654
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$56,800,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$56,159,535
Expenses. Certain deemed distributions of participant loans2022-12-31$128,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$78,743,940
Value of total assets at end of year2022-12-31$807,422,854
Value of total assets at beginning of year2022-12-31$911,197,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$512,980
Total interest from all sources2022-12-31$4,339,210
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$30,862,597
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$30,862,597
Administrative expenses professional fees incurred2022-12-31$11,336
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$55,960,458
Participant contributions at end of year2022-12-31$4,045,866
Participant contributions at beginning of year2022-12-31$3,459,923
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,185,402
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$860,729
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,742,215
Other income not declared elsewhere2022-12-31$281,381
Administrative expenses (other) incurred2022-12-31$446,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-103,774,423
Value of net assets at end of year (total assets less liabilities)2022-12-31$807,422,854
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$911,197,277
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$55,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$653,441,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$766,010,391
Value of interest in pooled separate accounts at end of year2022-12-31$30,397,651
Value of interest in pooled separate accounts at beginning of year2022-12-31$27,936,273
Interest on participant loans2022-12-31$166,327
Interest earned on other investments2022-12-31$4,172,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$117,929,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$112,558,276
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,269,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-163,504,398
Net investment gain/loss from pooled separate accounts2022-12-31$2,303,616
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$19,041,267
Employer contributions (assets) at end of year2022-12-31$422,630
Employer contributions (assets) at beginning of year2022-12-31$371,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$54,889,643
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$181,138,807
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$52,338,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$51,712,704
Expenses. Certain deemed distributions of participant loans2021-12-31$88,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$73,895,906
Value of total assets at end of year2021-12-31$911,197,277
Value of total assets at beginning of year2021-12-31$782,396,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$537,420
Total interest from all sources2021-12-31$3,793,053
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$47,681,436
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$47,681,436
Administrative expenses professional fees incurred2021-12-31$10,296
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$50,226,350
Participant contributions at end of year2021-12-31$3,459,923
Participant contributions at beginning of year2021-12-31$3,167,420
Assets. Other investments not covered elsewhere at end of year2021-12-31$860,729
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,185,523
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,517,468
Other income not declared elsewhere2021-12-31$574,314
Administrative expenses (other) incurred2021-12-31$456,539
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$128,800,666
Value of net assets at end of year (total assets less liabilities)2021-12-31$911,197,277
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$782,396,611
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$70,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$766,010,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$638,014,225
Value of interest in pooled separate accounts at end of year2021-12-31$27,936,273
Value of interest in pooled separate accounts at beginning of year2021-12-31$22,894,754
Interest on participant loans2021-12-31$167,364
Interest earned on other investments2021-12-31$3,625,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$112,558,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$115,862,258
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,095,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$50,963,376
Net investment gain/loss from pooled separate accounts2021-12-31$4,230,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$17,152,088
Employer contributions (assets) at end of year2021-12-31$371,685
Employer contributions (assets) at beginning of year2021-12-31$272,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$50,617,365
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 name2021-12-31FORVIS LLP
Accountancy firm EIN2021-12-31440160260
2020 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$164,329,200
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$40,419,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$40,010,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$64,597,543
Value of total assets at end of year2020-12-31$782,396,611
Value of total assets at beginning of year2020-12-31$658,487,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$408,948
Total interest from all sources2020-12-31$3,900,468
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$23,876,753
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$23,876,753
Administrative expenses professional fees incurred2020-12-31$31,482
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$45,407,877
Participant contributions at end of year2020-12-31$3,167,420
Participant contributions at beginning of year2020-12-31$854,113
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,185,523
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$174,168
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,316,872
Other income not declared elsewhere2020-12-31$629,246
Administrative expenses (other) incurred2020-12-31$325,725
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$123,909,339
Value of net assets at end of year (total assets less liabilities)2020-12-31$782,396,611
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$658,487,272
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$51,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$638,014,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$527,879,036
Value of interest in pooled separate accounts at end of year2020-12-31$22,894,754
Value of interest in pooled separate accounts at beginning of year2020-12-31$24,234,010
Interest on participant loans2020-12-31$86,636
Interest earned on other investments2020-12-31$3,813,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$115,862,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$105,033,576
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$806,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$71,531,475
Net investment gain/loss from pooled separate accounts2020-12-31$-206,285
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$13,872,794
Employer contributions (assets) at end of year2020-12-31$272,431
Employer contributions (assets) at beginning of year2020-12-31$312,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,203,990
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$170,088,599
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$39,362,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$39,111,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$64,933,797
Value of total assets at end of year2019-12-31$658,487,272
Value of total assets at beginning of year2019-12-31$527,761,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$250,695
Total interest from all sources2019-12-31$3,580,704
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$16,185,651
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$16,185,651
Administrative expenses professional fees incurred2019-12-31$81,168
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$43,135,213
Participant contributions at end of year2019-12-31$854,113
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,203,090
Assets. Other investments not covered elsewhere at end of year2019-12-31$174,168
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,652,508
Other income not declared elsewhere2019-12-31$234,902
Administrative expenses (other) incurred2019-12-31$169,527
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$130,726,039
Value of net assets at end of year (total assets less liabilities)2019-12-31$658,487,272
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$527,761,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$527,879,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$402,253,783
Value of interest in pooled separate accounts at end of year2019-12-31$24,234,010
Value of interest in pooled separate accounts at beginning of year2019-12-31$22,732,428
Interest on participant loans2019-12-31$8,968
Interest earned on other investments2019-12-31$3,571,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$105,033,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$100,914,756
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,228,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$83,891,778
Net investment gain/loss from pooled separate accounts2019-12-31$1,261,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,146,076
Employer contributions (assets) at end of year2019-12-31$312,369
Employer contributions (assets) at beginning of year2019-12-31$657,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,883,650
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
2018 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$27,663,019
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$32,832,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$32,633,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$57,318,415
Value of total assets at end of year2018-12-31$527,761,233
Value of total assets at beginning of year2018-12-31$532,930,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$198,859
Total interest from all sources2018-12-31$3,519,713
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$18,187,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$18,187,831
Administrative expenses professional fees incurred2018-12-31$87,002
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$39,407,570
Participant contributions at end of year2018-12-31$1,203,090
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,087,564
Other income not declared elsewhere2018-12-31$270,979
Administrative expenses (other) incurred2018-12-31$111,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,169,135
Value of net assets at end of year (total assets less liabilities)2018-12-31$527,761,233
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$532,930,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$402,253,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$414,651,642
Value of interest in pooled separate accounts at end of year2018-12-31$22,732,428
Value of interest in pooled separate accounts at beginning of year2018-12-31$22,045,532
Interest earned on other investments2018-12-31$3,519,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$100,914,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$95,960,601
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,613,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-52,680,021
Net investment gain/loss from pooled separate accounts2018-12-31$1,046,102
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$11,823,281
Employer contributions (assets) at end of year2018-12-31$657,176
Employer contributions (assets) at beginning of year2018-12-31$272,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$31,019,910
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 name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$125,535,472
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$21,454,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$21,332,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$54,582,055
Value of total assets at end of year2017-12-31$532,930,368
Value of total assets at beginning of year2017-12-31$428,849,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$121,818
Total interest from all sources2017-12-31$3,338,874
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,732,035
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$11,732,035
Administrative expenses professional fees incurred2017-12-31$27,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$36,654,915
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$993,731
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,282,988
Other income not declared elsewhere2017-12-31$50,123
Administrative expenses (other) incurred2017-12-31$94,318
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$104,081,037
Value of net assets at end of year (total assets less liabilities)2017-12-31$532,930,368
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$428,849,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$414,651,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$320,261,302
Value of interest in pooled separate accounts at end of year2017-12-31$22,045,532
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,156,138
Interest earned on other investments2017-12-31$3,338,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$95,960,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$89,821,435
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,552,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$54,949,604
Net investment gain/loss from pooled separate accounts2017-12-31$882,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,644,152
Employer contributions (assets) at end of year2017-12-31$272,593
Employer contributions (assets) at beginning of year2017-12-31$616,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,779,879
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 name2017-12-31BKD LLP
Accountancy firm EIN2017-12-31440160260
2016 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$82,385,058
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$18,294,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,267,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$55,888,532
Value of total assets at end of year2016-12-31$428,849,331
Value of total assets at beginning of year2016-12-31$364,759,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,500
Total interest from all sources2016-12-31$3,301,764
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,981,550
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$7,981,550
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$33,215,546
Participant contributions at end of year2016-12-31$993,731
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,759,205
Other income not declared elsewhere2016-12-31$50,069
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$873,481
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$64,090,260
Value of net assets at end of year (total assets less liabilities)2016-12-31$428,849,331
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$364,759,071
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$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$320,261,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$266,923,463
Value of interest in pooled separate accounts at end of year2016-12-31$17,156,138
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,559,315
Interest earned on other investments2016-12-31$3,301,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$89,821,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$81,192,509
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,171,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,342,478
Net investment gain/loss from pooled separate accounts2016-12-31$820,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$9,913,781
Employer contributions (assets) at end of year2016-12-31$616,725
Employer contributions (assets) at beginning of year2016-12-31$210,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,095,691
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 name2016-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2016-12-31481246310
2015 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$53,764,524
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$16,299,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$16,217,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$50,188,539
Value of total assets at end of year2015-12-31$364,759,071
Value of total assets at beginning of year2015-12-31$327,293,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$81,835
Total interest from all sources2015-12-31$2,889,526
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,626,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,626,262
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$29,538,547
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,102,203
Other income not declared elsewhere2015-12-31$13,017
Administrative expenses (other) incurred2015-12-31$7,551
Total non interest bearing cash at end of year2015-12-31$873,481
Total non interest bearing cash at beginning of year2015-12-31$1,473,133
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$37,465,159
Value of net assets at end of year (total assets less liabilities)2015-12-31$364,759,071
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$327,293,912
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$74,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$266,923,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$237,014,053
Value of interest in pooled separate accounts at end of year2015-12-31$15,559,315
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,556,189
Interest earned on other investments2015-12-31$2,889,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$81,192,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$74,814,820
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$83,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,077,437
Net investment gain/loss from pooled separate accounts2015-12-31$1,124,617
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$8,547,789
Employer contributions (assets) at end of year2015-12-31$210,303
Employer contributions (assets) at beginning of year2015-12-31$435,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,134,192
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 name2015-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2015-12-31481246310
2014 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$57,402,947
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$18,847,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,842,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$39,112,224
Value of total assets at end of year2014-12-31$327,293,912
Value of total assets at beginning of year2014-12-31$288,738,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,982
Total interest from all sources2014-12-31$2,807,210
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,499,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,499,238
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$25,822,523
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,893,180
Other income not declared elsewhere2014-12-31$10,598
Administrative expenses (other) incurred2014-12-31$4,339
Total non interest bearing cash at end of year2014-12-31$1,473,133
Total non interest bearing cash at beginning of year2014-12-31$785,001
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$38,555,429
Value of net assets at end of year (total assets less liabilities)2014-12-31$327,293,912
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$288,738,483
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$643
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$237,014,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$207,030,902
Value of interest in pooled separate accounts at end of year2014-12-31$13,556,189
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,616,714
Interest earned on other investments2014-12-31$2,807,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$74,814,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$69,305,866
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$32,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,505,023
Net investment gain/loss from pooled separate accounts2014-12-31$1,468,654
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$7,396,521
Employer contributions (assets) at end of year2014-12-31$435,717
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,810,481
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 name2014-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2014-12-31481246310
2013 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$67,437,761
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,483,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,482,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,576,933
Value of total assets at end of year2013-12-31$288,738,483
Value of total assets at beginning of year2013-12-31$232,784,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,287
Total interest from all sources2013-12-31$2,544,160
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,587,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,587,642
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$20,251,127
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,325,806
Other income not declared elsewhere2013-12-31$63,868
Administrative expenses (other) incurred2013-12-31$1,287
Total non interest bearing cash at end of year2013-12-31$785,001
Total non interest bearing cash at beginning of year2013-12-31$4,156
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$55,954,199
Value of net assets at end of year (total assets less liabilities)2013-12-31$288,738,483
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$232,784,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$207,030,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$159,359,644
Value of interest in pooled separate accounts at end of year2013-12-31$11,616,714
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,679,170
Interest earned on other investments2013-12-31$2,544,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$69,305,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$63,741,314
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$890,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$33,677,079
Net investment gain/loss from pooled separate accounts2013-12-31$988,079
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,591,603
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 name2013-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2013-12-31481246310
2012 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,643
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$44,187,389
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,006,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,006,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$21,067,182
Value of total assets at end of year2012-12-31$232,784,284
Value of total assets at beginning of year2012-12-31$196,601,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$2,330,209
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,758,172
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$1,758,172
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$18,846,797
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$700,631
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,220,385
Other income not declared elsewhere2012-12-31$78,203
Total non interest bearing cash at end of year2012-12-31$4,156
Total non interest bearing cash at beginning of year2012-12-31$0
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$36,180,840
Value of net assets at end of year (total assets less liabilities)2012-12-31$232,784,284
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$196,601,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$159,359,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$128,258,599
Value of interest in pooled separate accounts at end of year2012-12-31$9,679,170
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,883,949
Interest earned on other investments2012-12-31$2,330,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$63,741,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$59,758,622
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$194,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$18,110,904
Net investment gain/loss from pooled separate accounts2012-12-31$842,719
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,811,806
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 name2012-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2012-12-31481246310
2011 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$20,112,916
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,825,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,825,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$19,816,580
Value of total assets at end of year2011-12-31$196,601,801
Value of total assets at beginning of year2011-12-31$182,314,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$2,181,960
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$897,233
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$897,233
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$17,999,434
Participant contributions at end of year2011-12-31$700,631
Participant contributions at beginning of year2011-12-31$1,250,272
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,817,146
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$14,287,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$196,601,801
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$182,314,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$128,258,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$120,636,269
Value of interest in pooled separate accounts at end of year2011-12-31$7,883,949
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,094,423
Interest earned on other investments2011-12-31$2,181,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$59,758,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$54,333,837
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$114,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,643,063
Net investment gain/loss from pooled separate accounts2011-12-31$860,206
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,711,011
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 name2011-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2011-12-31481246310
2010 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$33,906,131
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,425,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,425,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,057,965
Value of total assets at end of year2010-12-31$182,314,801
Value of total assets at beginning of year2010-12-31$152,834,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,903,799
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$380,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$380,378
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$16,282,088
Participant contributions at end of year2010-12-31$1,250,272
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$775,877
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$29,480,350
Value of net assets at end of year (total assets less liabilities)2010-12-31$182,314,801
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$152,834,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$120,636,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$97,469,289
Value of interest in pooled separate accounts at end of year2010-12-31$6,094,423
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,772,537
Interest earned on other investments2010-12-31$1,903,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$54,333,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$50,592,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,869,783
Net investment gain/loss from pooled separate accounts2010-12-31$694,206
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,425,781
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 name2010-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2010-12-31481246310
2009 : THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY 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 THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN

2023: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY 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: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY 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: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY 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: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY 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: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY 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: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY 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: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY 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: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY 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: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY 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: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY 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: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102111
Policy instance 1
Insurance contract or identification number102111
Number of Individuals Covered3340
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102111
Policy instance 1
Insurance contract or identification number102111
Number of Individuals Covered3244
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102111
Policy instance 1
Insurance contract or identification number102111
Number of Individuals Covered3254
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102111
Policy instance 1
Insurance contract or identification number102111
Number of Individuals Covered3151
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102111
Policy instance 1
Insurance contract or identification number102111
Number of Individuals Covered3164
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102111
Policy instance 1
Insurance contract or identification number102111
Number of Individuals Covered3193
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102111
Policy instance 1
Insurance contract or identification number102111
Number of Individuals Covered3043
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102111
Policy instance 1
Insurance contract or identification number102111
Number of Individuals Covered2791
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102111
Policy instance 1
Insurance contract or identification number102111
Number of Individuals Covered2664
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102111
Policy instance 1
Insurance contract or identification number102111
Number of Individuals Covered2547
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102111
Policy instance 1
Insurance contract or identification number102111
Number of Individuals Covered4577
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102111
Policy instance 1
Insurance contract or identification number102111
Number of Individuals Covered4308
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102111
Policy instance 1
Insurance contract or identification number102111
Number of Individuals Covered3851
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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