STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN
Plan identification number	002

STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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. Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account. Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STANFORD HEALTH CARE has sponsored the creation of one or more 401k plans.

Company Name:	STANFORD HEALTH CARE
Employer identification number (EIN):	946174066
NAIC Classification:	622000
NAIC Description:	Hospitals

Additional information about STANFORD HEALTH CARE

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0336653

More information about STANFORD HEALTH CARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	MARGARET WILSON		JOHN LIM	2018-07-30
002	2016-01-01	SIMON JANG		SHIRLEY NAKAMURA	2017-07-31
002	2015-01-01	SIMON JANG		SHIRLEY NAKAMURA	2016-08-24
002	2014-01-01	SIMON JANG		KETY DURON	2015-07-31
002	2013-01-01	CAROLINE LING		KETY DURON	2014-07-31
002	2012-01-01	MARGARET PELLARIN		SOUZA GREGORY	2013-07-31
002	2011-01-01	MARGARET PELLARIN		DALE SPARTZ	2012-07-31
002	2009-01-01	MARGARET PELLARIN		DALE SPARTZ	2010-10-08

Plan Statistics for STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	35,212
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	24,152
Number of retired or separated participants receiving benefits	2023-01-01	439
Number of other retired or separated participants entitled to future benefits	2023-01-01	12,822
Total of all active and inactive participants	2023-01-01	37,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	230
Total participants	2023-01-01	37,643
Number of participants with account balances	2023-01-01	36,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	32,621
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	22,681
Number of retired or separated participants receiving benefits	2022-01-01	327
Number of other retired or separated participants entitled to future benefits	2022-01-01	12,083
Total of all active and inactive participants	2022-01-01	35,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	121
Total participants	2022-01-01	35,212
Number of participants with account balances	2022-01-01	33,693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	30,083
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	20,237
Number of retired or separated participants receiving benefits	2021-01-01	146
Number of other retired or separated participants entitled to future benefits	2021-01-01	12,122
Total of all active and inactive participants	2021-01-01	32,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	116
Total participants	2021-01-01	32,621
Number of participants with account balances	2021-01-01	30,988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	27,746
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18,987
Number of retired or separated participants receiving benefits	2020-01-01	34
Number of other retired or separated participants entitled to future benefits	2020-01-01	10,932
Total of all active and inactive participants	2020-01-01	29,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	130
Total participants	2020-01-01	30,083
Number of participants with account balances	2020-01-01	29,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	25,885
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16,984
Number of retired or separated participants receiving benefits	2019-01-01	270
Number of other retired or separated participants entitled to future benefits	2019-01-01	10,368
Total of all active and inactive participants	2019-01-01	27,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	124
Total participants	2019-01-01	27,746
Number of participants with account balances	2019-01-01	26,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	25,759
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15,754
Number of retired or separated participants receiving benefits	2018-01-01	275
Number of other retired or separated participants entitled to future benefits	2018-01-01	9,795
Total of all active and inactive participants	2018-01-01	25,824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	61
Total participants	2018-01-01	25,885
Number of participants with account balances	2018-01-01	24,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	24,749
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16,339
Number of retired or separated participants receiving benefits	2017-01-01	111
Number of other retired or separated participants entitled to future benefits	2017-01-01	9,271
Total of all active and inactive participants	2017-01-01	25,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	38
Total participants	2017-01-01	25,759
Number of participants with account balances	2017-01-01	23,351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	22,994
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15,785
Number of retired or separated participants receiving benefits	2016-01-01	92
Number of other retired or separated participants entitled to future benefits	2016-01-01	8,778
Total of all active and inactive participants	2016-01-01	24,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	94
Total participants	2016-01-01	24,749
Number of participants with account balances	2016-01-01	21,902
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	19,500
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14,575
Number of retired or separated participants receiving benefits	2015-01-01	74
Number of other retired or separated participants entitled to future benefits	2015-01-01	8,272
Total of all active and inactive participants	2015-01-01	22,921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	73
Total participants	2015-01-01	22,994
Number of participants with account balances	2015-01-01	19,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14,196
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12,559
Number of retired or separated participants receiving benefits	2014-01-01	34
Number of other retired or separated participants entitled to future benefits	2014-01-01	6,840
Total of all active and inactive participants	2014-01-01	19,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	67
Total participants	2014-01-01	19,500
Number of participants with account balances	2014-01-01	16,418
2013: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13,647
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8,747
Number of retired or separated participants receiving benefits	2013-01-01	15
Number of other retired or separated participants entitled to future benefits	2013-01-01	5,386
Total of all active and inactive participants	2013-01-01	14,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	48
Total participants	2013-01-01	14,196
Number of participants with account balances	2013-01-01	14,196
2012: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13,349
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8,363
Number of retired or separated participants receiving benefits	2012-01-01	14
Number of other retired or separated participants entitled to future benefits	2012-01-01	5,240
Total of all active and inactive participants	2012-01-01	13,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	30
Total participants	2012-01-01	13,647
Number of participants with account balances	2012-01-01	13,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13,207
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8,094
Number of retired or separated participants receiving benefits	2011-01-01	19
Number of other retired or separated participants entitled to future benefits	2011-01-01	5,211
Total of all active and inactive participants	2011-01-01	13,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	25
Total participants	2011-01-01	13,349
Number of participants with account balances	2011-01-01	13,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6,952
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7,670
Number of retired or separated participants receiving benefits	2009-01-01	16
Number of other retired or separated participants entitled to future benefits	2009-01-01	5,028
Total of all active and inactive participants	2009-01-01	12,714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	18
Total participants	2009-01-01	12,732
Number of participants with account balances	2009-01-01	12,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$61,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$59,000
Total income from all sources (including contributions)	2023-12-31	$1,453,291,044
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$227,517,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$225,926,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$583,378,607
Value of total assets at end of year	2023-12-31	$5,761,504,142
Value of total assets at beginning of year	2023-12-31	$4,535,728,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$1,591,579
Total interest from all sources	2023-12-31	$11,068,996
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$107,223,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$107,223,644
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$292,107,123
Participant contributions at end of year	2023-12-31	$41,282,348
Participant contributions at beginning of year	2023-12-31	$35,777,300
Participant contributions at end of year	2023-12-31	$34,745
Participant contributions at beginning of year	2023-12-31	$22,545
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$169,790,653
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$131,138,945
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$27,223,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$61,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$59,000
Other income not declared elsewhere	2023-12-31	$28,957,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,225,773,178
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$5,761,443,142
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$4,535,669,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$4,915,997,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$4,118,268,427
Value of interest in pooled separate accounts at end of year	2023-12-31	$11,460,569
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$14,054,255
Interest on participant loans	2023-12-31	$2,183,102
Interest earned on other investments	2023-12-31	$8,860,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$637,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$379,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$379,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$25,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$621,792,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$235,613,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$724,423,695
Net investment gain/loss from pooled separate accounts	2023-12-31	$-1,761,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$264,047,720
Employer contributions (assets) at end of year	2023-12-31	$508,040
Employer contributions (assets) at beginning of year	2023-12-31	$473,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$225,926,287
Contract administrator fees	2023-12-31	$1,591,579
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MOSS ADAMS
Accountancy firm EIN	2023-12-31	910189318
2022 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$59,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$56,500
Total income from all sources (including contributions)	2022-12-31	$-339,948,079
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$217,775,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$216,190,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$500,274,055
Value of total assets at end of year	2022-12-31	$4,535,728,964
Value of total assets at beginning of year	2022-12-31	$5,093,450,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,585,848
Total interest from all sources	2022-12-31	$9,389,780
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$101,852,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$101,852,414
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$251,934,035
Participant contributions at end of year	2022-12-31	$35,777,300
Participant contributions at beginning of year	2022-12-31	$30,486,947
Participant contributions at end of year	2022-12-31	$22,545
Participant contributions at beginning of year	2022-12-31	$9,122
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$131,138,945
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$143,633,798
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$19,557,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$59,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$56,500
Other income not declared elsewhere	2022-12-31	$5,032,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-557,723,937
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,535,669,964
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,093,393,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,118,268,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,691,500,172
Value of interest in pooled separate accounts at end of year	2022-12-31	$14,054,255
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$13,555,648
Interest on participant loans	2022-12-31	$1,600,886
Interest earned on other investments	2022-12-31	$7,785,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$379,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$243,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$243,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$235,613,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$213,515,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-957,529,492
Net investment gain/loss from pooled separate accounts	2022-12-31	$1,032,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$228,782,667
Employer contributions (assets) at end of year	2022-12-31	$473,762
Employer contributions (assets) at beginning of year	2022-12-31	$505,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$216,190,010
Contract administrator fees	2022-12-31	$1,585,848
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS
Accountancy firm EIN	2022-12-31	910189318
2021 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$104,839
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$56,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$51,000
Total income from all sources (including contributions)	2021-12-31	$1,059,702,114
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$236,206,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$234,691,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$440,183,336
Value of total assets at end of year	2021-12-31	$5,093,450,401
Value of total assets at beginning of year	2021-12-31	$4,269,844,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,514,827
Total interest from all sources	2021-12-31	$8,389,587
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$125,533,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$125,533,332
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$220,576,552
Participant contributions at end of year	2021-12-31	$30,486,947
Participant contributions at beginning of year	2021-12-31	$28,809,900
Participant contributions at end of year	2021-12-31	$9,122
Participant contributions at beginning of year	2021-12-31	$1,719,304
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$143,633,798
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$118,706,578
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$26,571,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$56,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$51,000
Other income not declared elsewhere	2021-12-31	$8,185,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$823,495,760
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,093,393,901
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,269,793,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,691,500,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,880,872,010
Value of interest in pooled separate accounts at end of year	2021-12-31	$13,555,648
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$11,991,933
Interest on participant loans	2021-12-31	$1,676,486
Interest earned on other investments	2021-12-31	$6,713,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$243,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$234,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$234,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$213,515,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$225,219,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$475,309,811
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,100,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$193,035,357
Employer contributions (assets) at end of year	2021-12-31	$505,929
Employer contributions (assets) at beginning of year	2021-12-31	$2,290,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$234,691,527
Contract administrator fees	2021-12-31	$1,514,827
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOSS ADAMS
Accountancy firm EIN	2021-12-31	910189318
2020 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$51,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$50,000
Total income from all sources (including contributions)	2020-12-31	$935,176,042
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$297,713,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$296,256,004
Expenses. Certain deemed distributions of participant loans	2020-12-31	$84,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$389,702,169
Value of total assets at end of year	2020-12-31	$4,269,844,302
Value of total assets at beginning of year	2020-12-31	$3,632,380,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,372,667
Total interest from all sources	2020-12-31	$9,173,244
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$82,268,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$82,268,047
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$194,501,271
Participant contributions at end of year	2020-12-31	$28,809,900
Participant contributions at beginning of year	2020-12-31	$27,330,415
Participant contributions at end of year	2020-12-31	$1,719,304
Participant contributions at beginning of year	2020-12-31	$85,373
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$118,706,578
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$91,405,483
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$20,320,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$51,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$50,000
Other income not declared elsewhere	2020-12-31	$4,301,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$637,462,874
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,269,793,302
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,632,330,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,880,872,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,277,011,237
Value of interest in pooled separate accounts at end of year	2020-12-31	$11,991,933
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$13,499,504
Interest on participant loans	2020-12-31	$1,476,111
Interest earned on other investments	2020-12-31	$7,696,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$234,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$241,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$241,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$225,219,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$222,462,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$449,811,486
Net investment gain/loss from pooled separate accounts	2020-12-31	$-79,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$174,880,794
Employer contributions (assets) at end of year	2020-12-31	$2,290,721
Employer contributions (assets) at beginning of year	2020-12-31	$344,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$296,256,004
Contract administrator fees	2020-12-31	$1,372,667
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOSS ADAMS
Accountancy firm EIN	2020-12-31	910189318
2019 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$50,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$49,500
Total income from all sources (including contributions)	2019-12-31	$951,207,308
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$167,538,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$165,715,207
Expenses. Certain deemed distributions of participant loans	2019-12-31	$504,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$337,340,446
Value of total assets at end of year	2019-12-31	$3,632,380,428
Value of total assets at beginning of year	2019-12-31	$2,848,710,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,318,518
Total interest from all sources	2019-12-31	$9,106,239
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$300,116,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$300,116,420
Administrative expenses professional fees incurred	2019-12-31	$49,500
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$163,892,112
Participant contributions at end of year	2019-12-31	$27,330,415
Participant contributions at beginning of year	2019-12-31	$21,987,428
Participant contributions at end of year	2019-12-31	$85,373
Participant contributions at beginning of year	2019-12-31	$77,769
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$91,405,483
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$75,229,092
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$21,789,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$50,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$49,500
Other income not declared elsewhere	2019-12-31	$3,134,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$783,669,071
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,632,330,428
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,848,661,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,277,011,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,515,904,600
Value of interest in pooled separate accounts at end of year	2019-12-31	$13,499,504
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$13,986,905
Interest on participant loans	2019-12-31	$1,359,564
Interest earned on other investments	2019-12-31	$7,742,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$241,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$182,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$182,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$222,462,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$221,090,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$300,728,322
Net investment gain/loss from pooled separate accounts	2019-12-31	$781,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$151,659,036
Employer contributions (assets) at end of year	2019-12-31	$344,692
Employer contributions (assets) at beginning of year	2019-12-31	$251,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$165,715,207
Contract administrator fees	2019-12-31	$1,269,018
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOSS ADAMS
Accountancy firm EIN	2019-12-31	910189318
2018 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$49,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$42,000
Total income from all sources (including contributions)	2018-12-31	$125,948,751
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$185,412,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$178,634,988
Expenses. Certain deemed distributions of participant loans	2018-12-31	$5,493,603
Value of total corrective distributions	2018-12-31	$63,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$291,762,129
Value of total assets at end of year	2018-12-31	$2,848,710,857
Value of total assets at beginning of year	2018-12-31	$2,908,166,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,219,655
Total interest from all sources	2018-12-31	$9,742,780
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$70,954,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$70,954,736
Administrative expenses professional fees incurred	2018-12-31	$7,500
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$144,214,578
Participant contributions at end of year	2018-12-31	$21,987,428
Participant contributions at beginning of year	2018-12-31	$24,232,135
Participant contributions at end of year	2018-12-31	$77,769
Participant contributions at beginning of year	2018-12-31	$6,802
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$75,229,092
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$75,770,893
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$11,430,733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$49,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$42,000
Other income not declared elsewhere	2018-12-31	$4,161,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-59,463,357
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,848,661,357
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,908,124,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,515,904,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,584,627,622
Value of interest in pooled separate accounts at end of year	2018-12-31	$13,986,905
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$14,995,019
Interest on participant loans	2018-12-31	$1,270,513
Interest earned on other investments	2018-12-31	$7,673,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$182,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$218,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$218,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$798,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$221,090,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$208,014,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-251,314,029
Net investment gain/loss from pooled separate accounts	2018-12-31	$641,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$136,116,818
Employer contributions (assets) at end of year	2018-12-31	$251,928
Employer contributions (assets) at beginning of year	2018-12-31	$301,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$178,634,988
Contract administrator fees	2018-12-31	$1,212,155
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS ADAMS
Accountancy firm EIN	2018-12-31	910189318
2017 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$42,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$40,000
Total income from all sources (including contributions)	2017-12-31	$664,760,036
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$142,117,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$140,302,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$268,400,057
Value of total assets at end of year	2017-12-31	$2,908,166,714
Value of total assets at beginning of year	2017-12-31	$2,385,521,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,814,395
Total interest from all sources	2017-12-31	$7,695,019
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$40,203,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$40,203,227
Administrative expenses professional fees incurred	2017-12-31	$42,000
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$131,072,967
Participant contributions at end of year	2017-12-31	$24,232,135
Participant contributions at beginning of year	2017-12-31	$20,241,449
Participant contributions at end of year	2017-12-31	$6,802
Participant contributions at beginning of year	2017-12-31	$3,867,352
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$75,770,893
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$66,764,349
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$11,717,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$42,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$40,000
Other income not declared elsewhere	2017-12-31	$9,880,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$522,642,928
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,908,124,714
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,385,481,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,584,627,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,076,136,178
Value of interest in pooled separate accounts at end of year	2017-12-31	$14,995,019
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$14,346,426
Interest on participant loans	2017-12-31	$968,301
Interest earned on other investments	2017-12-31	$6,726,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$218,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$385,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$385,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$208,014,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$199,509,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$337,892,169
Net investment gain/loss from pooled separate accounts	2017-12-31	$689,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$125,609,896
Employer contributions (assets) at end of year	2017-12-31	$301,821
Employer contributions (assets) at beginning of year	2017-12-31	$4,271,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$140,302,713
Contract administrator fees	2017-12-31	$1,772,395
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS
Accountancy firm EIN	2017-12-31	910189318
2016 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$40,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$42,335
Total income from all sources (including contributions)	2016-12-31	$387,280,260
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$125,883,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$123,622,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$231,730,349
Value of total assets at end of year	2016-12-31	$2,385,521,786
Value of total assets at beginning of year	2016-12-31	$2,124,126,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,260,456
Total interest from all sources	2016-12-31	$8,010,733
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$31,248,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$31,248,711
Administrative expenses professional fees incurred	2016-12-31	$40,000
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$114,576,181
Participant contributions at end of year	2016-12-31	$20,241,449
Participant contributions at beginning of year	2016-12-31	$16,199,874
Participant contributions at end of year	2016-12-31	$3,867,352
Participant contributions at beginning of year	2016-12-31	$2,332,926
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$66,764,349
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$59,847,475
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$13,368,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$40,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$42,335
Other income not declared elsewhere	2016-12-31	$1,261,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$261,397,249
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,385,481,786
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,124,084,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,076,136,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,840,899,640
Value of interest in pooled separate accounts at end of year	2016-12-31	$14,346,426
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$12,696,689
Interest on participant loans	2016-12-31	$741,696
Interest earned on other investments	2016-12-31	$7,269,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$385,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,348,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,348,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$199,509,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$188,199,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$114,285,062
Net investment gain/loss from pooled separate accounts	2016-12-31	$743,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$103,785,343
Employer contributions (assets) at end of year	2016-12-31	$4,271,021
Employer contributions (assets) at beginning of year	2016-12-31	$2,602,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$123,622,555
Contract administrator fees	2016-12-31	$2,220,456
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS ADAMS
Accountancy firm EIN	2016-12-31	910189318
2015 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$42,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$44,085
Total income from all sources (including contributions)	2015-12-31	$191,493,057
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$118,686,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$117,433,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$202,663,059
Value of total assets at end of year	2015-12-31	$2,124,126,872
Value of total assets at beginning of year	2015-12-31	$2,051,322,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,253,730
Total interest from all sources	2015-12-31	$7,182,589
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$34,082,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$34,082,121
Administrative expenses professional fees incurred	2015-12-31	$42,335
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$98,041,081
Participant contributions at end of year	2015-12-31	$16,199,874
Participant contributions at beginning of year	2015-12-31	$8,817,830
Participant contributions at end of year	2015-12-31	$2,332,926
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$59,847,475
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$55,877,661
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$13,241,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$42,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$44,085
Other income not declared elsewhere	2015-12-31	$1,081,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$72,806,198
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,124,084,537
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,051,278,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,840,899,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,793,435,093
Value of interest in pooled separate accounts at end of year	2015-12-31	$12,696,689
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$11,374,730
Interest on participant loans	2015-12-31	$514,834
Interest earned on other investments	2015-12-31	$6,667,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,348,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,298,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,298,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$188,199,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$179,518,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-54,411,106
Net investment gain/loss from pooled separate accounts	2015-12-31	$894,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$91,380,758
Employer contributions (assets) at end of year	2015-12-31	$2,602,912
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$117,433,129
Contract administrator fees	2015-12-31	$1,211,395
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOSS ADAMS
Accountancy firm EIN	2015-12-31	910189318
2014 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$648,411,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$44,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$20,500
Total income from all sources (including contributions)	2014-12-31	$195,307,186
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$61,261,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$60,607,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$118,345,143
Value of total assets at end of year	2014-12-31	$2,051,322,424
Value of total assets at beginning of year	2014-12-31	$1,268,841,348
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$654,527
Total interest from all sources	2014-12-31	$4,920,997
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$17,750,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$17,750,724
Administrative expenses professional fees incurred	2014-12-31	$44,085
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$35,239,759
Participant contributions at end of year	2014-12-31	$8,817,830
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$55,877,661
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$30,745,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$44,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$20,500
Other income not declared elsewhere	2014-12-31	$474,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$134,045,609
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,051,278,339
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,268,820,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,793,435,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,119,395,492
Value of interest in pooled separate accounts at end of year	2014-12-31	$11,374,730
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,439,682
Interest earned on other investments	2014-12-31	$4,920,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,298,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$544,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$544,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$179,518,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$112,716,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$53,056,686
Net investment gain/loss from pooled separate accounts	2014-12-31	$759,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$83,105,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$60,607,050
Contract administrator fees	2014-12-31	$610,442
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOSS ADAMS
Accountancy firm EIN	2014-12-31	910189318
2013 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$20,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$18,000
Total income from all sources (including contributions)	2013-12-31	$282,311,345
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$49,868,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$49,208,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$105,545,739
Value of total assets at end of year	2013-12-31	$1,268,841,348
Value of total assets at beginning of year	2013-12-31	$1,036,395,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$659,655
Total interest from all sources	2013-12-31	$4,595,281
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$12,783,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$12,783,522
Administrative expenses professional fees incurred	2013-12-31	$20,500
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$32,108,321
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$1,169,040
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$30,745,284
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$26,312,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$20,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$18,000
Other income not declared elsewhere	2013-12-31	$630,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$232,442,890
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,268,820,848
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,036,377,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,119,395,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$893,761,624
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,439,682
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,450,741
Interest earned on other investments	2013-12-31	$4,595,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$544,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$170,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$170,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$112,716,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$108,884,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$158,340,052
Net investment gain/loss from pooled separate accounts	2013-12-31	$416,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$73,437,418
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$2,646,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$49,208,800
Contract administrator fees	2013-12-31	$639,155
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOSS ADAMS
Accountancy firm EIN	2013-12-31	910189318
2012 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$292,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$18,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$15,800
Total income from all sources (including contributions)	2012-12-31	$197,717,222
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$35,416,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$35,091,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$99,936,644
Value of total assets at end of year	2012-12-31	$1,036,395,958
Value of total assets at beginning of year	2012-12-31	$874,384,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$324,177
Total interest from all sources	2012-12-31	$4,508,727
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$12,188,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$12,188,549
Administrative expenses professional fees incurred	2012-12-31	$18,000
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$30,547,581
Participant contributions at end of year	2012-12-31	$1,169,040
Participant contributions at beginning of year	2012-12-31	$1,086,192
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$26,312,769
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$24,730,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$18,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$15,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$162,301,214
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,036,377,958
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$874,368,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$893,761,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$739,079,141
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,450,741
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,006,474
Interest earned on other investments	2012-12-31	$4,508,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$170,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$140,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$140,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$108,884,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$104,863,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$80,839,894
Net investment gain/loss from pooled separate accounts	2012-12-31	$243,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$69,389,063
Employer contributions (assets) at end of year	2012-12-31	$2,646,618
Employer contributions (assets) at beginning of year	2012-12-31	$2,478,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$35,091,831
Contract administrator fees	2012-12-31	$306,177
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MOSS ADAMS
Accountancy firm EIN	2012-12-31	910189318
2011 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$745,957
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$15,800
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	$91,846,686
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$28,115,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$28,031,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$94,658,808
Value of total assets at end of year	2011-12-31	$874,384,693
Value of total assets at beginning of year	2011-12-31	$809,891,379
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$83,697
Total interest from all sources	2011-12-31	$4,122,547
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$14,589,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$14,589,440
Administrative expenses professional fees incurred	2011-12-31	$15,800
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$28,853,890
Participant contributions at end of year	2011-12-31	$1,086,192
Participant contributions at beginning of year	2011-12-31	$1,019,805
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$24,730,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$15,800
Total non interest bearing cash at beginning of year	2011-12-31	$7,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$63,731,557
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$874,368,893
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$809,891,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$739,079,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$584,636,256
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,006,474
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,151,422
Interest earned on other investments	2011-12-31	$4,122,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$140,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$121,984,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$121,984,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$104,863,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$98,760,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-21,712,045
Net investment gain/loss from pooled separate accounts	2011-12-31	$187,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$65,804,918
Employer contributions (assets) at end of year	2011-12-31	$2,478,272
Employer contributions (assets) at beginning of year	2011-12-31	$2,330,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$28,031,432
Contract administrator fees	2011-12-31	$67,897
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MOHLER,NIXON & WILLIAMS
Accountancy firm EIN	2011-12-31	770106234
2010 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$1,188,323
Total transfer of assets from this plan	2010-12-31	$1,269,803
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	$163,202,597
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$21,072,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$21,065,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$88,451,031
Value of total assets at end of year	2010-12-31	$809,891,379
Value of total assets at beginning of year	2010-12-31	$667,842,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,084
Total interest from all sources	2010-12-31	$3,707,662
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$8,327,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$8,327,263
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$27,047,599
Participant contributions at end of year	2010-12-31	$1,019,805
Participant contributions at beginning of year	2010-12-31	$970,867
Total non interest bearing cash at end of year	2010-12-31	$7,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$142,130,387
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$809,891,379
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$667,842,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$584,636,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$457,793,791
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,151,422
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$642,005
Interest earned on other investments	2010-12-31	$3,703,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$121,984,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$111,521,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$111,521,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$3,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$98,760,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$94,719,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$62,623,880
Net investment gain/loss from pooled separate accounts	2010-12-31	$92,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$61,403,432
Employer contributions (assets) at end of year	2010-12-31	$2,330,742
Employer contributions (assets) at beginning of year	2010-12-31	$2,195,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$21,065,126
Contract administrator fees	2010-12-31	$7,084
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MOHLER, NIXON & WILLIAMS
Accountancy firm EIN	2010-12-31	770106234
2009 : STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN

2023: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number	000073
Policy instance	6
Insurance contract or identification number 000073 Number of Individuals Covered 4 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	101067
Policy instance	5
Insurance contract or identification number 101067 Number of Individuals Covered 0 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	101068
Policy instance	4
Insurance contract or identification number 101068 Number of Individuals Covered 5710 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	TT069432
Policy instance	3
Insurance contract or identification number TT069432 Number of Individuals Covered 1000 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	092266-031
Policy instance	2
Insurance contract or identification number 092266-031 Number of Individuals Covered 14 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number	4854
Policy instance	1
Insurance contract or identification number 4854 Number of Individuals Covered 24 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number	004481
Policy instance	1
Insurance contract or identification number 004481 Number of Individuals Covered 25 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	092266-031
Policy instance	2
Insurance contract or identification number 092266-031 Number of Individuals Covered 14 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	TT069432
Policy instance	3
Insurance contract or identification number TT069432 Number of Individuals Covered 1000 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	101068
Policy instance	4
Insurance contract or identification number 101068 Number of Individuals Covered 5906 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	101067
Policy instance	5
Insurance contract or identification number 101067 Number of Individuals Covered 0 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number	000073
Policy instance	6
Insurance contract or identification number 000073 Number of Individuals Covered 4 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	4854
Policy instance	1
Insurance contract or identification number 4854 Number of Individuals Covered 27 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	TT069432
Policy instance	3
Insurance contract or identification number TT069432 Number of Individuals Covered 700 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	092266-031
Policy instance	2
Insurance contract or identification number 092266-031 Number of Individuals Covered 14 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	101068
Policy instance	4
Insurance contract or identification number 101068 Number of Individuals Covered 6078 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	101067
Policy instance	5
Insurance contract or identification number 101067 Number of Individuals Covered 0 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	9512
Policy instance	6
Insurance contract or identification number 9512 Number of Individuals Covered 4 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	9512
Policy instance	6
Insurance contract or identification number 9512 Number of Individuals Covered 4 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	101067
Policy instance	5
Insurance contract or identification number 101067 Number of Individuals Covered 0 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	101068
Policy instance	4
Insurance contract or identification number 101068 Number of Individuals Covered 6336 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	TT069432
Policy instance	3
Insurance contract or identification number TT069432 Number of Individuals Covered 683 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	092266-031
Policy instance	2
Insurance contract or identification number 092266-031 Number of Individuals Covered 42 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	4854
Policy instance	1
Insurance contract or identification number 4854 Number of Individuals Covered 28 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	4854
Policy instance	1
Insurance contract or identification number 4854 Number of Individuals Covered 26 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	092266-031
Policy instance	2
Insurance contract or identification number 092266-031 Number of Individuals Covered 45 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	TT069432
Policy instance	3
Insurance contract or identification number TT069432 Number of Individuals Covered 10038 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	101067
Policy instance	5
Insurance contract or identification number 101067 Number of Individuals Covered 0 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	101068
Policy instance	4
Insurance contract or identification number 101068 Number of Individuals Covered 6557 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	9512
Policy instance	6
Insurance contract or identification number 9512 Number of Individuals Covered 4 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	4854
Policy instance	1
Insurance contract or identification number 4854 Number of Individuals Covered 27 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	092266-031
Policy instance	2
Insurance contract or identification number 092266-031 Number of Individuals Covered 50 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	TT069432
Policy instance	3
Insurance contract or identification number TT069432 Number of Individuals Covered 10030 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	101068
Policy instance	4
Insurance contract or identification number 101068 Number of Individuals Covered 6743 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	101067
Policy instance	5
Insurance contract or identification number 101067 Number of Individuals Covered 0 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	9512
Policy instance	6
Insurance contract or identification number 9512 Number of Individuals Covered 5 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	101067
Policy instance	6
Insurance contract or identification number 101067 Number of Individuals Covered 0 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	TT069432
Policy instance	5
Insurance contract or identification number TT069432 Number of Individuals Covered 19960 Insurance policy start date 2017-01-01 Insurance policy end date 2017-01-01 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	092266-031
Policy instance	4
Insurance contract or identification number 092266-031 Number of Individuals Covered 52 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	004854
Policy instance	3
Insurance contract or identification number 004854 Number of Individuals Covered 28 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	009512
Policy instance	2
Insurance contract or identification number 009512 Number of Individuals Covered 5 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	101068
Policy instance	1
Insurance contract or identification number 101068 Number of Individuals Covered 6986 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No

Potentially related plans

• STANFORD HEALTH CARE TRI-VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 941429628]
• STANFORD HEALTH CARE-TRI-VALLEY EMPLOYEE HEALTH CARE PLAN [EIN = 941429628]
• STANFORD HEALTH CARE - VALLEYCARE 403(B) PLAN [EIN = 941429628]