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STANFORD HEALTH CARE STAFF PENSION PLAN 401k Plan overview

Plan NameSTANFORD HEALTH CARE STAFF PENSION PLAN
Plan identification number 006

STANFORD HEALTH CARE STAFF PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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 STAFF PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062023-01-01
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01MARGARET WILSON JOHN LIM2018-07-30
0062016-01-01SIMON JANG SHIRLEY NAKAMURA2017-09-27
0062016-01-01 SHIRLEY NAKAMURA2017-07-31
0062015-01-01SIMON JANG SHIRLEY NAKAMURA2016-08-26
0062014-01-01SIMON JANG KETY DURON2015-07-31
0062013-01-01CAROLINE LING KETY DURON2014-10-02
0062012-01-01MARGARET PELLARIN SOUZA GREGORY2013-07-31
0062011-01-01MARGARET PELLARIN DALE SPARTZ2012-07-27
0062010-01-01MARGARET PELLARIN DALE SPARTZ2011-08-01
0062009-01-01MARGARET PELLARIN DALE SPARTZ2010-10-08

Plan Statistics for STANFORD HEALTH CARE STAFF PENSION PLAN

401k plan membership statisitcs for STANFORD HEALTH CARE STAFF PENSION PLAN

Measure Date Value
2023: STANFORD HEALTH CARE STAFF PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,076
Total number of active participants reported on line 7a of the Form 55002023-01-01137
Number of retired or separated participants receiving benefits2023-01-011,009
Number of other retired or separated participants entitled to future benefits2023-01-01345
Total of all active and inactive participants2023-01-011,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0154
Total participants2023-01-011,545
2022: STANFORD HEALTH CARE STAFF PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31208,560,998
Acturial value of plan assets2022-12-31207,746,580
Funding target for retired participants and beneficiaries receiving payment2022-12-3198,312,335
Number of terminated vested participants2022-12-31694
Fundng target for terminated vested participants2022-12-3130,252,529
Active participant vested funding target2022-12-3124,637,101
Number of active participants2022-12-31488
Total funding liabilities for active participants2022-12-3124,880,137
Total participant count2022-12-312,101
Total funding target for all participants2022-12-31153,445,001
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3139,049,826
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3139,049,826
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3139,104,496
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31866,293
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012,096
Total number of active participants reported on line 7a of the Form 55002022-01-01429
Number of retired or separated participants receiving benefits2022-01-01945
Number of other retired or separated participants entitled to future benefits2022-01-01634
Total of all active and inactive participants2022-01-012,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0168
Total participants2022-01-012,076
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STANFORD HEALTH CARE STAFF PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31218,827,380
Acturial value of plan assets2021-12-31196,944,642
Funding target for retired participants and beneficiaries receiving payment2021-12-3196,849,620
Number of terminated vested participants2021-12-31752
Fundng target for terminated vested participants2021-12-3130,854,629
Active participant vested funding target2021-12-3125,728,327
Number of active participants2021-12-31541
Total funding liabilities for active participants2021-12-3126,001,398
Total participant count2021-12-312,138
Total funding target for all participants2021-12-31153,705,647
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3136,567,416
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-313,395,630
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3133,171,786
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3139,049,826
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,023,229
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,133
Total number of active participants reported on line 7a of the Form 55002021-01-01488
Number of retired or separated participants receiving benefits2021-01-01874
Number of other retired or separated participants entitled to future benefits2021-01-01683
Total of all active and inactive participants2021-01-012,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0151
Total participants2021-01-012,096
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STANFORD HEALTH CARE STAFF PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31196,309,877
Acturial value of plan assets2020-12-31185,834,534
Funding target for retired participants and beneficiaries receiving payment2020-12-3197,337,863
Number of terminated vested participants2020-12-31814
Fundng target for terminated vested participants2020-12-3133,772,807
Active participant vested funding target2020-12-3127,032,975
Number of active participants2020-12-31603
Total funding liabilities for active participants2020-12-3127,319,591
Total participant count2020-12-312,169
Total funding target for all participants2020-12-31158,430,261
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3131,674,062
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-313,738,928
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3127,935,134
Present value of excess contributions2020-12-311,770,322
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-312,179,266
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-312,179,266
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3136,567,416
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,174,232
Net shortfall amortization installment of oustanding balance2020-12-319,163,143
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-313,395,630
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-313,395,630
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,165
Total number of active participants reported on line 7a of the Form 55002020-01-01541
Number of retired or separated participants receiving benefits2020-01-01803
Number of other retired or separated participants entitled to future benefits2020-01-01740
Total of all active and inactive participants2020-01-012,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0149
Total participants2020-01-012,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STANFORD HEALTH CARE STAFF PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31167,794,700
Acturial value of plan assets2019-12-31177,733,241
Funding target for retired participants and beneficiaries receiving payment2019-12-3193,577,503
Number of terminated vested participants2019-12-31837
Fundng target for terminated vested participants2019-12-3133,847,296
Active participant vested funding target2019-12-3128,725,913
Number of active participants2019-12-31661
Total funding liabilities for active participants2019-12-3129,044,765
Total participant count2019-12-312,195
Total funding target for all participants2019-12-31156,469,564
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3137,174,661
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-313,028,669
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3134,145,992
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-31430,000
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3131,674,062
Total employer contributions2019-12-311,917,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,770,322
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,600,451
Net shortfall amortization installment of oustanding balance2019-12-3110,410,385
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-313,738,928
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-313,738,928
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-311,770,322
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,191
Total number of active participants reported on line 7a of the Form 55002019-01-01603
Number of retired or separated participants receiving benefits2019-01-01718
Number of other retired or separated participants entitled to future benefits2019-01-01802
Total of all active and inactive participants2019-01-012,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0142
Total participants2019-01-012,165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STANFORD HEALTH CARE STAFF PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31234,210,187
Acturial value of plan assets2018-12-31218,908,308
Funding target for retired participants and beneficiaries receiving payment2018-12-31129,205,356
Number of terminated vested participants2018-12-31849
Fundng target for terminated vested participants2018-12-3131,740,690
Active participant vested funding target2018-12-3130,523,642
Number of active participants2018-12-31733
Total funding liabilities for active participants2018-12-3130,882,310
Total participant count2018-12-313,605
Total funding target for all participants2018-12-31191,828,356
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3143,711,439
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-312,749,102
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3140,962,337
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3111,099,453
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3137,174,661
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,170,515
Net shortfall amortization installment of oustanding balance2018-12-3110,094,709
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-313,028,669
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-313,028,669
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-013,593
Total number of active participants reported on line 7a of the Form 55002018-01-01661
Number of retired or separated participants receiving benefits2018-01-01664
Number of other retired or separated participants entitled to future benefits2018-01-01824
Total of all active and inactive participants2018-01-012,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0142
Total participants2018-01-012,191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STANFORD HEALTH CARE STAFF PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31213,821,741
Acturial value of plan assets2017-12-31218,125,796
Funding target for retired participants and beneficiaries receiving payment2017-12-31119,147,017
Number of terminated vested participants2017-12-31872
Fundng target for terminated vested participants2017-12-3129,517,327
Active participant vested funding target2017-12-3133,057,704
Number of active participants2017-12-31811
Total funding liabilities for active participants2017-12-3133,493,779
Total participant count2017-12-313,649
Total funding target for all participants2017-12-31182,158,123
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-319,537,511
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-312,932,900
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-316,604,611
Present value of excess contributions2017-12-3134,443,372
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3136,573,836
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3136,573,836
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3143,711,439
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,426,766
Net shortfall amortization installment of oustanding balance2017-12-317,743,766
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-312,749,102
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-312,749,102
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013,633
Total number of active participants reported on line 7a of the Form 55002017-01-01733
Number of retired or separated participants receiving benefits2017-01-011,922
Number of other retired or separated participants entitled to future benefits2017-01-01836
Total of all active and inactive participants2017-01-013,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01102
Total participants2017-01-013,593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STANFORD HEALTH CARE STAFF PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31177,876,315
Acturial value of plan assets2016-12-31185,736,267
Funding target for retired participants and beneficiaries receiving payment2016-12-31111,313,046
Number of terminated vested participants2016-12-31919
Fundng target for terminated vested participants2016-12-3129,486,166
Active participant vested funding target2016-12-3137,470,905
Number of active participants2016-12-31896
Total funding liabilities for active participants2016-12-3138,009,520
Total participant count2016-12-313,702
Total funding target for all participants2016-12-31178,808,732
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-319,743,090
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-319,743,090
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-319,537,511
Total employer contributions2016-12-313,207,127
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,932,900
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,501,671
Net shortfall amortization installment of oustanding balance2016-12-312,609,976
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-312,932,900
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-312,932,900
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-312,932,900
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013,685
Total number of active participants reported on line 7a of the Form 55002016-01-01811
Number of retired or separated participants receiving benefits2016-01-011,868
Number of other retired or separated participants entitled to future benefits2016-01-01860
Total of all active and inactive participants2016-01-013,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0194
Total participants2016-01-013,633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STANFORD HEALTH CARE STAFF PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,182
Total number of active participants reported on line 7a of the Form 55002015-01-01896
Number of retired or separated participants receiving benefits2015-01-011,786
Number of other retired or separated participants entitled to future benefits2015-01-01908
Total of all active and inactive participants2015-01-013,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0195
Total participants2015-01-013,685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STANFORD HEALTH CARE STAFF PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,246
Total number of active participants reported on line 7a of the Form 55002014-01-01987
Number of retired or separated participants receiving benefits2014-01-011,711
Number of other retired or separated participants entitled to future benefits2014-01-011,397
Total of all active and inactive participants2014-01-014,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0187
Total participants2014-01-014,182
2013: STANFORD HEALTH CARE STAFF PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,305
Total number of active participants reported on line 7a of the Form 55002013-01-011,088
Number of retired or separated participants receiving benefits2013-01-011,625
Number of other retired or separated participants entitled to future benefits2013-01-011,447
Total of all active and inactive participants2013-01-014,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0186
Total participants2013-01-014,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: STANFORD HEALTH CARE STAFF PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,358
Total number of active participants reported on line 7a of the Form 55002012-01-011,219
Number of retired or separated participants receiving benefits2012-01-011,493
Number of other retired or separated participants entitled to future benefits2012-01-011,514
Total of all active and inactive participants2012-01-014,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0179
Total participants2012-01-014,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STANFORD HEALTH CARE STAFF PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,395
Total number of active participants reported on line 7a of the Form 55002011-01-011,338
Number of retired or separated participants receiving benefits2011-01-011,416
Number of other retired or separated participants entitled to future benefits2011-01-011,525
Total of all active and inactive participants2011-01-014,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0179
Total participants2011-01-014,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: STANFORD HEALTH CARE STAFF PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,494
Total number of active participants reported on line 7a of the Form 55002010-01-011,405
Number of retired or separated participants receiving benefits2010-01-011,337
Number of other retired or separated participants entitled to future benefits2010-01-011,585
Total of all active and inactive participants2010-01-014,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0168
Total participants2010-01-014,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: STANFORD HEALTH CARE STAFF PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,655
Total number of active participants reported on line 7a of the Form 55002009-01-011,515
Number of retired or separated participants receiving benefits2009-01-011,270
Number of other retired or separated participants entitled to future benefits2009-01-011,637
Total of all active and inactive participants2009-01-014,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0172
Total participants2009-01-014,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STANFORD HEALTH CARE STAFF PENSION PLAN

Measure Date Value
2023 : STANFORD HEALTH CARE STAFF PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$642,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$77,764
Total income from all sources (including contributions)2023-12-31$14,965,978
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$34,918,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$32,601,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,850,000
Value of total assets at end of year2023-12-31$135,947,581
Value of total assets at beginning of year2023-12-31$155,335,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$2,316,161
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$6,461,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$6,461,479
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Administrative expenses (other) incurred2023-12-31$255,976
Liabilities. Value of operating payables at end of year2023-12-31$642,132
Liabilities. Value of operating payables at beginning of year2023-12-31$77,764
Total non interest bearing cash at end of year2023-12-31$884,288
Total non interest bearing cash at beginning of year2023-12-31$906,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-19,952,159
Value of net assets at end of year (total assets less liabilities)2023-12-31$135,305,449
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$155,257,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$76,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$130,914,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$154,429,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$298,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,654,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,850,000
Employer contributions (assets) at end of year2023-12-31$3,850,000
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$32,601,976
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS
Accountancy firm EIN2023-12-31910189318
2022 : STANFORD HEALTH CARE STAFF PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$77,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$111,697
Total income from all sources (including contributions)2022-12-31$-42,161,590
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,030,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,380,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$155,335,372
Value of total assets at beginning of year2022-12-31$208,560,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$649,933
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,559,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,559,552
Administrative expenses professional fees incurred2022-12-31$350,714
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$217,548
Liabilities. Value of operating payables at end of year2022-12-31$77,764
Liabilities. Value of operating payables at beginning of year2022-12-31$111,697
Total non interest bearing cash at end of year2022-12-31$906,175
Total non interest bearing cash at beginning of year2022-12-31$846,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-53,191,693
Value of net assets at end of year (total assets less liabilities)2022-12-31$155,257,608
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$208,449,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$81,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$154,429,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$207,714,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-47,721,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,380,170
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS
Accountancy firm EIN2022-12-31910189318
2021 : STANFORD HEALTH CARE STAFF PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$111,697
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$37,493
Total income from all sources (including contributions)2021-12-31$399,492
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,740,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,155,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$208,560,998
Value of total assets at beginning of year2021-12-31$218,827,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$584,666
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,962,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,962,488
Administrative expenses professional fees incurred2021-12-31$272,289
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$215,151
Liabilities. Value of operating payables at end of year2021-12-31$111,697
Liabilities. Value of operating payables at beginning of year2021-12-31$37,493
Total non interest bearing cash at end of year2021-12-31$846,182
Total non interest bearing cash at beginning of year2021-12-31$829,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$-10,340,586
Value of net assets at end of year (total assets less liabilities)2021-12-31$208,449,301
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$218,789,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$97,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$207,714,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$217,997,492
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-7,562,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,155,412
Contract administrator fees2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : STANFORD HEALTH CARE STAFF PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$37,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$53,540
Total income from all sources (including contributions)2020-12-31$34,164,123
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,680,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,087,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$218,827,380
Value of total assets at beginning of year2020-12-31$196,360,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$593,591
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,842,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,842,052
Administrative expenses professional fees incurred2020-12-31$275,089
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$461,000
Administrative expenses (other) incurred2020-12-31$210,014
Liabilities. Value of operating payables at end of year2020-12-31$37,493
Liabilities. Value of operating payables at beginning of year2020-12-31$53,540
Total non interest bearing cash at end of year2020-12-31$829,888
Total non interest bearing cash at beginning of year2020-12-31$840,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$22,483,354
Value of net assets at end of year (total assets less liabilities)2020-12-31$218,789,887
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$196,306,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$108,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$217,997,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$193,603,003
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$23,861,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,917,000
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,087,178
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : STANFORD HEALTH CARE STAFF PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$53,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$314,293
Total income from all sources (including contributions)2019-12-31$39,551,824
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,725,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,885,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,917,000
Value of total assets at end of year2019-12-31$196,360,073
Value of total assets at beginning of year2019-12-31$167,794,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$840,532
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,276,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,276,364
Administrative expenses professional fees incurred2019-12-31$263,844
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$466,908
Liabilities. Value of operating payables at end of year2019-12-31$53,540
Liabilities. Value of operating payables at beginning of year2019-12-31$314,293
Total non interest bearing cash at end of year2019-12-31$840,070
Total non interest bearing cash at beginning of year2019-12-31$767,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$28,826,126
Value of net assets at end of year (total assets less liabilities)2019-12-31$196,306,533
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$167,480,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$109,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$193,603,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$167,027,118
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$30,358,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,917,000
Employer contributions (assets) at end of year2019-12-31$1,917,000
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,885,166
Contract administrator fees2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm EIN2019-12-31910189318
2018 : STANFORD HEALTH CARE STAFF PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$314,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$283,019
Total income from all sources (including contributions)2018-12-31$-12,848,372
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$53,628,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$52,731,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$167,794,700
Value of total assets at beginning of year2018-12-31$234,239,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$896,669
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,967,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,967,394
Administrative expenses professional fees incurred2018-12-31$444,801
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$29,635
Administrative expenses (other) incurred2018-12-31$320,546
Liabilities. Value of operating payables at end of year2018-12-31$314,293
Liabilities. Value of operating payables at beginning of year2018-12-31$283,019
Total non interest bearing cash at end of year2018-12-31$767,582
Total non interest bearing cash at beginning of year2018-12-31$1,043,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-66,476,397
Value of net assets at end of year (total assets less liabilities)2018-12-31$167,480,407
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$233,956,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$131,322
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$167,027,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$233,166,999
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$41,203,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,815,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,527,466
Contract administrator fees2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS
Accountancy firm EIN2018-12-31910189318
2017 : STANFORD HEALTH CARE STAFF PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$283,019
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$76,146
Total income from all sources (including contributions)2017-12-31$67,362,851
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,874,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,054,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$34,800,000
Value of total assets at end of year2017-12-31$234,239,823
Value of total assets at beginning of year2017-12-31$180,545,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$820,035
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,586,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,586,770
Administrative expenses professional fees incurred2017-12-31$387,927
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$29,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$29,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$29,635
Administrative expenses (other) incurred2017-12-31$316,752
Liabilities. Value of operating payables at end of year2017-12-31$283,019
Liabilities. Value of operating payables at beginning of year2017-12-31$76,146
Total non interest bearing cash at end of year2017-12-31$1,043,189
Total non interest bearing cash at beginning of year2017-12-31$1,283,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$53,487,866
Value of net assets at end of year (total assets less liabilities)2017-12-31$233,956,804
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$180,468,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$115,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$233,166,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$176,024,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$24,976,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$34,800,000
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$3,207,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,054,950
Contract administrator fees2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS
Accountancy firm EIN2017-12-31910189318
2016 : STANFORD HEALTH CARE STAFF PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$76,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,059,562
Total income from all sources (including contributions)2016-12-31$16,973,606
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,144,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,352,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,207,127
Value of total assets at end of year2016-12-31$180,545,084
Value of total assets at beginning of year2016-12-31$179,699,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,791,783
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,384,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$7,384,680
Administrative expenses professional fees incurred2016-12-31$366,038
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$29,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,329,240
Liabilities. Value of operating payables at end of year2016-12-31$76,146
Liabilities. Value of operating payables at beginning of year2016-12-31$218,047
Total non interest bearing cash at end of year2016-12-31$1,283,549
Total non interest bearing cash at beginning of year2016-12-31$2,567,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,829,191
Value of net assets at end of year (total assets less liabilities)2016-12-31$180,468,938
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$177,639,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$96,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$176,024,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$177,132,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,381,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,207,127
Employer contributions (assets) at end of year2016-12-31$3,207,127
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,352,632
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,841,515
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS
Accountancy firm EIN2016-12-31910189318
2015 : STANFORD HEALTH CARE STAFF PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,059,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$101,373
Total income from all sources (including contributions)2015-12-31$-4,271,787
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$30,104,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$28,548,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$179,699,309
Value of total assets at beginning of year2015-12-31$212,116,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,555,832
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,011,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,011,311
Administrative expenses professional fees incurred2015-12-31$593,647
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$879,546
Liabilities. Value of operating payables at end of year2015-12-31$218,047
Liabilities. Value of operating payables at beginning of year2015-12-31$101,373
Total non interest bearing cash at end of year2015-12-31$2,567,015
Total non interest bearing cash at beginning of year2015-12-31$924,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-34,375,873
Value of net assets at end of year (total assets less liabilities)2015-12-31$177,639,747
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$212,015,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$82,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$177,132,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$211,192,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,283,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$28,548,254
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,841,515
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS
Accountancy firm EIN2015-12-31910189318
2014 : STANFORD HEALTH CARE STAFF PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$101,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$49,703
Total income from all sources (including contributions)2014-12-31$29,023,737
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,356,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,404,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,820,000
Value of total assets at end of year2014-12-31$212,116,993
Value of total assets at beginning of year2014-12-31$194,398,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$952,185
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,118,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$8,118,630
Administrative expenses professional fees incurred2014-12-31$296,981
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$573,364
Liabilities. Value of operating payables at end of year2014-12-31$101,373
Liabilities. Value of operating payables at beginning of year2014-12-31$49,703
Total non interest bearing cash at end of year2014-12-31$924,301
Total non interest bearing cash at beginning of year2014-12-31$827,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$17,667,198
Value of net assets at end of year (total assets less liabilities)2014-12-31$212,015,620
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$194,348,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$81,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$211,192,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$191,840,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$18,085,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,820,000
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,730,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,404,354
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS
Accountancy firm EIN2014-12-31910189318
2013 : STANFORD HEALTH CARE STAFF PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$49,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$66,511
Total income from all sources (including contributions)2013-12-31$18,282,108
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,012,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,119,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,880,000
Value of total assets at end of year2013-12-31$194,398,125
Value of total assets at beginning of year2013-12-31$187,145,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$893,389
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,222,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,222,533
Administrative expenses professional fees incurred2013-12-31$368,141
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$450,412
Liabilities. Value of operating payables at end of year2013-12-31$49,703
Liabilities. Value of operating payables at beginning of year2013-12-31$66,511
Total non interest bearing cash at end of year2013-12-31$827,577
Total non interest bearing cash at beginning of year2013-12-31$741,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,269,689
Value of net assets at end of year (total assets less liabilities)2013-12-31$194,348,422
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$187,078,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$74,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$191,840,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$185,337,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,179,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,880,000
Employer contributions (assets) at end of year2013-12-31$1,730,000
Employer contributions (assets) at beginning of year2013-12-31$1,066,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,119,030
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS
Accountancy firm EIN2013-12-31910189318
2012 : STANFORD HEALTH CARE STAFF PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$66,511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$53,773
Total income from all sources (including contributions)2012-12-31$27,114,315
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,208,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,494,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,956,300
Value of total assets at end of year2012-12-31$187,145,244
Value of total assets at beginning of year2012-12-31$169,226,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$713,524
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,550,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,550,262
Administrative expenses professional fees incurred2012-12-31$238,098
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$407,692
Liabilities. Value of operating payables at end of year2012-12-31$66,511
Liabilities. Value of operating payables at beginning of year2012-12-31$53,773
Total non interest bearing cash at end of year2012-12-31$741,551
Total non interest bearing cash at beginning of year2012-12-31$709,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$17,906,053
Value of net assets at end of year (total assets less liabilities)2012-12-31$187,078,733
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$169,172,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$67,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$185,337,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$164,747,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,607,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,956,300
Employer contributions (assets) at end of year2012-12-31$1,066,300
Employer contributions (assets) at beginning of year2012-12-31$3,770,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,494,738
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS
Accountancy firm EIN2012-12-31910189318
2011 : STANFORD HEALTH CARE STAFF PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$53,773
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,377
Total income from all sources (including contributions)2011-12-31$30,763,113
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,869,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,085,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,340,000
Value of total assets at end of year2011-12-31$169,226,453
Value of total assets at beginning of year2011-12-31$147,288,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$783,963
Total interest from all sources2011-12-31$17
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,657,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,657,846
Administrative expenses professional fees incurred2011-12-31$261,289
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$554,341
Administrative expenses (other) incurred2011-12-31$419,127
Liabilities. Value of operating payables at end of year2011-12-31$53,773
Liabilities. Value of operating payables at beginning of year2011-12-31$9,377
Total non interest bearing cash at end of year2011-12-31$709,221
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$21,893,216
Value of net assets at end of year (total assets less liabilities)2011-12-31$169,172,680
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$147,279,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$103,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$164,747,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$132,643,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$631,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$631,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$13,765,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,340,000
Employer contributions (assets) at end of year2011-12-31$3,770,000
Employer contributions (assets) at beginning of year2011-12-31$13,460,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,085,934
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOHLER, NIXON & WILLIAMS
Accountancy firm EIN2011-12-31770106234
2010 : STANFORD HEALTH CARE STAFF PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$68,501
Total income from all sources (including contributions)2010-12-31$34,638,690
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,389,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,447,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,940,000
Value of total assets at end of year2010-12-31$147,288,841
Value of total assets at beginning of year2010-12-31$121,098,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$941,774
Total interest from all sources2010-12-31$53
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,310,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,310,375
Administrative expenses professional fees incurred2010-12-31$212,595
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$554,341
Administrative expenses (other) incurred2010-12-31$613,154
Liabilities. Value of operating payables at end of year2010-12-31$9,377
Liabilities. Value of operating payables at beginning of year2010-12-31$68,501
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$589,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$26,249,145
Value of net assets at end of year (total assets less liabilities)2010-12-31$147,279,464
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$121,030,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$116,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$132,643,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$113,555,874
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,937,198
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$631,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$15,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$15,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$53
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,964,748
Net investment gain/loss from pooled separate accounts2010-12-31$1,423,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$16,940,000
Employer contributions (assets) at end of year2010-12-31$13,460,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,447,771
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOHLER, NIXON & WILLIAMS
Accountancy firm EIN2010-12-31770106234

Form 5500 Responses for STANFORD HEALTH CARE STAFF PENSION PLAN

2023: STANFORD HEALTH CARE STAFF PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: STANFORD HEALTH CARE STAFF PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STANFORD HEALTH CARE STAFF PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STANFORD HEALTH CARE STAFF PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STANFORD HEALTH CARE STAFF PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STANFORD HEALTH CARE STAFF PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STANFORD HEALTH CARE STAFF PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STANFORD HEALTH CARE STAFF PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STANFORD HEALTH CARE STAFF PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STANFORD HEALTH CARE STAFF PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STANFORD HEALTH CARE STAFF PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STANFORD HEALTH CARE STAFF PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STANFORD HEALTH CARE STAFF PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STANFORD HEALTH CARE STAFF PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STANFORD HEALTH CARE STAFF PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number009184
Policy instance 1
Insurance contract or identification number009184
Number of Individuals Covered4395
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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