401k Plan data: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN plan

CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN
Plan identification number	002

CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CITY OF HOPE NATIONAL MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name: CITY OF HOPE NATIONAL MEDICAL CENTER

Employer identification number (EIN): 951683875

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about CITY OF HOPE NATIONAL MEDICAL CENTER

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 0000-00-00

Company Identification Number: C0230956

Legal Registered Office Address: 818 West Seventh St Ste 930Los AngelesCA90017

United States of America (USA)

More information about CITY OF HOPE NATIONAL MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 KETY DURON
002 2017-01-01 KETY DURON
002 2016-01-01 KETY DURON
002 2016-01-01 KETY DURON
002 2015-01-01
002 2014-01-01
002 2013-01-01 STEPHANIE NEUVIRTH
002 2012-01-01 STEPHANIE NEUVIRTH
002 2011-01-01 STEPHANIE NEUVIRTH
002 2010-01-01 STEPHANIE NEUVIRTH
002 2009-01-01 ROBERT STONE ROBERT STONE 2010-10-13

Plan Statistics for CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2023: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,035
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 628
Number of retired or separated participants receiving benefits 2023-01-01 9
Number of other retired or separated participants entitled to future benefits 2023-01-01 386
Total of all active and inactive participants 2023-01-01 1,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 14
Total participants 2023-01-01 1,037
Number of participants with account balances 2023-01-01 851
2022: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,022
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 600
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 394
Total of all active and inactive participants 2022-01-01 1,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 31
Total participants 2022-01-01 1,035
Number of participants with account balances 2022-01-01 847
2021: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 843
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 592
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 396
Total of all active and inactive participants 2021-01-01 993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 29
Total participants 2021-01-01 1,022
Number of participants with account balances 2021-01-01 830
2020: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 838
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 380
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 446
Total of all active and inactive participants 2020-01-01 830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 13
Total participants 2020-01-01 843
Number of participants with account balances 2020-01-01 843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 837
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 398
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 422
Total of all active and inactive participants 2019-01-01 825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 13
Total participants 2019-01-01 838
Number of participants with account balances 2019-01-01 838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 840
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 401
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 421
Total of all active and inactive participants 2018-01-01 825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 11
Total participants 2018-01-01 836
Number of participants with account balances 2018-01-01 836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 745
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 379
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 416
Total of all active and inactive participants 2017-01-01 799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 6
Total participants 2017-01-01 805
Number of participants with account balances 2017-01-01 805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 727
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 370
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 374
Total of all active and inactive participants 2016-01-01 745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 745
Number of participants with account balances 2016-01-01 745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,068
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 663
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 387
Total of all active and inactive participants 2015-01-01 1,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 6
Total participants 2015-01-01 1,056
Number of participants with account balances 2015-01-01 1,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 744
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 312
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 402
Total of all active and inactive participants 2014-01-01 714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 6
Total participants 2014-01-01 720
Number of participants with account balances 2014-01-01 720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 750
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 320
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 419
Total of all active and inactive participants 2013-01-01 739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 5
Total participants 2013-01-01 744
Number of participants with account balances 2013-01-01 744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 744
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 323
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 422
Total of all active and inactive participants 2012-01-01 745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 5
Total participants 2012-01-01 750
Number of participants with account balances 2012-01-01 750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 746
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 265
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 475
Total of all active and inactive participants 2011-01-01 740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 4
Total participants 2011-01-01 744
Number of participants with account balances 2011-01-01 744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 783
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 241
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 487
Total of all active and inactive participants 2010-01-01 728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 18
Total participants 2010-01-01 746
Number of participants with account balances 2010-01-01 746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 759
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 241
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 540
Total of all active and inactive participants 2009-01-01 781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 783
Number of participants with account balances 2009-01-01 783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,035
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	628
Number of retired or separated participants receiving benefits	2023-01-01	9
Number of other retired or separated participants entitled to future benefits	2023-01-01	386
Total of all active and inactive participants	2023-01-01	1,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	14
Total participants	2023-01-01	1,037
Number of participants with account balances	2023-01-01	851
2022: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,022
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	600
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	394
Total of all active and inactive participants	2022-01-01	1,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	31
Total participants	2022-01-01	1,035
Number of participants with account balances	2022-01-01	847
2021: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	843
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	592
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	396
Total of all active and inactive participants	2021-01-01	993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	29
Total participants	2021-01-01	1,022
Number of participants with account balances	2021-01-01	830
2020: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	838
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	380
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	446
Total of all active and inactive participants	2020-01-01	830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	13
Total participants	2020-01-01	843
Number of participants with account balances	2020-01-01	843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	837
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	398
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	422
Total of all active and inactive participants	2019-01-01	825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	13
Total participants	2019-01-01	838
Number of participants with account balances	2019-01-01	838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	840
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	401
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	421
Total of all active and inactive participants	2018-01-01	825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	11
Total participants	2018-01-01	836
Number of participants with account balances	2018-01-01	836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	745
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	379
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	416
Total of all active and inactive participants	2017-01-01	799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	6
Total participants	2017-01-01	805
Number of participants with account balances	2017-01-01	805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	727
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	370
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	374
Total of all active and inactive participants	2016-01-01	745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	745
Number of participants with account balances	2016-01-01	745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,068
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	663
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	387
Total of all active and inactive participants	2015-01-01	1,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	6
Total participants	2015-01-01	1,056
Number of participants with account balances	2015-01-01	1,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	744
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	312
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	402
Total of all active and inactive participants	2014-01-01	714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	6
Total participants	2014-01-01	720
Number of participants with account balances	2014-01-01	720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	750
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	320
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	419
Total of all active and inactive participants	2013-01-01	739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	5
Total participants	2013-01-01	744
Number of participants with account balances	2013-01-01	744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	744
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	323
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	422
Total of all active and inactive participants	2012-01-01	745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	5
Total participants	2012-01-01	750
Number of participants with account balances	2012-01-01	750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	746
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	265
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	475
Total of all active and inactive participants	2011-01-01	740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	4
Total participants	2011-01-01	744
Number of participants with account balances	2011-01-01	744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	783
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	241
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	487
Total of all active and inactive participants	2010-01-01	728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	18
Total participants	2010-01-01	746
Number of participants with account balances	2010-01-01	746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	759
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	241
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	540
Total of all active and inactive participants	2009-01-01	781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	783
Number of participants with account balances	2009-01-01	783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN

Measure	Date	Value
2023 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$36,195,068
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$7,934,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$7,897,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$9,213,853
Value of total assets at end of year	2023-12-31	$190,875,328
Value of total assets at beginning of year	2023-12-31	$162,614,584
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$36,804
Total interest from all sources	2023-12-31	$1,475,797
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$3,431,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$3,431,589
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Administrative expenses (other) incurred	2023-12-31	$46,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$28,260,744
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$190,875,328
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$162,614,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$159,216,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$129,982,135
Value of interest in pooled separate accounts at end of year	2023-12-31	$1,389,791
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$1,627,989
Interest earned on other investments	2023-12-31	$992,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$9,979,783
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$9,723,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$9,723,644
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$483,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$20,289,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$21,280,816
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$787,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$22,294,410
Net investment gain/loss from pooled separate accounts	2023-12-31	$-220,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$9,213,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$7,109,676
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Disclaimer
Accountancy firm name	2023-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2023-12-31	954345526
2022 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-17,875,928
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,582,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,580,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,853,435
Value of total assets at end of year	2022-12-31	$162,614,584
Value of total assets at beginning of year	2022-12-31	$185,073,069
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,309
Total interest from all sources	2022-12-31	$1,027,416
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,128,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$3,128,486
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Administrative expenses (other) incurred	2022-12-31	$1,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-22,458,485
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$162,614,584
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$185,073,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$129,982,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$154,501,170
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,627,989
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,531,385
Interest earned on other investments	2022-12-31	$891,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$9,723,644
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$7,659,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$7,659,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$135,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$21,280,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$21,380,408
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$41,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-31,260,763
Net investment gain/loss from pooled separate accounts	2022-12-31	$375,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$8,853,435
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,538,316
Contract administrator fees	2022-12-31	$509
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2022-12-31	954345526
2021 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$31,053,018
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$9,700,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,695,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$8,341,046
Value of total assets at end of year	2021-12-31	$185,072,867
Value of total assets at beginning of year	2021-12-31	$163,720,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,493
Total interest from all sources	2021-12-31	$751,748
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,787,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,787,157
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Administrative expenses (other) incurred	2021-12-31	$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$21,352,582
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$185,072,867
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$163,720,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$154,501,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$140,673,034
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,531,385
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,370,212
Interest earned on other investments	2021-12-31	$751,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$7,659,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$21,380,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$21,675,444
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$863,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$16,931,186
Net investment gain/loss from pooled separate accounts	2021-12-31	$241,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$8,341,046
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$1,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,832,542
Contract administrator fees	2021-12-31	$4,093
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2021-12-31	954345526
2020 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$26,784,914
Total of all expenses incurred	2020-12-31	$5,160,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,159,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,991,765
Value of total assets at end of year	2020-12-31	$163,720,285
Value of total assets at beginning of year	2020-12-31	$142,096,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,548
Total interest from all sources	2020-12-31	$872,815
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,541,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,541,900
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Administrative expenses (other) incurred	2020-12-31	$1,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$21,624,021
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$163,720,285
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$142,096,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$140,673,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$119,055,745
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,370,212
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,742,333
Interest earned on other investments	2020-12-31	$872,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$21,675,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$21,298,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$16,392,956
Net investment gain/loss from pooled separate accounts	2020-12-31	$-14,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$7,991,765
Employer contributions (assets) at end of year	2020-12-31	$1,595
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,159,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2020-12-31	954345526
2019 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$30,353,254
Total income from all sources (including contributions)	2019-12-31	$30,353,254
Total of all expenses incurred	2019-12-31	$5,485,556
Total of all expenses incurred	2019-12-31	$5,485,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,484,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,484,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,854,438
Value of total assets at end of year	2019-12-31	$142,096,264
Value of total assets at end of year	2019-12-31	$142,096,264
Value of total assets at beginning of year	2019-12-31	$117,228,566
Value of total assets at beginning of year	2019-12-31	$117,228,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,291
Total interest from all sources	2019-12-31	$854,300
Total interest from all sources	2019-12-31	$854,300
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,679,363
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,679,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,679,363
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,679,363
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$1,291
Administrative expenses (other) incurred	2019-12-31	$1,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$24,867,698
Value of net income/loss	2019-12-31	$24,867,698
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$142,096,264
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$142,096,264
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$117,228,566
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$117,228,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$119,055,745
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$119,055,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$94,041,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$94,041,231
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,742,333
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,742,333
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,545,662
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,545,662
Interest earned on other investments	2019-12-31	$854,300
Interest earned on other investments	2019-12-31	$854,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$21,298,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$21,298,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$21,641,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$21,641,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$19,878,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$19,878,829
Net investment gain/loss from pooled separate accounts	2019-12-31	$86,324
Net investment gain/loss from pooled separate accounts	2019-12-31	$86,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$7,854,438
Contributions received in cash from employer	2019-12-31	$7,854,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,484,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,484,265
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm name	2019-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2019-12-31	954345526
Accountancy firm EIN	2019-12-31	954345526
2018 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,466,279
Total of all expenses incurred	2018-12-31	$5,788,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,781,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$7,445,591
Value of total assets at end of year	2018-12-31	$117,228,566
Value of total assets at beginning of year	2018-12-31	$120,550,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,633
Total interest from all sources	2018-12-31	$905,814
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,766,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,766,442
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$6,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,321,790
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$117,228,566
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$120,550,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$94,041,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$97,541,932
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,545,662
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,487,831
Interest earned on other investments	2018-12-31	$905,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$21,641,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$21,520,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-7,724,207
Net investment gain/loss from pooled separate accounts	2018-12-31	$72,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$7,445,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,781,436
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2018-12-31	954345526
2017 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$248,562
Total income from all sources (including contributions)	2017-12-31	$21,555,375
Total of all expenses incurred	2017-12-31	$1,732,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,699,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,679,831
Value of total assets at end of year	2017-12-31	$120,550,356
Value of total assets at beginning of year	2017-12-31	$100,478,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$32,568
Total interest from all sources	2017-12-31	$867,468
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$963,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$963,681
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Administrative expenses (other) incurred	2017-12-31	$32,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$19,823,222
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$120,550,356
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$100,478,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$97,541,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$77,542,669
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,487,831
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,742,257
Interest earned on other investments	2017-12-31	$867,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$21,520,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$21,193,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$12,973,730
Net investment gain/loss from pooled separate accounts	2017-12-31	$70,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$6,679,831
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,699,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2017-12-31	954345526
2016 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2016 401k financial data
Total transfer of assets from this plan	2016-12-31	$268,132
Total income from all sources (including contributions)	2016-12-31	$12,487,624
Total of all expenses incurred	2016-12-31	$3,812,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,784,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,581,508
Value of total assets at end of year	2016-12-31	$100,478,572
Value of total assets at beginning of year	2016-12-31	$92,071,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$27,983
Total interest from all sources	2016-12-31	$949,364
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$778,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$778,289
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$331,692
Administrative expenses (other) incurred	2016-12-31	$27,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$8,675,299
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$100,478,572
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$92,071,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$77,542,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$66,804,187
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,742,257
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,869,796
Interest earned on other investments	2016-12-31	$949,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$21,193,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$21,234,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,097,540
Net investment gain/loss from pooled separate accounts	2016-12-31	$80,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$5,581,508
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$162,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,784,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2016-12-31	954345526
2015 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$5,817,589
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,906,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,906,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,049,436
Value of total assets at end of year	2015-12-31	$92,071,405
Value of total assets at beginning of year	2015-12-31	$88,160,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$867,597
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,766,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,766,146
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,911,203
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$92,071,405
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$88,160,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$66,804,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$64,595,820
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,869,796
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,891,158
Interest earned on other investments	2015-12-31	$867,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$21,234,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$20,673,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,123,540
Net investment gain/loss from pooled separate accounts	2015-12-31	$257,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$5,049,436
Employer contributions (assets) at end of year	2015-12-31	$162,976
Employer contributions (assets) at beginning of year	2015-12-31	$221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,906,386
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2015-12-31	366055558
2014 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$9,875,585
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$4,289,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,286,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,807,198
Value of total assets at end of year	2014-12-31	$88,160,202
Value of total assets at beginning of year	2014-12-31	$82,574,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,771
Total interest from all sources	2014-12-31	$905,225
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,371,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,371,252
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$2,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$5,586,080
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$88,160,202
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$82,574,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$64,595,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$58,670,267
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,891,158
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,579,287
Interest earned on other investments	2014-12-31	$905,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$20,673,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$21,324,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,478,452
Net investment gain/loss from pooled separate accounts	2014-12-31	$313,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$4,807,198
Employer contributions (assets) at end of year	2014-12-31	$221
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,286,734
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2014-12-31	366055558
2013 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$15,800,768
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$4,248,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,248,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,821,672
Value of total assets at end of year	2013-12-31	$82,574,122
Value of total assets at beginning of year	2013-12-31	$71,021,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$252,821
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,621,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,621,404
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$11,552,442
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$82,574,122
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$71,021,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$58,670,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$47,628,997
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,579,287
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,489,773
Interest earned on other investments	2013-12-31	$252,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$21,324,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$21,888,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$8,918,722
Net investment gain/loss from pooled separate accounts	2013-12-31	$186,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$4,821,672
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$14,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,248,326
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2013-12-31	366055558
2012 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$11,080,409
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,167,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,167,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,878,566
Value of total assets at end of year	2012-12-31	$71,021,680
Value of total assets at beginning of year	2012-12-31	$61,108,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$217,872
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,283,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,283,362
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$9,913,302
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$71,021,680
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$61,108,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$47,628,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$38,684,195
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,489,773
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,055,001
Interest earned on other investments	2012-12-31	$217,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$21,888,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$21,368,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,579,554
Net investment gain/loss from pooled separate accounts	2012-12-31	$121,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$4,878,566
Employer contributions (assets) at end of year	2012-12-31	$14,906
Employer contributions (assets) at beginning of year	2012-12-31	$1,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,167,107
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2012-12-31	366055558
2011 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$4,715,125
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,397,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,396,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,445,112
Value of total assets at end of year	2011-12-31	$61,108,378
Value of total assets at beginning of year	2011-12-31	$58,790,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,174
Total interest from all sources	2011-12-31	$210,268
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$894,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$894,647
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$1,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,317,557
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$61,108,378
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$58,790,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$38,684,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$37,197,792
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,055,001
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$263,639
Interest earned on other investments	2011-12-31	$210,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$21,368,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$20,967,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-896,035
Net investment gain/loss from pooled separate accounts	2011-12-31	$61,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$4,445,112
Employer contributions (assets) at end of year	2011-12-31	$1,033
Employer contributions (assets) at beginning of year	2011-12-31	$361,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,396,394
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2011-12-31	366055558
2010 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$8,946,110
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,843,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,843,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$4,070,579
Value of total assets at end of year	2010-12-31	$58,790,821
Value of total assets at beginning of year	2010-12-31	$51,688,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$164,550
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$736,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$736,041
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$240,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$7,102,224
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$58,790,821
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$51,688,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$37,197,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$31,230,023
Value of interest in pooled separate accounts at end of year	2010-12-31	$263,639
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$38,164
Interest earned on other investments	2010-12-31	$164,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$20,967,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$20,095,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,950,816
Net investment gain/loss from pooled separate accounts	2010-12-31	$24,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$4,070,579
Employer contributions (assets) at end of year	2010-12-31	$361,873
Employer contributions (assets) at beginning of year	2010-12-31	$324,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,603,633
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2010-12-31	366055558
2009 : CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN

2023: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

405265

Policy instance

Insurance contract or identification number	405265
Number of Individuals Covered	381
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101931

Policy instance

Insurance contract or identification number	101931
Number of Individuals Covered	397
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101931

Policy instance

Insurance contract or identification number	101931
Number of Individuals Covered	409
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101931

Policy instance

Insurance contract or identification number	101931
Number of Individuals Covered	423
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101931

Policy instance

Insurance contract or identification number	101931
Number of Individuals Covered	440
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101931

Policy instance

Insurance contract or identification number	101931
Number of Individuals Covered	463
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101931

Policy instance

Insurance contract or identification number	101931
Number of Individuals Covered	475
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101931/405265

Policy instance

Insurance contract or identification number	101931/405265
Number of Individuals Covered	374
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101931/405265

Policy instance

Insurance contract or identification number	101931/405265
Number of Individuals Covered	378
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101931/405265

Policy instance

Insurance contract or identification number	101931/405265
Number of Individuals Covered	398
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101931/405265

Policy instance

Insurance contract or identification number	101931/405265
Number of Individuals Covered	398
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101931/405265

Policy instance

Insurance contract or identification number	101931/405265
Number of Individuals Covered	408
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

101931

Policy instance

Insurance contract or identification number	101931
Number of Individuals Covered	432
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CITY OF HOPE NATIONAL MEDICAL CENTER
Employer identification number (EIN):	951683875
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	0000-00-00
Company Identification Number:	C0230956
Legal Registered Office Address:	818 West Seventh St Ste 930Los AngelesCA90017 United States of America (USA)